MATIC received particular attention this month thanks to the highly anticipated launch of its zkEVM mainnet and several announcements from NFT projects leaving SOL’s ecosystem for MATIC’s. While BTC had its best start into a year since 2013, reclaiming the $23,000 level on Monday 30 January, SOL recovered as it appears to have been oversold in December.
MOON and VTRXBC closed January 2023 as our best-performing indexes, which underlines the good shape of Layer 1s during the start of the year. Our newborn, STAKE, experienced the same trend while focusing on the largest Layer 1s with staking as consensus mechanism. First of its kind, STAKE notably redistributes staking rewards to its investors, which over time should boost the returns.
Here is a quick description of each index in the table, with links to the relevant methodology.
- VNMC10: Vinter Top 10 market cap weighted.
- VNEQ10: Vinter Top 10 equal weighted.
- HODLX: Top 10 market cap weighted.
- HODL: Top 5 equal weighted.
- ALTS: Top 10 excl. the largest two assets, market cap weighted.
- LAYER1: The largest layer 1 crypto assets, market cap weighted.
- DEFI: 50% DeFi dApps and 50% DeFi blockchains, then market cap weighted within each set.
- MOON: Top 10 layer 1 assets weighted by Github, Social and market data.
- BOLD: Bitcoin and gold, equal risk weighted.
- VDAB10: Top 10 capped market cap weighted.
- VTRXBC: Top 10 smart contract platforms, market cap weighted.
- PANDO6: Top 6 weighted by the square root of market cap.
- DDV30: Top 30 market cap weighted.
- VHASHMOM: Top 12 by market cap weighted by their momentum score times their risk parity score.
- STAKE: Top 10 of the largest staking protocols by current market capitalization including staking rewards.
The reference rates (“Ref rate”) are calculated using Vinter’s single-asset reference rate methodology.
