Yeliz Akmaca 
Leading crypto asset manager Grayscale has updated its altcoin evaluation list for investment products. The newly added altcoins—GEOD, KAITO, FLOCK, and SKY—have entered investors’ radar. The updated list now covers a total of 32 crypto assets, classified into two groups: existing products and projects under consideration for future inclusion.
Additionally, on October 9, Grayscale made strategic portfolio updates in its DeFi and Smart Contract funds, adding Aerodrome Finance (AERO), Story (IP), and Avalanche (AVAX) projects. As of Q3 2025, Grayscale removed MakerDAO (MKR) from the DeFi Fund and included Aerodrome Finance (AERO) with a 6.6% weighting in the portfolio. The Smart Contract Fund added Avalanche (AVAX) and Sui (SUI) while maintaining balance across ETH and SOL holdings.
Newly Added and Removed Altcoins
Grayscale’s updated “Assets Under Consideration” list now includes 32 crypto assets:
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Newly added altcoins: Geodnet (GEOD), Kaito (KAITO), Flock (FLOCK), Sky (SKY)
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Removed from the list: Aixbt by Virtuals (AIXBT)
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Existing assets added to investment products: Aerodrome (AERO), DeepBook (DEEP), Story (IP), Walrus (WAL)
These changes provide investors with a key reference for strategically diversifying their portfolios and highlight emerging trends in AI and blockchain ecosystems.
Altcoins by Category
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Financial Services & DeFi: Projects like Ethena (ENA) and Maple Finance (SYRUP) offer liquidity and risk management solutions.
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Smart Contract Platforms: Aptos (APT) and Polkadot (DOT) provide fast and secure smart contract environments.
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Culture & Meme Coins: Bonk (BONK) and Playtron focus on user engagement and digital experience.
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AI & Technology: Flock (FLOCK) and Kaito (KAITO) enable decentralized AI applications.
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Specific Use Cases & Specialized Projects: Geodnet (GEOD) provides geographic data, while Jito (JTO) offers staking and validator services.
Important Notes for Investors
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Projects added to Grayscale’s list are not guaranteed to be included in future investment products.
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Investors should conduct their own research and carefully evaluate risks.
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Newly added AI and infrastructure projects reflect emerging trends in the crypto market.
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