With the launch of $ZK , it is announced that the Ethereum system is sunset❓A glance at the top 200 market patterns in the current market🔻

Note: The Ethereum system here only refers to the direct L2+ ecosystem, and does not count the full chain, side chain, USDT and projects with blurred boundaries.

Data display👇🏻

1. In the statistics of the top 200 projects, the Ethernet system still occupies about 20% of the market share in terms of market value and quantity.

2. Market value $ETH , accounting for 17.8%, accounting for 39/200 share in quantity;

3. In terms of ecology, the MEME sector occupies the leading role in the ecology, followed by the old FI attribute ecology, such as oracles, DEX and stable currency markets;

4. The overall performance of ETH L2 is on a downward trend. With the launch of new projects, the overall market share has not increased significantly. This also shows that the friendliness of the L2 sector towards market return on investment is further declining;

But even so, no ecological lineage can have the market share of ETH, whether in terms of market value or quantity~

5. When making statistics on the top 200 projects by market capitalization, it was found that there are two emerging L1s that may bring potential Alpha opportunities. One of them is on the RWA track and has been launched on Binance. The other one is Depin. Track, not listed on Binance;

6. The difference in market value between the above two projects is not large. We cannot draw a conclusion for the time being. We will conduct a more detailed analysis of these two projects in the near future.