Grayscale adds 6 new crypto assets to its top picks for Q1 2025

Grayscale, a leading asset management company, recently highlighted 6 new cryptocurrencies in its top picks for Q1 2025 in its latest report. press release. The asset manager notes that Grayscale Resarch’s “Top 20” represents a diverse group of assets across crypto sectors with high potential over the coming quarter.

In Q4 2024, cryptocurrency valuations saw a significant rise largely due to the positive market reaction to the US election results. The total market value of the industry rose from $1 trillion to $3 trillion during the quarter.

Growth of digital assets and smart contract platforms

According to the Cryptocurrency Sector Market Index (CSMI), the market capitalization of digital assets now stands at a level similar to the global inflation-linked bond market, more than twice the size of the US high-yield bond market. However, it noted that it is still smaller than the global hedge fund industry and the Japanese stock market.

Grayscale also noted that the cryptocurrency segment of smart contract platforms is likely the most competitive market segment in the digital asset industry. Regardless of design choices or strengths and weaknesses of the network, smart contract platforms derive their value primarily through their ability to generate network fee revenue. This quarter, the Grayscale Research Top 20 list includes the following smart contract platforms: ETH, SOL, SUI, and OP.

Top 20 searches for grayscale

Each quarter, Grayscale Research analyzes digital assets to create a list of the top 20 assets with high potential across cryptocurrency sectors, taking into account factors such as network growth, upcoming catalysts, sustainability of fundamentals, token valuation, token supply inflation, and risk. potential. New assets in this quarter are HYPE, ENA, VIRTUAL, JUP, JTO and GRASS. She also added that all assets included in the top 20 list have high price volatility and should be considered high risk.

For Q1 2025, Grayscale’s Top 20 list focuses on tokens that touch at least one of three central market themes:

(1) The US elections and their impact on industry regulation, especially regarding decentralized finance (DeFi) and staking;
(2) advances in decentralized AI technologies and the use of blockchain by AI agents; and
(3) Growth in the solana ecosystem.

Grayscale noted that based on these themes, the six new assets mentioned above are added to the top 20 list. Moreover, other cryptocurrencies that remain in the asset manager’s top pick for the upcoming quarter are BTC, ETH, SOL, LINK, and SUI, from Among many other top cryptocurrencies.