Grayscale update TOP20 watchlist: Keep an eye on six currencies including SUI, TAO, OP, HNT, etc!
According to the Q4 2024 Insight Report released by asset management company Grayscale yesterday, the company evaluated Ethereum's performance from the beginning of the year to the present and updated its research department's top 20 watchlist.
Ethereum performs well
Grayscale stated in the report that although Ethereum's performance this year lags behind Bitcoin with a 13% increase, it still outperforms most cryptocurrency assets.
Our 'Crypto Sector Market Index' (CSMI), which measures the returns of the entire asset class, has fallen by about 1% this year. In fact, if Ethereum is not included, the 'Smart Contract Platform Sector Index' has fallen by about 11%, which means that Ethereum is also performing better than other assets in its market sector
Despite this, Ethereum still faces increasing competition, with multiple new public chains of smart contracts including Solana, Toncoin, Tron, Near, etc. making progress, and new assets like Sui joining the "cryptocurrency sector". These networks are all competing for transaction fee revenue, and the excellent user experience provided by some of them may lead to a decrease in the fee market share of Ethereum Layer 1. However, Grayscale emphasizes that Ethereum still has its advantages compared to its competitors:
It remains the leader in the field, with the most applications, the most developers, the highest 30 day fee income, and the most value locked in smart contracts
Grayscale TOP20 List
On the other hand, Grayscale has also updated its top 20 list of concerns for its research department in the report.
This season, Render, Mantle, ThorChain, Pendle, Illuvium, and Raydium have been removed. However, Grayscale emphasizes that the removed projects do not necessarily indicate a lack of confidence in their future value. They remain an important component of the cryptocurrency ecosystem, but the company believes that the revised top 20 list may provide better risk adjusted returns for the next season.
The newly added currencies include SUI, TAO, OP, HNT, CELO, and UMA. The company explained that Sui and Optimism can both be seen as exemplars of high-performance infrastructure, Celo and UMA benefit from the unique application trends of stablecoins and prediction markets, Helium is a leader in the DePIN (decentralized physical infrastructure network) field, and Bittensor is a prominent player in the combination of cryptocurrency and AI.
(责任编辑:创业研究)
-
扎克伯格就曾在访谈中认为,VR市场增长速度过慢,要建立VR产业的生态,乐观来看需要五年或十年,但也有可能耗时15-20年。...[详细]
-
加密早报:TIA、OP、SUI 等代币本周迎来大额解锁,美国大选或引发市场剧烈波动
而友友则直接抛开充电桩,把车放到离用户最近的地方:如电梯口、地铁口。...[详细]
-
迫于无奈,张兰只能以3亿美元的价格把俏江南82.7%股权卖给了知名私募股权投资公司CVC,张兰本人则套现12亿元。...[详细]
-
理由:「我认为这家公司在2020年会以超过1亿欧的价格被收购,所以我愿意在500万欧的基础上,选择至少4倍的系数来计算估值。...[详细]
-
最新十大虚拟货币排名 最受欢迎的十大虚拟货币排行,它们分别是谁
2017年,一向低调的李彦宏开记者会、上综艺、晒妻、宠女。...[详细]
-
第五,公司受公关攻击的力度突然加大。...[详细]
-
但在2016年上半年,京康发展就减持了26.3万股。...[详细]
-
包括选科比作为我们的代言人也是因为勤奋,科比已经是巨星了,能在NBA打球就已代表至高荣誉。...[详细]
-
目前,其中的856家已经复苏,复苏的概率达到50%。...[详细]
-
但我依然很羡慕那么多商家见过你,比如崔万志那样励志的人。...[详细]