Grayscale: four networks ready for the institutional wave
In a new report, Grayscale argues that four blockchains are best positioned to absorb the first institutional inflows once the US Clarity Act is passed.
The chosen four
Asset manager Grayscale published a report naming four blockchains that, in its view, will benefit most from the upcoming regulatory clarity in the United States:
- Ethereum — dominant in DeFi and stablecoins
- Solana — fast growth in payments and consumer apps
- BNB Chain — strong retail adoption and low fees
- Canton Network — focused on institutional tokenization
Why exactly these four?
Grayscale points to three criteria:
- Proven scale in DeFi or tokenized assets
- A mature toolchain for institutional integration (custody, compliance, oracles)
- Active engagement with regulators and standardization
The Clarity Act as a catalyst
The US Clarity Act should finally draw the line between what is a security and what is a commodity. Once that law is passed, large banks and asset managers can bet much more aggressively on on-chain products.
What if the law does not come?
Grayscale also sketches a scenario in which the legislation is delayed further. In that case, Europe (MiCA) and Asia (Singapore, Hong Kong) remain in the lead, and institutional capital flows into the market mainly through non-US jurisdictions.
For Dutch investors
The networks mentioned are all tradable via European regulated exchanges. Keep in mind that regulatory clarity does not automatically guarantee a price increase — fundamentals and risk management remain decisive.