Grayscale Q1 2026 Watchlist Adds Four New Tokens Across Multiple Sectors

TLDR

• Grayscale expanded its watchlist from 32 to 36 digital assets in Q1 2026, adding tokens across smart contracts, AI, and infrastructure sectors
• New additions include Tron, ARIA Protocol, Nous Research, Poseidon, and DoubleZero, focusing on long-term infrastructure themes
• The list is procedural and does not guarantee new investment products, but shows Grayscale’s pipeline beyond Bitcoin and Ethereum
• Assets are organized under Grayscale’s Crypto Sectors framework, covering categories like smart contracts, finance, consumer, AI, and utilities
• Grayscale updates the list within 15 days after quarter-end and warns that not all assets will become products due to regulatory and operational hurdles

Grayscale updated its list of digital assets under consideration for future investment products on January 12, 2026. The crypto asset manager expanded its watchlist to 36 tokens from 32 in the previous quarter.

The company added four new assets to its Q1 2026 review list. New additions include Tron in the smart contracts category and ARIA Protocol in consumer and culture. Nous Research and Poseidon were added to the AI sector, while DoubleZero joined the utilities category.

Grayscale organized the watchlist using its Crypto Sectors framework. This system groups digital assets into categories including currency, smart contracts, finance, consumer and culture, AI, and utilities. The framework aims to standardize how the crypto asset class is organized.

The list now includes smart contract platforms like Aptos, Arbitrum, Binance Coin, Celo, Mantle, and Polkadot. Financial protocols under consideration include Ethena, Euler, Hyperliquid, Jupiter, Kamino Finance, and Pendle. Consumer and culture candidates include Bonk and Playtron alongside the newly added ARIA Protocol.

Current Product Holdings Span Multiple Categories

Grayscale’s existing products hold assets across different sectors. The currency category includes Bitcoin and XRP. Smart contract platforms consist of Ethereum and Solana. Finance-focused assets include Aave and Uniswap.

Consumer and culture holdings feature Dogecoin and Decentraland. AI-related assets include Bittensor and Render. Utility assets span Chainlink and Filecoin.

Watchlist Updates Follow Quarterly Schedule

Grayscale stated it aims to update the list within 15 days after each quarter ends. Changes can occur during the quarter as multi-asset funds rebalance or new single-asset products launch. The company published the latest update as of December 31, 2025.

The asset manager stressed that the watchlist represents assets under review, not commitments. Not every asset under consideration will become an investment product. The company noted that inclusion depends on internal controls, custody readiness, and regulatory review.

Grayscale has historically moved slowly in adding new assets to its product lineup. For most of the period after 2017, the firm’s offerings focused on Bitcoin and Ethereum. New assets were added only after liquidity, custody mechanics, and regulatory factors matured.

Review Process Considers Infrastructure and Long-Term Relevance

The watchlist focuses on themes tied to infrastructure rather than short-term trading patterns. Assets under consideration span decentralized physical infrastructure networks, tokenization projects, and AI applications. The selection process emphasizes long-term relevance and structure.

Grayscale described the watchlist as part of its mission to introduce investors to diverse digital assets. The company warned that secondary market pricing for listed assets remains uncertain due to possible reviews by the SEC and FINRA.

The firm organized assets using sector-based categories to help standardize the crypto asset class. This approach prioritizes functional roles within the digital asset ecosystem over market momentum. As of the latest update, Grayscale continues to review dozens of tokens across multiple blockchain sectors.

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