$AVAX vs $SUI vs $APT vs $SEI : A data driven comparison
#AVAX leads the revenue ✅
#APT leads the transactions ✅
#SUİ leads the developers ✅
#SEİ is in the mix despite being the smallest by MC 💪
Which modern day Layer 1 actually wins the data comparison?
→ @avax (AVAX)
The capital and institutions chain. It leads the group on:
TVL ($423m)
Revenue ($330k/day in fees)
Active wallets (187k/day),
Stablecoins ($1.5b)
RWA ($1.09b).
→ @SuiNetwork (SUI)
The throughput and attention chain.
11.45m daily transactions
The second strongest combined DEX and perps volume in the group.
The biggest social reach.
Most number of developers.
TVL ($405m) is effectively tied with AVAX.
→ @Aptos (APT)
The activity dark horse.
Highest number of txns (14.45m/day)
Highest combined volume (dex+perps)
$1.23B worth of stables
A lot of volume and trade goes on Aptos especially given its market cap and size.
→ @SeiNetwork (SEI)
The live restructuring bet. Sei went EVM-only this year (SIP-3) and fully disabled IBC which affected its numbers the most.
Sei now carries $273m in RWA and roughly $300m in stablecoins, almost all Ondo USDY.
The catch: it is the smallest by market cap ($278m), the token is down the hardest, and its "revenue" is basically one RWA product.
High conviction, high risk, mid-migration.
→ What it adds up to.
AVAX has the money. SUI has the throughput and the mindshare. APT has the activity but not the capture. SEI is a rebuild you either believe in or you do not.
None of the four has everything. That is the honest read of the mid-cap L1 field right now: the cycle compressed all of them, and each is strong on exactly one axis and exposed on another.
#AVAX leads the revenue ✅
#APT leads the transactions ✅
#SUİ leads the developers ✅
#SEİ is in the mix despite being the smallest by MC 💪
Which modern day Layer 1 actually wins the data comparison?
→ @avax (AVAX)
The capital and institutions chain. It leads the group on:
TVL ($423m)
Revenue ($330k/day in fees)
Active wallets (187k/day),
Stablecoins ($1.5b)
RWA ($1.09b).
→ @SuiNetwork (SUI)
The throughput and attention chain.
11.45m daily transactions
The second strongest combined DEX and perps volume in the group.
The biggest social reach.
Most number of developers.
TVL ($405m) is effectively tied with AVAX.
→ @Aptos (APT)
The activity dark horse.
Highest number of txns (14.45m/day)
Highest combined volume (dex+perps)
$1.23B worth of stables
A lot of volume and trade goes on Aptos especially given its market cap and size.
→ @SeiNetwork (SEI)
The live restructuring bet. Sei went EVM-only this year (SIP-3) and fully disabled IBC which affected its numbers the most.
Sei now carries $273m in RWA and roughly $300m in stablecoins, almost all Ondo USDY.
The catch: it is the smallest by market cap ($278m), the token is down the hardest, and its "revenue" is basically one RWA product.
High conviction, high risk, mid-migration.
→ What it adds up to.
AVAX has the money. SUI has the throughput and the mindshare. APT has the activity but not the capture. SEI is a rebuild you either believe in or you do not.
None of the four has everything. That is the honest read of the mid-cap L1 field right now: the cycle compressed all of them, and each is strong on exactly one axis and exposed on another.