Grayscale: “Focus on AI, tokenization and US economic conditions… Long-term crypto investment environment improving”

Grayscale said it may be time to consider increasing allocations to digital assets from a long-term perspective despite the recent market correction.

According to crypto-focused media outlet BeInCrypto on the 3rd, Grayscale said in its latest market report that the price declines seen so far this year could present an opportunity for long-term investors.

Grayscale cited three factors underpinning the long-term investment case.

First is the complementary relationship between artificial intelligence (AI) and blockchain. The report said “blockchain is highly likely to become the financial rails for AI agents,” adding that it has advantages in efficiency and automation compared with traditional finance. It also noted that the AI-related crypto sector showed relatively resilient performance last month.

Second is the trend toward stablecoins and tokenization. Grayscale said that regulatory clarity—such as last year’s enactment of the “GENIUS Act”—is helping drive institutional inflows. It added that moves by major companies including Meta, Stripe and BlackRock also point to the potential for expansion in the stablecoin and tokenization markets.

Third is the US macro environment. The report said “the US economy is maintaining broadly solid momentum, and despite some uncertainty, conditions favorable to risk assets are in place.” However, it flagged the possibility of excessive AI investment as a medium-term risk.

Grayscale added that “despite recent volatility, trading volume and volatility indicators are gradually stabilizing,” noting that “short-term volatility may persist, but the long-term growth narrative remains intact.”