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：商业观察)

• ·qi什么 039 gu什么
• ·IPO受益概念31日主力净流出3.78亿元，中国船舶、中国平安居前
• ·请问广发diy信用卡值得申请吗？
• ·交易所抢购软件-交易所抢购软件有哪些
• ·BTCC 交易所任命刘丹为首席执行官，庆祝成立 14 周年
• ·重组蛋白概念31日主力净流出9197.05万元，丽珠集团、锦波生物居前
• ·国外股票基金
• ·HS300概念31日主力净流出24.88亿元，TCL科技、比亚迪居前
• ·公积金贷款担保人变更的流程是什么？我想变更我贷款的担保人。
• ·比特之光最新价格-比特之光最新价格表
• ·bitmax平台币价格-bitso平台币
• ·华熙生物收盘跌1.35%，主力资金净流入4593.94万元
• ·销售公司的仓储费算成本费用还是销售费用
• ·不动产租赁的增值税税率是什么
• ·如何注销招联好期贷账号？现在不想用好期贷了。
• ·DePIN 行业日趋成熟，目前已有超过 25 个项目产生收入