Grayscale Sees New Crypto Opportunities as Bitcoin’s Grip Weakens

Grayscale said crypto’s expansion is creating investment opportunities beyond bitcoin as sectors differ in business models, adoption, and token economics. The firm’s latest analysis linked declining correlations with a stronger role for individual asset selection, while acknowledging persistent marketwide risks. Crypto asset manager Grayscale said on Nov. 12 that differences in business models, adoption, and token economics—the rules governing supply and holder incentives—were widening investment opportunities beyond bitcoin. Zach Pandl, Grayscale’s head of research, and Charlie Perkins, research associate, outlined the findings in their assessment of crypto’s expanding investment opportunities .