Grayscale Investments has made significant changes to its portfolio, aligning with the growing trends of artificial intelligence (AI) and decentralized finance (DeFi). The Q3 2025 rebalancing reflects a strategic shift toward these innovative technologies. AERO tokens from Aerodrome Finance and Story Protocol have been added as part of the company’s AI-focused fund, signaling a commitment to the application of blockchain technology for real-world problems. This change marks Grayscale’s increasing confidence in DeFi models that address liquidity challenges and optimize asset movements. The addition of these projects signals growing interest from institutional investors who are seeking decentralized infrastructure and solutions enabled by AI.