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- Grayscale has released its Q2 2026 Assets Under Consideration list, which covers smart contracts, DeFi, AI and tokens in focus.
- The latest list includes names such as Hyperliquid, Toncoin, TRON, Worldcoin, Jupiter, LayerZero and Helium.
Grayscale has released its Q2 2026 list of “Considered Assets”, giving the market a new look at digital assets that the company may be studying for future products.
The change it it covers several sectors of the crypto market, from smart partnership platforms and DeFi protocols to tokens connected to AI and physical activity. As usual, inclusion in the list does not mean that the investment is imminent. However, the Grayscale index tends to attract attention because it often shows where suppliers believe demand, reporting power or market conditions are likely.
Smart contracts, DeFi and AI control the current analysis
In the smart contract category, Grayscale listed Canton, Celo, Mantle, MegaETH, Monad, Toncoin and TRON. The financial bucket was Athena, Hyperliquid, Jupiter, Kamino Finance, Maple Finance, Morpho and Pendle.
The AI team was huge. It included Fabric Protocol, Flock, Grass, Kaito, Kite AI, Nous Research, Poseidon, Venice, Virtuals Protocol and Worldcoin. That spread shows that Grayscale doesn’t treat AI as a narrow product, but as an evolving field with multiple entry points.
There are also similar ideas in the category of utilities and services, where the company included DoubleZero, Geodnet, Helium, Jito, LayerZero and Wormhole. These are not all competing for the same use, making the list more like a map of where architectural interest is gathering than a pure bet.
A watch list, not a commitment
That difference is important. Grayscale’s “conceptual” documentation is not the same as product acceptance or installation planning. It is best read as an evaluation document, which shows which factors have made it sufficient to warrant an internal review.
Even so, these lists are important because they help create market sentiment. When an asset appears on the Grayscale radar, traders tend to read it as a sign that the asset has crossed an important threshold in the eyes of the digital asset manager.
For this quarter, the larger message is clear. Grayscale is building a large network, but it is particularly attentive to the intersection of onchain finance, the intelligent ecosystem and the growing AI-token trade.
