Joozzed · crypto one-pagers · 67 analyses

Coinsight

One page per coin, scored on the project, the token's market performance and its tokenomics. Prices and trading venues refresh daily; each page keeps a version and change log, so a re-run updates the existing analysis instead of starting over.

5 to read now

Picked 20 Oct 2026 for recent or upcoming developments
  1. 1ZEC
    Zcash

    Up ~4.7x in a year on privacy demand; NU7 upgrade targeted for 5 Nov.

  2. 2UNI
    Uniswap

    Fee switch is live and burning UNI; does it outrun the growth budget?

  3. 3GRAM
    Gram (ex-Toncoin)

    Telegram took over the network and renamed it Gram; big unlock in Feb.

  4. 4FIL
    Filecoin

    Insider vesting just ended and Solstice ties rewards to paid storage.

  5. 5ONDO
    Ondo Finance

    Tokenized stocks pass $1.3B while a founder-estate fight runs in court.

Could make the jump

Best odds of a ~5x on tech, fundamentals and price: two from rank 50–100 (could reach the top 20), two from rank 100–200 (could reach the top 50) · picked 21 Oct 2026
  1. LIT#80 → top 20
    Lighter

    5x is ~$4.9B, still far below Hyperliquid. Fee buybacks burn LIT, Robinhood brings flow; Dec unlocks are the risk.

  2. MORPHO#62 → top 20
    Morpho

    5x is ~$8.4B. ~$11B TVL and Coinbase loans already run on it; switching fees on would re-rate the token.

  3. GRASS#115 → top 50
    Grass

    5x is ~$2.5B. Paying AI-data buyers (~$33M a year) and a network that grows with AI demand, +67% in a falling market.

  4. ZAMA#182 → top 50
    Zama

    5x is ~$1B, near its private unicorn round. Leader in encrypted on-chain finance, live on Ethereum; unlocks are the risk.

