š Grayscale Refreshes Its Q3 2025 Top 20 Crypto List š
Grayscaleās latest Crypto Sectors report, in partnership with FTSE/Russell, spotlights key moves this quarter:
āļø Added:
⢠Avalanche ($AVAX) ā Smart-contract platform surging with on-chain activity and new gaming partnerships š ļæ¼ ļæ¼$
⢠Morpho ($MORPHO) ā DeFi lending protocol with over $4āÆB TVL and major growth via Morpho V2 targeting institutional finance ļæ¼
ā Removed:
⢠Lido DAO ($LDO) ā Facing headwinds from potential centralized staking alternatives in upcoming regulation ļæ¼
⢠Optimism ($OP) ā Strong tech adoption, but weaker token economics and near-term momentum ļæ¼
āļø Why It Matters:
⢠Sector bias: Grayscale emphasizes assets with real on-chain usage and growth catalysts.
⢠Themes gaining traction: Smart contracts, DeFi lending, and AI tokens now dominate the narrative .
⢠Institutional indicator: Inclusion often draws institutional capital via index and ETF vehicles.
šÆ Investor Takeaway:
⢠AVAX is gaining serious on-chain steamāhot in gaming and stablecoins.
⢠Morpho is climbing the DeFi ladder with institutional-grade expansion.
⢠Traditional picks like LDO and OP may face turbulence if utility or token value struggles.
⢠Overall message: Stick with usage-driven assets that show clear momentum and adoption.
Stay tuned ā future quarters will reveal whether Grayscaleās picks become the institutional benchmarks of tomorrow.
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