Source: Coindoo
Original Title: Grayscale Widens Its Crypto Net as 36 Altcoins Enter the 2026 Radar
Original Link:
Behind the scenes, Grayscale is widening its scope well beyond its existing product lineup, signaling where institutional crypto interest may head next.
The firm’s latest quarterly update reveals that dozens of alternative tokens are now being actively monitored for potential future investment vehicles.
Key Takeaways
Grayscale expanded its internal altcoin pipeline to 36 assets for Q1 2026
Recent trust filings point to continued ETF preparation, not immediate launches
Tokenization, AI, and DePIN are emerging as priority themes
Core blockchain and financial protocols remain the backbone of the watchlist
Rather than announcing new products outright, Grayscale refreshed its internal pipeline for Q1 2026, lifting the number of digital assets under review to 36. That figure is up from the prior quarter and reflects a deliberate expansion across newer crypto sectors that are beginning to attract deeper capital attention.
Early ETF Signals Add Context
The update follows recent trust registrations tied to BNB and Hyperliquid (HYPE), filed with the Delaware Division of Corporations. While these filings do not guarantee ETF launches, they are widely understood as groundwork that often precedes more formal product proposals.
Taken together, the filings and the expanded watchlist suggest Grayscale is positioning itself for faster execution if regulatory and market conditions turn favorable.
How Grayscale Is Segmenting the Crypto Market
Instead of treating altcoins as a single risk bucket, Grayscale now categorizes its candidates into five broad verticals: smart contract infrastructure, financial protocols, consumer-facing crypto, artificial intelligence, and utility-focused services.
This structure highlights how the firm views crypto less as speculative tokens and more as a layered digital economy, with different sectors serving distinct roles – from settlement layers to user applications and backend infrastructure.
New Names, New Narratives
Several additions hint at where Grayscale sees long-term relevance forming. Tron entered the smart contract segment, while ARIA Protocol reflects growing interest in tokenized intellectual property and onchain ownership models.
In artificial intelligence, the firm rotated exposure by adding Nous Research and Poseidon, while removing Prime Intellect. Infrastructure also gained attention through DoubleZero, a DePIN project focused on reducing latency for blockchain networks – an area increasingly viewed as critical as onchain activity scales.
What Stayed on the List Matters Too
Equally notable is what remained unchanged. Financial protocols such as Ethena, Jupiter, Morpho, and Pendle continue to feature prominently, reinforcing the idea that yield generation, liquidity management, and onchain financial tooling remain central to institutional crypto theses.
Meanwhile, names like LayerZero, Kaito, Grass, and Bonk point to continued interest in interoperability, data coordination, and consumer-driven network effects.
A Broader Signal to the Market
Rather than chasing short-term narratives, the updated list suggests Grayscale is tracking structural trends: tokenization of real-world value, AI-native crypto systems, and decentralized infrastructure that supports performance at scale.
Smart contract platforms and financial protocols still dominate the list, but the growing presence of AI and DePIN projects shows the firm is preparing for a more diversified crypto landscape as 2026 approaches.
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Layer2Arbitrageur
· 11h ago
lmao grayscale just signaling the next institutional dump by adding 36 alts? that's 36 new arbitrage vectors waiting to get exploited. already running the numbers on cross-chain liquidity gaps between their holdings and spot prices... this is mathematically delicious.
Reply0
CodeAuditQueen
· 11h ago
36 coins enter the audit queue? The key is to check for contract vulnerabilities.
View OriginalReply0
MetaverseLandlord
· 11h ago
Grayscale is causing trouble again, with 36 cryptocurrencies selected. The signal for institutions to buy the dip is so obvious.
View OriginalReply0
DustCollector
· 11h ago
36 coins? Is Grayscale going all in on small-cap tokens? A signal that institutions are bottom-fishing?
View OriginalReply0
OnChainDetective
· 11h ago
Wait, 36 altcoins are being added to the radar at once? Is there some secret plan behind this...
View OriginalReply0
AmateurDAOWatcher
· 11h ago
Grayscale is expanding again, 36 new coins? I just want to know if these coins can hold until 2026...
Grayscale Widens Its Crypto Net as 36 Altcoins Enter the 2026 Radar
Source: Coindoo Original Title: Grayscale Widens Its Crypto Net as 36 Altcoins Enter the 2026 Radar Original Link: Behind the scenes, Grayscale is widening its scope well beyond its existing product lineup, signaling where institutional crypto interest may head next.
The firm’s latest quarterly update reveals that dozens of alternative tokens are now being actively monitored for potential future investment vehicles.
Key Takeaways
Rather than announcing new products outright, Grayscale refreshed its internal pipeline for Q1 2026, lifting the number of digital assets under review to 36. That figure is up from the prior quarter and reflects a deliberate expansion across newer crypto sectors that are beginning to attract deeper capital attention.
Early ETF Signals Add Context
The update follows recent trust registrations tied to BNB and Hyperliquid (HYPE), filed with the Delaware Division of Corporations. While these filings do not guarantee ETF launches, they are widely understood as groundwork that often precedes more formal product proposals.
Taken together, the filings and the expanded watchlist suggest Grayscale is positioning itself for faster execution if regulatory and market conditions turn favorable.
How Grayscale Is Segmenting the Crypto Market
Instead of treating altcoins as a single risk bucket, Grayscale now categorizes its candidates into five broad verticals: smart contract infrastructure, financial protocols, consumer-facing crypto, artificial intelligence, and utility-focused services.
This structure highlights how the firm views crypto less as speculative tokens and more as a layered digital economy, with different sectors serving distinct roles – from settlement layers to user applications and backend infrastructure.
New Names, New Narratives
Several additions hint at where Grayscale sees long-term relevance forming. Tron entered the smart contract segment, while ARIA Protocol reflects growing interest in tokenized intellectual property and onchain ownership models.
In artificial intelligence, the firm rotated exposure by adding Nous Research and Poseidon, while removing Prime Intellect. Infrastructure also gained attention through DoubleZero, a DePIN project focused on reducing latency for blockchain networks – an area increasingly viewed as critical as onchain activity scales.
What Stayed on the List Matters Too
Equally notable is what remained unchanged. Financial protocols such as Ethena, Jupiter, Morpho, and Pendle continue to feature prominently, reinforcing the idea that yield generation, liquidity management, and onchain financial tooling remain central to institutional crypto theses.
Meanwhile, names like LayerZero, Kaito, Grass, and Bonk point to continued interest in interoperability, data coordination, and consumer-driven network effects.
A Broader Signal to the Market
Rather than chasing short-term narratives, the updated list suggests Grayscale is tracking structural trends: tokenization of real-world value, AI-native crypto systems, and decentralized infrastructure that supports performance at scale.
Smart contract platforms and financial protocols still dominate the list, but the growing presence of AI and DePIN projects shows the firm is preparing for a more diversified crypto landscape as 2026 approaches.