Grayscale, an institutional giant in the cryptocurrency world, shared its fund updates for the second quarter. The company’s latest moves signal a significant shift in its investment strategy, particularly toward smart contract platforms. According to the announcement, BNB has surpassed its major rivals to claim the top spot in the fund.

Following the adjustment within Grayscale‘s Smart Contract Fund, BNB reached a weight of 30.6%. With this increase, BNB pulled ahead of projects like Ethereum, which holds a 29.47% share, and Solana (SOL), which has a 29.15% share. The company’s preference reflects institutional investors’ confidence in various networks within the ecosystem and their desire for portfolio diversification.

New Balances in DeFi and AI Funds

The company implemented restrictions and adjustments not only in its main fund but also in its thematic funds. Within the DeFi Fund, although Uniswap (UNI) holdings were slightly reduced, the project remains the fund’s largest asset with a 34.16% share. These funds, at the center of institutional interest, are considered important indicators determining liquidity flow in the market.

A similar strategy was applied to the Decentralized AI Fund. Within this fund, although the weight of NEAR Protocol (NEAR) was slightly lowered, it continues to maintain its lead with a 31.35% ratio. Grayscale‘s moves clearly demonstrate how risks are distributed in digital asset management and which projects are prioritized at the institutional level.

Major Rotation in Grayscale’s Portfolio: Altcoin Surpassing Ethereum and Solana Takes the Top Spot with a 30.6% Share isimli makale Selim Kuşçu tarafından hazırlanmış ve koinbulteni.comda yayınlanmıştır.