The grayscale plan considers a portfolio list of 35 cryptocurrencies.

First, categorize the 35 cryptocurrencies by track, while sorting them by market capitalization.

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

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

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

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

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

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

The Meme track includes 1 cryptocurrency: DOGE.

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

JUP is a DEX on the Solana chain, the popularity of memes has great support for both Ray and JUP, and Grayscale recently removed Ray while still retaining JUP, which is a choice between two children. JUP has a long-term accumulation box structure and bottom structure, and we believe that a pullback near 1.3 is a good buying point.

FET, among the three leading AI projects, has been introduced by Tao, but it is relatively high in price, while WLD has very little foundation. FET is the asset most retail investors are willing to buy. Moreover, FET has been included in the index 50, with almost full circulation.

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

Finally, TON is a magical public chain. While others focus on TVL, it primarily looks at traffic, which could be a possible reverse black swan in this round, potentially bringing a massive influx of new investors to the crypto world. It depends on whether there will be a significant explosion in areas like gaming and memes, especially after a major breakout of playable games, TON could rise to an unbelievable level.

Among the above-mentioned tokens, in the past 30 days, FET has risen by 47.9%, JUP by 47%, DOGE by 84%, and TON by 43%. Except for DOGE, none of them have seen particularly dramatic increases.