Analyses

Sort
Coin and verdictScoresPros and consLatest developments
AAVEDeFi
$155.52 +13.6%1m$2.40Bcap
Aave
Leader, rebuilding trust
ProjectToken performanceTokenomics
  • Largest DeFi lender: ~$30B deposits, ~$12.6B loans
  • All Aave-branded revenue now goes to the DAO
  • Fixed 16M supply; automated buybacks since June
  • Kelp rsETH exploit: $124M–$230M modelled bad debt
  • −75% peak to June low; still −32% over a year
  • Labs vs DAO friction; revenue below its peak
  • 27 JunAavenomics 3.0 goes live
  • 14 AugDeposits back above $30B
  • SoonToken burn proposal
ADALayer 1
$0.2241 −1.2%1m$8.42Bcap
Cardano
Large, but underused
ProjectToken performanceTokenomics
  • Capped 45B supply, no VC unlock overhang
  • On-chain governance now runs upgrades and treasury
  • Spot ETF (GADA) and Leios hard fork in the pipeline
  • −66% in a year, −93% below the 2021 ATH
  • Fees cover ~0.7% of staking rewards
  • DeFi TVL only $62M on an $8.4B market cap
  •  6 OctRecord transaction week
  • 16 OctTreasury cap 91% used
  • 23 OctGrayscale GADA ETF target
AKTAI
$0.7397 +16.8%1m$221.2Mcap
Akash Network
Recovering, usage thin
ProjectToken performanceTokenomics
  • +11% in a year vs BTC −22%; +109% in 2026
  • BME burns AKT whenever compute is paid for
  • Inflation cut from 8% to 4% max in 2026
  • −91% from the $8.07 ATH; small cap (#179)
  • Minting still ahead of burn: ~2.9M vs ~0.8M AKT
  • Chain migration off Cosmos still undecided
  • 11 JunMainnet 18 upgrade
  • 30 JulSummer low at $0.43
  • Q4 26Chain migration decision
ALGOLayer 1
$0.1134 +3.6%1m$1.03Bcap
Algorand
Strong tech, no demand
ProjectToken performanceTokenomics
  • Native post-quantum Falcon accounts live since Aug 2026
  • Fully unlocked: vesting ended in 2024
  • Fast finality, no forks, tiny fees
  • Fees cover <1% of Foundation-paid staking rewards
  • Flat over 3 years vs BTC +179%; −97% from ATH
  • New CEO and executive exits in 2026
  • 22 Augv5.0.0: native Falcon accounts
  •  9 SepHerkelrath named CEO
  • Dec 26Post-quantum multisig
APTLayer 1
$0.8323 +9.4%1m$735.2Mcap
Aptos
Battered, reforming
ProjectToken performanceTokenomics
  • Investor vesting ended Oct 2026; unlocks fall ~60%
  • 2.1B APT cap, gas fully burned, staking cut to 2.6%
  • ~$1.7–2.0B stablecoins; Decibel perps DEX live
  • −74% in a year, −83% over three years
  • Burn covers ~3% of new monthly supply
  • DeFi TVL only ~$120–130M; fees very low
  • 31 AugYear low at $0.52
  • 12 OctInvestor vesting ends
  • ~NovFirst smaller monthly unlock
ARStorage
$3.86 −18.0%1m$253.5Mcap
Arweave
Clean supply, thin usage
ProjectToken performanceTokenomics
  • Supply 99.5% issued; no unlocks, FDV equals cap
  • One-time fee mostly locked in a storage endowment
  • Base layer for AO, pitched for AI agents
  • Fees only ~$12.9k a month on DefiLlama
  • Rank #161; −80% in the last 12 months
  • AO value accrues to the AO token, not AR
  •  5 AugPOAP history archived
  • 20 Sep+41% in a day
  • SoonGateways onto HyperBEAM
ARBLayer 2
$0.1883 −13.5%1m$1.30Bcap
Arbitrum
Strong tech, weak token
ProjectToken performanceTokenomics
  • Record $5.45M DAO income in Sep 2026
  • Robinhood Chain pays 10% of net revenue
  • Team and investor unlocks end ~Mar 2027
  • −92% from the Jan 2024 ATH, −42% in a year
  • No fee share, burn or buyback for ARB
  • ~$18M of ARB unlocks every month
  • 23 Sep2026 high at $0.235
  •  6 OctUSDG plan: 100M more ARB
  • 22 OctFour temperature checks close
ASTERDeFi
$0.7194 −2.7%1m$1.95Bcap
Aster
Speculative, buyback-led
ProjectToken performanceTokenomics
  • #2 perp DEX: ~$1.55B daily volume, $1.31B OI
  • 99% of fees buy ASTER; equal burn from team stake
  • Own privacy-focused L1 live since March 2026
  • −70% from $2.41 week-one ATH; −31% in a year
  • Only ~35% of supply circulating; FDV $5.6B
  • Volume quality questioned; fees far below Hyperliquid
  • 17 Jun99% fees to buybacks
  • 14 Oct#2 perp DEX by volume
  • 28 OctStage 6 airdrop claim opens
ATOMLayer 0
$1.77 −1.6%1m$949.1Mcap
Cosmos Hub
Weak, reform pending
ProjectToken performanceTokenomics
  • Cosmos SDK and IBC power many chains
  • Clear 2026 roadmap from Cosmos Labs
  • Tokenomics redesign with Gauntlet under way
  • −44.6% in a year, −96% from the 2021 ATH
  • 10% inflation vs ~$129 a day in fees
  • ICS failed; Hub halted 25h after Neutron attack
  • 23 SepHub restarts after attack
  • 30 SepAttacker refund vetoed
  • SoonGaia v28 mainnet vote
AVAXLayer 1
$9.78 −13.4%1m$4.34Bcap
Avalanche
Busy network, weak token
ProjectToken performanceTokenomics
  • Record 235.6M transactions in Q2 2026
  • Helicon live; Paxos and Schwab add AVAX access
  • RWA deals: Grove $250M, DIFC Courts, ETFs
