1️⃣Solana (SOL)
Solana is winning consumer crypto with fast finality and tiny fees. Firedancer and new clients push throughput higher. Liquidity, users, and brands are flocking to the chain.
- ultra-fast and low-cost transactions
- surging daily active users and revenue
- rich consumer apps and DeFi
- major ecosystem grants and VC interest
- serious performance roadmap with Firedancer
- periodic network instability risk
- token can be volatile
- regulatory overhang
2️⃣Base (Coinbase L2)
Base rides Ethereum security with cheap, fast transactions. Coinbase funnels millions of verified users and brands on-chain. If onchain consumer finance breaks out this year, Base is set to capture it.
Address: San Francisco, USA
- massive Coinbase distribution
- ETH security with low fees
- strong brand partnerships
- onboarding for mainstream users
- rapid developer growth and grants
- sequencer still centralized
- subject to US regulatory scrutiny
- smart-contract and bridge risks
3️⃣EigenLayer
EigenLayer enables restaking to secure new services, opening fresh yield streams. The network could become critical infrastructure for Ethereum aligned apps, but risk stacking is real.
- leader in restaking narrative
- potentially large fee and yield opportunities
- deep integration with ETH ecosystem
- complex tokenomics and risk layering
- smart-contract bugs could cascade
- uncertain regulator view on restaking incentives
- operator set concentration
4️⃣Celestia (TIA)
Celestia offers modular data availability so rollups can scale cheaply. Tooling and partnerships are improving, yet end user pull is still forming.
- modular scaling for many chains
- growing dev ecosystem
- cost-efficient DA compared to monolithic chains
- end user demand unclear vs L2s
- competition from Ethereum blobs and rivals like Avail
- token emissions and unlock pressure
- developer-heavy UX
5️⃣TON (The Open Network)
TON rides a massive Telegram distribution channel, pushing mini-apps and payments to everyday users. Growth is fast, but reliance on a single platform partner adds platform risk.
Address: Zug, Switzerland
- huge potential user funnel from messaging
- simple onboarding and familiar UX
- strong momentum in payments and mini-apps
- heavy dependency on one platform
- governance and token distribution concerns
- regulatory exposure on payments
- developer tooling still maturing