Grayscale Asset Manager has announced the latest update to its "Assets Under Consideration" list for the first quarter of 2026.
This list includes a broad selection of altcoins that could potentially shape the company's future products. Grayscale updates its product catalog approximately 15 days after the end of each quarter as part of the evaluation process.
Grayscale updates its crypto-asset watchlist for Q1 2026
In the latest update, Grayscale listed 36 altcoins on its "Assets Under Consideration" list. Inclusion on this list does not mean the asset will be added, but indicates active evaluation.
The candidates for Q1/2026 are divided across five sectors: Smart Contract, Financials, Consumer & Culture, Artificial Intelligence, and Utilities & Services. Smart contract platforms and financials have the most mentions.
"Assets Under Consideration" contains digital assets that are currently not part of a Grayscale investment product but have been selected by our team as potential candidates for a future product," states the blog.
The latest Grayscale list has been slightly adjusted compared to Q4 2025, when 32 assets were included. The company has made several additions and removed one asset from various categories. In smart contracts, Grayscale has added Tron (TRX).
The Consumer & Culture category has been expanded with the addition of the ARIA Protocol (ARIAIP). The ARIA Protocol is a platform that tokenizes intellectual property (IP) as liquid, crypto-based assets. This allows investors, creators, rights holders, and fans to buy, trade, and earn income from these assets on the chain.
In the artificial intelligence segment, Nous Research and Poseidon have been added, while Prime Intellect has been removed. The utilities & services sector has also slightly grown, with DoubleZero (2Z) as the new asset.
DoubleZero is a Decentralized Physical Infrastructure Network (DePIN) that delivers fast, low-latency network infrastructure for blockchains and distributed systems.
These additions show that Grayscale is paying attention to tokenization, DePIN, and AI. Aside from these updates, the other assets in smart contracts, financials, AI, and utilities have remained virtually unchanged for several quarters.
The updated list comes as Grayscale has recently taken the first steps toward launching BNB and HYPE exchange-traded funds (ETFs). The company has registered legal trusts for both products with the Delaware Division of Corporations, a formal step indicating preparation for ETF products.