Grayscale Investments, a leading digital asset manager, has released its "Assets Under Consideration" list for the first quarter of 2026, naming 36 altcoins the firm is actively evaluating for potential future investment products. This represents an expansion from the 32 assets featured on the Q4 2025 list.
The watchlist is organized into five thematic categories: Smart Contract Platforms, Financials, Consumer & Culture, Artificial Intelligence, and Utilities & Services. Grayscale clarified that the list identifies "digital assets not currently included in a Grayscale investment product but identified by our team as possible candidates for inclusion in a future product."
New additions to the Q1 2026 list highlight the firm's focus on emerging trends. Tron (TRX) was added to the Smart Contract Platforms category. ARIA Protocol, which tokenizes intellectual property rights, joined Consumer & Culture. The AI category saw the addition of Nous Research and Poseidon, while Prime Intellect was removed. DoubleZero (2Z), a decentralized physical infrastructure network (DePIN) project, was included in Utilities & Services.
This activity follows recent concrete steps by Grayscale, which has already filed statutory trusts for potential ETFs for BNB and Hyperliquid (HYPE) with the Delaware Division of Corporations. This filing is a procedural first step toward a potential launch.
Other notable tokens remaining on the watchlist across categories include Ethena, Jupiter, Morpho, Pendle, LayerZero, Kaito, Grass, and Bonk. Grayscale emphasized that inclusion on the watchlist does not guarantee a product launch, as final decisions depend on custody solutions, regulatory developments, and internal reviews.
