GSR lifts Bitcoin weight as SOL falls over 40%

GSR increased Bitcoin’s allocation in its Core3 model portfolio on Aug. 5 as trading activity slowed and volatility eased across Bitcoin, Ether and Solana. Summary Solana fell 40.21% year to date, the steepest decline among GSR’s three tracked assets overall. GSR allocated 44.1% to Ether, 36.5% to Solana and 19.3% to Bitcoin in its model. Core3 lost 57.78% yearly, trailing the equally weighted basket by 7.94 percentage points before costs. Ether led 30 day returns at 5.16%, while Solana dropped 9.64% during the same period. GSR increased Bitcoin exposure as trading activity weakened and volatility eased across the three assets. The latest Core3 model portfolio assigned 44.1% to Ether, 36.5% to Solana and 19.3% to Bitcoin. The weights total 99.9% because GSR rounds each allocation. Despite Bitcoin receiving the smallest weight, it remained the strongest of the three assets in 2026. BTC had lost 24.82% year to date. Ether was down 35.49%, while Solana recorded the deepest decline at 40.21%. Over one year, Bitcoin fell 47.08%, compared with losses of 44.73% for Ether and 54.89% for Solana. The figures show broad weakness across the three assets rather than a decline isolated to one bl...