Analysts at Grayscale have updated their list of 20 digital assets poised to outperform the market in the first quarter of 2025.
The “newcomers” were required to align with one of the following themes:
- the US elections and their potential impact on industry regulation, particularly in the DeFi segment and staking;
- breakthroughs in AI;
- growth in the Solana ecosystem.
Following the latest rebalancing, experts added HYPE, ENA, VIRTUAL, JUP, JTO, and GRASS to the “model portfolio.”
Removed from the list were TON, NEAR, STX, MKR, CELO, and UMA.
Experts emphasized their continued enthusiasm for previous narratives — L2 for Ethereum, RWA, and DePIN.
“Our approach considers network growth/adoption, anticipated catalysts, resilience of fundamentals, token valuation, supply growth rates, and potential ‘tail risks’,” the statement reads.
In the previous rebalancing, experts added SUI, TAO, OP, HNT, CELO, and UMA, while excluding RENDER, MNT, RUNE, PENDLE, ILV, and RAY.
In September, Grayscale Investments announced the launch of a closed-end fund based on XRP. Earlier, the product lineup was expanded with tools based on Avalanche, MakerDAO, Bittensor and Sui, as well as a basket of tokens focused on AI.