Grayscale, the world’s largest digital asset-focused investment platform // Terms: grayscale.com/terms-of-servi…
Stamford, CT
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Artificial Intelligence (AI) agents use 5–50x more compute tokens than a typical chatbot, and demand keeps climbing.
Compute infrastructure (electricity, data centers, chips, memory) can take years to permit and build, creating bottlenecks. Providers with existing, compute infrastructure stand to benefit.
Read more on The Stack: grayscale.com/the-stack/why-…
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JUST IN: We've filed for The ZCSH High Income ETF.
Read the 485a: sec.gov/Archives/edgar/data/…
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The infrastructure powering AI was also built for Bitcoin.
@Hut8Corp, @Core_Scientific, @RiotPlatforms, @TeraWulfInc, @CipherInc and others built years of power, land, and grid-connected capacity for mining. That same infrastructure is now fueling the massive demand for AI compute boom. Across these mining companies, thousands of megawatts are still available and being contracted.
$GCPU gives investors exposure to the companies building and operating AI's physical layer.
For GCPU's current holdings, please visit etfs.grayscale.com/gcpu
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Source: Company filings and supporting documents, Grayscale Investments. All figures estimates based of publicly available information. Reporting of capacity is not consistent across companies, so figures should be considered approximate. Definitions of terminology: Pipeline: Capacity included in medium-term plan, but not yet contracted; Contracted: Capacity customer has signed for and construction is planned/ongoing to provide; Live: Capacity is energized, sold, and earning revenue now. Data as of September 14, 2026. For illustrative purposes only.
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Tokenized equity trading on @RobinhoodApp, @BNBCHAIN, and @solana has been on the rise, and the SEC just issued its Innovation Exemption.
The order allows onchain trading of tokenized stocks in a manner consistent with US securities laws. Grayscale Research believes it shows that blockchain infrastructure can benefit US markets while remaining fully compliant.
Read more on the Innovation Exemption here: grayscale.com/the-stack/sec-…
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Crypto meets institutional capital @Yield_Summit.
See you in Singapore!
Big addition to the lineup: we are excited to welcome @Grayscale as a Title Partner of Digital Asset Yield Summit (DAYS) Singapore!
Founded in 2013, @Grayscale has a decade-long track record and deep expertise as an asset management firm focused on crypto investing. With 130+ cumulative years of traditional finance leadership experience, 50+ cumulative years of digital asset leadership experience, and 35+ investment products, Grayscale is now the world’s largest digital asset-focused investment platform.
In addition, Grayscale co-hosts @HL_forum — a VIP, curated, and independent room inside DAYS focused on reshaping global finance.
Don’t miss the @Grayscale team in Singapore at both DAYS and @HL_forum on October 6!
Digital Asset Yield Summit is where private capital explores onchain yield: a tightly curated room of 300 institutional allocators and asset managers. Applications are still open:
🔗 Request an Invite → daysevent.com/singapore#pass…
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Grayscale retweeted
I joined Alex Shahidi on this week’s episode of the Insightful Investor podcast to talk about where digital assets are headed. It’s no surprise that included tokenization.
Tokenization has the potential to turn today’s $2-3 trillion crypto market¹ into a $700 trillion² behemoth.
@Grayscale was built for this opportunity.
Listen to the full episode: piped.video/x8zLJF1KRJc?si=t-AK…
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Grayscale AI Compute ETF (Ticker: $GCPU) is now trading.
Why AI Compute?
⟶ AI's growth is constrained by physical compute. Data centers have just six months of capacity¹, and new ones take two to five years to build².
⟶ AI infrastructure capex is projected to exceed $1 trillion annually³.
⟶ $GCPU portfolio includes native data center businesses, plus operators repurposing existing power and land for AI, including Bitcoin miners.
$GCPU offers exposure to AI’s physical layer, now accessible through brokerage or investment accounts.
Learn more: etfs.grayscale.com/gcpu
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Sources:
¹ CBRE as of August 27, 2026. North America Data Center Trends H1 2026.
² McKinsey & Company, “Scaling Bigger, Faster, Cheaper Data Centers With Smarter Designs,” August 1, 2025; Giga Energy, “Data Center Construction Guide: Costs, Timelines, and Equipment,” March 12, 2026. Source: Giga Energy as of March 12, 2026. Data center construction guide: Costs, timelines, and equipment.
³ Goldman Sachs, “Global AI Investment Is Forecast to Exceed $1 Trillion in 2026,” August 7, 2026.
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Hyperliquid is coming to the US.
The 24/7 perpetual futures exchange averaged ~$9B in open interest during Q2 2026 and continues to grow. Now, @Payward, @krakenfx's partner company, plans to bring Hyperliquid HIP-3 markets to US traders.
Hyperliquid.
grayscale.com/the-stack/hype…
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Grayscale retweeted
It is easy, amid the volatility, to miss the structural shift that is happening: blockchain technology is revolutionizing the operating layer of finance.
@Grayscale was built to close the gap between TradFi and digital assets.
My thoughts on what's next:
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25 basis points hike and Crypto is still green.
Grayscale Research views this as a mid-cycle adjustment, not a cyclical shift, and expects little impact on crypto markets. A comparable hike in 1997 had the same result. Worth noting: stablecoin issuers like @circle and @tether, who earn higher revenues when interest rates rise.
Read more on The Stack: grayscale.com/the-stack/fed-…
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CLARITY didn't pass, but progress didn't stop. Today, the @SECGov issued a conditional extension for onchain trading of tokenized US stocks signaling that crypto's regulatory framework is being built in real time.
As @LowBeta put it: "We just need a clear framework, so we're going to get that in an unbundled way rather than through legislation."
Thanks to @therollupco for having us at @avax Summit yesterday!
CLARITY didn't pass.
Real bummer. However, we have reason to believe that the SEC Tokenization Exemptions are imminent and will be far more nuanced and beneficial to the digital asset ecosystem as a result.
I asked @LowBeta about this today, and how this affects @Grayscale plans in the industry.
Great answer from Zach, per usual...
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Today, the Senate did not advance the CLARITY Act to formal debate.
While this was not the outcome we hoped for, the industry continues to make remarkable progress through the ongoing work of regulators like the SEC and CFTC.
Grayscale remains committed to advancing clear, comprehensive rules for digital assets and we will continue to work constructively with policymakers and regulators so that U.S. crypto policy will continue to mature.
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