The list of positions considered by Grayscale includes 35 cryptocurrencies, categorized and sorted as follows:
First, we classify these 35 cryptocurrencies by sector and sort them by market capitalization:
• DeFi sector (7 cryptocurrencies): JUP, ONDO, ENA, CORE, RUNE, AERO, PENDLE.
• Infrastructure sector (6 cryptocurrencies): TIA, PYTH, ATOM, AKT, NEON.
• Layer 1 sector (10 cryptocurrencies): TON, TRX, APT, INJ, ICP, KAS, VET, OM, CELO, SEI.
• Layer 2 sector (7 cryptocurrencies): OP, ARB, STRK, POL (formerly MATIC), MNT, IMX, METIS.
• DePIN sector (2 cryptocurrencies): AR, HNT.
• AI+ sector (2 cryptocurrencies): FET, WLD.
• Meme sector (1 cryptocurrency): DOGE.
Personally, my top three picks are: JUP, FET, and DOGE. In addition, the dog-themed concept related to Musk, puppies on the Ethereum chain, is expected to become the next Shiba Inu.
• JUP is a DEX on the Solana chain, driven by the meme craze, both RAY and JUP have received substantial support. Grayscale recently removed RAY but retained JUP, indicating its potential. JUP has a long-term accumulation box structure and bottom structure, and a pullback to around 1.3 is a good buying point.
• FET is highly regarded in the AI field. Although the unit price of TAO is relatively high and WLD lacks fundamentals, FET is the most favored asset among retail investors. Additionally, FET has been included in Index 50, with nearly full circulation.
• DOGE, as Musk's token, has unlimited future potential, with a target price of 1U.
• TON is a unique public chain that focuses primarily on traffic rather than TVL. It could become a reverse black swan this round, bringing a large number of new users to the crypto space. In the future, TON may explode in areas such as memes and gaming.
In the past 30 days, the gains of these tokens are as follows: FET increased by 47.9%, JUP increased by 47%, DOGE increased by 84%, TON increased by 43%. Although the gains of the other tokens are not particularly remarkable, except for DOGE, they still have significant potential.
