grayscale

According to The Cryptonomist, Grayscale rebalanced two of its crypto funds after reviewing the first quarter of 2026. Among them, the DeFi fund added Ethena (ENA), giving it a weight of 13.59%, making it the fourth largest holding in the fund. The previous holding, Aerodrome Finance, has been removed. The current top four holdings in the fund are: Uniswap (35.22%), Aave (21.36%), Ondo (19.83%), Ethena (13.59%).The other Smart Contract fund did not introduce new assets but adjusted the proportions of its internal holdings. Ethereum remains the largest holding (30.14%), followed by Solana (29.69%) and Cardano (17.96%).

Grayscale has completed the rebalancing of its cryptocurrency industry fund. The DeFi fund has added the Ethena token ENA, with a weight of 13.59%, making it the fourth largest holding in the fund. At the same time, the fund has completely removed the Aerodrome Finance token AERO.After the adjustment, the main holdings of the fund include: Uniswap (UNI) at 35.22%, Aave (AAVE) at 21.36%, Ondo Finance (ONDO) at 19.83%, Curve DAO (CRV) at 5.27%, and Lido DAO (LDO) at 4.73%. Additionally, the smart contract platform fund did not increase or decrease its assets this quarter. The holding weight of Ethereum (ETH) has risen to 30.14%, surpassing Solana (SOL) at 29.69% to become the largest holding. Cardano (ADA) ranks third with a weight of 17.96%, followed by Avalanche, Hedera, and Sui.This adjustment is primarily based on the methodology of the CoinDesk DeFi Selected Index and the CoinDesk Smart Contract Platform Selected Cap Index, aiming to ensure that the fund's holdings are consistent with liquidity, custody, and market capitalization requirements.

Grayscale stated that although advanced quantum computing poses a long-term potential threat to traditional cryptography and supports all mainstream blockchains in accelerating quantum-resistant upgrades, this is not the main driver behind the recent decline in Bitcoin prices.Grayscale observed that in recent months, Bitcoin has shown a synchronized trend with the stock prices of publicly traded companies focused on quantum computing. If quantum computing breakthroughs were to exert substantial pressure on Bitcoin, the stock prices of quantum computing companies should rise, but the opposite has actually occurred. Furthermore, since October of last year, the decline in Bitcoin and quantum computing stocks mainly reflects the overall derisking of growth assets triggered by market concerns over the impact of AI.Although Bitcoin's recent correlation with investor sentiment in cutting-edge technology assets like quantum computing has increased, this has not changed its value storage function in a diversified portfolio. Investors do not need to wait for blockchain to fully complete quantum-resistant upgrades to gain relevant exposure.

According to SoSoValue data, the net inflow of Bitcoin spot ETFs during the last trading week (Eastern Time April 27 to May 1) was $154 million.The Bitcoin spot ETF with the highest net inflow last week was Blackrock ETF IBIT, with a weekly net inflow of $136 million, bringing the total historical net inflow of IBIT to $65.5 billion. The second was Ark & 21 Shares ETF ARKB, with a weekly net inflow of $49.9842 million, and the total historical net inflow of ARKB currently stands at $1.66 billion.The Bitcoin spot ETF with the highest net outflow last week was Grayscale Bitcoin Trust GBTC, with a weekly net outflow of $73.7115 million, and the total historical net outflow of GBTC has reached $26.29 billion.As of the time of writing, the total net asset value of Bitcoin spot ETFs is $103.78 billion, with an ETF net asset ratio (market value compared to total Bitcoin market value) of 6.66%, and the historical cumulative net inflow has reached $58.72 billion.

