Grayscale has added the tokens of a number of synthetic intelligence platforms and decentralized finance (DeFi) purposes to its listing of the top 20 tokens to watch within the first quarter of 2025, the asset supervisor mentioned in a Dec. 30 analysis observe.
The Q1 2025 watch listing, which Grayscale updates quarterly, now includes Hyperliquid (HYPE), Ethena (ENA), Virtuals (VIRTUAL), Jupiter (JUP), Jito (JTO) and Grass (GRASS).
Every new addition advantages from one in every of three {industry} traits: a friendlier United States regulatory surroundings, breakthroughs in decentralized AI, or progress within the Solana ecosystem, Grayscale mentioned.
Virtuals and Grass are AI platforms, Hyperliquid is a high-performance layer-1 (L1) community, and Ethena, Jupiter, and Jito are DeFi apps. Jupiter and Jito are native to Solana.
Supply: Grayscale
“As well as to the brand new themes, […] we proceed to be enthusiastic about themes from earlier quarters akin to Ethereum scaling options, tokenization, and decentralized bodily infrastructure (DePIN),” Grayscale mentioned.
These themes are represented by Grayscale’s continued inclusion of Optimism (OP), Chainlink (LINK) and Helium (HNT), respectively, it mentioned.
Grayscale mentioned good contract platforms — akin to Ethereum (ETH), Solana (SOL), Avalanche (AVAX) and Sui (SUI) — “will be the best market phase within the digital property {industry}.”
The proliferation of different L1 blockchain networks partially accounts for why ETH under-performed its friends in 2024, Grayscale added.
Supply: Grayscale
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Trade traits
Cryptocurrencies noticed massive features after Donald Trump’s election victory, as many say his win will profit the {industry}, Cointelegraph Research said.
Trump has promised to appoint industry-friendly leaders to key regulatory companies and make the US “the world’s crypto capital.”
DeFi will benefit, whereas staking, real-world asset (RWA) tokenization and agentic AI will catalyze adoption, {industry} executives instructed Cointelegraph in December.
“Within the US, with Trump’s victory, I’m aggressively bullish on the US turning into a worldwide chief within the house by the tip of the 12 months,” mentioned Raj Brahmbhatt, CEO of Web3 settlement firm Zeebu.
That is notably true for DeFi apps on Solana, which has seen complete worth locked surge from round $1.5 billion in January to almost $8.5 billion as of December, according to information from DefiLlama.
Jito, a Solana staking pool, clocked monthly revenue from precedence charges and ideas of greater than $100 million in November and December.
In the meantime, “AI brokers are anticipated to tackle a more prominent role inside decentralized communities,” J.D. Seraphine, CEO of Web3 AI developer Raiinmaker, instructed Cointelegraph.
Crypto staking and onchain buying and selling will emerge as early AI use instances, the executives mentioned.
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