🚨🚨Grayscale Rebalances Q1 2026 Funds, Adds ENA and Removes AERO From DeFi Fund Grayscale completed the Q1 2026 rebalancing of its DeFi Fund and Smart Contract Fund. The DeFi Fund removed Aerodrome Finance (AERO) and added Ethena (ENA), with current holdings including UNI, AAVE, ONDO, ENA, CRV, and LDO as of May 1, 2026. Meanwhile, the Smart Contract Fund was rebalanced based on existing component weightings, with holdings including ETH, SOL, ADA, AVAX, HBAR, and SUI.