Grayscale Updates Q1 2026 Assets Under Consideration: TRX and ARIAIP Added

Grayscale has published its updated 'Assets Under Consideration' list for Q1 2026. The list expands from 32 to 36 assets, indicating the firm's continued interest in evaluating new opportunities in the crypto market.

The additions span six key blockchain sectors. Tron (TRX) and ARIA Protocol (ARIAIP) have been included, along with other projects like Nous Research and DoubleZero (2Z) according to the list. These choices highlight Grayscale's current focus areas, including smart contracts and artificial intelligence.

Being on the list does not guarantee that Grayscale will create a product for any given asset. It serves as a signal that the firm is actively evaluating these projects.

What Are the Key Additions in Q1 2026?

Tron (TRX) is a notable addition to the smart contract category. The platform is known for its high throughput and low fees, making it a popular choice for developers.

ARIA Protocol (ARIAIP) has been added to the consumer and culture category. This project tokenizes intellectual property rights, offering a new model for asset ownership and trading.

The artificial intelligence segment added Nous Research and Poseidon. However, Prime Intellect was removed from the list. This indicates a shift in the firm's assessment of the sector.

What Does This Mean for the Market and Investors?

Grayscale's inclusion of TRX and ARIAIP reflects the firm's strategy to diversify its portfolio. These projects align with current trends in blockchain innovation, such as tokenization and AI.

The decision to add DePIN (Decentralized Physical Infrastructure Network) project DoubleZero (2Z) highlights a growing interest in infrastructure solutions for blockchain.

The updated list comes as Grayscale continues to build on its product offerings. The firm has registered statutory trusts for potential BNB and HYPE ETFs, signaling early steps in the process.

What Are Analysts Watching Next?

Analysts are observing how these additions will impact the broader market. The focus on AI and DePIN projects may indicate a shift in investor interest and capital allocation.

The firm's evaluation process typically involves a 15-day period after the end of the quarter. This allows time for market feedback and internal review before any formal product launch.

Investors are advised to monitor the list closely, as it provides insights into the firm's strategic direction and potential future offerings.

Grayscale's decision to register trusts for BNB and HYPE ETFs in Delaware is seen as a procedural step. It does not guarantee approval but shows the firm is actively exploring new opportunities.

The firm's move to expand its portfolio in Q1 2026 aligns with broader market trends. As the crypto industry evolves, Grayscale's watchlist may serve as an early indicator of where institutional investors are directing their attention.