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：百科资讯)

• ·卡牛信用管家贷款上征信吗？
• ·10月31日富国均衡成长三年持有期混合C净值下跌1.04%，近1个月累计下跌6.68%
• ·福利费可以直接入管理费用吗
• ·10月31日汇添富稳进双盈一年持有混合净值下跌0.29%，近1个月累计下跌1.34%
• ·公信宝钱包下载
• ·10月31日易方达悦弘一年持有期混合C净值增长0.15%，今年来累计上涨3.38%
• ·出售无形资产怎么会计处理
• ·10月31日泉果旭源三年持有期混合C净值增长0.90%，近3个月累计上涨23.91%
• ·什么虚拟币最值钱 什么虚拟币最值钱排行榜
• ·10月31日国金鑫悦经济新动能A净值增长0.12%，今年来累计上涨23.97%
• ·韩国拟推出韩元支撑稳定币以遏制资本外逃，加密政策或迎重大变革
• ·10月31日广发消费品精选混合C净值下跌0.52%，近1个月累计下跌4.18%
• ·火币交易手续费
• ·10月31日富国诚益回报12个月持有混合A净值下跌0.29%，近1个月累计下跌2.22%
• ·Arbitrum Ecological DeFi Project DeltaPrime Hacked with 6 Million Magnesium Due to Private Key Leakage
• ·卫信康：核心产品注射用多种维生素集采中选，配送费、市场投入降低，收益有望提升