๐๐ฟ๐ฎ๐๐๐ฐ๐ฎ๐น๐ฒ ๐ฃ๐ถ๐ฐ๐ธ๐ ๐ฎ๐ฌ ๐๐น๐๐ฐ๐ผ๐ถ๐ป๐ ๐ณ๐ผ๐ฟ ๐ค๐ฏ ๐๐ฒ๐ฟ๐ฒโ๐ ๐ช๐ต๐ฎ๐โ๐ ๐๐ป & ๐ช๐ต๐ฎ๐โ๐ ๐ข๐๐!
Grayscale just released its updated Top 20 Altcoins list for Q3 2025 ๐ โ and two big changes stand out:
โก๏ธ Out: Lido DAO (LDO) and Optimism (OP)
โก๏ธ In: Avalanche (AVAX) and Morpho (MORPHO)
Letโs break down why these changes were made and what they mean for investors ๐
Both Avalanche and Optimism are smart contract platforms. But while Optimism saw a 54% drop in ETH reserves, Avalanche showed strong growth in Q2 thanks to new partnerships and on-chain activity.
Grayscale also noted Ethereumโs growing interoperability focus could make Layer-2s like OP less essential, giving AVAX the edge.
๐ผ Why Morpho Was Added Instead of Lido DAO
Lido DAO was removed due to low sector performance and upcoming ETF staking that may reduce its importance.
In contrast, Morpho (a DeFi lending platform) launched Morpho V2โtargeted at bringing DeFi to TradFi institutions. Grayscale sees big potential in this shift and believes Morpho could lead the next wave in on-chain lending.
๐ง What This Means for You
Grayscale makes these picks to guide research, not pump prices. All 20 altcoins are considered high risk and volatile. In fact, all four coins (AVAX, OP, MORPHO, LDO) have slightly dipped since the list went public.
So while the list is useful for spotting trending narratives, donโt expect instant price spikes.
๐ช ๐ง๐ผ๐ฝ ๐ง๐ฎ๐ธ๐ฒ๐ฎ๐๐ฎ๐๐
โ AVAX: Strong business activity gives it an edge over other L1s.
โ MORPHO: Rising star in DeFi, with TradFi integration potential.
โ OP & LDO: Removed due to performance drops and regulatory risks.
๐ Use Grayscaleโs picks as research insights, not trading signals.