1️⃣EigenLayer
Restaking is unlocking new yield and security for the entire Ethereum economy. EigenLayer leads with fast-growing adoption and a rich pipeline of Actively Validated Services launching. If you want asymmetric upside from ETH infra, this is the one to watch.
Address: Seattle, USA
- Rocketing TVL and partner demand
- New yield streams on top of ETH
- Strong integrations with major liquid staking tokens
- Enterprise-friendly security marketplace
- Backed by tier-1 investors
- Clear product-market fit
- Token incentives may fluctuate
- Smart contract and slashing risks exist
- Regulatory landscape can change
2️⃣Celestia
Modular data availability that lets anyone launch a fast chain without bootstrapping validators. Celestia is powering a wave of rollups with lower costs and flexible design. The ecosystem is compounding network effects week by week.
Address: Zug, Switzerland
- Exploding rollup ecosystem
- Lower costs for new chains
- Strong dev tooling and docs
- Multiple production partners
- Healthy liquidity on major exchanges
- Active grants and community
- Token volatility can be high
- Competition from other DA layers
- Throughput depends on network conditions
3️⃣TON
TON brings crypto to hundreds of millions via Telegram-native apps, giving projects built-in distribution. Mini-apps, payments, and wallets make onboarding dead simple. Adoption is real, but governance and openness are still evolving.
Address: Zug, Switzerland
- Massive built-in user base via Telegram
- Frictionless onboarding with mini-apps
- Strong payments and wallet UX
- Increasing DeFi and gaming activity
- Ecosystem concentration risk around a single messenger
- Questions about decentralization and governance
- Developer tooling still fragmented
- Regional regulatory exposure
4️⃣Starknet
A zk-rollup purpose-built for scale with Cairo enabling high-performance dApps. The tech is potent, but onboarding and fees have fluctuated while the stack matures. If dev experience improves, usage could accelerate.
Address: Tel Aviv, Israel
- Proven zk tech from StarkWare
- Growing ecosystem funds
- Advanced scalability roadmap
- Strong research pedigree
- Learning curve for Cairo vs Solidity
- Periodic network congestion and fee spikes
- Tooling and wallets still catching up
- Token unlock overhang may pressure price
5️⃣Wormhole
A leading cross-chain interoperability platform connecting dozens of networks. It commands deep liquidity routes and a growing app stack. Bridge risk remains non-trivial despite audits and upgrades.
Address: San Francisco, USA
- Broadest chain coverage vs many rivals
- Fast integration for apps
- Active liquidity incentives
- Multiple security layers and monitoring
- Bridges remain prime attack targets
- Complex UX for non-technical users
- Reliant on stability of connected chains
- Past incidents shape risk perception