Grayscale’s Crypto Carousel: New Tokens, Old Drama, and DeFi Déjà Vu

Ah, the second-quarter soirée of 2025 has arrived, and Grayscale—the asset manager with a knack for rebranding anything shiny—has orchestrated a performance as dazzling as any West End spectacle. With a flourish, Ondo Finance (ONDO) has sashayed into the DeFi Fund, and Hedera (HBAR) has swept onto the Smart Contract Platform Fund stage. Curtain up, darling!

After the rebalance, the Grayscale DeFi Fund (DEFG) waltzes forth with Uniswap (34.01%), Aave (30.74%), and a rather plucky new understudy: Ondo Finance (18.22%). Evidently, ONDO’s star is on the rise—at least until the next plot twist, when someone new catches the director’s eye. 🕺💸

Meanwhile, the Smart Contract Fund (GSC) has shown Polkadot the trapdoor (exit, stage left!), bestowing a spotlight on Ethereum (30.22%), Solana (29.87%), and Cardano (18.57%), with HBAR swooping in for a dramatic debut. Bravo, darlings—though there’s no business like crypto business.

As for the AI Fund: undisturbed, unflappable, and entirely unchanged. Bittensor, NEAR Protocol, and Render remain the stars of the show, keeping the dream of AI-powered blockchains alive—presumably until the machines write their own press releases. 🤖🍸

Grayscale, ever the impresario, tweaks its lineup in perfect tempo with the crypto world’s hairpin plot changes—cementing its role as the theatre’s leading act for thematic digital asset investing. Tickets, please! 🎟️

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2025-07-08 19:47