Grayscale Investments updated its Assets Under Consideration list for Q2 2026. This quarterly list highlights cryptocurrencies not currently held in Grayscale products but identified as potential candidates for future investment vehicles, such as single-asset trusts or ETFs.
The list is grouped by Grayscale’s Crypto Sectors framework and has been trimmed compared to prior quarters, some reports note a reduction from around 36 assets. It emphasizes areas like smart contract platforms, DeFi and financials, artificial intelligence, and utilities and services. No assets are listed under Currencies or Consumer & Culture in the under-consideration section this quarter.
Smart Contract Platforms like Canton (CC), Celo (CELO), Mantle (MNT), MegaETH, Monad (MON), Toncoin (TON), Tron (TRX); Financials like (DeFi) Ethena (ENA), Hyperliquid (HYPE), Jupiter (JUP), Kamino Finance (KMNO), Maple Finance (SYRUP), Morpho (MORPHO), Pendle (PENDLE); Artificial Intelligence likw Fabric Protocol (ROBO), Flock (FLOCK), Grass (GRASS), Kaito (KAITO), Kite AI (KITE), Nous Research, Poseidon, Venice (VVV), Virtuals Protocol (VIRTUAL), Worldcoin (WLD), Utilities & Services like DoubleZero (2Z) Geodnet (GEOD), Helium (HNT), Jito (JTO), LayerZero (ZRO), Wormhole (W) Tokens marked with an asterisk (MegaETH, ROBO, Nous Research, Poseidon, Geodnet) may indicate projects still under review or with non-standard liquidity and trading characteristics.
Notable additions or highlights this quarter include HYPE with separate momentum around a potential spot HYPE ETF filing, TON, TRX, expanded AI-related assets now the largest category with 10 entries and additions like Canton (CC) and Helium (HNT). Some prior assets e.g., Aptos, Arbitrum, BNB, Polkadot in certain reports appear to have been dropped.
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For context, here are the assets already held in Grayscale’s existing single- or multi-asset products: Currencies like BTC, BCH, LTC, XLM, XRP, ZEC. Smart Contract Platforms: AVAX, BNB, ADA, ETH, ETC, HBAR, ZEN, SOL, STX, SUI Financials: AAVE, AERO, CRV, DEEP, ONDO, UNI Consumer and Culture: BAT, MANA, DOGE Artificial Intelligence: TAO, LPT, NEAR, RENDER, IP (Story).
Utilities and Services: LINK, FIL, LDO, PYTH, SXT, WAL Grayscale stresses that inclusion on the under consideration list is illustrative only—it does not guarantee any product launches. Launching new products involves regulatory, custody, operational, and other hurdles, and the lists can change intra-quarter. The information is for educational purposes and not investment advice.
Digital asset investments carry significant risk, including potential total loss. The AI crypto sector refers to cryptocurrencies and blockchain protocols where artificial intelligence (AI) is the primary use case or core functionality. It sits at the intersection of two transformative technologies: decentralized blockchain networks which provide trustless coordination, incentives, and ownership and AI which excels at data processing, pattern recognition, decision-making, and automation.