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Grayscale disclosed rebalancing of multi-asset funds for Q2: - DeFi Fund (DEFG): Sold Uniswap for other holdings; top holdings now ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 34%, ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 25%, ethereum:0x7fc66500c84a76ad7e9c93437bfc5ac33e2ddae9 20%, ethereum:0x57e114b691db790c35207b2e685d4a43181e6061 12% - Smart Contract Fund (GSC): Added BNB (now 31%); ETH & SOL 29% each - Decentralized AI Fund: Sold NEAR Protocol; top holdings NEAR 31%, TAO 29%, RENDER 22%, FIL 18%

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