Markets· ★★★· neutral·

Grayscale warns investors may overlook Ethereum, Solana and BNB Chain in tokenization wave

  • —Pandl named Ethereum, Solana and BNB Chain as key platforms for asset tokenization
  • —Zcash gained 389% over the past year, Hyperliquid 100%, outpacing ETH and SOL
  • —Grayscale argues the market is underestimating infrastructure Wall Street will need
  • —Pandl acknowledged his view is not a consensus among crypto natives
Why it matters: If real-world asset tokenization accelerates, capital could rotate into ETH, SOL and BNB, which are currently overshadowed by trendier narratives.
Source: Crypto Briefing