Grayscale has just updated its asset examination list for the second quarter of 2026, and this change is very decisive. The most direct signal is that the total number of items on the examination list has been reduced from 36 to 30, and the entire 'Consumer and Culture' category has been completely cut. Projects like ARIA Protocol and Playtron, which were added at the beginning of the year, have been removed. The current thinking of Wall Street institutions is very clear—no longer willing to pay for flashy consumer applications, but instead fully retracting their lines, focusing intensely on AI infrastructure and core DeFi protocols with real returns.
Among the newly shortlisted items this time, $TON, $HYPE, $VIRTUAL, and $MON have become the new favorites of institutions. The AI track has become the absolute main line, with related examination assets increasing from 7 to 10, occupying the largest proportion of the entire list. In addition to $WLD and $GRASS, even $KAITO and $VIRTUAL have successfully entered the sights of institutions.
In the financial sector, Grayscale places great importance on Perp DEX and real return protocols, with $JUP, $HYPE, $ENA, and $PENDLE still on the list, while $CELO has also been included due to its efforts in the stablecoin payment direction.
Following this institutional-level funding filtration network often provides higher investment certainty than blindly bumping around on-chain.
#Grayscale #AIInfrastructure #TON #DeFiResearch #CryptoResearch
Among the newly shortlisted items this time, $TON, $HYPE, $VIRTUAL, and $MON have become the new favorites of institutions. The AI track has become the absolute main line, with related examination assets increasing from 7 to 10, occupying the largest proportion of the entire list. In addition to $WLD and $GRASS, even $KAITO and $VIRTUAL have successfully entered the sights of institutions.
In the financial sector, Grayscale places great importance on Perp DEX and real return protocols, with $JUP, $HYPE, $ENA, and $PENDLE still on the list, while $CELO has also been included due to its efforts in the stablecoin payment direction.
Following this institutional-level funding filtration network often provides higher investment certainty than blindly bumping around on-chain.
#Grayscale #AIInfrastructure #TON #DeFiResearch #CryptoResearch