{"id":76460,"date":"2026-08-06T17:45:10","date_gmt":"2026-08-06T17:45:10","guid":{"rendered":"https:\/\/crowdfundjunction.com\/blog\/grayscale-gives-bnb-30-6-in-smart-contract-fund-tops-ether-and-solana\/"},"modified":"2026-08-06T17:45:10","modified_gmt":"2026-08-06T17:45:10","slug":"grayscale-gives-bnb-30-6-in-smart-contract-fund-tops-ether-and-solana","status":"publish","type":"post","link":"https:\/\/crowdfundjunction.com\/blog\/grayscale-gives-bnb-30-6-in-smart-contract-fund-tops-ether-and-solana\/","title":{"rendered":"Grayscale Gives BNB 30.6% in Smart Contract Fund, Tops Ether and Solana"},"content":{"rendered":"<p><b>(Originally posted on : Bitcoin News )<\/b><br \/>\n<\/p>\n<div>\n<div class=\"@container mb-[25px] rounded-sm overflow-clip py-0.5 pr-0.5 pl-2.5 bg-success-100\">\n<div class=\"flex flex-col gap-m overflow-clip rounded-[6px] !bg-success-10 p-3 @[420px]:p-m\">\n<h2 class=\"m-0 flex items-center gap-s text-[19px] !text-[#1c1c1c] md:text-[20px]\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"10\" viewbox=\"0 0 16 10\" fill=\"none\" class=\"shrink-0 text-success-100\" aria-hidden=\"true\"><path d=\"M1 1.5h14\" stroke=\"currentColor\" stroke-width=\"2.5\" stroke-linecap=\"round\"\/><path d=\"M1 8.5h10\" stroke=\"currentColor\" stroke-width=\"2.5\" stroke-linecap=\"round\"\/><\/svg><span>Key Takeaways<\/span><\/h2>\n<ul class=\"m-0 flex list-none flex-col gap-m pl-0\">\n<li class=\"m-0 flex items-start gap-s !text-[#434248]\"><span class=\"mt-2 size-2 shrink-0 rounded-full bg-success-100\" aria-hidden=\"true\"\/><span class=\"text-body\">Grayscale added BNB at 30.6%, ahead of ether and solana in its Smart Contract Fund.<\/span><\/li>\n<li class=\"m-0 flex items-start gap-s !text-[#434248]\"><span class=\"mt-2 size-2 shrink-0 rounded-full bg-success-100\" aria-hidden=\"true\"\/><span class=\"text-body\">BNB\u2019s 30.6% lead boosts its institutional profile as Grayscale trims UNI and NEAR.<\/span><\/li>\n<li class=\"m-0 flex items-start gap-s !text-[#434248]\"><span class=\"mt-2 size-2 shrink-0 rounded-full bg-success-100\" aria-hidden=\"true\"\/><span class=\"text-body\">Grayscale\u2019s Q3 2026 review will test whether BNB keeps its lead over ether and solana.<\/span><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<h2>Grayscale Uses Q2 Review to Reweight 3 Crypto Funds<\/h2>\n<p>Grayscale Investments has added BNB to its Smart Contract Fund, placing the token ahead of ether and solana in the portfolio after its <a href=\"https:\/\/www.globenewswire.com\/news-release\/2026\/08\/05\/3339735\/0\/en\/grayscale-investments-announces-rebalancing-of-multi-asset-funds-for-second-quarter-2026.html\" target=\"_blank\" rel=\"noopener noreferrer\">latest quarterly rebalancing<\/a>.<\/p>\n<p>As of Aug. 3, BNB accounted for 30.6% of the fund. Ether followed at 29.47%, while solana represented 29.15%. The remaining allocation was spread across cardano, hedera, avalanche and sui. Each held less than 5% of the portfolio.<\/p>\n<p>The addition gives BNB immediate prominence in a product designed to offer exposure to leading <a href=\"https:\/\/www.bitcoin.com\/get-started\/what-is-a-smart-contract\/?_gl=1*ej5vny*_gcl_au*MTc2OTYwMjg0NS4xNzc4NzgwNzM1*_ga*MjE1MTQ4MjQ1LjE3NzA5OTgxMTI.*_ga_ERLPF60ZDD*czE3ODYwMjMyMzAkbzI4OCRnMCR0MTc4NjAyMzIzMCRqNjAkbDAkaDA.\" target=\"_blank\" rel=\"noopener noreferrer\">smart contract<\/a> networks. Grayscale funded the purchase by selling portions of the fund\u2019s existing holdings.