Grayscale, as one of the few altcoin allocators among Wall Street institutions, has attracted widespread attention in the market with its fund adjustments for the second quarter of 2025. This adjustment involves three major zones: DeFi, smart contracts, and AI, showcasing Grayscale's latest views on the crypto assets market.



In the DeFi zone, Grayscale has added the ONDO coin, and the main holdings of this fund are UNI (34.01%), AAVE (30.74%), and ONDO (18.22%). This move indicates that Grayscale is optimistic about the continued development of the Decentralized Finance sector.

The changes in the smart contracts fund are significant, with HBAR being added and DOT removed from the portfolio. The adjusted main holdings now include ETH (30.22%), SOL (29.87%), and ADA (18.57%). This change reflects Grayscale's latest assessment of the prospects of different public chain ecosystems.

The AI fund's position ratio remains unchanged, with main allocations including TAO (29.10%), NEAR (28.41%), and RENDER (17.34%). This indicates that Grayscale maintains a stable optimistic attitude towards the application prospects of artificial intelligence in the blockchain field.

Grayscale's recent fund adjustment has provided valuable insights for investors, especially in the allocation of alts. As one of the few institutions on Wall Street willing to diversify investments beyond mainstream Crypto Assets, Grayscale's investment strategy is undoubtedly worth closely following by market participants. However, when referring to institutional allocations, investors still need to cautiously assess their own risk tolerance and make independent investment decisions.
DEFI-6.7%
ONDO-5.27%
UNI1.14%
AAVE-3.51%
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LongTermDreamervip
· 2h ago
Looking at this DOT being kicked out three years later, I understand a bit more now. I've lost a lot.
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HodlKumamonvip
· 2h ago
DOT has exited, it turns out that even institutions are not optimistic about the POL public chain.
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ChainPoetvip
· 2h ago
Did dot get cut? Sold!
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degenonymousvip
· 3h ago
Is dot out???
View OriginalReply0
CommunityWorkervip
· 3h ago
It's just three tricks, reheating old rice.
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DeepRabbitHolevip
· 3h ago
Dot has been kicked out.
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SchrodingerGasvip
· 3h ago
Dot being kicked is a bit interesting. Has the equilibrium of the game been broken?
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