Grayscale Investments rebalanced its Digital Large Cap Fund in Q4 2024, increasing Bitcoin and Ethereum allocations to a combined 90%.
Key Changes:
Bitcoin: 73.52%, Ethereum: 16.16%.
Cardano added (1.44%) after a 75% price surge in the past year.
Avalanche removed due to underperformance.
Other Holdings: XRP (5.05%), Solana (3.83%).
Broader Updates:
Decentralized AI Fund: Added Livepeer (2.83%).
DeFi Fund: Added Curve (6.71%), replacing Synthetix.
Smart Contract Fund: Added Sui (7.93%), while Solana and Cardano remain dominant.
Regulatory Outlook:
Grayscale seeks ETF approval, anticipating more crypto-friendly policies as Paul Atkins may replace Gary Gensler as SEC Chair.
These changes reflect Grayscale's focus on top-performing assets and aligning with market trends and regulatory opportunities. Show Less
