The Grayscale Fund updated its TOP-20 list of promising tokens and coins. In the analytical material released today, assets with growth potential in Q1 2025 look as follows:
- #BTC,
- #ETH,
- #SOL,
- #LINK,
- #SUI,
- #UNI,
- #HYPE,
- #AAVE,
- #TAO,
- #ENA,
- #OP,
- #VIRTUAL,
- #LDO,
- #HNT,
- #AR,
- #JUP,
- #AERO,
- #AKT,
- #JTO,
- #GRASS.
This time, the following were added:
- #HYPE (#Hyperliquid),
- #ENA (#Ethena),
- #VIRTUAL (#VirtualProtocol),
- #JUP (#Jupiter),
- #JTO (#Jito),
- #GRASS (#Grass).
Excluded:
- #TON (#Toncoin),
- #NEAR (#Near),
- #STX (#Stacks),
- #MKR (#Maker),
- #CELO (#Celo),
- #UMA (#UMAProtocol).
Key points from the fund's analytical report:
1. Growth of the crypto market: In Q4 2024, the cryptocurrency market experienced significant growth, as evidenced by the family of FTSE/Grayscale Crypto Sector indices. It tripled its capitalization to $3 trillion, driven by the positive market reaction to Trump's victory in the USA.
2. Competition in smart contracts: Ethereum faces serious competition, giving way to Solana and other first-tier platforms such as Sui and TON. The main success factors remain scalability, decentralization, and revenue from fees.
3. Grayscale Top 20: Six new assets have been added to the Grayscale Top 20 list for Q1 2025, based on a focus on new trends, including decentralized AI, the development of the Solana ecosystem, and the impact of elections in the USA.
4. Expansion of the Grayscale Crypto Sectors Index: The Grayscale Crypto Sectors Index has been supplemented with 63 new tokens, reflecting the ongoing growth in the gaming sector, meme coins, and social media-related assets.
