Grayscale redefines crypto rankings, focusing on real adoption. Are XRP, ADA out? What does this mean for your digital asset portfolio?
Grayscale Investments is shaking things up! Their latest crypto portfolio update for Q3 2025 signals a major shift in how they're evaluating digital assets. Buckle up, because it's more than just market cap now; it's about real-world activity.
Grayscale Prioritizes Real Adoption: What's In, What's Out?
Forget popularity contests! Grayscale is diving deep into on-chain fundamentals to identify high-potential crypto projects. This new strategy led to the inclusion of Avalanche (AVAX) and Morpho (MORPHO) in their Top 20, while giants like XRP and Cardano (ADA) got the boot.
Avalanche and Morpho: The Rising Stars
Avalanche's rise is thanks to its booming blockchain ecosystem, particularly in Web3 gaming (think MapleStory) and the growing use of stablecoins. Morpho is turning heads with a TVL exceeding $4 billion and nearly $100 million in annual revenue. Grayscale even predicts Morpho could become a major player in on-chain lending, alongside Aave and Maple Finance.
XRP and Cardano: Are They Losing Their Luster?
The exclusion of XRP, ADA, BNB, and TRON surprised many. While these tokens boast high market caps, Grayscale cites a lack of current traction. XRP, for example, is struggling despite Ripple's partnerships, remaining significantly below its all-time high. ADA is also down, despite its DeFi ambitions. Is this the end of an era for these once-dominant cryptos?
The Future of Crypto Evaluation: It's All About Performance
Grayscale's new approach could set a precedent. In an increasingly competitive crypto market, on-chain performance might be the only thing that matters. Forget hype; show me the blockchain activity!
Geopolitical Impact and AI Solutions
Of course, the crypto market isn't immune to external forces. Geopolitical events can send shockwaves through the market, impacting even Bitcoin and Ethereum. That's where AI-driven solutions like GoldenMining come in, offering real-time data analysis and risk mitigation. These platforms are becoming crucial for navigating the unpredictable crypto landscape.
My Take: Grayscale's Bold Move and the Future of Crypto Investing
Grayscale's decision to prioritize real adoption is a breath of fresh air. It's a signal that the market is maturing beyond mere speculation. While XRP and ADA still hold value, their lack of current on-chain activity raises serious questions. This shift encourages investors to look beyond the headlines and focus on projects with tangible use cases and thriving ecosystems. However, it's important to remember that the market is always changing, and what's hot today might be old news tomorrow. So, diversify, do your research, and don't put all your eggs in one digital basket!
So, there you have it, folks! Grayscale's shaking things up, AI is stepping in, and the crypto world keeps on spinning. Stay tuned, stay informed, and happy investing!
