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Grayscale is prioritizing BNB Grayscale Investments (@Grayscale) completes its Q2 2026 portfolio rebalancing across three thematic funds, effective as of the August 3 close. The firm’s Smart Contract Fund (GSC) initiates a major structural shift by adding $BNB, which now commands the fund's largest weighting at 30.6%, officially surpassing both $ETH (29.47%) and $SOL (29.15%). The DeFi Fund (DEFG) proportionally redistributed $UNI proceeds into newer yield-focused assets, setting $ONDO at 25.44% and $ENA at 12.19% to capture the growth of on-chain treasuries.
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