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：基金工具)

• ·「Web3 Connect: Hong Kong and the World」活动成功举办！共同探讨稳定币政策和发展
• ·拍拍贷易申请吗，拍拍贷的申请条件有什么？
• ·资源性股票-资源性股票有哪些
• ·请问广发信用卡可以从app上面自己申请调额吗？
• ·职工教育经费是否包含进项税
• ·荔枝闪贷申请条件有哪些？
• ·外购的办公用品进项税能抵扣吗
• ·云币网SC是什么 云币网sc是什么意思啊
• ·重置清册可以重新申报吗
• ·怎么当转账矿工 怎么当转账矿工人员
• ·会计下的劳动保护费计入什么科目
• ·Coinbase首席执行官暗示未来将推进更多加密货币收购，29亿美元收购Deribit后扩张步伐加速
• ·虚拟币交易平台app排行 排名前十的虚拟货币交易app
• ·广发信用卡临时额度到期需要马上还吗？
• ·总机构企业所得税所属机关怎么选
• ·以太坊钱包密钥