Grayscale's Smart Contract Fund has boosted its Cardano (ADA) position significantly. The holdings jumped from 15.46% as of November 30, 2025, to 18.55% by January 7, 2026. ADA remains the fund's third-largest allocation. This increased weighting reflects growing confidence in the smart contract ecosystem, signaling institutional appetite for layer-1 blockchain assets. The shift demonstrates how major crypto investment vehicles are repositioning their portfolios in early 2026.
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FrogInTheWell
· 20h ago
Grayscale is aggressively accumulating ADA, jumping directly from 15% to 18.5%... The signal of institutional entry is so obvious, how can some people still not see it?
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MeaninglessGwei
· 20h ago
Grayscale is quietly accumulating again. Institutions really believe in ADA... However, the fact that the third-largest holding has increased so much indicates that someone is indeed positioning themselves.
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JustAnotherWallet
· 20h ago
Grayscale is quietly accumulating ADA again, increasing from 15.46% to 18.55%. Institutions are really starting to believe in ADA.
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MetaverseVagabond
· 20h ago
Is Grayscale stacking ADA again? It has increased by 3 percentage points in three months. This institution really has confidence... But I'm more curious—are they planning to add more next?
Grayscale's Smart Contract Fund has boosted its Cardano (ADA) position significantly. The holdings jumped from 15.46% as of November 30, 2025, to 18.55% by January 7, 2026. ADA remains the fund's third-largest allocation. This increased weighting reflects growing confidence in the smart contract ecosystem, signaling institutional appetite for layer-1 blockchain assets. The shift demonstrates how major crypto investment vehicles are repositioning their portfolios in early 2026.