Grayscale, một trong những tổ chức đầu tư tiền điện tử lớn nhất, vừa tiết lộ rằng họ đang xem xét đầu tư vào gần 39 altcoin tiềm năng.
Danh sách này phân loại tài sản tiền điện tử trong danh mục sản phẩm của Grayscale theo các nhóm chức năng chính:
1. Currencies (Tiền tệ):
Các tài sản đóng vai trò như phương tiện trao đổi, lưu trữ giá trị, hoặc đơn vị kế toán.
Danh mục hiện tại:
Bitcoin (BTC), Bitcoin Cash (BCH), Litecoin (LTC), Stellar Lumens (XLM), XRP (XRP), Zcash (ZEC), Kaspa (KAS)
2. Smart Contract Platforms (Nền tảng hợp đồng thông minh):
Các nền tảng cơ sở cho hợp đồng tự thực thi.
Danh mục hiện tại:
Avalanche (AVAX), Cardano (ADA), Ethereum (ETH), Ethereum Classic (ETC), Horizen (ZEN), Near (NEAR), Optimism (OP), Polkadot (DOT), Solana (SOL), Stacks (STX), Sui (SUI), Aptos (APT), Arbitrum (ARB), Celestia (TIA), Hedera Hashgraph (HBAR), Mantle (MNT), Sei (SEI), Sonic (S), Starknet (STRK), Toncoin (TON), TRON (TRX)
3. Financials (Tài chính):
Các tài sản tập trung vào giao dịch và dịch vụ tài chính.
Danh mục hiện tại:
Aave (AAVE), Curve DAO (CRV), MakerDAO (MKR), Uniswap (UNI), Aerodrome (AERO), Binance Coin (BNB), Ethena (ENA), Hyperliquid (HYPE)*, Injective Protocol (INJ), Jupiter (JUP), Ondo Finance (ONDO), Pendle (PENDLE), THORChain (RUNE)
4. Consumer & Culture (Người tiêu dùng & Văn hóa):
Hỗ trợ các hoạt động tiêu dùng liên quan đến hàng hóa và dịch vụ.
Danh mục hiện tại:
Basic Attention Token (BAT), Decentraland (MANA), Ai16z (AI16Z), Dogecoin (DOGE), Immutable (IMX), Virtuals Protocol (VIRTUAL)
5. Utilities & Services (Tiện ích & Dịch vụ):
Các ứng dụng thực tế và giải pháp doanh nghiệp.
Danh mục hiện tại:
Bittensor (TAO), Chainlink (LINK), Filecoin (FIL), Lido DAO (LDO), Livepeer (LPT), Render (RENDER), The Graph (GRT), Akash Network (AKT), Artificial Superintelligence Alliance (FET), Arweave (AR), Eigen Layer (EIGEN), FLock.io (FLOCK), Grass (GRASS), Helium (HNT), Hyperbolic*, Jito (JTO), Prime Intellect*, Pyth (PYTH), Sentient*, Space and Time*, Story Protocol*, Worldcoin (WLD)

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#Grayscale #Altcoin

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Grayscale is on the move thanks to the new 29 cryptocurrencies in their investment list which are now subject to further evaluation.
The asset manager is also interested in ten assets that have been out of the crypto market since 2024.
As per the official statement released on X by Grayscale, BNB is included in their additional list of potential investment products together with the 29 other cryptocurrencies which they have recently officially added. Furthermore, the asset manager indicated ten assets that have been out of the cryptocurrency market after the January 1 of 2024.

Cryptocurrency Investment Opportunities of Garyscale’s Collage
As a high-end asset manager concentrating on the cryptocurrency market at large, one of the key visions for Grayscale is being able to educate investors on the existence of a variety of digital assets that qualify for investment.
The list of notes said that there are certain assets that are currently not in Grayscales investment products among the assets reviewed but which the team suspects would be further developed and included in a new product in the future.
These are the assets that have been valued and added to the inventory list:
AERO, BNB, ENA, INJ, JUP, ONDO, PENDLE, RUNE, DOGE, IMX, $AKT, $FET, $AR, $EIGEN, $MNT, $SEI, $S, $STRK, $TON, $TRX , $HNT, $JTO, $PYTH and $WLD
Moreover, as of December 31, 2024, the following ten assets are still classified by Grayscale as not being crypto assets:
Stories Protocol, Hyperbolic, Prime Intellect, Sentient, Virtual, $HYPE, $AI16Z, $FLOCK and $GRASS"

As part of Grayscale’s offerings, we have Bitcoin, Ethereum, and Litecoin among our digital currencies offerings. We also have other assets such as financial instruments that include AAVE and UNI consumer and culture assets as BAT and MANA, services and utilities as TAO, LINK, LDO and WLD.
As of January 9, 2025, these assets are held by a Grayscale Product as a solo or a combined shared asset.
Looking Ahead: incorporating BNB in Grayscale Investment Products
An endorsement is highlighted by the inclusion of BNB, a digital asset developed by Binance, among the expected future investment products of Grayscale.
In the case of the BNB decentralized, its native token is BNB. The coin is used to:
Another recent achievement of BNB was the announcement that a zone in Bhutan would include BNB, BTC and ETH in its reserves.
On January 8, CZ of Binance tweeted about the issue, emphasizing that validated BNB and other currencies should be part of National Strategic Reserves of other countries as well On January 8, CZ of Binance revealed on X his position on the issue, furnishing evidence that verified BNB and other currencies are also to be included in the Strategic National Reserves of other countries, Indonesian, Miss. passage.
In its 2024 year endreport, Binance restated the achievements of the exchange for the past year. One of them was reaching 250 million users, which was the growth of crypto adoption and trust in the exchange as a whole.

