“Grayscale analysts have updated the list of 20 digital assets, which in the I quarter of 2025 are able to show dynamics ahead of the market. “Rookies” had to correspond to one of the topics: the US election and its potential consequences for the regulation of the industry, especially the DeFi segment and staking; breakthroughs in the field of AI; growth in the Solana ecosystem. As a result of the next rebalancing, experts added HYPE, ENA, VIRTUAL, JUP, […]”, — write: businessua.com.ua
Grayscale analysts have updated the list of 20 digital assets, which in the I quarter of 2025 are able to show dynamics ahead of the market.
“Rookies” had to answer one of topics:
- the US election and its potential implications for industry regulation, especially the DeFi segment and staking;
- breakthroughs in the field of AI;
- growth in the Solana ecosystem.
As a result of the next rebalancing, specialists added HYPE, ENA, VIRTUAL, JUP, JTO, GRASS to the “model portfolio”.
TON, NEAR, STX, MKR, CELO and UMA dropped out of it.
Experts emphasized that they continue to be enthusiastic about the previous narratives – L2 for Ethereum, RWA and DePIN.
Source: Grayscale.
“Our approach considers network growth/adoption, expected catalysts, fundamentals stability, token valuation, supply growth rate and potential ‘tail risks,'” it said.
As a reminder, as a result of the previous rebalancing, specialists added SUI, TAO, OP, HNT, CELO and UMA, excluding RENDER, MNT, RUNE, PENDLE, ILV and RAY.
In September, Grayscale Investments announced the launch of a closed-end fund based on XRP. Previously, the product line was supplemented by tools based on Avalanche, MakerDAO, Bittensor and Sui, as well as baskets of tokens with a focus on AI.
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