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BTC $77,416.64 -3.10%
ETH $2,423.67 -2.90%
BNB $686.39 -3.19%
XRP $1.37 -5.00%
SOL $103.13 -4.03%
TRX $0.3395 +0.67%
DOGE $0.0840 -4.67%
ADA $0.2000 -6.10%
BCH $245.81 -8.31%
LINK $11.30 -4.41%
HYPE $79.11 -8.00%
AAVE $121.29 -5.18%
SUI $0.7328 -5.33%
XLM $0.1767 -5.19%
ZEC $785.23 -3.31%
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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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