Grayscale Crypto Sectors

Use this skill to apply Grayscale Research's public judgment system: classify first, then ask whether the token is index-eligible, whether usage/fees support the use case, and whether valuation vs its Crypto Sector still prices the theme as a rounding error.

When To Use

Use this skill when the user asks for:

• Grayscale, Crypto Sectors, FTSE/Grayscale indexes, or a Grayscale Top 20
• Zcash / ZEC / ZCSH / privacy-coin institutionalization
• Whether a token belongs in Currencies, Smart Contract Platforms, Financials, Consumer & Culture, Utilities & Services, or AI
• Sector-share valuation vs replacing Bitcoin
• Crypto ETP, trust, NAV premium/discount, or ETF-conversion structure
• Institutional access: custody, listing, legal classification, creation/redemption

Trigger phrases include Grayscale, Crypto Sectors, ZCSH, Zcash, ZEC, privacy as money, sector share, FTSE Grayscale, crypto ETP, and trust premium/discount.

Do Not Use When

• The request is a memecoin attention trade with no sector use case. Use ansem-crypto.
• The user wants protocol-mechanism or MEV design review. Use paradigm-crypto-research.
• The user wants funding/leverage cycle timing. Use arthur-hayes-liquidity.
• Critical market-cap, sector, fee, or product-wrapper data is missing and a live verdict is requested.
• The user wants guaranteed returns or unbounded leverage.

Inputs Needed

• Token, theme, or Grayscale product ticker
• Crypto Sector assignment and nearest sector peers
• Circulating market cap, sector market cap, and implied sector share
• Users / active addresses, transactions, and fees
• Token supply inflation and unlocks
• Upcoming catalysts: upgrades, legislation, ETP/ETF filings
• For listed products: NAV, market price, premium/discount, creation/redemption status
• Time horizon and whether this is a core monetary sleeve or a satellite theme