#Grayscale #bnb #BNBBhutanReserves $BNB

Polymarket forecasts a 78 percent probability that Solana ETFs (SOL) will be approved by the U.S. Securities and Exchange Commission in 2025.

Five asset managers, including #Grayscale and VanEck, have already filed applications to create #Solana ETFs.
a change in leadership at the SEC, a change in leadership at the SEC could be a deciding factor in the approval of these instruments.
Polymarket Forecast Market predicts a 78% probability that the U. S. Securities and Exchange Commission (SEC) will approve these instruments in 2025, raising optimism about the future of Solana-based ETFs. The report states. This prediction comes amidst the backdrop of #cryptocurrencies trying to establish themselves as a legitimate option in the traditional financial system. Many investors believe that a positive outcome could further legitimize the cryptocurrency market and attract more institutional investors.
In recent months, five including Grayscale, VanEck, 21Shares, Bitwise and Canary Capital. three asset managers have submitted proposals to create Solana-based ETFs. However, these proposals face significant hurdles due to the SEC's skeptical attitude toward crypto-assets: the classification of SOLs as securities in the ongoing proceedings against Binance and Coinbase has raised concerns about the future of other major cryptocurrencies and increased regulatory uncertainty.
Analysts such as Bloomberg's Eric Bartunas and #ETF Store's Nate Geraci believe that SEC guidance changes expected in 2025 could favor the approval of other cryptoassets such as Solana ETF, XRP, Hedera and Litecoin. He opines. Bartunas argues that new SEC guidance will be critical to the approval of these instruments. Meanwhile, industry players are watching for signs of regulatory changes.
Meanwhile, a Polymarket survey shows that the probability of approval, which initially stood at 45%, has risen to over 70%, reflecting growing market optimism.

Read us at: Compass Investments
#Crypto2024

Grayscale Research, known for its in-depth analysis of the cryptocurrency market, has announced the inclusion of six new tokens in its “Top 20” list of diversified crypto assets with high potential for the next quarter.

The selection takes into account criteria such as network growth and adoption, fundamental sustainability, token valuation, supply inflation and potential risks.

New tokens on the ‘Top 20’ list

The tokens added by Grayscale are:

HYPE, from the Hyperliquid blockchain, focused on layer 1 solutions.

ENA, from Ethena, an innovative protocol in decentralized finance.

VIRTUAL, an AI agent platform based on the Base network.

JUP, an aggregator of decentralized exchanges built on the Solana blockchain.

JTO, a liquid staking protocol also in the Solana ecosystem.

GRASS, a self-titled token of a decentralized data network.

The asset manager said it chose these crypto assets due to expected catalysts. The list includes technological improvements and market events, as well as their growth potential in the coming months.

Focus on emerging themes

For the first quarter of 2025, Grayscale said it will continue to explore themes such as:
Regulatory environment in the United States;

Decentralized finance and staking;

Decentralized artificial intelligence technologies and autonomous agents;

Expansion of the Solana ecosystem, one of the most active in the sector.

In addition, the company remains optimistic about the themes of previous quarters, such as Ethereum scalability solutions, tokenization and decentralized physical infrastructure (DePIN).

Changes in the list of crypto assets

Tokens such as Optimism (OP), Chainlink (LINK) and Helium (HNT) returned to the “Top 20” list. According to the asset manager, they stood out due to the relevance of their networks in the current market. However, Grayscale removed the Celo (CELO) token, reflecting changes in Grayscale’s priorities and assessments.

The inclusion of the new tokens highlights the importance of diverse and emerging ecosystems, such as Solana and Base, as well as the growth of decentralized artificial intelligence applications, a rapidly evolving sector.
#Grayscale #cryptooinsigts

Assets managed by BlackRock's iShares Bitcoin Trust (IBIT) have surpassed $21.4 billion, outperforming the Grayscale Bitcoin Trust ETF (GBTC) by more than $1.6 billion. This significant growth is due to the steady influx of funds into the BlackRock Spot Bitcoin ETF since the beginning of the year.

Since the launch of the Spot #TopCoinsJune2024 #ETF on December 1/11, #BlackRock has seen millions of inflows every day, with inflows dropping slightly over the past 5 months and outflows even less so.
According to Farside data, BlackRock recorded its first ETF inflow since launch on December 1/11, which totaled more than $11 billion ($11,100 million). Since then, the ETF has attracted hundreds of millions, with 2024/3/12 recording a peak inflow of ¥84,900 million in the first year.
On the other hand, since #grayscale launched on May 1, capital outflows have been greater than inflows. Given that the Grayscale spot bitcoin-ETF recorded total capital outflows of 17.5 billion yen, it is not surprising that BlackRock's IBIT outperformed GBTC.
Data from the BlackRock fund website showed that the company's spot bitcoin-ETF has accumulated over 302,536 #TopCoinsJune2024 . This is over 1.4% of the total bitcoins in circulation. In contrast, Grayscale has accumulated about 285,105 BTC in trusts with assets currently totaling ¥19.75 billion.
Despite a brief influx of funds in May, grayscale continues to face significant outflows. The latest drop occurred on September 6/6 and September 7, with GBTC outflows reaching 33760 million and 33630 million respectively. \n Compared to the Grayscale spot bitcoin-ETF, BlackRock's IBIT has performed well. BlackRock currently charges an annual management fee of 0.25% for the spot bitcoin ETF, while the Grayscale spot bitcoin-ETF charges an expensive 1.5% fee.
These large differences in ETF fees have impacted outflows from GBTC since the beginning of the year. Many investors are moving assets out of the Grayscale Spot bitcoin-ETF into more cost-effective options like BlackRock's IBIT.
Farside reported a surge in capital inflows from Blackrock into the bitcoin-ETF spot, while IBIT recorded consistent inflows from Jan.

Read us at: Compass Investments