Tokens rated HOLD

Every token the 25-variable framework rated HOLD, ranked by composite score against the full 251-token universe.

25 of 251 rated tokens (10%). Scoring pass 11 Jun 2026.

Tokens

Median score

156

of 250

Best

170

SOL

Weakest

140

What this group has in common

Worth holding at current weight. The fundamentals stand up across most of the 25 variables, with specific weaknesses that are known and priced rather than hidden. Across the 25 tokens in this band the median composite is 156 of 250, running from 140 at the bottom to 170 at the top. The aggregate below shows where the band earns its score and where it consistently falls short, which is usually more informative than any single member.

Collectively strongest on

Circulating / FDV Ratio7.08
Network Growth6.88
Market Share6.84

Collectively weakest on

Holder Concentration4.76
BTC Alpha Potential4.8
Real Staking Yield5.12

Figures are the mean 1-to-10 score across all 25 members of the group, so they describe the group as a whole rather than any single token.

Ranked members

Ordered by composite score. The rank column is the position across the whole 251-token universe, not within this group, so it shows where each member stands against everything else that was rated.

25 tokens in the HOLD group, ranked by composite score
Rank	Token	Score	Verdict	Market cap	Dilution	Summary
6	SOL Solana	170	HOLD	$42.63B	1.09x	High-throughput L1 with dominant DEX volume and meme coin launchpad traction. Network reliability improved significantly post-2023.
7	GEOD GEODNET	169	HOLD	$82.5M	2.2x	Revenue NOT declining: Q2 2026 $1.93M (+10% QoQ). ARR $7.3-9.5M. 80% burn Foundation-controlled (governance, not smart contract). ATH $0.3746 not $0.43. 20K+ stations, 150+ countries. P/S 9.9-14.4x (expensive vs Helium 3.1x). Deflationary crossover approaching post-Jun 2026 halving.
8	SYRUP Maple Finance	168	HOLD	-	1.07x	Institutional private-credit leader with a record ~$2B loan book, a Kraken on-chain warehouse (Jun 25) and a Revolut listing (Apr 30, UK/EU). But the 1.6x price-to-fees pitch uses gross fees; the token keeps ~$12-13M revenue, so it trades ~14x. Core Foundation injunction unresolved.
9	UNI Uniswap	167	HOLD	$2.59B	1.6x	Fee switch live on 11+ chains. Protocol revenue $26-61M (P/S 57-73x). V4 on 18 chains, 2500+ hooks. 100M UNI burned but NET INFLATIONARY (+1.43%/yr). BlackRock entered Feb 2026. a16z holds 41.5-55M UNI. $200M+ insider selling 2025. Unichain TVL $17.8-29.6M (not $532M). SEC safe harbor Apr 2026.
9	COW CoW Protocol	167	HOLD	$60.5M	1.74x	Intent-based batch auction DEX. $87B vol 2025. P/S 3.1x. Net deflationary. Vesting complete.
11	LINK Chainlink	165	HOLD	$6.15B	1.34x	70% oracle dominance. DTCC Q4 2026. SOC 2 Type 2. $500M/yr treasury sell pressure. 2 ETFs live.
12	ETHFI Ether.fi	162	HOLD	$351.4M	1.03x	$7.8B TVL on $350M mcap (22x TVL/MC). $50M buyback active. 84% circ. 250M token releases ahead.
13	PENDLE Pendle Finance	160	HOLD	$235.7M	1.64x	DeFi's yield monopoly: 50-60% market share, $24.4M trailing rev, sPENDLE 80% buyback (9.3% yield). Fortune 2026 Innovators. Vietnam IFC w/ BlackRock/MS. 21Shares ETP live. Boros V3 $10B+ vol. All vesting complete. Net dollar-deflationary.
14	RETH Rocket Pool ETH	159	HOLD	$715.2M	1x	Decentralized ETH liquid staking token from Rocket Pool; most trust-minimized LST with permissionless node operators
15	CBETH Coinbase Wrapped Staked ETH	158	HOLD	$353.6M	2.3x	Coinbase's centralized ETH liquid staking token; simplest onramp but carries custodial risk and Coinbase counterparty exposure
16	AERO Aerodrome Finance	157	HOLD	$428.1M	2.01x	Base's dominant DEX capturing ~60% of chain volume with real fee revenue and veAERO flywheel locking supply
16	MORPHO Morpho	157	HOLD	$1.25B	1.52x	Infrastructure lending protocol with $6.4B TVL and $203M annualized fees but ZERO revenue to token holders, fee switch OFF, founder opposes activation
18	AAVE Aave	156	HOLD	$1.37B	1.04x	KelpDAO $190-230M bad debt, 3 core team departures (ACI/BGD/Chaos), buybacks PAUSED. But $142M rev, 55-63% share, V4+Umbrella live, SEC cleared.
19	LQTY Liquity	151	HOLD	$18.1M	1.01x	V2 is RE-deployment after Jan 2025 bug (same auditors didn't catch it). 99% circ. BOLD $30M (<0.01%).
19	JUP Jupiter	151	HOLD	$607.7M	3.01x	S39 VALIDATED: Solana's DeFi superapp. 93.6% aggregator share, $2.9B TVL. Revenue declining -78% but net-zero emissions + vesting done.
22	CETUS Cetus Protocol	147	HOLD	$16.7M	1.05x	Leading CLMM DEX on Sui with near-monopoly status; strong TVL growth as Sui network expansion accelerates
23	SUI Sui	146	HOLD	$2.75B	2.45x	Move-language L1 with best TVL growth trajectory in 2025-2026. Strong DeFi traction but heavy vesting schedule is key risk.
23	LDO Lido DAO	146	HOLD	$246.7M	1.2x	Dominant LST protocol at $21B TVL with real staking revenue; fee switch vote pending but token accrual still weak.
25	OKB OKB	145	HOLD	$1.80B	1x	OKX exchange token. Quarterly buyback & burn from gas fees.
27	BNB BNB	144	HOLD	$78.92B	1.5x	Binance exchange utility token with quarterly burns. Highly tied to Binance CEX health and regulatory outcome.
28	GMX GMX	143	HOLD	$66.3M	1.27x	Protocol revenue ~$14M (not $42M total fees). Commodity perps live ($1.18B week-1). $20.86M buybacks.
29	DRIFT Drift Protocol	142	HOLD	-	-	Most active perp DEX on Solana. v3 cross-margin launching June 2026. 35% Solana perp market share.
30	PAXG PAX Gold	141	HOLD	$1.88B	1x	1:1 gold-backed token. Each PAXG = 1 troy oz London Good Delivery gold.
32	CRV Curve Finance	140	HOLD	$330.0M	1.96x	44% of ETH DEX fee revenue is extraordinary. veCRV/Convex lock-in. ATH -96% (not -99.6%, illiquid spike).
32	AR Arweave	140	HOLD	$118.6M	1.01x	Permanent data storage with one-time payment model. AO compute layer adds programmability. 65M+ items stored but token price lags data growth.

Dilution is eventual supply divided by circulating supply, derived from supply counts rather than from a fully diluted valuation, so it does not move with price. A 1x reading means the float is already complete.

Keep reading

All 251 rated tokensThe full ranking and the method behind the 25 variables.Solana (SOL), the group leader170 of 250, 6th across the whole universe.

Market caps from CoinGecko, fetched 6 Aug 2026. Scores come from the research pass dated 11 Jun 2026. Research and analysis, not investment advice. Early Thunder scores are one framework applied consistently across 251 tokens, not a prediction of price.