1️⃣Ethereum
The base layer with the deepest liquidity and the most developers. With restaking, L2 expansion, and real fee revenue, ETH remains the smart bet for multi-cycle gains. Staking yields plus deflationary tokenomics create a compelling hold.
Address: Zug, Switzerland
- Largest dev ecosystem
- Deep liquidity and institutional interest
- Real fee revenue and burn
- Staking yields with liquid staking
- Blue-chip integrations
- Gas fees can spike in bull markets
- Upgrades may slip on timelines
2️⃣Solana
High-throughput chain built for consumer crypto. Lightning-fast, dirt-cheap transactions power thriving DeFi, NFT, and payments apps. If users flood in, SOL captures the flywheel.
Address: Geneva, Switzerland
- Ultra-low fees and high speed
- Surging user growth and active addresses
- Strong mobile and payments push
- DeFi, NFTs, and memecoins accelerating
- Vibrant builder community
- Network has experienced outages historically
- Ecosystem still concentrated around a few key teams
3️⃣Arbitrum
The leading Ethereum L2 by TVL with proven product-market fit. Cheaper, faster transactions while inheriting Ethereum security. ARB governance and ecosystem grants keep builders shipping.
- Top L2 TVL and liquidity
- Inherits Ethereum security
- Broad dApp support and active grants
- Low fees for traders and gamers
- Token is governance-only with unclear value capture
- Competitive L2 landscape could compress growth
- Airdrop-driven users can be fickle
4️⃣Chainlink
The default oracle network connecting real-world data and finance to blockchains. CCIP and high-quality price feeds underpin DeFi and tokenized assets. As real-world assets scale, LINK demand could rise.
- Ubiquitous integration across chains
- Institutional-grade data
- Clear role in tokenized assets
- Multiple revenue lines emerging
- Token utility and fee capture still evolving
- Adoption of CCIP and RWA rails is not guaranteed
- Staking limits and rewards can cap upside
5️⃣EigenLayer
Restaking unlocks new security markets on Ethereum. Early-stage momentum, massive mindshare, and potential fee flows if AVSs win. High risk, high reward frontier play.
- Category leader narrative in restaking
- Strong developer interest
- Potential multi-pronged revenue if AVSs scale
- Deep ties to Ethereum
- Still experimental with smart-contract risk
- Regulatory uncertainty around restaking models
- Token economics and value accrual not yet proven
- Reward timelines can be unpredictable