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- Grayscale has released a list of assets under consideration for Q2 2026, covering smart contracts, DeFi, AI, and utility-focused tokens.
- The latest watchlist includes names like Hyperliquid, Toncoin, TRON, Worldcoin, Jupiter, LayerZero, and Helium.
Grayscale has published a list of “assets under consideration” for the second quarter of 2026, providing the market with a fresh look at digital assets the company may be considering for future investment products.
the to update Covers several sectors of the cryptocurrency market, from Smart contract platforms and DeFi protocols To tokens associated with artificial intelligence and infrastructure operations. As usual, the Fund’s inclusion on the list does not mean that the Fund’s launch is imminent. However, Grayscale’s watchlist tends to attract attention because it often indicates where institutional product issuers believe demand, narrative strength, or market structure may be increasing.
Smart contracts, DeFi, and AI dominate the latest review
In the smart contracts category, Grayscale has listed Canton, Celo, Mantle, MegaETH, Monad, Toncoin, and TRON. The financial data set included Ethena, Hyperliquid, Jupiter, Kamino Finance, Maple Finance, Morpho, and Pendle.
The AI design was particularly broad. They have been featured in Fabric Protocol, Flock, Grass, Kaito, Kite AI, Nous Research, Poseidon, Venice, Virtuals Protocol, and Worldcoin. This proliferation suggests that Grayscale is not treating AI as one narrow business, but more like a growing sector with multiple potential entry points.
There is a similar logic in the Utilities and Services category, where the company included DoubleZero, Geodnet, Helium, Jito, LayerZero and Wormhole. They’re not all competing for the same use case, which makes the list look more like a map of where infrastructure interest is clustering than a bet on pure style.
Watchlist, not commit
This distinction is important. Labeling grayscale “under consideration” is not the same as formal product approval or launch planning. It is best read as a corporate check-up document, a document that outlines which assets have reached a sufficient level to warrant a more rigorous internal review.
However, these lists are important because they help shape the perception of the market. When an asset appears on Grayscale’s radar, traders tend to read it as a sign that the token has at least crossed a threshold of importance in the eyes of a major digital asset manager.
For this quarter, the broader message is fairly clear. Grayscale casts a wide net, but is particularly alert to the intersection of onchain financial infrastructure, smart contract ecosystems and the increasingly crowded AI token trading.
