22 December 2025 Views: 0
1️⃣EigenLayer
Ethereum restaking powerhouse enabling new services to borrow ETH security. Massive incentives, relentless developer momentum, and multiple catalysts as AVSs go live. Position early for yield and network effects.
2️⃣Solana
Blazing-fast chain powering consumer apps, payments, and DeFi at scale. Fees are pennies and UX is smooth, pulling in users and liquidity. Catalysts include new consumer apps, stablecoin expansion, and persistent memecoin volume.
3️⃣Chainlink
The dominant oracle network connecting real-world data and offchain compute to DeFi. CCIP positions it at the center of cross-chain value transfer and tokenized assets. Fee growth and enterprise deals are key upside drivers.
4️⃣Celestia
Modular data availability that powers a wave of rollups and appchains. As more chains seek cheaper data, Celestia can monetize DA at scale. Returns hinge on ecosystem traction and integrations.
5️⃣Starknet
ZK-rollup aiming for massive scale without sacrificing Ethereum security. Performance and tooling keep improving, but onboarding and liquidity will take time. A longer-horizon bet on ZK dominance.