<\/p>\n<h2>Uniswap Remains Largest DeFi Holding<\/h2>\n<p>Grayscale also reduced the amount of uniswap held by its Decentralized Finance Fund. Even after the sale, UNI remained the product\u2019s largest asset, with a 34.16% weighting.<\/p>\n<p>Ondo ranked second at 25.44%, followed by Aave at 19.97%. Ethena represented 12.19%, while curve and lido DAO made up the smallest positions.<\/p>\n<p>The rebalance suggests Grayscale is keeping uniswap at the center of its DeFi strategy while reducing the portfolio\u2019s dependence on a single token. The fund used the proceeds from its UNI sale to increase its other existing positions in line with their respective allocations.<\/p>\n<h2>NEAR Leads AI Fund After Trim<\/h2>\n<p>Grayscale made a similar adjustment to its Decentralized AI Fund, selling part of its NEAR Protocol position and directing the proceeds into the other assets already held by the fund.<\/p>\n<p>NEAR still retained the largest weighting at 31.35%. Bittensor followed closely at 29.15%, while Render accounted for 21.59%. Filecoin represented the remaining 17.91%. The changes leave the AI fund more evenly distributed, although NEAR and Bittensor still make up more than 60% of the portfolio.<\/p>\n<p>Grayscale said its DeFi and Smart Contract funds do not generate income. Both products periodically sell or distribute portions of their holdings to cover operating expenses. As a result, the amount of crypto represented by each share gradually declines over time.<\/p>\n<p>The latest rebalancing highlights how diversified crypto funds are becoming more selective as competition intensifies among smart contract platforms, <a href=\"https:\/\/www.bitcoin.com\/get-started\/what-is-defi-decentralized-finance\/?_gl=1*1sed88e*_gcl_au*MTc2OTYwMjg0NS4xNzc4NzgwNzM1*_ga*MjE1MTQ4MjQ1LjE3NzA5OTgxMTI.*_ga_ERLPF60ZDD*czE3ODYwMjMyMzAkbzI4OCRnMCR0MTc4NjAyMzIzMCRqNjAkbDAkaDA.\" target=\"_blank\" rel=\"noopener noreferrer\">DeFi protocols<\/a> and blockchain projects tied to artificial intelligence.<\/p>\n<\/p><\/div>\n<p><a href=\"https:\/\/news.bitcoin.com\/crypto-news\/grayscale-gives-bnb-30-6-in-smart-contract-fund-tops-ether-and-solana\/\">Source link <\/a><br \/>\n<br \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>(Originally posted on : Bitcoin News ) Key Takeaways Grayscale added BNB at 30.6%, ahead of ether and solana in its Smart Contract Fund. BNB\u2019s 30.6% lead boosts its institutional profile as Grayscale trims UNI and NEAR. Grayscale\u2019s Q3 2026 review will test whether BNB keeps its lead over ether and solana. Grayscale Uses Q2 [&hellip;]<\/p>\n","protected":false},"author":3947362377,"featured_media":76461,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0},"categories":[32],"tags":[],"_links":{"self":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/posts\/76460"}],"collection":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/users\/3947362377"}],"replies":[{"embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/comments?post=76460"}],"version-history":[{"count":0,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/posts\/76460\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/media\/76461"}],"wp:attachment":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/media?parent=76460"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/categories?post=76460"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/tags?post=76460"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}