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ETH $1,895.59 -0.06%
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DOGE $0.0690 -0.81%
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BCH $212.82 -0.49%
LINK $8.14 +0.46%
HYPE $55.61 -1.16%
AAVE $90.30 +2.04%
SUI $0.6735 -1.39%
XLM $0.1601 -0.96%
ZEC $503.80 -1.00%
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Grayscale DeFi 基金调整组合:新增 Ethena,移除 Aerodrome Finance

2026-05-07 23:43:11

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%)。

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