Grayscale Model Portfolio Assigns XRP 26% Weight in Bitcoin-Free Strategy

Grayscale Investments has launched four model portfolios for financial advisors, with its Bitcoin-free "Digital Assets Next Gen" strategy assigning a 26.11% target allocation to its XRP Trust ETF. This makes XRP the second-largest holding in that portfolio, behind only Ethereum at 42.34%. The allocation is a structural result of excluding Bitcoin, not a performance prediction. The portfolios, announced on September 14, are designed as prebuilt allocations that manage asset selection, sizing, diversification, and rebalancing. They are distributed to financial platforms, which then make them available to advisors. Advisors retain full discretion over whether and how to implement the suggested weights in client accounts. In the Next Gen model, which deliberately excludes Bitcoin to focus on alternative assets, the Grayscale XRP Trust ETF (GXRP) receives a 26.11% weight. This is followed by the Grayscale Solana Staking ETF at 21.09%. Together with Ethereum, these three positions represent 89.54% of the model. The remaining allocation is spread across Hyperliquid, Chainlink, Avalanche, and Sui.