灰度 DeFi 基金新增 ENA 并移除 AERO,ETH 持仓占比重回首位

ChainCatcher 消息,灰度已完成加密货币行业基金再平衡。DeFi 基金调入 Ethena 代币 ENA,权重为 13.59%,成为该基金第四大持仓。同时,该基金完全移除了 Aerodrome Finance 代币 AERO。
调仓后,该基金主要持仓构成包括:Uniswap(UNI)占比 35.22%,Aave(AAVE)占比 21.36%,Ondo Finance(ONDO)占比 19.83%,Curve DAO(CRV)占比 5.27%以及 Lido DAO(LDO)占比 4.73%。此外,智能合约平台基金本季度未增减资产。以太坊(ETH)持仓权重上升至 30.14%,重新超过 Solana(SOL)的 29.69%成为最大持仓。Cardano(ADA)以 17.96%的权重位列第三,其后分别为 Avalanche、Hedera 及 Sui。
此次调整主要依据 CoinDesk DeFi 精选指数及 CoinDesk 智能合约平台精选上限指数的编制方法进行,旨在确保基金持仓与流动性、托管及市值要求保持一致。
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