6.8 Investments 灰度2026年Q2再平衡后，BNB以30.6%成智能合约基金最大持仓，超越以太坊和Solana。Cardano份额大幅下滑，基金配置随市场调整。
灰度投资公司已完成2026年第二季度的资产再平衡，BNB现以30.6%的占比成为其智能合约基金中的最大持仓。这一调整使BNB超越以太坊（29.47%）和Solana（29.15%），标志着基金资产配置发生重大变化。该变动于8月5日宣布，并于8月3日生效，灰度通过出售部分现有持仓来增持BNB。 Cardano的份额从17.96%大幅下降至4.88%，Hedera、Avalanche和Sui的配置也有所减少。本次再平衡遵循CoinDesk智能合约平台精选限额指数方法论，并不代表BNB将优于其他资产的预测。 此外，在DeFi基金中，Uniswap仍为最大持仓，Ondo的份额有所增加。Near Protocol现为去中心化AI基金的最大持仓。这些调整反映了市场环境变化和投资者对主流加密货币信心的转变。
Grayscale Reveals New Additions to DeFi and Smart Contract Funds
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Grayscale Rebalances DeFi, Smart Contract, and AI Funds for Q2 2026
BNB tops Grayscale Smart Contract Fund at 30.6%
Grayscale Adds BNB to Smart Contract Fund with 30.6% Weighting
Grayscale rebalances Q2 2026 funds, adds BNB as top holding in Smart Contract Fund
BNB dethrones Ethereum and Solana in Grayscale's smart contract fund
Grayscale Makes BNB Its Top Smart Contract Fund Holding
Grayscale Reorganizes Second Quarter Funding, Adds This Altcoin to Smart Contract Fund! Here Are the Details
