Grayscale Adds Ondo Finance Hedera to Crypto Funds in Q2 2025 Rebalancing

Grayscale Investments has recently completed its quarterly rebalancing of its cryptocurrency funds for the second quarter of 2025. The asset manager made significant adjustments to its portfolio, adding Ondo Finance (ONDO) to its DeFi Fund and Hedera (HBAR) to its Smart Contract Platform Fund. These changes reflect Grayscale's strategic pivot towards leveraging enterprise-grade smart contracts and energy-efficient consensus models.

The addition of Ondo Finance to the DeFi Fund is a notable move, as Ondo is known for its innovative financial services and decentralized finance solutions. This inclusion is expected to enhance the fund's exposure to the growing DeFi sector, which continues to gain traction in the cryptocurrency market. Ondo's presence in the fund is significant, with a weighting of 18.22%, indicating Grayscale's confidence in the project's potential.

In the Smart Contract Platform Fund, Hedera (HBAR) has been added, replacing Polkadot (DOT). Hedera's enterprise-grade smart contracts and energy-efficient consensus model make it an attractive addition to the fund. This move aligns with Grayscale's focus on incorporating technologies that offer both scalability and sustainability. The top holdings in the Smart Contract Platform Fund now include Ethereum, Aave (AAVE) at 30.74%, and Ondo (ONDO) at 18.22%, showcasing a diversified approach to smart contract platforms.

Grayscale's rebalancing efforts also include reweighting assets in its AI fund, demonstrating the company's commitment to staying ahead of technological advancements. The adjustments made to the DeFi Fund and Smart Contract Platform Fund are part of a broader strategy to optimize the performance and diversification of its multi-asset funds.

The removal of Polkadot from the Smart Contract Platform Fund is a strategic decision that reflects Grayscale's assessment of the current market landscape. By replacing Polkadot with Hedera, Grayscale aims to capitalize on the strengths of Hedera's technology, which includes its high throughput and low transaction costs.

Overall, Grayscale's rebalancing of its crypto funds for the second quarter of 2025 is a strategic move that positions the company to benefit from the evolving cryptocurrency market. The addition of Ondo and Hedera to its funds underscores Grayscale's focus on innovation and sustainability, while the reweighting of assets in its AI fund highlights its commitment to staying at the forefront of technological developments. These changes are expected to enhance the performance and diversification of Grayscale's multi-asset funds, providing investors with exposure to some of the most promising projects in the cryptocurrency space.