Grayscale

@BitcoinMagazine We're so back.

BREAKING: 🇺🇸 CPI inflation falls to 3.5%, far below expectations 👀

Financials Crypto Sector protocols like $HYPE @HyperliquidX, powered by real cash flows, stablecoins, tokenization, and blockchain adoption, are outperforming Consumer & Culture Sector tokens. Read how markets are rewarding fundamentals from @LowBeta on the Stack: grayscale.com/the-stack/cryp…

@HyperliquidX Hyperliquid.

Real-world asset (RWA) open interest on Hyperliquid reached a new ATH of $3.6B Total OI reached a new high for 2026 of $11B

@TomMurphyTweets Securitize 🤝 Tokenization

“Last week, Securitize became the first public company to tokenize its own common stock at the time of its NYSE listing. We believe this model has the greatest long-term potential.”

@HLglobal_ @Matt_Hougan @Bitwise @LowBeta @dschamis @HypeStrat @hyunsujung_ @HyperionDeFi @ChardanCM Big week for Hyperliquid.

Wall Street is turning its attention to HYPE. At the HL Summit on July 16, DATs and ETF leaders take center stage. Featuring: @Matt_Hougan — @Bitwise @LowBeta — @Grayscale @dschamis — @HypeStrat @hyunsujung_ — @HyperionDeFi Moderated by: Jim McIlree — @ChardanCM

Tokenized equities are one of the clearest examples of blockchain adoption in financial markets today. Three models are emerging: ↳ Wrapper: Token wraps equity held in an SPV (Special Purpose Vehicle). 70%+ of tokenized stocks use this model today. ↳ Entitlement: @The_DTCC is bringing existing securities onchain via the @CantonNetwork. ↳ Issuer-sponsored: Companies issue stock natively onchain. @Securitize did it first at its NYSE listing. Favors @ethereum, @solana, and @avax. Read more on tokenization from Grayscale Research on the Stack: grayscale.com/the-stack/the-…

@aave Congrats Aave!

Aave V4 hit $275 million deposits.

@LowBeta Hyperliquid.

Hyperliquid

As we enter the second half of 2026, I have been reflecting on how quickly the digital asset market has evolved. In a market that has been defined by scale, a different pattern is emerging: Leadership is being driven by experience, more than size. Grayscale combines the best of both with crypto-native insight and institutional-grade infrastructure. And it shows. In the first half of 2026:¹ • Our $BTC Mini ranked #1 in Bitcoin ETP inflows YTD, beating TradFi mega-managers. • Across all digital asset ETPs, including Bitcoin and Ethereum, we are #1 in run-rate revenue and revenue capture. • We’ve continued expanding our product suite based on deep crypto-native research, including new offerings like $GSUI and $HYPG. These results reflect Grayscale’s ability to compete head-to-head with some of the largest financial institutions in the world. Scale gets you in the conversation. Expertise wins it.

@avax Avalanche goes vroom vroooooom

BREAKING: Hyundai completes first stablecoin payments on Avalanche Hyundai Card and Hyundai Motor Company have laid the groundwork for stablecoin payments on Avalanche, completing a successful pilot with Tether and Axiym.

Institutions and academia are coming together at @HLglobal_ to discuss research on Hyperliquid. No spoilers, but Grayscale Head of Research @LowBeta will be there.

Every asset has its narrative: $BTC → Digital money $ETH → World Computer $XRP → Global payments $SOL → High performance $HYPE → Onchain trading 24/7 $LINK → Tokenization & oracles $SUI → Next gen infrastructure $AVAX → Mass customization

@solana Source: Grayscale Research

After careful deliberation: Solana

Onchain lending began with borrowing against Bitcoin and Ethereum, then evolved to looping and liquid staking tokens. The next frontier: bringing real-world credit products onchain, drawn by yields above the fed funds rate. Protocols like Aave @aave are leading onchain lending with a cheaper cost of capital, according to our conversation with @luigidemeo.

Grayscale Research believes @Strategy's Bitcoin $BTC sale last week may reduce financing risk and support Bitcoin price stability. The recent ~$216M sale boosted Dollar reserves to cover ~17 months of dividend payments. The rebound in $STRC suggests investors are responding positively to this decision. Read more on Strategy from @LowBeta on the Stack: grayscale.com/the-stack/shif…

@solana @Blockworks Solana Summer is programmed.

BREAKING: 1B non-vote transactions in a single week 🤯

Crypto’s biggest challenge used to be access; now it is education. With over 80 million tokens out there¹, it is hard for investors to make sense of which ones are the most promising. That’s why we’re focused on building both investment products and platforms for education. This year, we launched two new initiatives: - The Stack, a market intelligence platform led by our Head of Research, @LowBeta. - And the Grayscale Institute, our dedicated hub for learning about digital assets. We also continued our Crypto Connect series which so far this year has: - Hosted 11 events - Engaged 460 financial professionals - Reached 6 regions across the U.S. @Grayscale’s focus on education is not separate from our industry leadership—it is foundational to it.

You'll never believe what the flag says $BTC x.com/FoxNews/status…

@LowBeta Congrats Zach! Always early.

Today is my 20th wedding anniversary We got married at 25yo. That was typical for US population in 1980. Today median age of first marriage is ~30yo. For men in Northeast with graduate level education it’s now ~33yo. Grateful we took the plunge ❤️💍

3/ This information must be preceded or accompanied by a current Grayscale Hyperliquid Staking ETF ("HYPG or the "Fund") prospectus, which may be obtained by clicking below. Please read the prospectus carefully before investing: etfs.grayscale.com/documents/hypg ¹ Based on gross management fee of 0.29%. Brokerage fees and other expenses may still apply. Foreside Fund Services, LLC is the Marketing Agent for the Fund.

2/ Learn more about $HYPG: etfs.grayscale.com/hypg HYPG, an exchange traded product, is not registered under the Investment Company Act of 1940 ("40 Act") and therefore is not subject to the same regulations and protections as 40 Act registered ETFs and mutual funds. An investment in HYPG is subject to significant risk, heightened volatility, and is not suitable for an investor that cannot afford the loss of the entire investment. An investment in the Fund is not a direct investment in HYPE.

Looking forward to this event with @HLglobal_ following $HYPG becoming the lowest fee @HyperliquidX fund in the world 🌎 x.com/HLglobal_/stat…