Grayscale Shakes Up Top 20: AVAX & MORPHO In, LDO & OP Out in Strategic Crypto Pivot

Grayscale just reshuffled its crypto holdings like a hedge fund manager playing musical chairs—except the music never stops.

The New Contenders

AVAX and MORPHO crash the top 20 party, elbowing out LDO and OP in Grayscale’s latest portfolio rebalance. No explanations given—just the cold calculus of institutional crypto strategy.

What’s Behind the Moves?

Speculation runs wild: Is this a bet on Avalanche’s ecosystem growth? A nod to Morpho’s DeFi lending innovations? Or simply Grayscale chasing the next shiny object before the SEC notices?

The Bigger Picture

While retail traders meme-coins to oblivion, institutions keep playing chess—quietly swapping tokens like Wall Street swaps golf tips. One thing’s certain: In crypto, even the ‘smart money’ dances when the liquidity pipes are flowing.