Grayscale adds ENA and removes AERO in Q1 fund rebalance

cryptonews05-07

Grayscale Investments completed its Q1 2026 review of the Grayscale Decentralized Finance Fund and the Grayscale Smart Contract Fund. Summary Grayscale added ENA to its DeFi Fund after removing ...

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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGrayscale adds ENA and removes AERO in Q1 fund rebalance\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-07 17:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://crypto.news/grayscale-adds-ena-and-removes-aero-in-q1-fund-rebalance/><strong>cryptonews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Grayscale Investments completed its Q1 2026 review of the Grayscale Decentralized Finance Fund and the Grayscale Smart Contract Fund. \n\n\nSummary\n\n\n\nGrayscale added ENA to its DeFi Fund after removing ...</p>\n\n<a href=\"https://crypto.news/grayscale-adds-ena-and-removes-aero-in-q1-fund-rebalance/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4008","symbol_name":"航空公司","start_time":0,"source_url":"https://crypto.news/grayscale-adds-ena-and-removes-aero-in-q1-fund-rebalance/","article_id":"2633111981","we_media_id":null,"thumbnails":[],"rights":{"source":"crypto_news_highlight","url":"https://crypto.news/grayscale-adds-ena-and-removes-aero-in-q1-fund-rebalance/","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2633111981","pubTimestamp":1778145600,"columns":[],"sourceInfo":{"source_id":"crypto_news_highlight","name":"Crypto News"},"weMediaInfo":null,"summary":"Grayscale Investments completed its Q1 2026 review of the Grayscale Decentralized Finance Fund and the Grayscale Smart Contract Fund.Grayscale added ENA to its DeFi Fund after removing AERO in the latest quarterly rebalance.Smart Contract Fund kept ETH and SOL leading its basket, with ADA holding third place.The update changed the DeFi Fund’s holdings and adjusted the Smart Contract Fund based on its existing basket.As of May 1, the DeFi Fund held Uniswap at 35.22%, Aave at 21.36%, Ondo at 19.83%, Ethena at 13.59%, Curve at 5.27%, and Lido DAO at 4.73%. ENA entered the fund as its fourth-largest holding.The fund now gives larger weight to decentralized exchanges, lending, tokenized assets, and synthetic dollar infrastructure. Ethena is known for USDe, its synthetic dollar product, while Ondo gives the fund exposure to tokenized finance through its existing allocation.That supply event is separate from Grayscale’s rebalance. Still, it gives traders another reason to watch ENA after its ","collect":0,"end_time":0,"defaultTopTitle":"crypto.news","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4008":"航空公司","AERO":"Grupo Aeromexico S.A.B. de CV"},"translate_title":"灰度在第一季度基金再平衡中添加ENA并删除AERO","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AERO":1.5},"content_text":"Grayscale Investments completed its Q1 2026 review of the Grayscale Decentralized Finance Fund and the Grayscale Smart Contract Fund. \n\n\nSummary\n\n\n\nGrayscale added ENA to its DeFi Fund after removing AERO in the latest quarterly rebalance.\nUNI and AAVE remain the fund’s largest holdings, while ENA entered as fourth-largest component overall.\nSmart Contract Fund kept ETH and SOL leading its basket, with ADA holding third place.\n\n\n\nThe update changed the DeFi Fund’s holdings and adjusted the Smart Contract Fund based on its existing basket.\nThe DeFi Fund removed Aerodrome Finance and added Ethena. Grayscale said it sold AERO and other fund components in line with their weights, then used the proceeds to buy ENA. The change followed the CoinDesk DeFi Select Index method.\nUNI and AAVE remain top holdings\nAs of May 1, the DeFi Fund held Uniswap at 35.22%, Aave at 21.36%, Ondo at 19.83%, Ethena at 13.59%, Curve at 5.27%, and Lido DAO at 4.73%. ENA entered the fund as its fourth-largest holding.\nThe fund now gives larger weight to decentralized exchanges, lending, tokenized assets, and synthetic dollar infrastructure. Ethena is known for USDe, its synthetic dollar product, while Ondo gives the fund exposure to tokenized finance through its existing allocation.\nCrypto.news recently reported that ENA will unlock 171.88 million tokens worth about $17.28 million. The release equals 2.12% of adjusted released supply, making ENA one of the watched tokens for the week.\nThat supply event is separate from Grayscale’s rebalance. Still, it gives traders another reason to watch ENA after its addition to the DeFi Fund.\nSmart Contract Fund keeps existing basket\nGrayscale also rebalanced its Smart Contract Fund without adding or removing assets. The fund held Ether at 30.14%, Solana at 29.69%, Cardano at 17.96%, Avalanche at 7.69%, Hedera at 7.41%, and Sui at 7.11% as of May 1.\nThe fund remained centered on major networks that support decentralized applications and smart contracts. Ethereum and Solana stayed almost evenly weighted, while Cardano held the third-largest share.\nAs previously reported, Grayscale’s Q2 2025 rebalance added ONDO to the DeFi Fund and replaced Polkadot with HBAR in the Smart Contract Fund. That earlier change showed how the manager updates baskets as index components change.\nAs reported by Crypto.news, Grayscale launched a Sui staking ETF in February 2026. That product gave investors direct SUI exposure with staking rewards reflected through net asset value.\nMoreover, Grayscale said neither the DeFi Fund nor the Smart Contract Fund generates income. Both funds regularly distribute components to pay expenses, which means the amount of crypto represented by each share decreases over time.\n\n\n\n\n\n                Read more:\n            \n\n                Bithumb targets Vietnam crypto exchange market through SSID deal","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.42.2","shortVersion":"4.42.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2633111981","isCrawlerRequest":true}