Grayscale rolled out 4 model portfolios targeting different risk profiles:
$BTC $ETH $SOL $LINK
Core Plus = diversified blue-chip basket
Leaders = top 5 by market cap in their ETP lineup
Next Gen = alt-heavy, excludes $BTC
Infrastructure = layer-1/middleware protocols (smart contracts, tokenization rails)
This is product packaging for RIAs and wealth managers who need pre-built allocation templates. Lowers friction for institutional onboarding but also locks clients into Grayscale's fee structure and liquidity terms. Watch AUM flows into Next Gen and Infrastructure—those are the higher-beta sleeves and signal where institutional risk appetite is moving beyond $BTC/$ETH.
$BTC $ETH $SOL $LINK
Core Plus = diversified blue-chip basket
Leaders = top 5 by market cap in their ETP lineup
Next Gen = alt-heavy, excludes $BTC
Infrastructure = layer-1/middleware protocols (smart contracts, tokenization rails)
This is product packaging for RIAs and wealth managers who need pre-built allocation templates. Lowers friction for institutional onboarding but also locks clients into Grayscale's fee structure and liquidity terms. Watch AUM flows into Next Gen and Infrastructure—those are the higher-beta sleeves and signal where institutional risk appetite is moving beyond $BTC/$ETH.
