Grayscale has reduced the list of crypto assets it is considering for inclusion in future investment products for the second quarter of 2026.
The company cut the list from 36 to 30 tokens compared to the previous quarter and completely removed one category related to projects aimed at the mass user.
The updated “Assets Under Consideration” list now includes four areas: smart contract platforms, financial assets, the AI sector, as well as services and infrastructure projects.
Grayscale Bets on AI in Q2 Update
In the first quarter version, the company considered 36 projects, divided into five categories. Among them was a separate group related to mass user projects, but in the new list it has completely disappeared.
As a result, the largest area became the AI sector. In the second quarter, Grayscale included 10 projects compared to 7 a quarter earlier.
Among the new additions: Fabric Protocol, Kite AI and Venice. At the same time, the list still includes projects such as Flock, Grass, Kaito, Virtuels Protocol and Worldcoin.
In addition, Canton was added to the smart contract segment, and Helium was added to the services and infrastructure category.
At the same time, Grayscale removed several tokens from different categories from the list.
From the smart contract segment, Aptos, Arbitrum, Binance Coin and Polkadot disappeared. In the financial category, Euler, Lombard, Plume Network and Sky are no longer considered. Also, a number of projects from the group related to user products were completely removed, including ARIA Protocol, Bonk and Playtron.
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As a result, the list became more compact and focused. The number of projects in the smart contract segment decreased from 10 to 7, in the financial sector — from 11 to 7. At the same time, the services and infrastructure category, on the contrary, grew from 5 to 6 projects.
The update shows a clear shift toward infrastructure and AI direction.
At the same time, Grayscale kept major projects in the list such as Celo, Mantle, Monad, Toncoin, Tron, Ethena, Hyperliquid, Jupiter, Kamino, Maple Finance, Morpho, Pendle, DoubleZero, Geodnet, Jito, LayerZero and Wormhole. But the main change is the expansion of the share of AI projects.
Interest in such assets began to grow noticeably as early as the first quarter amid the rapid development of generative AI.
Over the past year, this sector continues to attract the attention of both institutional investors and a broader audience.
Why Grayscale Is Changing Priorities
The reduction of the list and the abandonment of some segments indicate a stricter selection of assets. The company is clearly moving away from experimenting with niche directions and is betting on what already shows demand from the market.
The focus on AI here does not seem accidental. Over the past year, this segment has become one of the most discussed in crypto. Projects at the intersection of blockchain and artificial intelligence attract not only retail investors but also funds.
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At the same time, another point is important. Grayscale is strengthening the share of infrastructure solutions. These are projects that form the basis of the ecosystem and do not depend on short-term hype as much as individual tokens.
This approach makes the portfolio more resilient. Instead of broad diversification by trends, the company is choosing directions with long-term potential.
As a result, the update reflects not just an internal reshuffling of assets, but a broader shift in strategy. The market is gradually moving away from speculative stories and increasingly focusing on technologies that can deliver real value.
