According to Grayscale's new report, Ethereum, Solana, BNB Chain, and Canton Network are positioned to benefit first from regulatory clarity, including the Clarity Act and U.S. Securities and Exchange Commission (SEC) guidance. The investment platform expects institutional capital to initially target these four blockchain networks as regulatory changes advance tokenized assets and decentralized finance (DeFi) use cases.
Grayscale also notes that other blockchains, including Avalanche, Ethereum layer-2 networks such as Base and Arbitrum, Hyperliquid, and Tron, should benefit from regulatory clarity, along with Bitcoin, which the firm views as the industry's most secure asset and leading collateral.