Grayscale AI Fund Puts 28.74% Into NEAR and 32.92% Into TAO

Grayscale has revealed the composition of its AI Crypto Fund as of November 19, 2025. According to the published data, the fund is heavily weighted toward two assets: TAO (Bittensor) and NEAR. Together, they account for over 61% of the portfolio.

TAO leads the fund with a 32.92% share. NEAR follows closely at 28.74%. These two tokens form the core of the six-token decentralized AI portfolio. The remaining assets, Filecoin (13.06%), Render (10.60%), Story (8.84%), and The Graph (5.84%), make up the rest.

The fund allocation data comes as AI continues to gain attention across the blockchain and finance sectors. Grayscale’s investment structure suggests a growing confidence in the decentralized AI space, especially in infrastructure networks like NEAR and TAO.

Market Reaction and Community Sentiment

Community sentiment around NEAR has been notably optimistic. Otchi Okamania on social platform X wrote, “All the positive indicators are strongly aligned in $NEAR… I expect it to secure a place in at least the top 10 cryptocurrencies.”

Despite being outside the top 10 by market capitalization, NEAR’s inclusion at such a high weight suggests that it is being recognized beyond retail circles. Institutional-level interest may play a role in increasing its visibility and demand in the coming months.

Grayscale’s strategy reflects a trend where decentralized AI protocols are gaining traction among investors. By including both infrastructure and data-focused projects, the fund seeks to offer exposure to multiple layers of the AI crypto stack.

As the AI narrative continues to evolve, fund allocations like these may influence broader market behavior and investment strategies in the sector.