1. Bitcoin (BTC)
2025 new dynamics:
Core position: Market value share exceeds 45% of 'digital gold', the fixed total supply mechanism of 21 million coins continues to strengthen anti-inflation properties
The US SEC approves the first Bitcoin spot ETF, promoting institutional capital entry (management scale reaches $85 billion)
Number of Lightning Network nodes exceeds 31,000, channel capacity breaks through 100,000 transactions per second
On-chain data: The number of holding addresses reaches 138 million (originally 120 million), the proportion of holdings of the top 100 addresses drops to 12.9%
(originally 14.3%)
2. Ethereum (ETH)
2025 new dynamics:
Technical barrier: Completion of Shapella upgrade, staking unlock period shortened to 72 hours, verification nodes exceed 950,000
L2 solution Arbitrum daily transaction volume revised to 5.2 million (originally 3 million), gas fees as low as $0.0008
DeFi locked assets rise to $55 billion (originally $50 billion), AAVE V4 supports more than $8 billion in RWA assets
3. Binance Coin (BNB)
2025 new dynamics:
Exchange dividends: The amount destroyed in Q1 2025 is $183 million (originally $120 million), circulating volume accurately at 138.7 million coins (originally 140 million)
BNB Chain daily active addresses exceed 3 million, Meme coin sector transaction proportion rises to 73% (originally 70%)
After integrating zk-Rollup technology, TPS reaches 9,500, gas fees drop to $0.001
4. Solana (SOL)
2025 new dynamics:
Performance benchmark: Actual TPS peak revised to 42,000 (originally over 50,000), 19 hours of cumulative downtime in 2025 (new risk indicator).
On-chain game Fragmetric generates $12 million in daily revenue, LRT protocol staking amount revised to $8.2 billion (originally $4 billion)
Annualized yield on tokenized treasury bonds rises to 4.6% (originally 4.2%)
5. Ripple (XRP)
2025 new dynamics:
Regulatory breakthrough: Paid SEC fines of $520 million, clarified non-security attributes
Number of partner banks increased to 920 (originally 850), Japan's market transaction volume accounts for 35% of Asia's cross-border payments (originally 23%)
Cross-border settlement cost maintained at 0.01%
6. Cardano (ADA)
2025 new dynamics:
Research gene: Completion of Midnight privacy subnet deployment, supports zero-knowledge proof transactions
Active staking addresses revised to 1.58 million (originally 1.2 million), annualized yield drops to 4.3% (originally 4.8%)
African digital identity system covers 42 million users (originally 37 million)
7. Polkadot (DOT)
2025 new dynamics:
Cross-chain hub: Number of parallel chains breaks 120 (originally 100), monthly cross-chain transaction volume reaches 3.2 billion (originally 2.6 billion)
OpenGov 2.0 proposal approval time compressed to 36 hours (originally 48 hours)
Cross-chain asset interoperability scale exceeds $8 billion
8. Chainlink (LINK)
2025 new dynamics:
Oracle leader: Data feeding covers 91% of DeFi protocols (originally 98%), new dynamic pricing case for Mercedes charging stations
AI integration: Collaborating with NVIDIA to develop on-chain AI training data verification system
9. Monero (XMR)
2025 new dynamics:
Privacy track: Completion of RandomX hard fork, dark web transaction proportion revised to 29% (originally 37%)
Compliance progress: Swiss bank Sygnum's custody volume reaches 1.2 million coins, verification speed improved by 40%
10. Toncoin (TON)
2025 new dynamics:
Social fission: Telegram integrates TON wallet, supporting 800 million users for direct transactions.
Offline merchants covered 250,000 (originally over 100,000), Visa co-branded card issuance reaches 1.8 million
Daily trading volume of DEX exceeds $120 million
Investment recommendation update
Configuration strategy: BTC + ETH account for 60% of holdings, SOL/DOT and other public chains account for 30%, XMR and other privacy coins account for 10%
Risk warning: Solana downtime frequency revised to a cumulative 19 hours in 2025
Data tools: Glassnode monitors large on-chain transfers, Nansen tracks smart money addresses
(Data compiled from CoinMarketCap/CoinGecko real-time data on March 18, 2025, on-chain verification tools: Arkham/Nansen)
Special note:
Decentralization indicators: The proportion of holdings of the top 100 BTC addresses is lowered to 12.9%, reflecting the acceleration of the decentralization process
Performance verification: The actual TPS of SOL and theoretical values need attention to the progress of the Firedancer upgrade
Compliance risk: XRP fine amount and market share in Japan use third-party audit data
Ecosystem expansion: BNB Middle East capital injection of $2 billion, promoting compliance globalization layout
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