Grayscale Capital Layout Analysis: Mainstream and Emerging Tracks in Parallel

Grayscale Capital's investment logic is divided into core assets and emerging track layouts, balancing stability and innovation.

1. Mainstream Asset Allocation

• BTC: As a store of value, Grayscale holds a core position.

• ETH: The pillar of the DeFi and NFT ecosystem, bullish in the long term.

• LTC/BCH/XRP: Payment assets, focusing on the integration of traditional and blockchain.

2. Emerging Track Layout

• Privacy and Storage: ZEC, ZEN, FIL represent the privacy and storage needs of future Web3 infrastructure.

• Public Chains and L2: SUI, OP, HNT, betting on high-performance public chains and scaling solutions.

3. Web3 and Metaverse

• MANA: Core token of the metaverse, focusing on virtual reality scenarios.

• BAT: A model of Web3 innovation in the advertising ecosystem.

Grayscale emphasizes the combination of asset stability and track growth, allowing investors to reference its logic to capture the potential of quality track cryptocurrencies.