Search results for Grayscale Research
Crypto
Grayscale says Aave undervalued, targets $175 if regulations clarified
Asset manager Grayscale said Aave’s AAVE token is undervalued and could more than double within a year if rules on real-world-asset tokenisation become favourable. In a report applying a discounted cash flow model to crypto projects, it estimated Aave’s 2026 revenue at about $60 million and put fair value at $80 to $100, versus about $77 at the time. Grayscale cited potential institutional inflows and growing tokenisation markets as key drivers.
Crypto
Grayscale sets conditions for bitcoin bottom, says new buyers needed beyond Strategy
Bitcoin needs new sources of buying beyond Strategy to form a sustainable bottom, an analysis said. CoinPost reported that Grayscale Research said spreading holdings beyond Strategy could be positive long term, but additional demand is needed to stop the downturn. The report noted market sensitivity to Strategy moves despite a small recent sale. Bitcoin fell below 10 million won and U.S. spot ETFs saw extended outflows before a small inflow on June 4.
Crypto
Bitcoin drop not driven by quantum computing but risk aversion across high-tech assets
Bitcoin’s recent decline is being driven by risk aversion across high-tech assets rather than threats from quantum computing, an analysis said. Grayscale Research pointed to a de-risking trend across advanced technology assets, noting quantum-related stocks have moved in the same direction as bitcoin in recent months. It said that pattern does not align with interpretations of a new quantum threat to the bitcoin network. Grayscale added the pullback does not change bitcoin’s role as a store of value.
