Grayscale Adds 36 Digital Assets to Q1 2026 Investment Consideration List
Grayscale updated its quarterly consideration list on January 12, 2026, adding 36 digital assets across five sectors. The asset manager expanded from 32 assets in Q4 2025 and filed Delaware trusts for BNB and Hyperliquid ETFs.
Grayscale expands quarterly asset watchlist
Grayscale Investments expanded its quarterly “Assets Under Consideration” list to 36 digital assets for the first quarter of 2026. The asset manager tracked 32 assets in the fourth quarter of 2025 and now covers five sectors: smart contract platforms, financials, consumer and culture, artificial intelligence, and utilities and services. The list describes tokens that Grayscale reviews for possible future investment products, not assets yet included in existing funds.
Sector breakdown and new token entries
The smart contract platforms sector contains 10 assets, including Binance Coin (BNB), Toncoin (TON), Polkadot (DOT), Aptos (APT), Arbitrum (ARB), Mantle (MNT), MegaETH, and Monad. Tron (TRX) joined this group as a new entrant for 2026, along with new names in other sectors such as ARIA Protocol and Nous Research. Grayscale removed Prime Intellect from the list.
Assets Under Consideration lists digital assets not currently included in a Grayscale investment product but identified by our team as possible candidates for inclusion in a future product. — Grayscale, Corporate statement
Update cycle and market backdrop
Grayscale states that it updates the watchlist as frequently as 15 days after quarter-end when it adjusts the assets under review. The firm registered new Delaware trusts for prospective exchange-traded fund (ETF) products linked to BNB and the Hyperliquid ecosystem. Global crypto exchange-traded products (ETPs) recorded about 87 billion dollars in net inflows between January 2024 and late 2025.