  • −52% in a year, −93% from the 2021 ATH
  • Fee burn is tiny next to ~11M AVAX/yr emissions
  • Treasury stocks and ETFs small and under water
  • 22 SepHelicon upgrade live
  • 14 OctDIFC Courts use Avalanche
  • Dec 26Schwab adds AVAX trading
BNBExchange
$740.33 −4.4%1m$97.4Bcap
BNB Chain
Established, Binance-led
ProjectToken performanceTokenomics
  • No issuance; 6.20M BNB (~$4.4B) burned in 12 months
  • CZ pardoned; first US spot BNB ETF since May 2026
  • Top-4 asset; ~$13.5B stablecoins on BSC
  • −33% in a year, −46% from the Oct 2025 ATH
  • Value and supply depend on one company, Binance
  • Burn is a policy; fee burn is only ~20k BNB a year
  • 25 AugPasteur hard fork live
  • 19 Oct37th burn: 1.65M BNB
  • Q4 26NewL1 testnet
CRVDeFi
$0.3924 +10.8%1m$619.9Mcap
Curve DAO
Mature DeFi, weak token
ProjectToken performanceTokenomics
  • ~$126B traded in 2025; core stablecoin DEX
  • Llamalend V2 shipped; crvUSD held its peg
  • Emissions cut to ~97M CRV a year from Aug 2026
  • Fees to veCRV ~$6M/yr vs ~$33M new CRV
  • −69% peak to trough in 12 months; ATH −97%
  • 2026 dev grant rejected; Convex/Yearn hold sway
  • 13 AugEmissions cut below 100M/yr
  •  2 SepRally to $0.37
  • SoonFXSwap and wider V2 rollout
DOGEMeme
$0.0817 −6.5%1m$12.8Bcap
Dogecoin
Speculative meme, fading
ProjectToken performanceTokenomics
  • Top-15 liquidity, $462M traded a day
  • No insider unlocks; issuance is fixed and known
  • Merged-mined with Litecoin, 12+ years live
  • −59% in a year, −89% from the 2021 ATH
  • ~$558M a year of new supply, nothing burned
  • ETF demand tiny; Bitwise closed its fund
  • 30 SepDogeOS public testnet
  • 14 OctBitwise DOGE ETF closes
  • 22 OctBitwise ETF cash payout
DOTLayer 0
$1.15 +1.4%1m$1.97Bcap
Polkadot
Rebuild, demand unproven
ProjectToken performanceTokenomics
  • 2.1B hard cap; issuance cut ~54% in March 2026
  • Treasury turned a profit after spending cuts
  • dotUSD stablecoin live; JAM upgrade on testnet
  • −63% in a year, −98% from the 2021 ATH
  • Fees and coretime tiny vs ~80M DOT issued in 12m
  • JAM has no mainnet date after earlier slips
  •  8 OctdotUSD stablecoin live
  • 12 OctDOT DAO strategy proposed
  • ~NovNext coretime sale
EIGENDeFi
$0.2464 +1.7%1m$239.9Mcap
EigenCloud (EigenLayer)
Speculative pivot
ProjectToken performanceTokenomics
  • Pioneer of restaking; still billions restaked
  • EigenCloud AI products live (EigenAI, AgentKit)
  • Strong backers: a16z bought $70M of EIGEN
  • −77% in a year, −96% from the $5.65 ATH
  • ~37–40M EIGEN unlocks every month to late 2027
  • Fees ~$12M a year; buybacks not yet confirmed
  • 18 AprKelp DAO exploit
  •  1 OctOctober unlock ~37M EIGEN
  •  1 NovNext monthly unlock
ENAStablecoin
$0.1963 −11.3%1m$2.63Bcap
Ethena
Recovering, unproven
ProjectToken performanceTokenomics
  • Fee switch passed; buybacks arm at $7.5B USDe
  • Investor unlocks ended; seed sellers bought out
  • ~$245M a year in fees; USDe back to ~$4.8B
  • −57% in a year, −87% below the April 2024 ATH
  • USDe supply −68% from $14.7B peak in Oct 2025
  • Fees go to sUSDe; protocol keeps ~$2M a year
  •  2 SepFee switch vote passes
  •  5 OctLast investor unlock
  •  2 NovTeam unlock ~94M ENA
ETCLayer 1
$8.15 −7.8%1m$1.29Bcap
Ethereum Classic
Legacy chain, fading
ProjectToken performanceTokenomics
  • Fixed 210.7M cap; emissions cut 20% in Jul 2026
  • Largest EVM proof-of-work chain
  • Long track record and broad exchange listing
  • −48% in a year, −95% from the 2021 ATH
  • Fees ~$28/day vs ~$30M/yr new supply
  • Developers split over Olympia treasury plan
  • 19 AugYear low at $6.08
  • 14 SepDisputed core-geth v1.13.0
  • Q4 26Olympia hard fork target
ETHLayer 1
$2,457 −6.6%1m$300.1Bcap
Ethereum
Leader, weak value capture
ProjectToken performanceTokenomics
  • ~$144.5B stablecoins and over half of DeFi TVL
  • Fusaka shipped; Glamsterdam now on testnets
  • 35% of supply staked; BitMine holds 6.04M ETH
  • −38% in a year, −50% from the Aug 2025 ATH
  • Burn offset only ~2% of new ETH in 2026
  • ETF outflows; L2s pay L1 very little in fees
  •  6 OctGlamsterdam on Sepolia
  • 18 OctBitMine at 6.04M ETH
  • 26 OctGlamsterdam on Hoodi
FETAI
$0.1984 −1.2%1m$458.4Mcap
Artificial Superintelligence Alliance
Speculative AI bet
ProjectToken performanceTokenomics
  • Capped supply, ~85% already circulating
  • Shipping agent products: Agentverse, ASI:One
  • Fell less than BTC and ETH over 12 months
  • −94% from the $3.45 ATH (Mar 2024)
  • Ocean exit dumped ~263M FET; dispute lingered
  • No published paid usage; USDC can bypass FET
  • 17 AugYear low at $0.121
  • 25 AugAGI compute roadmap
  • Late26ASI:Chain testnet / mainnet
FILStorage
$1.03 +8.9%1m$861.6Mcap
