Asset management company Grayscale is preparing for a large-scale expansion of its investment product lineup. The company announced that it is exploring the possibility of including more than 30 crypto assets in future offerings for investors—from smart contract blockchains and DeFi to AI projects and consumer tokens.
This is not about the immediate launch of funds, but about forming the so-called Assets Under Consideration list—assets that may form the basis of new products in the coming quarters.
Regular Updates and Flexible Structure
Grayscale clarified that the list of “Crypto Sectors” will be reviewed at least once every 15 days after the end of each quarter. Changes are also possible within a quarter—for example, when reformatting multi-asset funds or launching new single-token products.
Importantly, an asset can be added to the investment lineup even without prior appearance on the sector list. All decisions are made within an internal evaluation process, which includes regulatory risks, custody issues, compliance requirements, and market liquidity.
The company emphasizes: inclusion in the list does not guarantee product launch. Grayscale reserves the right to reject certain assets or consider additional tokens outside the published list.
Smart Contracts and Infrastructure
Grayscale pays the most attention to smart contract platforms. Up to ten assets may enter this sector at once, including Aptos, Arbitrum, BNB, Celo, Mantle, Monad, Toncoin, and Polkadot. New infrastructure projects focused on scalability and performance are also being considered.
The selection of these networks reflects the company’s focus on foundational blockchains around which DeFi, NFT, and enterprise solution ecosystems are formed.
Financial Protocols and DeFi
In the financial services category, Grayscale is analyzing projects such as Ethena, Euler, Hyperliquid, Jupiter, Kamino, Maple Finance, Morpho, and Pendle. These protocols cover decentralized lending, derivatives, liquidity management, and yield strategies.
The expansion of this segment shows that the company is increasingly looking at DeFi as an independent investment direction, not just as an addition to foundational blockchains.
AI, Consumer Tokens, and Services
A separate section is dedicated to artificial intelligence. It features Worldcoin, Virtual Protocol, Flock, Grass, and other projects operating at the intersection of AI and blockchain. Grayscale sees this sector as one of the key drivers of investor interest in 2026.
In the Consumer & Culture category, the company is evaluating meme and user tokens, including Bonk and ARIA Protocol. Service and infrastructure assets are also being considered—Wormhole, LayerZero, Jito, and other projects focused on cross-network interaction and enterprise solutions.
Secondary Market and the Role of Regulators
Grayscale also plans to expand the presence of its products on the secondary market. This refers to listing shares of new funds similar to already traded instruments on OTCQX.
At the same time, the company separately warns investors: listing approval is not guaranteed. The US Securities and Exchange Commission and FINRA may raise questions about the status of underlying assets from the perspective of securities law.
No New Currencies, but With a Focus on ETP
Interestingly, Grayscale does not plan to add new assets to the currency category. It still includes Bitcoin, Litecoin, Bitcoin Cash, Stellar, Zcash, and XRP.
The company expects that the main inflow of capital into the crypto industry in 2026 will come through spot exchange-traded products. Since the launch of the first Bitcoin ETPs in the US in early 2024, the total inflow into global crypto ETPs has already exceeded $87 billion.
What This Means for the Market
The expansion of the list of considered assets shows that Grayscale is preparing for a new stage of market growth. The company is betting not only on the largest cryptocurrencies but also on infrastructure, DeFi, AI, and applied services.
For investors, this is a signal: in the coming quarters, the lineup of regulated crypto products may become noticeably broader—provided the market and regulators give the green light.
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