In a quarterly update that reads like a rolodex of speculative folly, Grayscale has expanded its internal pipeline to 36 alternative tokens-presumably to keep its analysts employed until the next crypto winter arrives. One suspects this is less about investing and more about curating the next generation of vaporware.
- 36 altcoins now under scrutiny for Q1 2026-because who doesn’t want to bet on 2026?
- Trust filings for BNB and HYPE: ETF groundwork or just paperwork for paperwork’s sake? 🤷
- Themes: Tokenization (i.e., turning everything into a token), AI (because it’s trendy), and DePIN (decentralized pinball machines?)
- Core blockchains remain the “backbone”-if the backbone is a wobbly ladder.
Rather than launching products, Grayscale has opted to refresh its pipeline-a move that likely involves someone in a Zoom room saying, “What if we also track AI?” The 36-token count, up from last quarter, reflects a “deliberate expansion” into newer sectors, which may or may not be synonyms for “we’re chasing trends.”
Early ETF Signals Add Context
Recent trust filings for BNB and Hyperliquid (HYPE) have been filed with Delaware-because nothing says “regulatory confidence” like submitting paperwork to a state known for corporations and crab cakes. These filings are not ETF launches, but they are “groundwork,” which in crypto-speak means “we’re pretending we know what we’re doing.”
Together, these moves suggest Grayscale is preparing for faster execution if regulators suddenly decide crypto isn’t a scam. A Hail Mary pass for 2026, perhaps? 🏈
How Grayscale Is Segmenting the Crypto Market
Grayscale now categorizes altcoins into five verticals: smart contract infrastructure, financial protocols, consumer-facing crypto, artificial intelligence, and utility-focused services. This “layered digital economy” approach is less about investing and more about pretending to have a strategy. One suspects the “consumer-facing crypto” category includes things like NFT penguins and crypto-themed coffee mugs.
New Names, New Narratives
Tron has joined the smart contract segment, while ARIA Protocol-a project about tokenized intellectual property-has been added to the list. In AI, Nous Research and Poseidon replaced Prime Intellect, which is either a clever name or a tragic error. DePIN’s DoubleZero, a project to reduce blockchain latency, now graces the list-because nothing says “future” like slightly less lag.
What Stayed on the List Matters Too
Ethena, Jupiter, and Pendle remain, proving that institutional crypto theses are still rooted in “yield generation” and “liquidity management”-code for “we charge fees and hope for the best.” LayerZero, Kaito, and Bonk also linger, presumably because they sound like characters from a sci-fi novel that no one read.
A Broader Signal to the Market
Grayscale’s list suggests a focus on “structural trends” like tokenization (i.e., turning everything into a token), AI-native systems (because AI is cool), and DePIN (decentralized pinball machines?). While smart contracts and financial protocols dominate, the inclusion of AI and DePIN shows the firm is “preparing for a diversified landscape”-which is to say, they’re hedging their bets on anything that sounds futuristic.
The information provided here is for entertainment purposes only. Do not use it to invest in crypto, unless you enjoy losing money with panache. 🚀
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2026-01-13 15:33