Avalanche and Morpho Make a Strong Entry into the Grayscale List 

Grayscale has announced its updated Top 20 crypto asset list for Q3 2025. According to the list published on Friday, Lido DAO (LDO) and Optimism (OP) were removed. They were replaced by Avalanche (AVAX) and Morpho (MORPHO). The company has also excluded major altcoins like XRP and Cardano (ADA) this quarter. These decisions highlight Grayscale’s strategic focus on decentralized credit protocols and on-chain growth-oriented assets. 

Avalanche (AVAX) recently increased its trading volume. This growth was driven by its integration with the popular game MapleStory. Additionally, stablecoin transactions within its ecosystem have surged. Avalanche has secured a strong position among smart contract platforms. On the other hand, Morpho (MORPHO) stands out with a Total Value Locked (TVL) of over $4 billion. The project blends decentralized lending with traditional finance. 

Grayscale Research foresees growth in on-chain lending. The company stated: 

“Last month, Morpho announced Morpho V2, designed to bring DeFi to traditional financial institutions. Grayscale Research is optimistic about the future of on-chain lending activity, and Morpho appears well-positioned to capture a meaningful share of that growth.” 

Morpho’s recently launched Morpho V2 is part of this approach. Grayscale considers this move to be strategic. 

Lido and Optimism Removed from the List: Why? 

To make room for Avalanche and Morpho, Grayscale removed Lido (LDO) and Optimism (OP) from the list. Lido had gained attention through its staking services. However, increasing regulatory uncertainty accelerated Grayscale’s decision to exclude it. This uncertainty may also negatively affect revenue streams. 

Although Optimism is spreading technologically, it struggles to generate economic value. For this reason, Grayscale decided to reassess its position. 

Grayscale’s Q2 2025 report is also noteworthy. Bitcoin remains the leader in the Currencies segment. Transaction volume in smart contract platforms increased. However, the decline in memecoin interest has limited revenue. This indicates that user activities do not directly generate income. The company sees rising interest in decentralized artificial intelligence (AI) and DeFi lending. Grayscale is monitoring 24 AI tokens worth $15 billion, led by Bittensor (TAO). This demonstrates the growing importance of the blockchain-AI intersection. 

Grayscale’s new list sends clear signals to investors. Avalanche and Morpho stand out with their scalable and sustainable structures. 

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Bitcoin Hits All-Time High, Institutional Demand Surges 

According to Binance Research, the crypto market grew by 10.3% in May. This growth was driven by Bitcoin (BTC) reaching a new all-time high (ATH) and strong capital inflows into ETFs. Although Ethereum (ETH) lagged in this bull run, it still gained 43.9% in May, continuing its upward trend from April. 

Meanwhile, increasing tariff tensions between the U.S., China, the European Union, and the United Kingdom caused uncertainty in the markets. Although tariffs were temporarily halted by a court ruling, the U.S. government later reinstated them. 

Despite ongoing macroeconomic uncertainty, institutional interest in Bitcoin accelerated. Companies began to view BTC as a long-term store of value. In total, 116 publicly traded companies hold 809,100 BTC in their treasuries. With increasing regulatory clarity, more companies have announced plans to purchase Bitcoin. Some firms diversified their holdings into assets such as ETH, XRP, and Solana (SOL). 

Binance Research stated: 

“The direction of institutional crypto assets will depend on macro conditions, regulatory developments, and market cycles. However, current momentum is strong. Bitwise projects that institutional treasuries could reach 1 million BTC by 2026.” 

DeFi Rises by 19%, Gaming Sector Lags Behind 

In May, the crypto sectors experienced capital rotation and structural divergence. The DeFi sector grew by 19%, fueled by new product launches and yield opportunities. Meme coins rose by 9.3%, AI-themed tokens gained 4.7%, and real-world assets (RWA) increased by 3.6%. However, the gaming sector and Layer-2 solutions showed weak performance. 

On the other hand, U.S. spot Bitcoin ETFs saw at least $5.2 billion in inflows—marking the highest level since November 2024. Toward the end of the month, rising uncertainty and profit-taking led to approximately $962 million in outflows. 

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