Grayscale named 4 blockchains as the highest Clarity Act winners in a analysis be aware revealed on Could 22.
Abstract
- Grayscale named Ethereum, Solana, BNB Chain and Canton Community because the 4 chains greatest positioned for institutional capital after the Clarity Act passes.
- The 4 chains lead the market by tokenised asset worth, stablecoin provide and DeFi complete worth locked, which Grayscale makes use of as its major rating standards.
- Grayscale additionally named Avalanche, Base, Arbitrum, Hyperliquid and Tron as secondary beneficiaries with vital on-chain finance publicity.
Grayscale published a analysis be aware on Could 22 figuring out Ethereum, Solana, BNB Chain, and Canton Community because the 4 blockchains greatest positioned to soak up institutional capital as soon as the Clarity Act is signed into regulation. “Regulatory readability is coming, and a rising tide will seemingly carry digital belongings broadly,” Grayscale wrote.
The 4 chains had been chosen as a result of they lead throughout three key metrics: tokenized asset worth, stablecoin provide and transaction quantity, and DeFi complete worth locked. Ethereum leads in tokenized belongings, adopted by BNB Chain and Solana, whereas Canton Community rounds out the listing because the main institutional settlement community.
Why Grayscale places Canton Community forward of Cardano
Canton Community’s inclusion over Cardano corrects some preliminary misreporting from different shops. Canton holds over $348 billion in tokenized real-world asset worth, hosts the DTCC’s tokenized Treasury pilot, and counts JPMorgan, HSBC, and Visa amongst its validators.
“$350 billion settles day by day on Canton, with over $6 trillion in tokenized real-world belongings and establishments like JPMorgan and DTCC constructing in manufacturing,” the Canton Community stated not too long ago.
Zach Pandl, Grayscale’s head of analysis, famous Bitcoin can even profit from regulatory readability because the business’s most safe asset. Crypto.information has (*4*) on Grayscale’s December 2025 outlook predicting bipartisan laws would unlock a brand new institutional period for digital belongings.
What the secondary tier of Clarity Act beneficiaries appears like
Grayscale additionally flagged Avalanche, Base, Arbitrum, Hyperliquid, and Tron as networks with vital on-chain finance publicity that may profit from higher regulatory readability. These chains sit under the first 4 in tokenized asset worth however have established DeFi ecosystems.
Crypto.information has tracked Grayscale’s lively ETF enlargement technique throughout a number of chains, reflecting the identical analytical framework that underpins its Clarity Act beneficiary listing.
The Clarity Act cleared the Senate Banking Committee on a 15-9 bipartisan vote on Could 14. It now wants a Senate flooring vote, Home reconciliation, and a presidential signature earlier than Grayscale’s picks turn out to be regulated beneficiaries.
Crypto.information has covered the compressed legislative calendar that offers the invoice its closing window earlier than the 2026 midterms. The Ethereum (ETH) web page tracks value response because the invoice’s prospects develop.