Filecoin
Turnaround, unproven
ProjectToken performanceTokenomics
  • Vesting ended 15 Oct: gross FIL issuance down ~75%
  • Solstice ties block rewards to paid storage volume
  • Large live network: ~1.1 EiB of data in deals
  • Paid usage tiny: Filecoin Pay ~$59k a year
  • −82% from Nov 2025 spike; −99.6% from 2021 ATH
  • Burn ~1.6M FIL a year vs ~22M in block rewards
  • 16 OctFil One and agent tools
  • 19 OctSolstice (nv29) activates
  • Q1 27First Solstice ramp check
FLRLayer 1
$0.006562 −4.0%1m$574.0Mcap
Flare
XRP niche, weak token
ProjectToken performanceTokenomics
  • ~158M XRP bridged as FXRP into Flare DeFi
  • Inflation cut to 3%; FIRE buys back and burns FLR
  • FlareDrop unlocks ended 30 Jan 2026
  • −63% in a year, −96% from the launch-week ATH
  • Only ~$2.5M daily volume, 0.4% of market cap
  • Up to 3B FLR minted a year vs ~0.3B burned
  • 14 MayFAssets v1.3 live
  • 19 AugYear low at $0.0059
  • SoonMEV capture and TEE fees
GRAMLayer 1
$1.35 −2.8%1m$3.82Bcap
Gram (ex-Toncoin)
Telegram bet, thin usage
ProjectToken performanceTokenomics
  • Telegram now runs TON and its largest validator
  • Self-custodial Gram Wallet rolling out in Telegram
  • Sub-second blocks and ~$0.0005 fees since 2026
  • −40% in a year, −84% from the June 2024 ATH
  • Fees ~$69k a month, far below issuance
  • ~1.08B frozen GRAM eligible to move Feb 2027
  • 21 JulGram Wallet announced
  •  9 OctWallet opens to more users
  • SoonMTONGA steps 5–7
GRASSAI
$0.7201 +94.5%1m$503.7Mcap
Grass
Revenue-backed, volatile
ProjectToken performanceTokenomics
  • Paying AI customers: ~$33M annual run rate
  • +67% in a year while BTC fell −22%
  • Multicoin invested in Sep 2026; new data APIs
  • Revenue is self-reported and unaudited
  • Customers pay in USD; token gets small buybacks
  • ~30% still locked plus a ~170M airdrop due
  •  8 OctContents API goes live
  • 12 Oct12-month high at $0.84
  • SoonSearch API launch
GRTAI
$0.0249 +6.5%1m$272.9Mcap
The Graph
Useful tech, weak token
ProjectToken performanceTokenomics
  • Standard indexing layer, 1.27T+ queries served
  • Horizon live: one stake for many data services
  • Most tokens already unlocked; no big VC cliffs
  • −61% in a year, −99% from the 2021 ATH
  • Fees ~$0.5M a year vs ~$8M of new GRT
  • Cheaper hosted indexers compete for developers
  • 31 AugInnovation Allocation starts
  • 28 SepRebound to $0.0358
  • SoonPermissionless Substreams
HBARLayer 1
$0.0843 −2.4%1m$3.71Bcap
Hedera
Big names, small usage
ProjectToken performanceTokenomics
  • Council of Google, IBM, Dell, Boeing, Accenture
  • Spot ETF holds ~786M HBAR (~$82M)
  • Open-source as Hiero; Block Streams due Nov 2026
  • Fees only ~$1,354 a day, nothing burned
  • −52% in a year; IBM spike faded within weeks
  • ~6B HBAR in treasury; release forecasts opaque
  • 23 SepIDTrust on IBM Cloud
  • 29 SepSpike to $0.122
  • SoonStock tokens via HashPack
HYPEDeFi
$81.01 −12.6%1m$18.0Bcap
Hyperliquid
Dominant, richly valued
ProjectToken performanceTokenomics
  • ~$690M a year in revenue, nearly all buys HYPE
  • 57% of on-chain perp open interest
  • +114% in a year; −17% from the ATH
  • Only ~22% of max supply circulates; FDV $77B
  • Team can claim far more than it has sold
  • Barred in the US; small validator set
  •  6 Oct3.75M team HYPE sold OTC
  • 15 OctYan on US rules
  •  6 NovNext team distribution
ICPLayer 1
$2.65 −14.5%1m$1.48Bcap
Internet Computer
Speculative turnaround
ProjectToken performanceTokenomics
  • Cloud Engines: 20% of revenue to ICP buy-and-burn
  • Mission 70 cuts inflation from 9.7% toward ~2.9%
  • Unusual tech: full apps on-chain, Caffeine AI builder
  • Burn covered only ~3.5% of new ICP over 12 months
  • 86% below the 2024 cycle high; every rally has faded
  • Thin trading: ~2.5% of market cap a day
  •  6 OctRally to $3.59 on Cloud Engines news
  •  9 Oct20% revenue burn plan
  • SoonCloud Engine coupons
INJLayer 1
$8.54 +9.3%1m$852.2Mcap
Injective
ETF-driven recovery
ProjectToken performanceTokenomics
  • +103% YTD; flat over 12 months while BTC fell −22%
  • CFTC futures and two US spot ETF filings pending
  • Fully unlocked supply; burns plus monthly buybacks
  • Revenue ~$0.33M/month vs an $852M valuation
  • Burn offsets only ~1/8 of staking issuance
  • Aug 2026 exploit and ~4-hour block halt
  • 24 SepMeridian upgrade
  • 16 OctETF window opens, +23%
  • SoonFirst US spot INJ ETF
JTODeFi
$0.4865 −4.8%1m$260.2Mcap
Jito
Core infra, weak capture
ProjectToken performanceTokenomics
  • Runs the MEV stack used by most Solana validators
  • BAM on ~34% of Solana stake by Sep 2026
  • JTX fees fund JTO buyback and burn since July
  • −55% in a year, −92% from the ATH
