Grayscale completed its Q1 2026 rebalancing of the DeFi Fund and Smart Contract Platform Fund. In the DeFi Fund, Ethena (ENA) was added at a 13.59% weight and Aerodrome Finance (AERO) was removed. The DeFi Fund’s largest position is UNI at 35.22%, while the Smart Contract Platform Fund now has ETH at the top weight of 30.14%, ahead of SOL at 29.69%. The update reflects Grayscale’s regular portfolio adjustment process for its crypto sector funds.