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：金店)

• ·什么什么部关于天气-天气有关的是什么
• ·这个周期山寨币的 MetaGame 是什么？
• ·火币交易比特币
• ·宣亚国际(300612.SZ)拟授出630万股限制性股票
• ·以太坊火币网
• ·火币资金密码
• ·5月21日关键市场信息差，一定要看！｜Alpha早报
• ·10月31日鹏扬景欣混合C净值增长0.38%，近3个月累计上涨3.44%
• ·金融机构的利息收入哪些免征增值税
• ·10月31日招商安泰平衡混合净值增长0.57%，今年来累计上涨12.73%
• ·2025中国数字货币交易所_正规前10名币圈交易所排名
• ·如何记录工会经费的分录？
• ·拍拍贷信用额度可以提现吗？不是很了解。
• ·超 40 家機構加入國際清算銀行新專案，探索「跨境支付代幣化」
• ·稳定币爆发：日均供应量超 1680 亿美元，月度稳定币钱包地址增长百倍
• ·10月31日招商成长量化选股股票C净值增长0.42%，近3个月累计上涨12.6%