  • Protocol revenue down 45% in Q2 to $1.28M
  • ~11.3M JTO/month insider unlocks until ~Nov
  • 21 JulJTX opens to all users
  •  9 SepBAM at 34% of stake
  • ~NovLast insider unlock
JUPDeFi
$0.3358 +13.7%1m$1.11Bcap
Jupiter
Leader in recovery
ProjectToken performanceTokenomics
  • Default swap router on Solana, ~95% aggregator share
  • Jupiter Lend is now Solana's largest lender ($1.41B)
  • Net-zero emissions; 50% of revenue buys back JUP
  • −83% from the $2.00 launch-day ATH
  • Fees down from 2025; depends on Solana trading
  • Only 48% of total supply circulates; FDV 2.1×
  •  6 OctJupiter Lend passes Kamino
  • 19 OctBuyback wallet at 176M JUP
  • SoonJupNet perps network
KASLayer 1
$0.0390 −8.7%1m$1.08Bcap
Kaspa
Strong tech, thin usage
ProjectToken performanceTokenomics
  • Fair launch: no premine, VCs or unlocks
  • 96.7% of supply mined; emission halves yearly
  • Toccata added covenants and ZK opcodes on L1
  • −61% from 12-month high, −81% from ATH
  • Fees near zero; L2 DeFi TVL only ~$1M
  • Thin liquidity: $12.7M daily volume
  • 14 AugYear low at $0.0253
  • 27 SepRebound to $0.048
  • ~NovMonthly reward cut
LDODeFi
$0.4127 −4.5%1m$342.4Mcap
Lido DAO
Leader, weak token
ProjectToken performanceTokenomics
  • Largest liquid staker, ~9.1M ETH
  • Real revenue, ~$40M a year
  • Buybacks live; fixed supply, no emissions
  • −54% in a year, −94% from 2021 ATH
  • Staking share fell from ~24% to ~21% in H1
  • Governance-only token, no fee share
  • 27 JulCurated Module v2 launched
  • 14 AugNEST auto-buybacks live
  • SoonUS stETH ETF decision
LINKOracle
$12.32 −1.0%1m$9.45Bcap
Chainlink
Leader, heavy dilution
ProjectToken performanceTokenomics
  • Dominant oracle; CCIP 2.0 live since 28 Sep
  • Revenue-funded Reserve holds ~6.29M LINK
  • US spot ETFs and a full 45M LINK staking pool
  • −34% in a year, −77% below the 2021 ATH
  • ~70M LINK released in 12 months vs ~5.9M bought
  • Enterprise revenue to LINK is hard to measure
  •  9 Oct14.1M LINK sent to Binance
  • 15 OctLido on CCIP; Reserve 6.29M
  • Q4 26Confidential Compute GA
LITExchange
$3.91 −18.2%1m$976.5Mcap
Lighter
Growing, cliff ahead
ProjectToken performanceTokenomics
  • Fee-funded buybacks now burn LIT (15.6M so far)
  • In Robinhood Wallet; 17% of volume via Robinhood
  • +56% in 2026 while BTC and ETH fell
  • 500M insider LIT start vesting from late Dec 2026
  • Fees well below the late-2025 peak
  • Hyperliquid still holds ~68% of perp DEX volume
  • 24 SepYear high at $5.32
  • 21 OctCFTC plan on Q3 call
  • Nov 26CFTC licence application
MNTLayer 2
$0.5601 −11.0%1m$1.85Bcap
Mantle
Bybit-tied, sliding
ProjectToken performanceTokenomics
  • Tokenized assets up to ~$476M, 1,473 assets
  • Aave V3 live; $1B market size in 19 days
  • Strong backing and listings from Bybit
  • −66% in a year, −80% from the Oct 2025 ATH
  • Treasury holds ~47% of supply; no burn or buyback
  • Gas fees ~$0.2M a year, far below valuation
  • 25 SepTokenized assets at $476M
  •  1 OctRebound tops at $0.70
  • TBDBurn or buyback decision
MONLayer 1
$0.0226 −10.9%1m$267.7Mcap
Monad
Growing, unlock overhang
ProjectToken performanceTokenomics
  • DeFi TVL above $1B within a year of launch
  • Stablecoins $767M+; Aave, Euler, Ethena live
  • Ethereum apps run unchanged, but much faster
  • Below the $0.025 sale price, −54% from ATH
  • ~16.6B MON cliff unlock on 24 Nov 2026
  • Chain fees tiny vs issuance and $2.3B FDV
  • 31 AugDeFi TVL tops $1B
  •  6 OctOpen Summit, Singapore
  • 24 NovFirst cliff unlock
MORPHODeFi
$2.39 −11.4%1m$1.68Bcap
Morpho
Strong, fee switch off
ProjectToken performanceTokenomics
  • +29% in a year while BTC −22% and ETH −35%
  • ~$11B TVL; powers ~$1.6B of Coinbase BTC loans
  • Backed by Apollo, Paradigm, a16z and Ribbit
  • Fee switch off: $0 of fees reach MORPHO holders
  • ~30% of supply still to unlock, ~9M MORPHO a month
  • Curator risk: Stream Finance loss in Nov 2025
  • 16 SepCredit layer for Circle's Arc
  • 19 OctCoinbase loans at ~$1.6B
  • Q4 26Vote: vaults into Midnight
NEARLayer 1
$4.93 +17.6%1m$6.46Bcap
NEAR Protocol
Real traction, stretched rally
ProjectToken performanceTokenomics
  • Intents did $10.4B in Q3; fees fund NEAR buybacks
  • First US spot NEAR ETF: ~$88.5M in three weeks
  • Inflation halved to 2.5%; 1.6% cut in governance
  • Issuance still runs ~5x the Intents buybacks
  • Swap users never need to hold NEAR
  • Rally leans on ETF flows and the AI narrative
  • 29 SepFirst US spot NEAR ETF
  •  1 Oct$3.8M Intents exploit
  • Soon1.6% issuance cut decision
NIGHTPrivacy
$0.0422 +74.1%1m$701.0Mcap
Midnight
Early privacy bet
ProjectToken performanceTokenomics
  • Backed by Input Output and Charles Hoskinson
