AERO Removed, ENA Added as Grayscale Rebalances DeFi Fund for Q1 2026
Grayscale has finalized the Q1 2026 rebalancing for both its DeFi Fund and Smart Contract Fund. As part of the update, the DeFi Fund removed Aerodrome Finance (AERO) and introduced Ethena (ENA) to its portfolio.
Effective May 1, 2026, the DeFi Fund’s holdings include UNI, ONDO, AAVE, ENA, LDO, and CRV.
Meanwhile, the Smart Contract Fund was adjusted in accordance with its existing weighting methodology and continues to include ETH, SOL, AVAX, ADA, SUI, and HBAR.
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