ETH 75.5. SOL 72.4. Both grade B on CryptoGrade.
Same grade. Different bets.
- SOL's up-to-7% staking yield minus 4.5% inflation nets 2.5%
- 0.86 correlation in 2026. Owning both isn't a hedge.
https://t.co/TRh6OEDWfi
Polkadot: B / Sound, 61.3, position 17, last scored Nov 4, 2026.
Usage 4.3, security 4, ecosystem 4 carry it. Relative valuation reads 1 of 5, the lowest here, so the letter is not a view that it is cheap.
Your coins, same six inputs: https://t.co/yjS5t9S5sK
What grade does our model give the coin you already own?
Four names a lot of people hold, read off our own record on November 6, 2026. One scale, six weighted inputs each, scored 0 to 5. Market cap is not one of them.
Avalanche: C / Speculative, 47.8, position 44. Same record, same day.
Nothing on its six inputs reads above 3 of 5. No single hole, no single strength either. On our scale that is what the middle of the table actually looks like.
@CryptoCoinShow@aave Our model, Nov 5: Aave A, 82, #3
An Innovation market is a risk-isolation design choice. Our record still has Aave strong on usage and moat, with fair token structure.
@PaulFrambot Our model, Oct 22: Morpho B, 72.4, #6
New lending AMM sits on Morpho. Our record still names missing cash-flow linkage as the limit on valuation support.
@lookonchain Our model, Nov 5: Uniswap B, 70.4, #8
Whale flow is the price record. Our fundamentals still read Uniswap as a leading DeFi venue with moderate value capture.
@Kaffchad On our fundamentals, two of the apps you name already sit beside the chains. Our model, Nov 5:
ETH A, 85.2, #2
AAVE A, 82, #3
SOL B, 72.4, #6
UNI B, 70.4, #8
Its view on Aave: strong on usage and moat, with fair token structure.
@zonxora That is the price record. On fundamentals, our model:
Bitcoin A, 88.6, #1 (Nov 3)
Ethereum A, 85.2, #2 (Nov 1)
Solana B, 72.4, #6 (Nov 1)
Hyperliquid F, excluded and unranked (Nov 2)
A big valuation and a strong fundamental record are separate questions.
@DamiDefi Our model, Nov 1: Aave A, 80.4, #3.
Our model, Oct 22: Morpho B, 72.4, #6.
The $0 protocol revenue you flag is the same limit our record names for Morpho: missing cash-flow linkage holds back its valuation support.
@BaseHubHB Our model on three of the Base names:
Aave A, 80.4, #3 (Nov 1)
Uniswap B, 70.4, #8 (Nov 3)
Aerodrome C, 52.8, #28 (Nov 3).
Same chain, three different fundamental records. Building on Base and capturing value from it are separate questions.
@KryptoHumphrey Our model on 4 of the 5:
Aave A, 80.4, #3 (Nov 1).
Solana B, 72.4, #6 (Nov 1).
Uniswap B, 70.4, #8 (Nov 3).
Hyperliquid F, excluded and unranked (Nov 2).
Agree on your last line. Revenue and usage are inputs, and a failed screen places an asset in F at any score.
@Mayacrypt Our model on 4 of your 5:
Aave A, 80.4, #3 (Nov 1)
Solana B, 72.4, #6 (Nov 1)
Uniswap B, 70.4, #8 (Nov 3)
Hyperliquid F, excluded and unranked (Nov 2).
Your highest-conviction pick is the one that fails our screen, so a strong fee business is one input, not the grade.
@abhinavsam4 On our fundamentals, all four land within 4 points of each other. Our model, Nov 4:
ADA C, 51.8, #31
POL C, 51.1, #32
SUI C, 49.4, #38
AVAX C, 47.8, #42
Its view on Polygon: usage constructive, tokenomics and market still mixed.
Timely: our model upgraded Litecoin a full grade today, and the input that moved was tokenomics. Our model, Nov 4:
LTC B / Sound, 60.1, #19 (Nov 3: C, 48.9, #36)
Its view: solid supply mechanics, weak usage and moat.