CETUS vs GRASS
Cetus Protocol and Grass scored on the same 25 variables, ranked against the same 251 tokens, with every gap between them shown.
Scoring pass 18 Sept 2026. Market snapshot 7 Oct 2026.
What separates them
CETUS scores 147 of 250 and ranks 22nd of 251. GRASS scores 111 and ranks 91st. CETUS leads by 36 points, which is a wide enough margin that the framework is not ambivalent. CETUS takes 21 of the 25 variables, GRASS takes 1, and 3 are level.
The framework rates CETUS HOLD and GRASS WATCH. Two tokens close enough to compare do not have to land in the same band, and where they do not, the divergence table below is where the split comes from.
2 variables separate them by 3 points or more. CETUS is clear on Network Growth (8 against 5) and Market Share (8 against 5).
GRASS still has 30.1% of its eventual supply to enter circulation against 3.5% for CETUS. On the same market capitalisation, a buyer of GRASS is taking the 1.43x dilution path and a buyer of CETUS the 1.04x one.
GRASS is valued at $457.9M against $25.0M for CETUS, a 18.3x difference. The smaller of the two scores higher on fundamentals, which is the disagreement worth understanding before either position is taken.
All 25 variables, head to head
Both tokens were scored by the same framework in the same pass, so the numbers are directly comparable. What a comparison adds over two separate pages is the gap: a 6 against a 6 is a non-event, a 9 against a 3 is the reason to hold one and not the other.
Cash flow
| Protocol Revenue | 3 | 4 | GRASS +1 | |
| Revenue Trend | 7 | 5 | CETUS +2 | |
| P/S Multiple | 7 | 5 | CETUS +2 | |
| Real Staking Yield | 5 | 4 | CETUS +1 |
Supply
| Supply Inflation | 5 | 3 | CETUS +2 | |
| Vesting Schedule | 5 | 3 | CETUS +2 | |
| Circulating / FDV Ratio | 6 | 4 | CETUS +2 | |
| Buyback and Burn | 5 | 3 | CETUS +2 |
Ownership
| Smart Money Flows | 7 | 5 | CETUS +2 | |
| Insider Selling | 5 | 4 | CETUS +1 | |
| Holder Concentration | 5 | 4 | CETUS +1 |
Traction
| TVL Trend | 5 | 3 | CETUS +2 | |
| Active Users | 7 | 5 | CETUS +2 | |
| Developer Activity | 7 | 5 | CETUS +2 | |
| Network Growth | 8 | 5 | CETUS +3 |
Position
| Market Share | 8 | 5 | CETUS +3 | |
| Competitive Moat | 7 | 5 | CETUS +2 | |
| Institutional Adoption | 4 | 4 | level | |
| Exchange Depth | 5 | 5 | level | |
| Social Mindshare | 6 | 6 | level |
Risk
| Regulatory Safety | 5 | 4 | CETUS +1 | |
| Catalyst Calendar | 7 | 5 | CETUS +2 | |
| BTC Alpha Potential | 6 | 5 | CETUS +1 | |
| Team Execution | 6 | 5 | CETUS +1 | |
| Treasury Runway | 6 | 5 | CETUS +1 |
Bars read outward from the centre: CETUS to the left, GRASS to the right. The side that leads a variable is filled. Each score is 1 to 10 against the same definition applied to all 251 rated tokens.
Market and supply
| CETUS | GRASS | |
|---|---|---|
| Price | $0.0259 | $0.6539 |
| Market cap | $25.0M | $457.9M |
| Circulating | 96.5% | 69.9% |
| Dilution to full supply | 1.04x | 1.43x |
| Off all-time high | -94.7% | -83.2% |
| To recover the high | 18.9x | 6x |
| Total value locked | $380.0M | not published |
| Network | Sui | Ethereum |
Price, market cap and all-time high from the CoinGecko snapshot fetched 7 Oct 2026. Supply shares are derived from circulating and eventual supply counts, which do not move with price. The 25 scores come from the research pass dated 18 Sept 2026.
Catalyst and risk on each side
CETUS · HOLD
Sui TVL surging past $2B; CETUS as dominant liquidity layer capturing majority of Sui DEX volume
Sui network concentration risk; hack/exploit history (2023 $22M exploit fully recovered); competition from Turbos/Aftermath
GRASS · WATCH
AI data demand driving bandwidth purchases; Grass Layer 2 network launch creating structured data products for AI training
89.2% down from ATH; only 38% circulating with heavy VC/team releases; business model legality of bandwidth resale uncertain
Common questions
- Is CETUS or GRASS the better investment?
- On this framework CETUS scores higher: 147 against 111 of 250, and it is rated HOLD against WATCH. That is a ranking of fundamentals as recorded at the last scoring pass, not a price forecast, and CETUS still wins 21 of the 25 individual variables against GRASS.
- What is the biggest difference between CETUS and GRASS?
- Network Growth. CETUS scores 8 of 10 there and GRASS scores 5, a gap of 3 points on a single variable.
- Which is bigger, CETUS or GRASS?
- CETUS is valued at $25.0M and GRASS at $457.9M on the latest market snapshot.
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Research and analysis, not investment advice. A higher score is one framework applied consistently to 251 tokens, not a prediction that one asset will outperform the other.