Foresight News 消息，灰度官方发布报告，列出其 2026 年第一季度「可能纳入灰度投资产品的备选资产名单」，其中包括智能合约平台：Aptos (APT)、Arbitrum (ARB)、Binance Coin (BNB)、Celo (CELO)、Mantle (MNT)、MegaETH、Monad (MON)、Polkadot (DOT)、Toncoin (TON)、Tron (TRX)；金融：Ethena (ENA)、Euler (EUL)、Hyperliquid (HYPE)、Jupiter (JUP)、Kamino Finance (KMNO)、Lombard (BARD)、Maple Finance (SYRUP)、Morpho (MORPHO)、Pendle (PENDLE)、Plume Network (PLUME)、Sky (SKY)；消费与文化：ARIA Protocol (ARIAIP)、Bonk (BONK)、Playtron；AI：Flock (FLOCK)、Grass (GRASS)、Kaito (KAITO)、Nous Research、Poseidon、Virtuals Protocol (VIRTUAL)、Worldcoin (WLD)；公共事业和服务：DoubleZero (2Z)、Geodnet (GEOD)、Jito (JTO)、Layer Zero (ZRO)、Wormhole (W)。

<p>Foresight News 消息，灰度官方发布报告，列出其 2026 年第一季度「可能纳入灰度投资产品的备选资产名单」，其中包括智能合约平台：Aptos (APT)、Arbitrum (ARB)、Binance Coin (BNB)、Celo (CELO)、Mantle (MNT)、MegaETH、Monad (MON)、Polkadot (DOT)、Toncoin (TON)、Tron (TRX)；金融：Ethena (ENA)、Euler (EUL)、Hyperliquid (HYPE)、Jupiter (JUP)、Kamino Finance (KMNO)、Lombard (BARD)、Maple Finance (SYRUP)、Morpho (MORPHO)、Pendle (PENDLE)、Plume Network (PLUME)、Sky (SKY)；消费与文化：ARIA Protocol (ARIAIP)、Bonk (BONK)、Playtron；AI：Flock (FLOCK)、Grass (GRASS)、Kaito (KAITO)、Nous Research、Poseidon、Virtuals Protocol (VIRTUAL)、Worldcoin (WLD)；公共事业和服务：DoubleZero (2Z)、Geodnet (GEOD)、Jito (JTO)、Layer Zero (ZRO)、Wormhole (W)。</p>

灰度发布第一季度「待考虑资产」清单，将 36 种山寨币纳入潜在投资产品入选标的

According to Foresight News , Grayscale has released a report outlining its potential asset portfolio for the first quarter of 2026. The portfolio includes: Smart Contract Platforms: Aptos (APT), Arbitrum (ARB), Binance Coin (BNB), Celo (CELO), Mantle (MNT), MegaETH, Monad (MON), Polkadot (DOT), Toncoin (TON), Tron (TRX); Financials: Ethena (ENA), Euler (EUL), Hyperliquid (HYPE), Jupiter (JUP), Kamino Finance (KMNO), Lombard (BARD), Maple Finance (SYRUP), Morpho (MORPHO), Pendle (PENDLE), Plume Network (PLUME), Sky (SKY); Consumer and Cultural: ARIA Protocol (ARIAIP), Bonk (BONK), Playtron; AI: Flock (FLOCK), Grass (GRASS), Kaito (KAITO), Nous. Research, Poseidon, Virtuals Protocol (VIRTUAL), Worldcoin (WLD); Utilities and Services: DoubleZero (2Z), Geodnet (GEOD), Jito (JTO), Layer Zero (ZRO), Wormhole (W).

<p>According to Foresight News , Grayscale has released a report outlining its potential asset portfolio for the first quarter of 2026. The portfolio includes: Smart Contract Platforms: Aptos (APT), Arbitrum (ARB), Binance Coin (BNB), Celo (CELO), Mantle (MNT), MegaETH, Monad (MON), Polkadot (DOT), Toncoin (TON), Tron (TRX); Financials: Ethena (ENA), Euler (EUL), Hyperliquid (HYPE), Jupiter (JUP), Kamino Finance (KMNO), Lombard (BARD), Maple Finance (SYRUP), Morpho (MORPHO), Pendle (PENDLE), Plume Network (PLUME), Sky (SKY); Consumer and Cultural: ARIA Protocol (ARIAIP), Bonk (BONK), Playtron; AI: Flock (FLOCK), Grass (GRASS), Kaito (KAITO), Nous. Research, Poseidon, Virtuals Protocol (VIRTUAL), Worldcoin (WLD); Utilities and Services: DoubleZero (2Z), Geodnet (GEOD), Jito (JTO), Layer Zero (ZRO), Wormhole (W).</p>

Grayscale released its first-quarter "Assets Under Consideration" list, including 36 Altcoin as potential investment targets.

The real demand for Monero has consistently been far higher than its price reflects.

The hidden selling pressure on Monero is disappearing.

Author: Dovey Wan, Founding Partner, Primitive Ventures

Translator: Dayu

2025 saw the cryptocurrency industry achieve almost everything it expected. Structurally, it should have been a stellar year.

But why does it feel...so lifeless?

It's not that "the price didn't rise" means it's all over. Bitcoin hit new highs. But the atmosphere, sentiment, internal confirmation, other cryptocurrencies following suit, and retail investor enthusiasm have all changed. Perhaps most worryingly, this once "hot money-driving asset" is now... (The sentence is incomplete and ends abruptly.)

Primitive Ventures: The crypto world feels a bit dead.

The birth of new gods may be random, but the twilight of the old gods is already destined.