Grayscale announced that it adjusted the composition of its DeFi fund through its Q1 fund rebalancing, removing Aerodrome Finance (AERO) and newly adding Ethena (ENA). As of May 1, the proportions of the DeFi fund are Uniswap (UNI) 35.22%, Aave (AAVE) 21.36%, Ondo (ONDO) 19.83%, Ethena (ENA) 13.59%, Curve (CRV) 5.27%, and Lido DAO (LDO) 4.73%. The smart contract fund was also readjusted, but no new assets were added or excluded.
