Grayscale has changed the portfolios of several funds: which tokens were added and which — were removed?

Grayscale Investments Company, a leading asset manager in the field of crypto investments, on January 8 announced the rebalancing of its multi-asset funds as part of its regular review for the fourth quarter of 2024.

Thus, Grayscale made changes to the following funds: Grayscale Decentralized AI Fund — added Livepeer (LPT); Grayscale Decentralized Finance (DeFi) Fund — added Curve (CRV) and removed Synthetix (SNX); Grayscale Digital Large Cap Fund — added Cardano (ADA) and removed Avalanche (AVAX); Grayscale Smart Contract Platform Ex-Ethereum Fund — added Sui (SUI). Below you can see what the current portfolios of the funds look like now.

What do Grayscale’s fund portfolios look like now?

Grayscale Decentralized AI Fund (AI Fund):

• NEAR Protocol (NEAR) – 29.93%
• Render (RENDER) – 20.58%
• Bittensor (TAO) – 19.03%
• Filecoin (FIL) – 17.18%
• The Graph (GRT) – 10.45%
• Livepeer (LPT) – 2.83%

Grayscale Decentralized Finance Fund (DEFG):

• Uniswap (UNI) – 47.88%
• Aave (AAVE) – 27.87%
• Lido (LDO) – 9.75%
• MakerDAO (MKR) – 7.79%
• Curve (CRV) – 6.71%

Grayscale Digital Large Cap Fund (GDLC):

• Bitcoin (BTC) – 73.52%
• Ethereum (ETH) – 16.16%
• XRP – 5.05%
• Solana (SOL) – 3.83%
• Cardano (ADA) – 1.44%

Grayscale Smart Contract Platform Ex-Ethereum Fund (GSCPxE Fund):

• Solana (SOL) – 55.22%
• Cardano (ADA) – 20.82%
• Avalanche (AVAX) – 9.52%
• Sui (SUI) – 7.93%
• NEAR Protocol (NEAR) – 3.85%
• Polkadot (DOT) – 2.66%