  • Mainnet live; open smart contracts since Oct 2026
  • Fixed 24B supply, broad airdrop distribution
  • −55% since launch, −85% peak-to-trough drawdown
  • Federated validators; usage not yet measurable
  • No burn; fees paid in DUST, not NIGHT
  • 19 AugYear low at $0.017
  •  2 OctPermissionless contracts live
  • ~DecFinal thaw tranche
ONDORWA
$0.4529 +4.4%1m$2.21Bcap
Ondo Finance
Strong firm, weak token
ProjectToken performanceTokenomics
  • TVL passed $4B; USDY ~$2.15B
  • SEC probe closed in Dec 2025 without charges
  • Tokenized stocks top $1.3B across 450+ names
  • Fees go to Ondo Inc.; ONDO holders get nothing
  • ~1.7B ONDO cliff unlock due 18 Jan 2027
  • Founder died; control fight in Delaware court
  •  6 OctOndo Private Markets launch
  • 15 OctTVL passes $4B
  • SoonFee-switch decision
OPLayer 2
$0.1324 +6.9%1m$304.5Mcap
Optimism
Strong stack, weak token
ProjectToken performanceTokenomics
  • OP Stack still the default kit for many Ethereum L2s
  • Unichain moves to OP Enterprise; ether.fi on OP
  • Revenue-funded OP buyback pilot is live
  • −69% in a year, −97% from the 2024 ATH
  • Base, >90% of Superchain revenue, is leaving
  • Buybacks down 87%; ~216M OP unlocks by Apr 2027
  • 16 SepUpgrade 20 approved
  • 14 OctUnichain moves to OP Enterprise
  • 29 OctUnichain mainnet migration
PENDLEDeFi
$2.18 −14.4%1m$379.7Mcap
Pendle
Strong token, thin TVL
ProjectToken performanceTokenomics
  • Emissions down ~92% in 2026; inflation ~0.2%/yr
  • Buybacks run ~10x new supply, 80% of revenue
  • Category leader in on-chain fixed yield
  • TVL ~$1.25B vs ~$13.4B peak in 2025
  • −30% in a year, −71% from the $7.50 ATH
  • Revenue down sharply from 2025 levels
  •  4 AugFloat at all-time low
  • 18 SepEmissions −92% this year
  • ~NovInstitutional pilot
PEPEMeme
$0.000004560 +14.0%1m$1.92Bcap
Pepe
Liquid pure speculation
ProjectToken performanceTokenomics
  • Fixed 420.69T supply: no emissions or unlocks
  • Deep CEX liquidity, $508.9M a day, 70 venues
  • +96% from the July low, +13.1% YTD
  • No product, revenue, burn or roadmap
  • −36% in a year, −84% from the Dec 2024 ATH
  • 2023 multisig incident; holder data unverified
  • 23 SepSeptember high, $0.000004977
  • 20 Oct+9.6% day, $0.00000456
  • OpenNo scheduled events
PILayer 1
$0.0799 −10.2%1m$901.2Mcap
Pi Network
Oversupplied, unproven
ProjectToken performanceTokenomics
  • 18.1M KYC-verified users (self-reported)
  • Protocol 28 upgrade live on mainnet (17 Oct)
  • Listed on Kraken since Mar 2026, plus OKX, Bitget
  • −97% from the $2.99 launch-week ATH
  • Core Team-linked wallets hold most of 100B supply
  • ~100M+ PI unlocks a month vs $3.5M daily volume
  • 14 JulRecord low below $0.08
  • 17 OctProtocol 28 on mainnet
  • 17 NovFirst Pi Ecosystem Summit
POLLayer 2
$0.0961 −13.5%1m$1.02Bcap
Polygon
Pivot under pressure
ProjectToken performanceTokenomics
  • Coinme deal adds 37 US money transmitter licenses
  • 2026 fee revenue ~$24.5M, above emissions value
  • 100M POL burn plus quarterly fee burns
  • −50% in a year, −92.5% below CoinGecko ATH
  • Polymarket, the biggest app, plans its own chain
  • No max supply; ~2% (200M POL) new a year
  • 28 SepPolymarket plans to leave
  • 14 OctCoinme acquisition closes
  • SoonPolymarket migration
PYTHOracle
$0.0799 +25.0%1m$629.0Mcap
Pyth Network
Pivot with real revenue
ProjectToken performanceTokenomics
  • $11.5M recurring revenue, +86% q/q
  • Tradeweb, Fenics and Nasdaq Basic data on board
  • Fixed 10B supply; 100% of DAO revenue to buybacks
  • −93% from the $1.20 ATH; −28% in a year
  • 2.13B unlocked May 2026; 2.13B more in May 2027
  • 5-hour outage in May 2026; DeFi feeds now paid
  • 22 SepNasdaq Basic distributor
  • 16 Oct100% revenue buyback passes
  • ~NovFirst full V2 buyback month
RENDERAI
$1.93 +7.6%1m$1.00Bcap
Render Network
Real product, weak token
ProjectToken performanceTokenomics
  • Live GPU marketplace with paying 3D artists
  • Salad subnet adds ~60k GPUs for AI jobs (RNP-023)
  • +50% year to date, from $1.29 to $1.93
  • Burns cover only ~10–13% of monthly emissions
  • Monthly burn down ~60% year on year (mid-2026)
  • −86% from the $13.53 ATH of March 2024
  • 13 Aug2026 low at $1.25
  • 30 SepSeptember rally +34%
  • Dec 26Year 3 emissions period ends
RUNEDeFi
$0.6858 +9.7%1m$225.5Mcap
THORChain
Resilient but fragile
ProjectToken performanceTokenomics
  • Native BTC, ETH, XMR, ZEC swaps without wrapping
  • No block rewards; ~65M RUNE burned from Reserve
  • Beat BTC and ETH over 12 months (−19%)
  • $10.7M exploit and 5-week halt in May–Jun 2026
  • Fees small: ~$635K in the last 30 days
  • −66% in 12 months peak to trough; −97% from ATH
