DePIN, AI and RWA: Grayscale’s New Priorities
As we enter 2026, Grayscale is expanding its Assets Under Consideration list from 32 to 36 assets. More than a simple update, this selection acts as a barometer of dominant narratives, providing clear insight into the sectors the institution deems strategic.
Among the notable additions is Tron (TRX) in the Smart Contracts category. Long underestimated by US institutions, Justin Sun’s network demonstrates concrete utility, particularly in stablecoin transfers. Another surprise: The entry of ARIA (ARIAIP), focused on intellectual property tokenization, illustrating the rise of RWA.
The AI sector is also evolving, with Prime Intellect exiting and Nous Research and Poseidon joining, while DePIN gains visibility through DoubleZero (2Z). These choices confirm growing interest in decentralized infrastructure and technologies with strong real-world utility.
A Bullish Signal and a Question of Timing
Being listed by Grayscale doesn’t guarantee an ETF launch, but it represents major institutional validation. Historically, monitored assets benefit from increased attention, better liquidity and sometimes a gradual market re-rating.
This announcement fits into a broader dynamic, as Grayscale continues to innovate, notably with the recent activation of staking on its Ethereum ETF, enabling capture of the native yield from Proof-of-Stake protocols. Institutions are no longer just holding: they’re optimizing.
The key question remains: Should you position yourself ahead of institutions? With Bitcoin near $94,000 and fluctuating dominance, these altcoins could experience high volatility. Between opportunities for sector rotation and the risk of “sell the news,” upcoming technical breakouts will be decisive in confirming whether 2026 marks the beginning of a major new thematic cycle.
Related Articles:
