Following the rebalance completed at the close of trading on January 6, 2026, Cardano has emerged as the third-largest asset in the Grayscale Smart Contract Fund (GSC). The cryptocurrency now accounts for 18.55% of the portfolio. Only Solana and Ethereum hold larger weightings, at 29.55% and 29%, respectively, making them the fund’s first- and second-largest assets. Grayscale disclosed this update in its latest report detailing the results of its quarterly rebalancing across digital asset investment products.
Cardano’s 18.55% weighting signals sustained confidence in its smart contract infrastructure. By ranking just behind Ethereum and Solana, ADA’s allocation underscores its position as one of the most established alternatives in the smart contract ecosystem, particularly for investors seeking diversified exposure beyond the two dominant platforms. Cardano’s strong reputation in the sector led Grayscale to include ADA in the Grayscale Smart Contract Fund in March 2022. At launch, Cardano carried a weighting of 24.63%, which has since declined to 18.55%.
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