Grayscale Adds ENA at 13.59% to DeFi Fund in Q1 2026, Removes AERO

Grayscale Investments completed the rebalancing of its Decentralized Finance Fund in Q1 2026, adding Ethena's ENA token with a 13.59% weighting while fully removing Aerodrome Finance's AERO token from the portfolio. The addition was funded through the sale of AERO, which previously represented 5.36% of the fund.

Following the rebalance, Uniswap's UNI token remains the fund's largest holding at 35.22%, followed by Aave at 21.36% and Ondo Finance at 19.83%. Curve DAO and Lido DAO retained positions of 5.27% and 4.73%, respectively.