Grayscale analysts have updated the list of 20 digital assets capable of showing market-beating dynamics in Q1 2025.
The "newcomers" had to meet one of the themes:
US elections and their potential implications for industry regulation, especially in the DeFi segment and staking;
breakthroughs in AI;
growth in the Solana ecosystem.
As a result of the latest rebalancing, specialists added HYPE, ENA, VIRTUAL, JUP, JTO, GRASS to the "model portfolio."
The following assets were removed: TON, NEAR, STX, MKR, CELO, and UMA.
Specialists emphasized that they continue to enthusiastically regard the previous narratives — L2 for Ethereum, RWA, and DePIN.
Recall that as a result of the previous rebalancing, specialists added SUI, TAO, OP, HNT, CELO, and UMA, excluding RENDER, MNT, RUNE, PENDLE, ILV, and RAY.
In September, Grayscale Investments announced the launch of a closed fund based on XRP. Earlier, the product line was supplemented with instruments based on Avalanche, MakerDAO, Bittensor, and Sui, as well as token baskets focused on AI.#BtcNewHolder #2024WithBiance #2024Crypto
