Grayscale Reallocation Signal: AVAX, MORPHO Enter Top, LDO, OP Kicked Out of Top 20

The latest Grayscale Q3 list is out, with two new faces making the cut:

AVAX: Surge in on-chain trading activity

MORPHO: Impressive growth in decentralized lending

The exiting LDO and OP face pressures from centralized staking competition and uncertainties in profit distribution mechanisms.

Every adjustment by Grayscale is a signal mapping from an institutional perspective.

Follow @Mr. Ai to understand the logic behind the reallocation; don't wait for the price to speak before realizing what's happening. What do you think about this round of personnel changes? Let's chat in the comments.