  • 25 Augv3.20: Monero and Zcash
  • 27 SepBitget-hack flows spike fees
  • ~Octv3.21: Rujira restart
SEILayer 1
$0.0633 +7.4%1m$425.9Mcap
Sei
Struggling, ETF hopes
ProjectToken performanceTokenomics
  • Giga upgrade live in part (Ares, Eidos, Aug 2026)
  • Two US SEI ETF filings, incl. a staked one
  • Native USDC; stablecoins hit ~$330M in May
  • −67% in a year, −94% from the March 2024 ATH
  • TVL down sharply from its mid-2025 peak
  • ~33% of supply still to unlock
  • 19 AugYear low at $0.0386
  • 28 SepETF-hope rally to $0.079
  • SoonUS decision on staked SEI ETF
SKYDeFi
$0.0763 +5.6%1m$1.79Bcap
Sky (formerly MakerDAO)
Cash-flowing, rerating
ProjectToken performanceTokenomics
  • ~$40M net revenue per quarter, >$100M gross
  • +31% in a year vs BTC −22% and ETH −35%
  • Rewards and buybacks now paid from surplus
  • Thin surplus buffer; S&P rates Sky B-
  • Only ~$9M daily volume, 0.5% of market cap
  • USDS ~$10B vs a $20.6B target for 2026
  •  5 OctNew all-time high ~$0.10
  • 12 OctstUSDS keeper executed
  • ~NovOctober settlement vote
SOLLayer 1
$106.88 −2.7%1m$63.0Bcap
Solana
Strong network, weak token
ProjectToken performanceTokenomics
  • Alpenglow: ~150 ms finality target, live 21 Oct
  • Record ~$17.3B stablecoins, 14M holders
  • Inflation cut passed; US ETFs hold ~$1.6B
  • −44% in a year, −64% from the Jan 2025 ATH
  • New SOL issued ~8× network fee revenue (12 mo)
  • ETF flows turned negative in October
  • 25 SepStablecoins hit ~$17.3B
  • 15 OctQ3 REV +48% to $75.7M
  • 21 OctAlpenglow activates
STRKLayer 2
$0.0629 +42.9%1m$476.9Mcap
Starknet
Speculative pivot
ProjectToken performanceTokenomics
  • Strong ZK tech: S-two prover, decentralised sequencer
  • Privacy layer and BTC staking live in 2026
  • ~23% of STRK staked; active governance polls
  • −91% from Nov 2025 peak; −98.6% from ATH
  • ~127M STRK unlocks a month until Mar 2027
  • Fees only ~$1M a year; two outages in 4 months
  • 19 AugLow at $0.0225
  •  8 OctL1 move floated
  • 22 OctL1 research poll closes
STXLayer 2
$0.3768 +13.3%1m$707.1Mcap
Stacks
Speculative turnaround
ProjectToken performanceTokenomics
  • PoX-5 live; Bitcoin staking has ~735 BTC bonded
  • Stakers earn BTC, not newly minted STX
  • Up +53% this year, beat BTC and ETH over 12 months
  • −90% from the $3.86 ATH (Apr 2024)
  • Emissions raised twice; chain fees only ~$2M a year
  • Thin liquidity: $25M a day, rank #93
  • 10 OctBond 2 lifts total to 735 BTC
  • 15 OctMuneeb Ali becomes Labs CEO
  • ~NovBond 3, monthly bonding starts
SUILayer 1
$1.03 +16.7%1m$4.25Bcap
Sui
Strong tech, weak economics
ProjectToken performanceTokenomics
  • Three US spot ETFs, with staking, since Feb 2026
  • Very high throughput; Samsung and Hashi launching
  • Daily buybacks funded by stablecoin yield
  • −60% in a year, −81% from the Jan 2025 ATH
  • Only 41% circulating; ~46M SUI unlocks a month
  • Fees ~$3M a year; TVL down to ~$490M
  •  7 OctBasecamp: Samsung, Hashi
  • 16 OctKevin Boon named Mysten CEO
  • ~OctHashi mainnet rollout
SYRUPDeFi
$0.2050 −10.8%1m$239.3Mcap
Maple Finance
Growing, token lagging
ProjectToken performanceTokenomics
  • AUM ~$4.6B and record $1.9B loans (Jun 2026)
  • Real revenue: ~$1.57M in Sep, ~$18M a year
  • Rules-based buybacks, 20% of revenue in Sep
  • −42% in a year, −69% from the June 2025 ATH
  • Buybacks ~$3.8M a year vs ~$240M market cap
  • Cyclical credit book; losses in 2022
  • 14 AugMIP-021 buybacks start
  •  9 Oct$314K buyback at $0.229
  • Jan 27MIP-021 term ends, renewal
TAOAI
$274.65 +5.2%1m$3.11Bcap
Bittensor
Subsidy-heavy, improving
ProjectToken performanceTokenomics
  • Halving cut issuance to 3,600 TAO a day
  • 24 subnets earn ~$28–35M/yr of real revenue
  • Largest decentralised-AI network, 128 subnets
  • ~$406M emitted vs ~$30M revenue in 12 months
  • Governance still centralised; Covenant AI quit
  • −35% in a year, −64% below the 2024 ATH
  • 28 SepGamma tokens proposed
  • 16 OctNull Consensus announced
  • SoonNull Consensus rollout
TIALayer 1
$0.6252 +44.8%1m$615.1Mcap
Celestia
Tech ahead of demand
ProjectToken performanceTokenomics
  • Fibre live on mainnet since 20 Oct 2026
  • Inflation cut to ~2.5%, falling toward 1.5%
  • Eden launch and blob-economy plan lift TIA +45% in 30d
  • −97% from the $20.85 ATH; −38% in a year
  • Fees ~6.5k TIA/month vs ~12M TIA new supply
  • Unlocks run to Oct 2027; one rollup dominates usage
  • 16 OctEden EVM chain launches
  • 20 OctFibre live on mainnet
  • Nov 26Unlocks step down
TRXLayer 1
$0.3310 −3.4%1m$31.4Bcap
TRON
Profitable, concentrated
ProjectToken performanceTokenomics
  • Largest USDT chain: ~$93B, about half of all USDT
  • Hundreds of millions in fees per quarter
