Crypto Tier List (Best Altcoins To Buy Now)
🎯 Summary
Crypto Tier List (Best Altcoins To Buy Now) - Podcast Summary
This 7-minute podcast episode provides a rapid-fire altcoin tier list, ranking major blockchain projects based primarily on recent application revenue (24-hour and 30-day figures from DeFi Llama), while factoring in short-term price action (30-day and 60-day returns) to gauge potential for future pumps or necessary corrections.
1. Focus Area
The primary focus is Cryptocurrency Investment Analysis, specifically ranking established and emerging Layer 1 blockchains (Solana, Ethereum, BNB Chain, Avalanche) and key Decentralized Finance (DeFi) protocols/ecosystems (Hyperliquid, Base ecosystem) based on on-chain revenue generation and recent price momentum.
2. Key Technical Insights
- Revenue as a Primary Metric: The ranking methodology heavily prioritizes verifiable application revenue ($250K/24hr minimum and $5M/30-day minimum) over simple market cap or hype, suggesting revenue strength underpins long-term value.
- Ecosystem Proxies: For Layer 2s or platforms without native tokens (like Base), the discussion points to key decentralized applications (DApps) like Aerodrome Finance as the necessary proxy for ecosystem exposure.
- Derivatives Platform Competition: The rise of decentralized perpetuals platforms is highlighted, with Hyperliquid leading volume, and EdgeX emerging as a significant, tokenless competitor showing massive growth in TVL and volume.
3. Market/Investment Angle
- Momentum vs. Value: The host balances strong revenue projects with recent price performance. Projects that have pumped significantly (e.g., 50% in 60 days like ETH) might be due for a correction or consolidation, while those that have lagged slightly (e.g., ETH down 2.2% in 30 days) might have more immediate upside potential.
- Wall Street Preference: Ethereum (ETH) is noted as having “unparalleled” institutional appetite, with major firms like BlackRock showing greater interest in ETH compared to other altcoins.
- High-Potential Airdrop/Token Event: EdgeX is heavily flagged as a high-conviction opportunity due to its strong volume/revenue metrics, high TVL growth (600% in 30 days), and the anticipation of a forthcoming token generation event (TGE).
4. Notable Companies/People
- Projects Ranked/Discussed: Solana (SOL), Ethereum (ETH), Hyperliquid (HYPE), BNB Chain (BNB), Arbitrum (ARB), Avalanche (AVAX).
- Emerging Platforms: EdgeX (highlighted as the “next Hype” derivatives platform) and Aerodrome Finance (the recommended proxy for the Base ecosystem).
- Sponsor/Mentioned Entities: Progressive Insurance (Sponsor), Toyota Camry (Sponsor).
- Host: DeZ (DZ4 Discover Crypto).
5. Regulatory/Policy Discussion
There was no explicit discussion of regulatory frameworks, government policy, or legal challenges within this short segment. The focus remained strictly on on-chain metrics and price action.
6. Future Implications
The conversation suggests a continued rotation of capital within the altcoin market, moving from established leaders that have recently peaked (potentially SOL) toward undervalued, high-growth areas. The emergence of strong, revenue-generating decentralized derivatives platforms like EdgeX signals a maturing DeFi infrastructure layer beyond simple spot trading and lending.
7. Target Audience
This content is most valuable for Active Cryptocurrency Traders and Investors who are looking for actionable insights on which established Layer 1s to hold, and which emerging protocols (especially in the derivatives space) to monitor for potential token launches or immediate investment opportunities.
Comprehensive Summary Narrative
The podcast episode centers on creating a dynamic altcoin tier list using a revenue-centric methodology, supplemented by recent price momentum analysis. The host, DeZ, establishes strict revenue thresholds ($250K/24hr, $5M/30-day) sourced from DeFi Llama to filter the top projects.
The ranking process involves assessing whether a coin’s recent price action (30/60 days) suggests it is overbought or due for a correction, thus influencing its placement. Solana is acknowledged as the revenue leader ($200M/30 days) but is placed in the “Good” tier due to its strong recent price performance (+21% in 30 days), suggesting less immediate upside. Ethereum (ETH), despite slowing momentum recently (-2.2% in 30 days), is placed slightly higher than SOL due to its perceived institutional appeal and the rotation of capital away from it in the short term, giving it room to run.
Hyperliquid (HYPE), despite being called a “legendary trade,” is downgraded from the top tier because its recent price surge (up 17% in a week) indicates it might be overheated. The discussion also highlights the Base ecosystem, recommending Aerodrome Finance as the key exposure vehicle in the absence of a native Base token.
The most significant actionable insight is the deep dive into EdgeX. The host strongly positions EdgeX, a tokenless derivatives platform currently ranking second only to Hyperliquid in volume, as the “next Hype.” Metrics cited include 600% TVL growth and robust daily volume, leading the host to suggest a token generation event is imminent and that EdgeX warrants immediate attention. Arbitrum (ARB) and
🏢 Companies Mentioned
💬 Key Insights
"I would not be sleepy on EdgeX. I'm just now starting to explore this ecosystem."
"TVL is up 600% over the last 30 days, and it looks like it's making pretty good revenue. And the fees are up 3x quarter over quarter. So, there's a lot of attention on this one."
"EdgeX, this is a very, very interesting project. This is the next Hype, I'm saying it. I'm actually going to start trading on this platform within the next, let's just say week or so."
"I think Wall Street's appetite for ETH is unparalleled when it comes to altcoins. And Wall Street firms like BlackRock are more interested in Ethereum versus some of these other altcoins."
"one of the other two is going to be potentially the next Hyperliquid. You're hearing it from DeZ first."
"EdgeX doesn't even have a coin, of course, so it's not even going to be on here. So, it might be a lot of opportunity."