Grayscale's decentralized finance (DeFi) fund has rebalanced its DeFi portfoli… · @fly_welinkBTC · TwKit

@fly_welinkBTC

Grayscale's decentralized finance (DeFi) fund has rebalanced its DeFi portfolio: Increase holdings in $UNI and $ENA by more than 5%, reduce holdings in $AAVE I suspect they're eyeing UNI's fee switch potential and ENA's stablecoin yield narrative. However, AAVE's fundamentals are sound; it's likely just a matter of taking profits. They increased their holdings of UNI and ENA by over 5% while reducing other positions. This portfolio adjustment shows that Grayscale is betting on leading DeFi protocols, and their direction is quite clear.

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