Grayscale’s AI and Sui Crypto Trusts Outperform Market

Grayscale accelerated its 2025 product rollout, launching six new single-asset crypto trusts—DOGE, PYTH, SXT, IP, DEEP and WAL—focused on AI, the Sui ecosystem and meme culture. These Grayscale trust funds delivered an average return of around 70% between April and August, outpacing BTC’s 56.5% but trailing earlier Grayscale launches. Meanwhile, the “Grayscale Select” basket of 27 trusts posted a 75.47% average gain versus 59.8% for major spot markets, led by DeFi assets (+122%) and solid public-chain performance; AI themes averaged 56% gains. This performance underlines Grayscale’s shift from a pure “market booster”—where inclusion often sparked rallies—to a “potential discoverer” role, deepening investments in infrastructure (DeepBook, Walrus) and expanding its ETF, ETP and dynamic income offerings (GDIF). For traders, Grayscale trust selections remain a valuable reference, with infrastructure plays—DeFi layers, oracles and data services—showing resilience across cycles. The strategic move toward combo trusts, thematic ETFs and staking-yield products also mirrors growing institutional demand for diversified, income-oriented crypto exposure.