- Grayscale Q2 2025 rebalancing adds Ondo Finance to its DeFi Fund and replaces Polkadot with Hedera in the Smart Contract Fund.
- These changes reflect a strategic shift toward yield optimization and enterprise-focused blockchain platforms.
Grayscale Investments has announced major changes in its Q2 2025 rebalancing, highlighting strategic shifts across its crypto funds. The firm has added Ondo Finance (ONDO) to its DeFi Fund and replaced Polkadot (DOT) with Hedera (HBAR) in its Smart Contract Platform Fund, reflecting changing market dynamics and investor interests.
Ondo Finance Joins Grayscale DeFi Fund
For the first time, Ondo Finance has been added to Grayscale’s DeFi Fund, now representing 18.22% of the portfolio. Ondo is a yield-optimization protocol that helps investors maximize returns through liquidity provision. Its inclusion indicates growing confidence in tools that enhance capital efficiency and boost yields in the DeFi space.
Uniswap (UNI) and Aave (AAVE) remain top holdings in the fund, with allocations of 34.01% and 30.74% respectively. Other assets include MakerDAO, Curve, and Lido, offering investors broad exposure to leading DeFi protocols.
Grayscale Replaces Polkadot with Hedera in Smart Contract Fund
In another bold move, Grayscale has removed Polkadot from its Smart Contract Platform Fund and replaced it with Hedera. This decision marks a shift in focus from interoperability and scalability to enterprise utility and energy efficiency—core strengths of the Hedera network.
Post-rebalancing, Ethereum (ETH) and solana (SOL) each hold over 30% of the fund. Cardano (ADA), Sui (SUI), and Avalanche (AVAX) also remain part of the portfolio. The change underscores Hedera’s growing reputation as a robust smart contract platform for enterprise-grade applications.
AI Fund Maintains Holdings, Adjusts Weights
Grayscale’s Decentralized AI Fund saw no changes in its token lineup. However, asset weights were adjusted. Bittensor (TAO) and NEAR Protocol (NEAR) now lead the fund, followed by Render (RENDER), Filecoin (FIL), and The Graph (GRT).
What This Means for Investors
Grayscale’s Q2 portfolio updates show a proactive response to shifting market trends. The addition of Ondo Finance caters to rising demand for yield-enhancing tools in DeFi, while Hedera’s inclusion reflects a focus on enterprise blockchain innovation. These strategic moves aim to position Grayscale’s funds for long-term growth and relevance.
Also read:Ondo and Stellar: The Perfect Crypto Pairing for 2025
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