Grayscale DeFi 基金调整组合：新增 Ethena，移除 Aerodrome Finance
ChainCatcher 消息，据 The Cryptonomist 报道，Grayscale 在 2026 年第一季度回顾后，对旗下两只加密基金进行了再平衡。其中，DeFi 基金新增 Ethena（ENA），赋予其 13.59% 的权重，成为基金第四大持仓。此前持仓 Aerodrome Finance 已被移除。目前基金前四大持仓为：Uniswap（35.22%）、Aave（21.36%）、Ondo（19.83%）、Ethena（13.59%）。
另一只 Smart Contract 基金未引入新资产，仅对内部持仓比例进行调整。以太坊仍为最大持仓（30.14%），其次是 Solana（29.69%）和 Cardano（17.96%）。
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
Related Flash News
ChainCatcher•8m agoAdshares cross-chain bridge attackers have returned 86% of stolen funds
ChainCatcher•38m agoData: BlackRock deposited 2,221 BTC and 26,572 ETH to Coinbase
ChainCatcher•1h agoGoldman Sachs liquidated its XRP and Solana ETF holdings in Q1 and still holds more than $700 million in Bitcoin ETFs
币界网•2h agoBybit lists GWEIUSDT perpetual contract, supporting up to 25x leverage
ChainCatcher•4h agoHyperliquid's two major market makers simultaneously withdrew BTC liquidity, reducing their positions by nearly $100 million in total
币界网•5h agoAAVE恢复WETH借贷，Kelp DAO恢复进展
币界网•5h agoHyperliquid's two major market makers simultaneously withdrew BTC liquidity, and Wintermute and Auros Global combined to reduce their positions by nearly $100 million
Odaily•8h agoTom Lee: Rising oil prices suppress ETH's short-term trend, and structural drivers still point to strengthening in 2026
ChainCatcher•8h agoTom Lee: Ethereum's selling pressure is mainly due to the rise in oil prices, and if oil prices fall, Ethereum will rebound
ChainCatcher•9h agoTokenized ETF on-chain market capitalization exceeded $430 million, Ondo Finance IVVon rose about 150% monthly