Rich by Coin

Grayscale has released its Q1 2026 “Assets Under Consideration” list, naming 36 altcoins the firm is actively evaluating for future investment products. The update comes as Grayscale recently filed statutory trusts for BNB and Hyperliquid ETFs with the Delaware Division of Corporations. The Q1 list expands from Q4 2025, which had 32 assets. Grayscale organizes the watchlist into five categories: Smart Contract Platforms, Financials, Consumer & Culture, Artificial Intelligence, and Utilities & Services.

“Assets Under Consideration lists digital assets not currently included in a Grayscale investment product but identified by our team as possible candidates for inclusion in a future product,” Grayscale said. Tron was added to the smart contracts category. ARIA Protocol, which tokenizes intellectual property rights as tradable crypto assets, joined Consumer & Culture. The AI category gained Nous Research and Poseidon.

Prime Intellect was removed. 2ZUSDT, a decentralized physical infrastructure network (DePIN) that provides low-latency network infrastructure for blockchains, was added to Utilities & Services. The new additions point to three themes Grayscale is watching closely: tokenization, DePIN, and AI. In financials, Ethena, Jupiter, Morpho, and Pendle remain on the list. LayerZero, Kaito, Grass, and Bonk also made the cut. Smart contract platforms and financials have the most assets under review. Being on the watchlist does not guarantee Grayscale will launch a product. Final decisions depend on custody solutions, regulations, and internal reviews. But the BNB and HYPE trust filings show Grayscale is already acting on some of these assets.

LayerZero, Kaito, Grass, and Bonk also made the cut. Smart contract platforms and financials have the most assets under review. Being on the watchlist does not guarantee Grayscale will launch a product. Final decisions depend on custody solutions, regulations, and internal reviews, though the BNB and HYPE trust filings show Grayscale is already acting on some of these assets.

Grayscale has released its Q1 2026 Assets Under Consideration list, identifying 36 altcoins the firm is actively evaluating for future investment products. The update follows Grayscale’s statutory trust filings for BNB and Hyperliquid ETFs with the Delaware Division of Corporations, and the Q1 list expands from Q4 2025’s 32 assets. The watchlist is organized into five categories: Smart Contract Platforms, Financials, Consumer & Culture, Artificial Intelligence, and Utilities & Services.

Assets Under Consideration lists digital assets not currently included in a Grayscale investment product but identified by our team as possible candidates for inclusion in a future product, Grayscale said. Tron was added to Smart Contract Platforms, while ARIA Protocol joined Consumer & Culture, tokenizing intellectual property rights as tradable crypto assets. The AI category gained Nous Research and Poseidon, and Prime Intellect was removed. 2ZUSDT, a decentralized physical infrastructure network (DePIN) that provides low-latency network infrastructure for blockchains, was added to Utilities & Services. The updates point to three themes Grayscale is watching closely: tokenization, DePIN, and AI. In financials, Ethena, Jupiter, Morpho, and Pendle remain on the list. LayerZero, Kaito, Grass, and Bonk also made the cut. Smart contract platforms and financials have the most assets under review. Being on the watchlist does not guarantee a product launch. Final decisions depend on custody solutions, regulations, and internal reviews. But the BNB and HYPE trust filings show Grayscale is already acting on some of these assets.