Grayscale adds ENA, removes AERO from DeFi Fund in Q1 rebalance

Grayscale announced it has adjusted the composition of its DeFi Fund as part of its first-quarter rebalancing, removing Aerodrome Finance (AERO) and adding Ethena (ENA). As of May 1, the DeFi Fund's holdings are as follows: - Uniswap (UNI): 35.22% - Aave (AAVE): 21.36% - Ondo (ONDO): 19.83% - Ethena (ENA): 13.59% - Curve (CRV): 5.27% - Lido DAO (LDO): 4.73% The firm also rebalanced its Smart Contract Platform Fund, though no new assets were added or removed.