🎉 Happy New Year!
2025 is shaping up to be a defining year for crypto. Want to know where the smart money is heading?
Let’s dive into Grayscale’s top 20 tokens for 2025, spanning multiple sectors that could dominate the next bull run. 👇
Why Follow Grayscale's Picks?
Grayscale's portfolio highlights institutional confidence in assets poised for growth. Their top picks represent key sectors driving innovation and adoption in the crypto space:
Smart Contracts
DeFi
Liquidity Staking
AI
Storage
DePIN
Stablecoins
Let’s break down each sector and their standout tokens:
1. Smart Contracts & Chains
Bitcoin ($BTC):
Positioned for macro adoption, driven by spot ETF approvals.
Price targets exceed $150k, supported by BTCFi's growing ecosystem and Layer 2 developments.
Ethereum ($ETH) & Solana ($SOL):
Both are leading Layer 1s with robust infrastructures.
High adoption of protocols built on these networks drives their long-term potential.
@SuiNetwork ($SUI) :
One of the fastest-growing Layer 1s.
Ranked 15th by market cap, with increasing adoption in the space.
@Optimism ($OP):
A top Ethereum Layer 2 scaling solution.
Over $500M in TVL, making it a solid choice for Ethereum scalability.
2. DeFi
The backbone of crypto innovation, DeFi has massive room for growth.
@chainlink ($LINK): The go-to oracle solution powering DeFi infrastructure.
@Uniswap ($UNI): The most prominent DEX, enabling seamless token swaps and planned Unichain.
@HyperliquidX ($HYPE):
A Layer 1 built for on-chain financial applications.
Fully on-chain order book DEX for perpetual futures.
@aave ($AAVE):
The leading DeFi lending protocol across multiple chains.
Governance and security powered by the $AAVE token.
@JupiterExchange ($JUP):
Top DEX aggregator on Solana.
Positioned to benefit from the rise of retail trading on Solana.
@AerodromeFi ($AERO):
Drives liquidity for Base ecosystem projects.
Supports Coinbase’s Layer 2 growth.
3. Liquidity Staking
@LidoFinance ($LDO):
Dominates ETH staking with the largest market share.
@jito_sol ($JITO):
The top liquidity staking protocol on Solana.
4. AI
The intersection of blockchain and artificial intelligence is booming.
@opentensor ($TAO):
Decentralized machine learning network.
Incentivizes collaboration and innovation in AI development.
@virtuals_io ($VIRTUAL):
A platform for tokenized AI agents on Ethereum's Base network.
Taps into co-ownership and autonomous decision-making in the AI space.
@akashnet_ ($AKT):
Decentralized computing resource marketplace.
Purpose-built for efficient, secure resource sharing.
@getgrass_io ($GRASS):
Decentralized network monetizing unused internet bandwidth.
Supports AI developers by providing affordable training resources.
5. Storage
@ArweaveEco ($AR):
Permanent, decentralized storage for data and web applications.
Powers a robust Permaweb ecosystem for neutrality and transparency.
6. DePIN (Decentralized Physical Infrastructure Networks)
@helium ($HNT):
Cryptocurrency for the decentralized IoT and mobile networks.
Rewards hotspot operators and supports sustainable network growth.
7. Stablecoins
@ethena_labs ($ENA):
Backed by hedged Bitcoin and Ether positions.
Unique revenue model leveraging spot and futures spreads.
Final Thoughts
Grayscale’s top 20 picks represent the pillars of crypto innovation—from macro adoption to niche sectors like DePIN and AI. Positioning yourself in these assets could set you up for the next bull run.
Which of these tokens are you most bullish on? Let’s discuss.