2ZUSDT
2Z / Tether USD
crypto Composite

Grayscale just revealed plans to expand its crypto investment funds with a massive list of new assets — and the composition of that list is far more interesting than the headline itself.
It’s not just a few random tokens. It’s a structural map of where institutional capital may flow in the next market cycle.
Some key patterns from the lineup:
• New-gen L1s and modular networks: Aptos, Monad, TON, TRX, DOT
• Solana DeFi core: JUP, KMNO, JTO, HYPE
• Yield-focused DeFi: Ethena, Pendle, Maple, Morpho, Euler
• AI + DePIN stack: KAITO, NOUS, FLOCK, VIRTUAL, GEOD, GRASS, 2Z
• Infrastructure bridges: ZRO, Wormhole
• Even [memecoins](https://coinmarketcap.com/view/memes/) are on the list: BONK
[Full list](https://btcusa.com/grayscale-expands-its-crypto-funds-lineup-the-assets-that-could-define-the-next-market-cycle/)
This looks less like a product update and more like Grayscale positioning itself for the next full-cycle narrative: modular chains, real yield, Solana finance, AI-driven networks, and infrastructure layers that link everything together.
Curious what you all think.
Which of these sectors do you expect to outperform when institutional capital starts rotating again?

Grayscale just revealed plans to expand its crypto investment funds with a massive list of new assets — and the composition of that list is far more interesting than the headline itself.
It’s not just a few random tokens. It’s a structural map of where institutional capital may flow in the next market cycle.
Some key patterns from the lineup:
• New-gen L1s and modular networks: Aptos, Monad, TON, TRX, DOT
• Solana DeFi core: JUP, KMNO, JTO, HYPE
• Yield-focused DeFi: Ethena, Pendle, Maple, Morpho, Euler
• AI + DePIN stack: KAITO, NOUS, FLOCK, VIRTUAL, GEOD, GRASS, 2Z
• Infrastructure bridges: ZRO, Wormhole
• Even [memecoins](https://coinmarketcap.com/view/memes/) are on the list: BONK
[Full list](https://btcusa.com/grayscale-expands-its-crypto-funds-lineup-the-assets-that-could-define-the-next-market-cycle/)
This looks less like a product update and more like Grayscale positioning itself for the next full-cycle narrative: modular chains, real yield, Solana finance, AI-driven networks, and infrastructure layers that link everything together.
Curious what you all think.
Which of these sectors do you expect to outperform when institutional capital starts rotating again?