2026-01-08 00:23:44

Grayscale has released the latest portfolio weighting adjustments for its flagship funds as of Q4. The DeFi Fund ($DEFG), Smart Contract Fund (GSC), and Decentralized AI Fund have undergone strategic rebalancing to reflect market dynamics and sector performance. These quarterly updates showcase how major institutional crypto funds are positioning across DeFi protocols, smart contract platforms, and emerging AI-integrated blockchain solutions. The weighting changes indicate evolving institutional confidence in different segments of the crypto ecosystem. For investors tracking fund allocation trends and institutional capital flows in decentralized finance and blockchain infrastructure, these periodic reweighting announcements provide valuable insights into how professional money managers are navigating the current digital asset landscape.

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SatoshiNotNakamoto

· 01-11 00:23

Grayscale has rebalanced its portfolio again. It seems that institutions are still betting on AI.

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LiquidationWatcher

· 01-10 00:17

Grayscale is rebalancing again. Doing this every time, the institutions are really betting on the AI chain.

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RektButStillHere

· 01-09 00:23

Grayscale is rebalancing again. Is this another attempt to harvest the retail investors?

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StableGenius

· 01-08 00:53

lol grayscale rebalancing their bags again... let me guess, they're chasing whatever pumped hardest last quarter? empirically speaking, these quarterly shuffles are just cope for underperformance tbh

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StealthDeployer

· 01-08 00:50

Grayscale is rebalancing again. It seems that institutions still favor the AI sector.

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FromMinerToFarmer

· 01-08 00:47

Grayscale is rebalancing again. Can we follow the big institutions and get some gains?

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BtcDailyResearcher

· 01-08 00:44

Grayscale is starting to rebalance again. Looking at this move, it seems like the institution is planning something. Has the weight of the AI chain increased again?

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GateUser-e19e9c10

· 01-08 00:38

Grayscale is rebalancing again, it seems institutions are still betting on AI and DeFi.

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SatoshiSherpa

· 01-08 00:27

Grayscale is rebalancing again. It seems like institutions are this wave trying to bottom out on AI-related assets.

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fork_in_the_road

· 01-08 00:26

NGL grayscale's recent rebalancing rhythm is basically telling us what institutions are thinking; ignoring it is not an option.