The Grayscale plan considers a list of holdings, with a total of 35 cryptocurrencies.

First, the 35 cryptocurrencies are categorized by track and sorted by each cryptocurrency's market capitalization.

The DeFi track has a total of 7 cryptocurrencies, namely: JUP, ONDO, ENA, CORE, RUNE, AERO, PENDLE.

The underlying infrastructure track has a total of 6 cryptocurrencies, namely: TIA, PYTH, ATOM, AKT, UMA, UMA, NEON.

The Layer 1 track has a total of 10 cryptocurrencies, namely: TON, TRX, APT, INJ, ICP, KAS, VET, OM, CELO, SEI.

The Layer 2 track has a total of 7 cryptocurrencies, namely: OP, ARB, STRK, formerly known as MATIC, MNT, IMX, METIS.

The DePIN track has a total of 2 cryptocurrencies, namely: AR, HNT.

The AI+ track has a total of 2 cryptocurrencies, namely: FET, WLD.

The Meme track has a total of 1 cryptocurrency: DOGE.

The three assets I am most optimistic about are: JUP, FET, DOGE, TON.

JUP is a DEX on the Solana chain, benefiting greatly from the popularity of memes, and has significant support for both Ray and JUP. Recently, Grayscale removed Ray but kept JUP, indicating a choice between the two. JUP has a long-term accumulation box and bottom structure, and we believe that a pullback around 1.3 is a good buying point.

FET, among the three major AI projects, has been introduced by Tao, but its unit price is relatively high, while WLD has a weak fundamental basis. FET is the asset that retail investors are most willing to buy. Moreover, FET has been included in the index 50, with nearly full circulation.

DOGE goes without saying, the token of national treasure Elon Musk, it could soar next year, with a target of 1 USD.

Finally, there is TON, which is a magical public chain. While others focus on TVL, it mainly looks at traffic. This could be the potential reverse black swan of this round, likely bringing a massive influx of new investors to the crypto space. It will depend on whether there will be explosive growth in games and memes, especially after a significant explosion in playable games, TON could rise to an unbelievable level.

Among the cryptocurrencies mentioned, FET has increased by 47.9% in the past 30 days, JUP has increased by 47%, DOGE has increased by 84%, and TON has increased by 43%. Except for DOGE, none of them have seen particularly remarkable increases.