Grayscale has identified four blockchain networks—Ethereum, Solana, BNB Chain, and Canton Network—as poised to benefit from a potential shift in U.S. digital-asset policy, including the possible passage of the CLARITY Act. The asset manager’s research, released this week, points to tokenized assets, decentralized finance, stablecoins, and institutional infrastructure as key areas of demand that could surge under clearer rules. The report adds to a growing pile of institutional analysis betting that Washington is finally ready to provide regulatory clarity.
The four networks Grayscale is watching
The selection covers a mix of public smart-contract platforms and enterprise-focused networks. Ethereum and Solana are the dominant layer-1 chains for DeFi and tokenization. BNB Chain offers a high-throughput alternative with strong ties to the Binance ecosystem. Canton Network, less known to retail investors, is designed specifically for institutional applications like tokenized assets and private transactions. Grayscale sees each as well
