Grayscale's Decentralized AI Fund focuses its capital flow on three top projects: $NEAR , $TAO , and $FIL , with the top two positions alternating. Currently, NEAR remains in the top spot.
This fund likely contains the AI projects that many are most interested in. However, the Grayscale Decentralized AI Fund is not yet a standout product and will require more time to prove itself. Over the past month, Grayscale's portfolio growth has included:
$XRP, $MANA, $LINK, $AVAX, $BAT, $FIL , $ZEC
Grayscale's product lifecycle comprises four stages, with several assets mentioned above already in stages 2 and 3. That said, the fund’s performance has been remarkable.
$XRP has had a double boost with the launch of the Grayscale XRP Trust and the additional support from former President Trump’s influence.
The rise in Grayscale’s portfolio, primarily driven by altcoins, could be seen as a signal of an altcoin super cycle (alt SS), given that its price performance has outpaced Bitcoin—a concept tied to the Alt SS Index