Look at the add, loss chart. Amazing. ---------- Forwarded message --------- From: The Grayscale Team <hello@grayscale.com> Date: Wed, Apr 6, 2022 at 4:16 PM Subject: Announcement: Rebalancing of Grayscale Diversified Funds To: <g@xny.io> Announcement: Rebalancing of Grayscale Diversified Funds View it in your browser <https://go.grayscale.com/webmail/652383/355073204/3c0c2479a8465a1789807872117787d34c308f2ede9336c07d186a87e715ea33> [image: Grayscale_Logo] <https://go.grayscale.com/e/652383/nds-db-utm-content-header-logo/f1bph/355073204?h=VlEblQC0LvAc8kI8IX0WMsfUui1pf3MyAtAlRQMYL5k> [image: Grayscale_Logo_white] <https://go.grayscale.com/e/652383/nds-db-utm-content-header-logo/f1bpl/355073204?h=VlEblQC0LvAc8kI8IX0WMsfUui1pf3MyAtAlRQMYL5k> REBALANCING Grayscale Diversified Funds Each quarter we review the weightings for our diversified funds: Grayscale Digital Large Cap Fund (GDLC), Grayscale Decentralized Finance Fund (DeFi Fund), and Grayscale Smart Contract Platform Ex-Ethereum Fund (GSCPxE). Please see below for the changes and updated fund component weightings for each diversified fund in connection with each of their respective first quarter 2022 reviews. The table below summarizes the changes: [image: image] *DETAILS* *Grayscale Digital Large Cap Fund* In accordance with the construction criteria, Grayscale has adjusted the fund’s portfolio by selling certain amounts of the existing fund components in proportion to their respective weightings, and using the cash proceeds to purchase *Avalanche (AVAX)* and *Polkadot (DOT)*. No tokens were removed. Grayscale Digital Large Cap Fund’s components* as of EOD April 5, 2022: - Bitcoin (BTC), 60.07% - Ethereum (ETH), 28.57% - Solana (SOL), 3.06% - Cardano (ADA), 2.74% - Avalanche (AVAX), 1.77% - Polkadot (DOT), 1.56% - Litecoin (LTC), 0.62% - Chainlink (LINK), 0.57% - Uniswap (UNI), 0.55% - Bitcoin Cash (BCH), 0.49% *Grayscale DeFi Fund* In accordance with the CoinDesk DeFi Index methodology, Grayscale has adjusted the fund’s portfolio by selling certain amounts of the existing fund components in proportion to their respective weightings. *SushiSwap (SUSHI)* and *Synthetix (SNX)* have been removed from the CoinDesk DeFi Index and the DeFi Fund. No new tokens were added. Grayscale DeFi Fund’s components* as of EOD April 5, 2022: - Uniswap (UNI), 42.34% - Curve (CRV), 17.56% - Aave (AAVE), 13.27% - Amp (AMP), 9.58% - MakerDAO (MKR), 8.32% - Compound (COMP), 5.86% - Yearn Finance (YFI), 3.07% *Grayscale Smart Contract Platform Ex-Ethereum Fund* In accordance with the CoinDesk Smart Contract Platform Select Ex ETH Index methodology, Grayscale has adjusted the fund’s portfolio by selling certain amounts of the existing fund components in proportion to their respective weightings, and using the cash proceeds to purchase *Cosmos (ATOM)*. No tokens were removed. Grayscale Smart Contract Platform Ex-Ethereum Fund’s components* as of EOD April 5, 2022: - Solana (SOL), 26.47% - Cardano (ADA), 25.12% - Avalanche (AVAX), 14.95% - Polkadot (DOT), 13.95% - Polygon (MATIC), 7.54% - Cosmos (ATOM), 5.23% - Stellar Lumens (XLM), 3.43% - Algorand (ALGO), 3.31% For more information, we invite you to read the full press release <https://go.grayscale.com/e/652383/ds-for-First-Quarter-2022-html/f1bnl/355073204?h=VlEblQC0LvAc8kI8IX0WMsfUui1pf3MyAtAlRQMYL5k> . If you are interested in investing in any of our diversified funds, please use this link <https://go.grayscale.com/e/652383/-db-utm-content-body-hyperlink/f1bnp/355073204?h=VlEblQC0LvAc8kI8IX0WMsfUui1pf3MyAtAlRQMYL5k>. As always, please don’t hesitate to reach out with any questions. All the best, The Grayscale Team **Holdings are subject to change.* Visit "The Source" Your hub for Grayscale news, insights and ideas. Explore <https://go.grayscale.com/e/652383/db-utm-content-body-cta-button/f1bps/355073204?h=VlEblQC0LvAc8kI8IX0WMsfUui1pf3MyAtAlRQMYL5k> Grayscale’s private placements are only available to Accredited Investors as defined in Rule 501(a) of Regulation D under the Securities Act of 1933, as amended. Most individuals are not Accredited Investors. An individual must earn more than $200,000 a year (or $300,000 per year with a spouse or spousal equivalent), have a net worth over $1 million either alone or together with a spouse or spousal equivalent, excluding their primary residence, or hold in good standing their Series 7, Series 65, or Series 82 professional certifications. Entities must have $5 million in liquid assets or all beneficial owners must be Accredited Investors. This message is intended only for the addressee. Please notify the sender by email if you are not the intended recipient. 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Any price or value of the investment referred to in this email communication and the income from such investments may fluctuate, and investors may realize losses on these investments, including a loss of principal. Past performance is not indicative or a guarantee of future performance. We do not provide tax, accounting, or legal advice to our clients, and all investors are advised to consult with their tax, accounting, legal or other advisers regarding any potential investment. The information and any opinions contained in this email communication have been obtained from sources that we consider reliable, but we do not represent such information and opinions are accurate or complete, and thus should not be relied upon as such. Any private placement securities referenced herein are marketed and/or sold through an affiliate of Grayscale, Genesis Global Trading, Inc. (Member FINRA/SIPC, MSRB Registered). Grayscale is not a registered broker-dealer, funding portal, or investment advisor. 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