  • +3% in a year while BTC fell 25%
  • ~63% of supply linked to Justin Sun (Bloomberg)
  • Issuance now beats burn after the 2025 fee cut
  • Relies on Tether and faces zero-fee rivals
  •  9 SepFirst US staked TRX ETF
  • 15 OctUSDT on TRON at ~$93.2B
  • ~NovTron Inc. Q3 results
UNIDeFi
$7.44 −15.1%1m$4.65Bcap
Uniswap
Value accrual, unproven
ProjectToken performanceTokenomics
  • Fee switch live; ~113M UNI burned since Dec 2025
  • Largest DEX: $87.5B volume in 30 days
  • +17% in a year while BTC and ETH fell
  • Burns swing with volume; post-July pace ~$119M/yr
  • 20M UNI a year growth budget offsets burns
  • −27% from the Sep high; sold off into CME futures
  • 22 SepCME announces UNI futures
  • 19 OctCME UNI futures trade
  • 29 OctUnichain to OP Enterprise
VIRTUALAI
$0.6975 −0.8%1m$459.2Mcap
Virtuals Protocol
Speculative AI platform
ProjectToken performanceTokenomics
  • Leading AI-agent launchpad, live on 5+ chains
  • Beat BTC and ETH over 12 months (−11%)
  • Emissions so far tiny: ~1M VIRTUAL in 16 months
  • −86% from ATH; −71% peak-to-low in 12 months
  • ACP payments settle in USDC, not VIRTUAL
  • Revenue tracks agent-token speculation cycles
  •  1 JulAgents on Robinhood Chain
  •  5 OctiOS Virtuals App beta
  • SoonApp and dispute layer
VVVAI
$27.24 −14.7%1m$1.32Bcap
Venice Token
Hot, priced for growth
ProjectToken performanceTokenomics
  • Real business: $100M+ revenue run rate, profitable
  • Emissions cut from 14M to 2M VVV a year
  • +1,739% in a year while BTC and ETH fell
  • Revenue goes to the company; burns are small
  • Venice holds ~37% of supply
  • Heavy leverage: ~22% of cap in open perps
  •  1 OctEmissions cut to 2M a year
  • 20 Oct21Shares VVV ETP lists
  • SoonRenewal burns decision
WLDAI
$0.5704 +31.3%1m$2.18Bcap
World (Worldcoin)
Real product, weak token
ProjectToken performanceTokenomics
  • ~18M Orb-verified humans; World ID for banks live
  • World Money live in 150+ countries
  • Daily unlocks cut 43%; spot ETF filed
  • −95% from the $11.74 ATH, −36% in a year
  • Only ~38% circulating, ~87M WLD unlock monthly
  • Products mostly work without holding WLD
  • 17 SepWorld Money launches
  • 18 OctWorld ID for banks
  • SoonGWLD ETF decision
XPLLayer 1
$0.0838 −15.2%1m$379.9Mcap
Plasma
Unproven, unlock-heavy
ProjectToken performanceTokenomics
  • ~$1.4B stablecoins, largest of the payment chains
  • Gas-free USD₮ transfers; Tether and Bitfinex ties
  • Plasma One Visa card live since Jun 2026
  • −79% in a year, −95% from the $1.68 launch ATH
  • ~228M XPL unlocks every month from Sep 2026
  • Chain fees only hundreds of dollars a day
  • 16 SepCircle's Arc goes live
  • 25 SepInsider cliff unlocks
  • 25 OctMonthly unlock ~228M XPL
XRPPayments
$1.33 −5.4%1m$83.8Bcap
XRP Ledger
Established, under pressure
ProjectToken performanceTokenomics
  • SEC case closed; five US spot ETFs hold ~1.19B XRP
  • Banks adopting RLUSD on the XRP Ledger
  • Deep liquidity, top-5 asset
  • −47% in a year, −64% from the July 2025 ATH
  • Institutional flows often use RLUSD, not XRP
  • Ripple holds ~36% of supply; ETF inflows stalled
  • 14 OctRLUSD bank deals
  • 16 OctETF inflows stop
  •  1 NovNext escrow window
ZAMAPrivacy
$0.0833 −14.0%1m$212.2Mcap
Zama
Promising, unlock-heavy
ProjectToken performanceTokenomics
  • Up ~142% since Feb listing while BTC fell 22%
  • Live on Ethereum: Morpho vaults, cUSDT, private swaps
  • FHE leader: $150M+ raised, unicorn valuation
  • Only ~22% of supply circulating; FDV $943M
  • Larger team and investor unlocks from Feb 2027
  • Fee burn not published; ~5% yearly staking mint
  • 23 SepPeak at $0.10
  • 24 SepZAMA token on Solana
  •  2 NovMonthly unlock ~115M ZAMA
ZECPrivacy
$1,260 −16.8%1m$21.4Bcap
Zcash
Privacy leader, volatile
ProjectToken performanceTokenomics
  • +369% in a year; top-10 asset again
  • ~29% of supply shielded, record shielded activity
  • First US spot ETF (ZCSH), Winklevoss filing next
  • −72% drawdown Nov 2025 to Mar 2026
  • Orchard bug in Jun 2026; dev fund fights
  • Fees are a rounding error next to issuance
  • 27 SepNine-year high at $1,653
  •  6 OctWinklevoss files ZEC ETF
  • 23 OctTHORChain restores ZEC
ZROLayer 0
$2.04 +72.1%1m$814.0Mcap
LayerZero
Catalyst-driven rebound
ProjectToken performanceTokenomics
  • Leading cross-chain rail; USDT0 runs on LayerZero
  • Zero mainnet set for 30 Nov with Citadel, ARK
  • +185% from the Aug low; +22% vs BTC −22% in a year
  • Fee switch failed four votes; no protocol fee
  • ~23–26M ZRO unlocks monthly into 2027
  • ~183M re-locked ZRO tied to Zero mainnet
  •  7 OctAutumn rally to $2.25
  • 20 OctZero mainnet date set
  • 30 NovZero and lzATLAS go live