1️⃣EigenLayer
Restaking unlocks new yield from your existing ETH while securing top-tier middleware. Backed by leading funds and shipping fast, EigenLayer is where institutional and retail capital are converging. Early users are positioning for outsized upside.
- Restake ETH and LSTs for stacked rewards
- Explosive TVL growth and network effects
- Strong team and investor backing
- Deep integrations across Ethereum
- Clear real-world demand from AVS projects
- User incentives and points are compelling
- Smart-contract and slashing risks exist
- Yields can fluctuate
- Regulatory treatment of restaking is still evolving
2️⃣Celestia
Celestia powers the modular blockchain era with scalable data availability. Builders can launch fast, cheap rollups while staking TIA earns on-chain rewards. The ecosystem is expanding weekly.
- Category leader in modular DA
- Low fees and fast finality
- Massive builder momentum and grants
- Simple staking with liquid options
- Strong research pedigree
- Token emissions can dilute returns
- Ecosystem still maturing
- Competition from new DA layers
3️⃣Sei Network
Sei is a high-performance L1 built for trading and real-time apps. Ultra-low latency makes it a magnet for perp DEXs and market makers, but liquidity depth still needs work.
- Blazing fast finality for traders
- Growing list of perps and DeFi apps
- Backed by reputable investors
- Active incentives to bootstrap liquidity
- Deeper liquidity is still forming
- Heavy competition from Solana and L2 perps
- Token unlock schedules can pressure price
4️⃣Berachain
Berachain introduces Proof-of-Liquidity to align incentives across DeFi. Hype is real, but mainnet timelines and decentralization trade-offs are key unknowns.
- Novel PoL design that rewards liquidity
- Huge community and partner interest
- EVM compatibility for easy onboarding
- Not fully launched at scale
- Validator and governance distribution unclear
- High expectations may outpace delivery
- Potential regulatory headwinds
5️⃣Solana
Solana's throughput and UX keep attracting consumer crypto apps and memecoins. Outages have decreased, but network congestion and MEV remain concerns during peak mania.
- High TPS and low fees for mainstream apps
- Exploding ecosystem of DeFi
- NFTs
- and social
- Strong retail mindshare and liquidity
- Congestion and MEV issues in peak periods
- Ecosystem volatility tied to narratives
- Validator hardware requirements favor larger players