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Grayscale Investments has released its Q2 2026 “Assets Under Consideration” list, highlighting a clear shift in institutional focus toward infrastructure, advanced DeFi, and AI-driven crypto projects.
The list suggests that institutions are prioritizing real-world utility, scalability, and emerging technology narratives over speculative trends.
The list includes a wide range of tokens across multiple sectors:
Infrastructure: CC, CELO, MNT, MON, TON, TRX
DeFi: ENA, HYPE, JUP, KMNO, SYRUP, MORPHO, PENDLE
AI + Crypto: ROBO, FLOCK, GRASS, KAITO, KITE, VVV, VIRTUAL, WLD
Utility & Infra: 2Z, GEOD, HNT, JTO, ZRO, W
It also includes early-stage projects like MegaETH, Nous Research, and Poseidon, showing interest in upcoming innovations.
Infrastructure Is Leading the Charge
A large portion of the list is focused on smart contract platforms and core blockchain infrastructure, including CELO, TON, and TRX.
These projects form the backbone of the crypto ecosystem, supporting:
Payments and stablecoins
On-chain applications
Network scalability
This suggests institutions are prioritizing foundational layers that enable long-term growth rather than short-term hype.
DeFi Gets Smarter and More Institutional
The DeFi segment of the list highlights a major shift in how decentralized finance is evolving. Projects like ENA, HYPE, MORPHO, and PENDLE are focused on:
Real yield generation
Advanced liquidity systems
More efficient trading infrastructure
This is no longer the early DeFi hype cycle. Instead, it reflects a move toward structured, institutional-grade on-chain financial systems.
AI + Crypto Is Exploding
The AI category is easily one of the most stacked: ROBO, FLOCK, GRASS, KAITO, KITE, VVV, VIRTUAL, and WLD, plus projects like Nous Research and Poseidon.
This shows where the narrative is heading. AI and blockchain are starting to overlap, especially around data ownership, identity, and decentralized computing. It’s early, but institutions clearly don’t want to miss this wave.
Utility and Real-World Use Cases Still Matter
Then there’s the utility layer, 2Z, GEOD, HNT, JTO, ZRO, and W. These projects focus on infrastructure, data, connectivity, and cross-chain systems.
It’s a reminder that beyond hype, real-world functionality still drives long-term value in crypto.