Grayscale Reports 54% Monthly Gain for AI Crypto Sector

Grayscale’s Artificial Intelligence crypto sector outperformed the broader market in September 2026, recording a 54% return compared to the 24% gain of the overall crypto market. According to a report by head of research Zach Pandl, the rally was driven by investor interest in blockchain as infrastructure for the agent economy. NEAR led the sector with a 183% monthly gain, followed by VVV and WLD. Despite the surge, the AI sector remains the smallest in Grayscale’s market framework, with a total valuation of approximately $15 billion.