Anny Confidence Score

The only crypto asset that has earned Series B+ status. 15 years of unbroken uptime, trillion-dollar market validation, ETF approval, and no single point of failure.

The programmable money thesis is validated. Largest smart contract ecosystem, successful PoS migration, and EVM as the de facto standard — but faces L1 fee pressure from rollups.

Series A-grade: working product with real traction and institutional interest, but reliability track record and FTX estate overhang keep it below blue-chip status.

Seed-stage with strong thesis: modular DA is a real need validated by Ethereum's rollup roadmap. But major unlock pressure and early competitive dynamics create execution risk.

Seed-stage: credible team (ex-Meta) with novel tech (Move language), but gaming/social thesis is unproven and ecosystem is thin.

Seed-stage: real product (OUSG/USDY) with real AUM, but competing directly against BlackRock BUIDL with no moat. Regulatory exposure is the defining risk — one SEC action could end it.

Unfundable: no mainnet product, no users, no differentiation from LayerZero/Wormhole, heavy insider allocation, and no visible engineering progress. Pure narrative token.