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30 Aug 2026

Inside the Exchange-based Tokens sector, 30 August 2026

The Exchange-based Tokens sector held a combined market cap of roughly $152 billion across 54 constituents as of 30 August 2026.

Sector Composition and Concentration

As of 30 August 2026, the Exchange-based Tokens sector tracked 54 constituents with a combined market capitalisation of approximately $152.4 billion. Concentration is pronounced: BNB alone accounted for roughly $93.6 billion, or approximately 61% of the sector total. The next largest member, Hyperliquid, contributed around $18.6 billion, meaning the two largest names together represent close to 74% of the aggregate. The remaining 52 constituents share the residual quarter, with several members reporting market caps below $1 billion. By standard concentration measures, this is a heavily top-weighted sector.

Fee Stream Coverage

Of the 15 largest members listed, six carry a reported annualised fee figure (derived from the trailing 30 days to 30 August 2026): BNB, Hyperliquid, Uniswap, Cronos, KuCoin, and Jupiter. The remaining nine largest members — including LEO Token, WhiteBIT Coin, OKB, Pump.fun, Aster, HTX DAO, Bitget Token, Gate, and NEXO — show no fee data. The absence of a fee figure may reflect differing disclosure practices, structural differences in how value accrues to the token, or data unavailability; the JSON does not distinguish between these cases. Readers comparing members on a fee basis are therefore working with an incomplete picture across the majority of names.

Distance from All-Time Highs

The spread across the percent below all-time high metric (as of 30 August 2026) is wide. At one end, WhiteBIT Coin sits 2.3% below its all-time high and Hyperliquid sits 3.6% below. At the other end, Jupiter and Cronos are approximately 89% and 93% below their respective peaks. The interquartile range across the 15 listed names spans roughly 49 to 79 percentage points below prior highs, indicating highly varied drawdown profiles within a single sector label.

What the Sector Label Does and Does Not Convey

The label Exchange-based Tokens groups assets that share a nominal association with trading venues or exchange ecosystems, but it papers over substantial structural differences. The set includes centralised-exchange native tokens (BNB, OKB, Bitget Token, KuCoin), decentralised-exchange governance tokens (Uniswap, Jupiter), a lending-platform token (NEXO), a token-launch platform (Pump.fun), and tokens whose primary utility relationships are less transparent from the label alone. Fee generation mechanisms differ materially: some tokens accrue fees from on-chain protocol activity that is publicly auditable; others have no disclosed fee relationship. Governance rights, burn mechanics, revenue-sharing arrangements, and jurisdictional considerations vary across members. The sector label therefore functions as a loose organisational convenience rather than a guarantee of economic comparability. Analysts using sector-level aggregates — such as the combined $152.4 billion market cap — should note that the figure merges assets with meaningfully different structural profiles.

Seven-Day Return Dispersion

Over the trailing 7 days to 30 August 2026, returns among the 15 listed members ranged from −8.8% (Pump.fun) to +14.6% (Uniswap), a spread of 23.4 percentage points, consistent with the structural heterogeneity described above.

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The figures this note was written from

sectorExchange-based Tokens
periods{'fees': 'annualized from the trailing 30 days', 'returns': 'trailing 7 days'}
largest members[{'name': 'BNB', 'return_7d_pct': 0.6, 'market_cap_usd': 93643143066.0, 'fees_annualized_usd': 220562808.33333334, 'percent_below_all_time_high': -48.6601}, {'name': 'Hyperliquid', 'return_7d_pct': 4.6, 'market_cap_usd': 18594479269.0, 'fees_annualized_usd': 18981228.833333332, 'percent_below_all_time_high': -3.56223}, {'name': 'LEO Token', 'return_7d_pct': 0.9, 'market_cap_usd': 8808701582.0, 'fees_annualized_usd': None, 'percent_below_all_time_high': -9.77237}, {'name': 'WhiteBIT Coin', 'return_7d_pct': 0.7, 'market_cap_usd': 8630852272.0, 'fees_annualized_usd': None, 'percent_below_all_time_high': -2.30608}, {'name': 'Uniswap', 'return_7d_pct': 14.6, 'market_cap_usd': 3326221508.0, 'fees_annualized_usd': 1117608385.3083334, 'percent_below_all_time_high': -88.11451}, {'name': 'Cronos', 'return_7d_pct': 2.7, 'market_cap_usd': 2896419280.0, 'fees_annualized_usd': 12823.666666666666, 'percent_below_all_time_high': -93.30476}, {'name': 'OKB', 'return_7d_pct': 4.1, 'market_cap_usd': 2409689570.0, 'fees_annualized_usd': None, 'percent_below_all_time_high': -49.82027}, {'name': 'Pump.fun', 'return_7d_pct': -8.8, 'market_cap_usd': 1929239217.0, 'fees_annualized_usd': None, 'percent_below_all_time_high': -44.82415}, {'name': 'Aster', 'return_7d_pct': 4.9, 'market_cap_usd': 1893974285.0, 'fees_annualized_usd': None, 'percent_below_all_time_high': -70.90174}, {'name': 'HTX DAO', 'return_7d_pct': -4.8, 'market_cap_usd': 1509621114.0, 'fees_annualized_usd': None, 'percent_below_all_time_high': -55.2006}, {'name': 'Bitget Token', 'return_7d_pct': 2.1, 'market_cap_usd': 1375161089.0, 'fees_annualized_usd': None, 'percent_below_all_time_high': -76.75193}, {'name': 'KuCoin', 'return_7d_pct': -4.4, 'market_cap_usd': 967822566.0, 'fees_annualized_usd': 1553.1966666666667, 'percent_below_all_time_high': -75.51369}, {'name': 'Gate', 'return_7d_pct': 5.9, 'market_cap_usd': 875332927.0, 'fees_annualized_usd': None, 'percent_below_all_time_high': -67.64957}, {'name': 'NEXO', 'return_7d_pct': 5.2, 'market_cap_usd': 862633248.0, 'fees_annualized_usd': None, 'percent_below_all_time_high': -78.80731}, {'name': 'Jupiter', 'return_7d_pct': 3.9, 'market_cap_usd': 730445973.0, 'fees_annualized_usd': 203019263.035, 'percent_below_all_time_high': -88.99988}]
observation date30 August 2026
constituents tracked54
sector market cap usd152365732493.39783
Written by an AI language model from the figures listed above and nothing else. It contains no price view and no recommendation. Figures carry the reference periods shown on their own pages. · claude-sonnet-4-6
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