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BTC $62,910.82 +0.15%
ETH $1,876.69 +0.03%
BNB $610.79 +0.96%
XRP $1.00 -0.03%
SOL $75.17 -0.37%
TRX $0.3307 -0.65%
DOGE $0.0699 +0.65%
ADA $0.1782 -0.89%
BCH $204.14 +0.28%
LINK $9.40 +6.11%
HYPE $55.94 -0.51%
AAVE $86.29 +0.69%
SUI $0.6812 +0.75%
XLM $0.1578 -0.79%
ZEC $490.06 +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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