Breaking Signal: Grayscale officially increases BNB holdings and sells ADA!
Grayscale completed a key quarterly portfolio adjustment in February, sending a strong market signal! 🔥
According to the latest SEC filings and market announcements, Grayscale's flagship fund GDLC (Grayscale Digital Large Cap Fund) made significant adjustments during the rebalancing in early February 2026:
❌ Removed: Cardano ($ADA )
✅ Added: Binance Coin ($BNB )
Why is this important?
This is not just a simple buy and sell; it represents 'institutional consensus'.
Institutional passive buying has entered: GDLC is a compliant institutional investment tool in the U.S. stock market. The inclusion of BNB by Grayscale means that all traditional institutional investors purchasing this fund now indirectly hold BNB. This is an important step for BNB to gain recognition from Wall Street funds.
Significant weight: After the adjustment, BNB directly became one of the main assets in the fund, second only to BTC and ETH (with a weight of up to 5%), demonstrating a high level of confidence in BNB's market depth and liquidity.
Fundamentals dominate: This portfolio adjustment is based on the standards of CoinDesk Indices. BNB successfully met the market capitalization, liquidity, and custody standards, while ADA was excluded, further confirming BNB's status as a 'blue-chip' cryptocurrency.
💡 Potential follow-up effects
Don't forget, Grayscale also just submitted an application for a BNB Spot ETF at the end of January. Combined with this
portfolio adjustment of GDLC, it is clear that Grayscale is fully laying out the BNB ecosystem.
When institutions start to abandon the decentralized old coin ADA and bet their chips on BNB, what should we, as retail investors, do?
The wind has changed, and smart money is flowing toward BNB. 🚀
