grayscale

Grayscale quietly expands its crypto ETF watchlist 👀

Grayscale has taken an early, behind-the-scenes step toward broadening its crypto investment lineup by registering new Delaware statutory trusts linked to BNB and HYPE, according to state records. These trusts were set up on Thursday with CSC Delaware Trust Company as the registered agent.

It’s important to note: this is not an ETF application and comes with no regulatory approval. Delaware trust formation is typically a preparatory move — a way for asset managers to be ready if and when they decide to file with the US SEC.

What stands out is the asset choice. Most US-listed crypto ETFs still focus on Bitcoin and Ethereum, with only limited altcoin exposure. Adding BNB and Hyperliquid (HYPE) hints at Grayscale’s interest in expanding beyond the usual large-cap names.

Grayscale hasn’t confirmed whether ETF filings are coming, and it didn’t respond to media inquiries. Still, the timing is notable. The firm recently said ETF outflows are largely tax-driven and shared a bullish outlook for 2026, citing expected regulatory clarity and renewed institutional demand.

This comes despite over $1B in redemptions from spot BTC and ETH ETFs so far this January, while altcoin ETFs have seen smaller but more stable inflows.

HYPE’s inclusion is especially interesting. Hyperliquid, the protocol behind it, dominated decentralized perpetuals trading for much of 2025, even though competition picked up toward year-end.

Overall, this looks like early groundwork, but it signals that institutional crypto exposure may slowly expand beyond just Bitcoin and Ether.

#Grayscale #CryptoETF #BNB #hype #Altcoins $HYPE
$BNB

Vitalik supports Tornado Cash developers, condemning the criminalization of code.
#Tether partners with the UN Office on Drugs and Crime to protect Africa's digital economy.
Bank of New York Mellon launches tokenized deposits to expand its digital asset business.
#Grayscale registers Grayscale HYPE ETF in Delaware.
#Ripple receives registration with the UK Financial Conduct Authority.

#CoinRank #GN

Hi my family — #BinanceSquareFamily
In this article, I want to share something I personally discovered while digging deeper into Walrus and the Sui ecosystem, and why Grayscale’s involvement completely changed how I look at this project.
I wasn’t searching for hype. I was trying to understand why some projects quietly attract institutional capital while most of the market stays distracted by price candles. That’s when I noticed Grayscale’s move — and it deserves careful attention.
Grayscale’s Presence Is Never Random
#Grayscale isn’t new to crypto. It has been one of the earliest bridges between traditional finance and digital assets. What matters is how selective Grayscale is.
Historically, Grayscale has launched trusts for projects that later became core infrastructure:
Bitcoin — when BTC was still misunderstood
Ethereum — before DeFi exploded
Solana — before it became a top ecosystem
Chainlink — before oracles were widely valued
Near & others — infrastructure-first bets
In almost every case, Grayscale didn’t chase narratives. It focused on foundational utility, even when prices were flat or sentiment was weak.
That’s why its decision to launch single-asset trusts for DeepBook (DEEP) and Walrus (WAL) inside the Sui ecosystem stands out.

What Grayscale Sees in Walrus
Grayscale’s product leadership clearly positioned Walrus as a core infrastructure protocol, not a side experiment.
Walrus is designed to solve a problem institutions deeply care about: data reliability at the moment value is exchanged.
In blockchain systems, execution is fast — but data availability has always been a hidden risk. Walrus addresses this by making data:
Cryptographically verifiableEconomically accountableDirectly usable by smart contracts
This turns data from a passive resource into an enforceable on-chain component.
Why This Fits Grayscale’s Long-Term Pattern
If you look at Grayscale’s past selections, there’s a pattern:
They invest in projects that:
Become unavoidable infrastructureSit beneath applications, not above themReduce systemic riskEnable automation and scale
#Walrus fits that pattern perfectly.
It doesn’t market itself as a consumer product. It positions itself as something other systems depend on — especially in areas like AI, finance, gaming, and data-heavy applications.
Sui + Walrus: Infrastructure Alignment Matters
Walrus is not operating in isolation.
Sui’s object-based architecture allows data to behave like programmable assets. Walrus complements this by ensuring those assets are always available, provable, and accountable.
This alignment is likely why Grayscale didn’t choose Walrus alone — it chose it within Sui’s ecosystem, alongside DeepBook.
That’s a strategic signal.
What This Means From an Investor Perspective
This doesn’t mean Walrus will pump tomorrow. It means something more important:
Institutions are positioning earlyInfrastructure is becoming investableCapital is flowing toward utility, not noiseHistorically, this phase comes before broad retail attention.
Final Thoughts
You can go to the Walrus website.
You can read the Sui ecosystem updates.
You can even check Grayscale’s official product announcements.
All the signals are public — but not obvious.
Walrus is not about hype. It’s about becoming necessary infrastructure.
And from experience, that’s how long-term winners are built.
This is my personal research and perspective, not financial advice. Always do your own due diligence. $WAL @WalrusProtocol

Recent market performance has put the Grayscale Zcash Trust ($ZCSH) in the spotlight. According to data shared by analyst EmmettGallic and reported by PANews, the surge in Zcash (ZEC) prices has had a direct and proportional impact on the revenue generated by the asset manager.
📊 Key Data Points:
Massive Increase: In just six months, weekly management fees have jumped from $32,000 to $440,000.15x Multiplier: As the price of ZEC has increased fifteenfold during this period, Grayscale’s management earnings have scaled at the same rate.Fee Structure: The fund maintains a fixed annual management fee of 2.5%.Current Holdings: The trust currently holds a total of 393,000 ZEC.
🔍 Market Insight
This phenomenon highlights how fee structures for institutional funds, such as those managed by Grayscale, benefit exponentially during bull runs. As the value of Assets Under Management (AUM) rises, the manager's profitability grows significantly without the need to adjust the percentage rate.
The Grayscale Zcash Trust remains one of the primary vehicles for institutional exposure to privacy assets, and these figures reflect the renewed interest and liquidity flowing into the Zcash ecosystem.
Do you think a 2.5% fee is still competitive in today's market, or will investors start looking for lower-cost alternatives? 👇
#zcash sh #zec #Grayscale #CryptoNewsCommunity #Wite2Earn $ZEC