Grayscale's four major funds are updated at a glance! The old-school public chain, ADA, re-enters the mainstream fund embrace, while SUI is selected for the first time.

Last year, we introduced the investment portfolios of the four major funds under Grayscale. Recently, all four funds have undergone some changes. Some have added new currencies, while others have replaced the original investment targets with new ones. Among them, ADA and SUI, which are most followed by retail investors in Taiwan, have also been selected. However, AVAX, which was expected to go to the moon together with MapleStory Chain, has been removed from Grayscale's investment portfolio.

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No improvement yet in MapleStory M? Grayscale liquidating AVAX.

Grayscale Digital Large Cap Fund holds digital assets in a market value weighted manner, with targets that have the highest market value, strongest liquidity, and meet specific trading and custody requirements. The portfolio composition was approximately as follows in the last update report:

Bitcoin: 75%

Ethereum: 17.9%

Solana: 4.13%

Ripple: 1.86%

AVAX: 0.65%

However, after this update, AVAX was sold, and the remaining currencies were sold for cash in proportion, and Cardano(ADA) was added, the current ratio is:

Bitcoin: 73.52%

Ethereum: 16.16%

Ripple: 5.05%

Solana: 3.83%

ADA：1.44%

In addition to ADA, we can see a significant increase in the share of Ripple.

Grayscale significantly reduced its TAO position and added new LPT positions.

Grayscale decentralized artificial intelligence fund focuses on the integration of artificial intelligence and blockchain technology. The holding ratio in the last updated report was approximately:

TAO: 29.5%

NEAR: 29.15%

FIL: 16.68%

RENDER: 14%

GRT: 10.55%

However, after this update, Livepeer (LPT) has been added, and the current ratio is:

NEAR: 29.93%

RENDER: 20.58%

TAO: 19.03%

FIL: 17.18%

GRT: 10.45%

LPT: 2.83%

Significantly reduced holdings in TAO and increased the proportion of RENDER.

SUI has joined the Grayscale investment portfolio for the first time, becoming the fourth smart contract token.

Grayscale Smart Contract Platform Fund was formerly known as the Ethereum Fund, with a holding ratio of approximately in the last update report:

Solana: 66%

ADA：12%

AVAX：10,5%

DOT: 6.13%

NEAR: 5.35%

After this update, it is:

Solana: 55.22%

ADA：20.82%

AVAX: 9.52%

SUI: 7.93%

NEAR: 3.85%

DOT: 2.66%

The main changes are reducing holdings in Solana, NEAR, and DOT, while increasing the proportion of ADA by nearly double, and adding SUI to a proportion of nearly 8%.

WEN Mountain Village Season? Grayscale bets on AAVE, CRV

Finally, there is the Grayscale Decentralized Finance (DeFi) Fund. Many people believe that DeFi will be the biggest beneficiary of the altcoin season. Let's take a look at how Grayscale is positioning itself. Last allocation:

Uni: 51%

AAVE: 22%

Sky (formerly known as the stablecoin protocol Maker): 12.7%

Lido: 9.3%

SNX: 4.5%

After the latest update:

UNI: 47.88%

AAVE: 27.87%

Lido： 9.75%

MakerDAO (MKR): 7.79%

CRV: 6.71%

Increased its holdings in AAVE, reduced its holdings in MKER, and added CRV to its portfolio.

This article, Grayscale's four major funds updated at once! The old public chain topic was removed, ADA returned to the mainstream fund's embrace, SUI was selected for the first time, first appeared in ChainNews ABMedia.