According to SoSoValue data, yesterday (Eastern Time April 30) the total net outflow of Ethereum spot ETFs was $23.6426 million.The Ethereum spot ETF with the highest single-day net inflow yesterday was Blackrock Staked ETH ETF ETHB, with a single-day net inflow of $29.1038 million. Currently, the historical total net inflow of ETHB has reached $70.8207 million.Following that was Grayscale Ethereum Trust ETF ETH, with a single-day net inflow of $4.7213 million. Currently, the historical total net inflow of ETH has reached $1.930 billion.The Ethereum spot ETF with the highest single-day net outflow yesterday was Blackrock ETF ETHA, with a single-day net outflow of $50.5739 million. Currently, the historical total net outflow of ETHA has reached $14.3 million.As of the time of writing, the total net asset value of Ethereum spot ETFs is $13.253 billion, and the ETF net asset ratio (market value as a percentage of Ethereum's total market value) is 4.85%. The historical cumulative net inflow has reached $11.915 billion.

According to Arkham monitoring, about 1 hour ago, Grayscale transferred 3,004 ETH to Coinbase, worth 6.95 million dollars.

Strive CEO ColeMacro responded to the Grayscale report, stating that the report indicates the long-term ability of the Strategy to pay STRC dividends depends on the rise in Bitcoin prices.ColeMacro mentioned that there is a huge demand for digital credit because it offers double-digit returns, low volatility, and is easy for credit risk investors to understand and favor. He also pointed out that the report failed to discuss volatility and has shortcomings in credit analysis.

According to monitoring by Lookonchain, Grayscale has staked 102,400 ETH through its Ethereum mini trust fund in the past 10 hours, worth $237 million.

According to market news, about 40 minutes ago, Grayscale transferred a total of 3,817 ETH and 210.006 BTC to a Coinbase Prime address, worth approximately 25.02 million dollars.

According to market news, Grayscale has submitted a revised Hyperliquid ETF application to the U.S. Securities and Exchange Commission (SEC), replacing Coinbase with Anchorage Digital Bank as the fund custodian.Anchorage is the first federally chartered crypto bank in the U.S. and has recently rapidly expanded its services in stablecoins, wealth management, and token lifecycle management, becoming the first institution in the U.S. to support Tron. If approved, this ETF will trade on Nasdaq under the code "GHYP," with the staking feature still pending regulatory approval.

According to SoSoValue data, yesterday (April 13, Eastern Time) the total net inflow for Ethereum spot ETFs was $9.4404 million. The Ethereum spot ETF with the highest net inflow yesterday was Blackrock Staked ETH ETF ETHB, with a net inflow of $5.7776 million, bringing the total historical net inflow for ETHB to $383 million. The second was Grayscale Ethereum Trust ETF ETH, with a net inflow of $5.1508 million, currently having a total historical net inflow of $1.855 billion.The Ethereum spot ETF with the highest net outflow yesterday was Blackrock ETF ETHA, with a net outflow of $4.0704 million, currently having a total historical net inflow of $11.727 billion.As of the time of writing, the total net asset value of Ethereum spot ETFs is $12.975 billion, with an ETF net asset ratio (market value as a percentage of total Ethereum market value) of 4.77%, and the total historical net inflow has reached $11.677 billion.

According to Arkham monitoring, about 1 hour ago, Grayscale transferred 1,327 ETH and approximately 406.187 BTC to Coinbase Prime, with a total value exceeding 3.8 million dollars.

According to Onchain Lens monitoring, Grayscale has completed the staking of 83,200 ETH, valued at approximately 183.97 million dollars at current prices.

According to market news, about an hour ago, Grayscale transferred a total of 5,322 ETH (worth $11.6 million) and 155.649 BTC ($11.07 million) to a Coinbase Prime address.

Grayscale transferred 8,136 ETH to a Coinbase Prime address, worth approximately 17.5 million dollars.

According to SEC filings, Grayscale submitted an S-1 amendment for its Bittensor (TAO) trust.

According to market news, Grayscale withdrew 11,169 ETH (approximately $22.86 million) and 150.4 BTC (approximately $10.07 million) from Coinbase, totaling approximately $32.93 million.