Grayscale Shakes Up Q2 2025 Portfolio: ONDO In, DOT Out for HBAR in Bold Crypto Play

Grayscale just reshuffled its multi-asset fund deck—and the market's taking notes. The digital asset giant dropped Polkadot (DOT) like a bad habit, swapping it for Hedera (HBAR) while adding rising star ONDO to its Q2 2025 lineup.

Why it matters: When the $43B AUM behemoth sneezes, altcoins catch colds—or moon. This isn't just rebalancing, it's a high-stakes bet on which blockchains will dominate the next cycle.

The HBAR-DOT switcheroo: Grayscale's dumping a former top-10 coin for the enterprise darling that's been quietly eating TradFi's lunch. Meanwhile, ONDO's inclusion screams institutional appetite for real-world asset tokens—even if half these 'disruptive' projects will likely implode by 2027.

Bottom line: Watch where the smart money moves... then wait six months to see if they were actually smart.