Grayscale’s New Altcoin Watchlist: AI Joins, TRON Out — What’s the Play?
Grayscale Research just revealed its Q3 2025 “Assets Under Consideration” list — now down to 31 altcoins. Compared to previous editions, 9 names like TRON (TRX) and VeChain (VET) are out. Meanwhile, AI tokens officially step in as a new focus area.
What’s catching attention: BONK and similar meme tokens saw sharp price spikes right after the list dropped. But Grayscale isn’t offering any clarity on why some assets were cut or added.
Investors are left asking:
• What’s the real strategy behind Grayscale’s evolving altcoin basket?
One thing’s clear: Big names moving the chess pieces means volatility — and opportunity — for those watching closely.