1️⃣EigenLayer
Restaking supercharges Ethereum security for new services. Massive TVL and relentless ecosystem launches signal ongoing demand. Clear pathways for AVS fees can turn staking into cash flow.
Address: Seattle, USA
- ETH-secured restaking flywheel
- strong developer momentum
- multiple AVS launches in pipeline
- blue-chip integrations
- potential fee-sharing to stakers
- smart-contract risk
- evolving token economics
- regulatory uncertainty
2️⃣Celestia
Modular data availability slashes costs for rollups and app-chains. As more chains launch, TIA becomes core infra liquidity. Grants and partnerships are accelerating adoption.
Address: Zug, Switzerland
- lower DA costs
- growing rollup ecosystem
- strong research team
- active grants
- broad exchange support
- token unlock overhang
- competition from EigenDA and Avail
- still early in revenue capture
3️⃣Chainlink
The leading oracle network is pushing CCIP for cross-chain value transfer. Enterprise partnerships can drive fee demand, but adoption pace is uneven.
Address: Grand Cayman, Cayman Islands
- dominant oracle market share
- CCIP revenue optionality
- deep enterprise ties
- staking v0.2 live
- on-chain revenue visibility is modest today
- heavy token distribution to node operators
- strong competitors targeting niche data feeds
4️⃣LayerZero
Omnichain messaging powering cross-chain apps at scale. Strong integrations, but monetization and security trade-offs remain under scrutiny.
Address: Vancouver, Canada
- broad integration footprint
- active partner pipeline
- composable developer tooling
- bridge and messaging exploits remain a sector risk
- unclear long-term fee model
- governance still centralizing
- token unlock schedule may pressure price
5️⃣Jupiter
Solana's leading DEX aggregator with viral retail campaigns and fast product iterations. High volumes during market upswings, but revenue is cyclical.
- massive Solana user base
- sticky retail community
- frequent launches and incentives
- dependent on Solana throughput and fees
- revenues tied to trading cycles
- rising competition from new aggregators
- token dilution risk