Grayscale made another move yesterday. They have released 2 reports this year:
1) Promising altcoins in the first quarter of 2025
2) List of assets to be considered for altcoins
Today, let’s focus on the second report. The so-called list to be considered means that Grayscale is currently looking for some high-quality altcoins to include in their asset list. If so, these included altcoins are likely to usher in a huge wave of capital inflows in the future.
I took a quick look at this list, which contains many low-market-cap tokens. The lowest market value is the AI infrastructure project @flock_io, which has a market value of only 30 million (flock is also one of Binance Alpha). A total of 39 projects were announced in the report, of which 5 projects were unissued projects, namely:
• @hyperbolic_labs (AI cloud service)
• @PrimeIntellect (AI protocol)
• @SentientAGI (AI development platform)
• @SpaceandTimeDB (decentralized data platform)
• @StoryProtocol (on-chain IP)
12 of the 39 forms are related to AI, accounting for nearly 30%. It can be seen that Grayscale focuses on the three main directions of traditional Layer 1, AI and Defi. The following figure summarizes the information of 34 tokens👇👇#灰度基金