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Grayscale has just rebalanced their AI product portfolio.
Currently, it accounts for 43% of the fund.
An increase from about 30% earlier this year.
Detailed analysis:
→ $TAO $TAO Bittensor(: 43.06%
→ ): 24.43%
→ $NEAR : 15.77%
→ $RENDER : 9.86%
→ $FIL : 4.15%
→ $GRT $IP Story(: 2.73%
TAO and NEAR alone make up approximately 67.5% of the entire fund.
No new tokens have been added or removed.
This is simply a major weight adjustment favoring the top two positions.
Do you think they are missing out on good opportunities?