Grayscale включила три новых альткоина в список ключевых активов на второй квартал 2025

cryptonews.ruОпубліковано о 2023-08-26Востаннє оновлено о 2025-03-26

В фокусе — реальные кейсы в DeFi, DePIN и токенизации интеллектуальной собственности

Grayscale Research обновила свой топ-20 инвестиционный список цифровых активов на второй квартал 2025 года. В свежей подборке появились три новых токена: Maple (SYRUP), Geodnet (GEOD) и Story Protocol (IP). Обновление отражает акцент на реальные кейсы использования: от институционального DeFi до токенизации данных и прав на контент.

Grayscale формирует список ежеквартально, опираясь на показатели активности в сети, устойчивость проектов и рыночные тренды. Всего аналитики компании отслеживают 227 активов в пяти секторах: валюты, смарт-контрактные платформы, финансы, потребительские и культурные проекты, а также утилиты и сервисы.

Новые имена в списке Grayscale: что за проекты?

Maple (SYRUP)

DeFi-протокол для институционального кредитования. Делится на две части:

  • Maple Institutional — для аккредитованных инвесторов
  • Syrup.fi — для пользователей DeFi

Протокол уже достиг $600 млн TVL и $20 млн годовой выручки. Команда планирует масштабировать Syrup.fi до $2 млрд, включая интеграции с Pendle (PENDLE) и другими проектами.

Geodnet (GEOD)

Флагманский проект в секторе децентрализованной физической инфраструктуры (DePIN). Geodnet предоставляет сверхточные геоданные с точностью до сантиметра для агросектора, робототехники и автономных транспортных средств.

В сети — более 14 000 активных устройств в 130 странах. Годовая выручка по сборам выросла на 500%, достигнув $3 млн. Проект позиционируется как альтернатива централизованным GPS-решениям.

Story Protocol (IP)

Токенизация интеллектуальной собственности. Решает проблему учета и монетизации авторских прав, включая AI-контент. Проект уже привлек музыкальные права таких звезд, как Бибер, BTS, Maroon 5 и Katy Perry. В феврале 2025 Story Protocol запустил собственный блокчейн и токен.

Grayscale исключила три токена

Из списка топ-20 были удалены:

  • Akash Network (AKT)
  • Arweave (AR)
  • Jupiter (JUP)

Grayscale подчеркнула, что эти активы по-прежнему важны для индустрии, но в текущем цикле обновленная подборка выглядит более привлекательной с точки зрения риска и доходности.

Какие темы остаются в центре внимания Grayscale

Компания продолжает акцентировать внимание на:

  • масштабировании Ethereum
  • интеграции ИИ и блокчейна
  • развитии DeFi и решений для стейкинга

В списке по-прежнему остаются: Optimism (OP), Bittensor (TAO) и Lido DAO (LDO).

Grayscale также расширяет перечень проектов под рассмотрением: в январе 2025 года в нем было почти 40 альткоинов, в октябре 2024 — 35 потенциальных кандидатов на включение в инвестиционные продукты.

Читать далее: GameStop вложит часть резервов в Биткоин: ставка на крипту после слабого отчета

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