27 Aug 2026

Inside the Proof of Stake (PoS) sector, 27 August 2026

A snapshot of the 46-asset Proof of Stake sector as of 27 August 2026, covering concentration, fee coverage, all-time-high distances, and label limitations.

Sector Composition and Concentration

As of 27 August 2026, the Proof of Stake (PoS) sector tracked 46 constituents with a combined market capitalisation of $533.7 billion. The 15 largest members listed in the data account for the bulk of that figure, and concentration is pronounced: Ethereum alone represented approximately $305.3 billion, or roughly 57% of the total sector market cap. The next largest member, BNB, added $94.9 billion, and Solana a further $63.5 billion. Together those three constituents accounted for the substantial majority of sector weight, meaning aggregate sector-level metrics are heavily influenced by a small number of assets.

Fee Stream Coverage

Of the 15 members shown, 12 carried a measurable annualised fee figure (annualized from the trailing 30 days to 27 August 2026), while 3 — Polkadot, Gate, and Beldex — returned null for that field. Among those with reported fees, the figures ranged widely: from approximately $5,528 per year for Algorand to $315.0 million per year for TRON. This dispersion means that the presence of a fee number does not imply comparability of scale, and its absence does not necessarily indicate zero economic activity — only that a figure was not available in this dataset.

Distance from All-Time Highs

The spread of percent below all-time high figures across the listed members is wide. Hyperliquid stood 0.22% below its all-time high, the closest of any listed constituent. At the other end, Polkadot was recorded at 98.38% below its all-time high, and Avalanche at 94.80% below, as of 27 August 2026. Several others — including Cardano (–92.97%), NEAR Protocol (–90.52%), Cosmos Hub (–96.49%), and Algorand (–97.42%) — also showed distances exceeding 90%. These figures describe historical drawdown from peak price only; they carry no information about future direction or about what conditions prevailed at the time each asset reached its high.

What the Sector Label Does and Does Not Convey

The label Proof of Stake describes a shared consensus mechanism — validator nodes are selected in proportion to staked capital rather than computational work. That commonality is real but narrow. It does not imply that the assets within the sector share a revenue model, a user base, a governance structure, a token-supply schedule, or an application domain. Within this single sector label sit a general-purpose smart-contract platform, exchange-native tokens, application-specific chains, a privacy-oriented network, and a liquid-staking-adjacent protocol, among others. A reader using sector-level aggregates should therefore treat the PoS classification as a statement about one technical property, not as evidence of broader economic or structural comparability across all 46 tracked constituents.

The figures this note was written from

sectorProof of Stake (PoS)

periods{'fees': 'annualized from the trailing 30 days', 'returns': 'trailing 7 days'}

largest members[{'name': 'Ethereum', 'return_7d_pct': 10.7, 'market_cap_usd': 305348698486.0, 'fees_annualized_usd': 126609837.33333333, 'percent_below_all_time_high': -48.83033}, {'name': 'BNB', 'return_7d_pct': 10.9, 'market_cap_usd': 94949682395.0, 'fees_annualized_usd': 214480265.83333334, 'percent_below_all_time_high': -47.9483}, {'name': 'Solana', 'return_7d_pct': 24.1, 'market_cap_usd': 63516579486.0, 'fees_annualized_usd': 230332374.0, 'percent_below_all_time_high': -62.9059}, {'name': 'TRON', 'return_7d_pct': -0.2, 'market_cap_usd': 32063613183.0, 'fees_annualized_usd': 315031901.5, 'percent_below_all_time_high': -21.66316}, {'name': 'Hyperliquid', 'return_7d_pct': 17.7, 'market_cap_usd': 18945955904.0, 'fees_annualized_usd': 17139962.0, 'percent_below_all_time_high': -0.2212}, {'name': 'Cardano', 'return_7d_pct': 10.6, 'market_cap_usd': 8129146769.0, 'fees_annualized_usd': 426088.8333333333, 'percent_below_all_time_high': -92.96601}, {'name': 'Gram (prev. Toncoin)', 'return_7d_pct': 2.7, 'market_cap_usd': 3990908986.0, 'fees_annualized_usd': 1060373.6666666667, 'percent_below_all_time_high': -82.51439}, {'name': 'Avalanche', 'return_7d_pct': 8.3, 'market_cap_usd': 3256179884.0, 'fees_annualized_usd': 1213333.0, 'percent_below_all_time_high': -94.79609}, {'name': 'Sui', 'return_7d_pct': 8.4, 'market_cap_usd': 3226704652.0, 'fees_annualized_usd': 1084719.1666666667, 'percent_below_all_time_high': -85.17622}, {'name': 'NEAR Protocol', 'return_7d_pct': 12.1, 'market_cap_usd': 2523444738.0, 'fees_annualized_usd': 533496.1666666666, 'percent_below_all_time_high': -90.51666}, {'name': 'Polkadot', 'return_7d_pct': 6.5, 'market_cap_usd': 1511344844.0, 'fees_annualized_usd': None, 'percent_below_all_time_high': -98.38162}, {'name': 'Gate', 'return_7d_pct': 20.3, 'market_cap_usd': 881310890.0, 'fees_annualized_usd': None, 'percent_below_all_time_high': -67.4289}, {'name': 'Algorand', 'return_7d_pct': 5.5, 'market_cap_usd': 828399045.0, 'fees_annualized_usd': 5528.046666666666, 'percent_below_all_time_high': -97.42377}, {'name': 'Cosmos Hub', 'return_7d_pct': 1.8, 'market_cap_usd': 810430220.0, 'fees_annualized_usd': 18088.304999999997, 'percent_below_all_time_high': -96.48808}, {'name': 'Beldex', 'return_7d_pct': -2.6, 'market_cap_usd': 630233999.0, 'fees_annualized_usd': None, 'percent_below_all_time_high': -82.23434}]

observation date27 August 2026

constituents tracked46

sector market cap usd533664354005.6342

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