Grayscale Investments, a major player in the cryptocurrency investment landscape, has just unveiled its Q1 2026 “Assets Under Consideration” list. This update includes 36 altcoins that the company is actively evaluating for potential future investment products. These announcements offer key insight into evolving trends within the crypto space, shedding light on emerging technologies such as tokenization, decentralized physical infrastructure networks (DePIN), and artificial intelligence (AI).
New Tokens on Grayscale’s Watchlist
Noteworthy additions to Grayscale’s latest list include Tron (TRX), categorized under Smart Contract Platforms, and ARIA Protocol, which tokenizes intellectual property rights. ARIA now joins the Consumer & Culture category. The AI-focused Nous Research and Poseidon also make their debut, while Prime Intellect was removed. Another notable entrant is DoubleZero (2Z), a DePIN offering blockchain-friendly low-latency infrastructure under Utilities & Services.
The expanded list reflects growing investor interest in blockchain-supported solutions across a range of industries. Currently, Smart Contract Platforms and Financials make up the largest segments of assets under review, with LayerZero, Ethena, Jupiter, and Morpho still holding their spot from previous lists. This showcases Grayscale’s focus on diversified innovations within the blockchain environment.
Procedural Steps Towards ETFs for BNB and HYPE
Grayscale’s exploratory efforts aren’t confined to altcoins alone. Recent filings with the Delaware Division of Corporations for BNB and Hyperliquid (HYPE) ETFs signal significant advancement. These statutory trust filings represent the foundational procedural steps in potentially launching ETF products for these tokens, aligning with Grayscale’s mission of broadening cryptocurrency accessibility for institutional investors.
Broader Implications for Crypto Enthusiasts
This updated watchlist reveals three primary themes Grayscale analysts are monitoring closely: tokenization, DePIN, and artificial intelligence. With these emerging technologies gaining traction, they are likely to influence the development of decentralized solutions for sectors such as finance, consumer goods, and computing.
However, being on the watchlist is not a guarantee of a product launch. Each prospect undergoes a rigorous due diligence process considering custody solutions, regulatory landscapes, and internal reviews before any potential execution.
A Trend Worth Watching in Cryptocurrency
For anyone looking to stay ahead of these trends, this list serves as a valuable reference. Grayscale’s continued focus on innovation within the crypto ecosystem is worth paying attention to, especially as they navigate the complexities of regulatory environments worldwide.
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