According to TechFlow, on January 9, Decrypt reported that Grayscale announced a quarterly rebalancing of its cryptocurrency funds. Its Digital Large Cap Fund now has 90% of Bitcoin and Ethereum, with the remaining assets allocated to XRP, Solana and the newly added Cardano, while Avalanche was removed from the portfolio. This adjustment was based on the volatility of the CoinDesk Large Cap Select Index.
In terms of other funds, in the GSCPxE fund (smart contract platform fund excluding Ethereum), Solana and Cardano account for 75%, Avalanche accounts for about 9%, the newly added Sui accounts for 8%, and the rest is allocated to NEAR Protocol and Polkadot. The AI fund is more evenly distributed among multiple projects, with NEAR Protocol accounting for about 30% and the newly added Livepeer accounting for 2.8%.
According to previous news, Grayscale updated the component weights of its funds, adding SUI, LPT, CRV, and others.
