Sector Alpha Week of 2026-07-27
What changedCryptoLiquid Staking
Breadth Crypto · Liquid Staking · 2026-07-27

Which Liquid Staking coins started beating Bitcoin this month?

The count of Liquid Staking coins beating Bitcoin by 5%+ rose from 5 to 7 of 9 in four weeks.

5010020050020262025202420232022 63271 TRAILING 12-MONTH PROTOCOL REVENUE · 100 AT THE START0100503Jun 22Dec 22Jun 23Dec 23Jun 24Dec 24Jun 25Dec 25Jun 26Mar 2022 · trailing 12-month protocol revenue at 100, against 100 at the start · no comparable year yet · 1 reportingJun 2022 · trailing 12-month protocol revenue at 138, against 100 at the start · no comparable year yet · 1 reportingSep 2022 · trailing 12-month protocol revenue at 156, against 100 at the start · no comparable year yet · 1 reportingDec 2022 · trailing 12-month protocol revenue at 160, against 100 at the start · no comparable year yet · 1 reportingMar 2023 · trailing 12-month protocol revenue at 182, against 100 at the start · up 82.0% on a year ago · 1 reportingJun 2023 · trailing 12-month protocol revenue at 216, against 100 at the start · up 56.9% on a year ago · 1 reportingSep 2023 · trailing 12-month protocol revenue at 256, against 100 at the start · up 64.3% on a year ago · 1 reportingDec 2023 · trailing 12-month protocol revenue at 301, against 100 at the start · up 87.7% on a year ago · 1 reportingMar 2024 · trailing 12-month protocol revenue at 375, against 100 at the start · up 105.8% on a year ago · 1 reportingJun 2024 · trailing 12-month protocol revenue at 432, against 100 at the start · up 99.7% on a year ago · 1 reportingSep 2024 · trailing 12-month protocol revenue at 471, against 100 at the start · up 84.0% on a year ago · 1 reportingDec 2024 · trailing 12-month protocol revenue at 503, against 100 at the start · up 67.4% on a year ago · 1 reportingMar 2025 · trailing 12-month protocol revenue at 475, against 100 at the start · up 113.4% on a year ago · 1 reportingJun 2025 · trailing 12-month protocol revenue at 416, against 100 at the start · up 98.1% on a year ago · 1 reportingSep 2025 · trailing 12-month protocol revenue at 426, against 100 at the start · up 95.3% on a year ago · 1 reportingDec 2025 · trailing 12-month protocol revenue at 412, against 100 at the start · up 90.9% on a year ago · 1 reportingMar 2026 · trailing 12-month protocol revenue at 382, against 100 at the start · up 90.2% on a year ago · 1 reportingJun 2026 · trailing 12-month protocol revenue at 359, against 100 at the start · up 46.8% on a year ago · 1 reportingNot reported yet — earnings trail price by a quarter or two359No earnings on file this far back — the price series reaches further than the filings do
5010020050020262025202420232022 63271 TRAILING 12-MONTH PROTOCOL REVENUE · 100 AT THE START0100503Jun 22Jun 23Jun 24Jun 25Jun 26Mar 2022 · trailing 12-month protocol revenue at 100, against 100 at the start · no comparable year yet · 1 reportingJun 2022 · trailing 12-month protocol revenue at 138, against 100 at the start · no comparable year yet · 1 reportingSep 2022 · trailing 12-month protocol revenue at 156, against 100 at the start · no comparable year yet · 1 reportingDec 2022 · trailing 12-month protocol revenue at 160, against 100 at the start · no comparable year yet · 1 reportingMar 2023 · trailing 12-month protocol revenue at 182, against 100 at the start · up 82.0% on a year ago · 1 reportingJun 2023 · trailing 12-month protocol revenue at 216, against 100 at the start · up 56.9% on a year ago · 1 reportingSep 2023 · trailing 12-month protocol revenue at 256, against 100 at the start · up 64.3% on a year ago · 1 reportingDec 2023 · trailing 12-month protocol revenue at 301, against 100 at the start · up 87.7% on a year ago · 1 reportingMar 2024 · trailing 12-month protocol revenue at 375, against 100 at the start · up 105.8% on a year ago · 1 reportingJun 2024 · trailing 12-month protocol revenue at 432, against 100 at the start · up 99.7% on a year ago · 1 reportingSep 2024 · trailing 12-month protocol revenue at 471, against 100 at the start · up 84.0% on a year ago · 1 reportingDec 2024 · trailing 12-month protocol revenue at 503, against 100 at the start · up 67.4% on a year ago · 1 reportingMar 2025 · trailing 12-month protocol revenue at 475, against 100 at the start · up 113.4% on a year ago · 1 reportingJun 2025 · trailing 12-month protocol revenue at 416, against 100 at the start · up 98.1% on a year ago · 1 reportingSep 2025 · trailing 12-month protocol revenue at 426, against 100 at the start · up 95.3% on a year ago · 1 reportingDec 2025 · trailing 12-month protocol revenue at 412, against 100 at the start · up 90.9% on a year ago · 1 reportingMar 2026 · trailing 12-month protocol revenue at 382, against 100 at the start · up 90.2% on a year ago · 1 reportingJun 2026 · trailing 12-month protocol revenue at 359, against 100 at the start · up 46.8% on a year ago · 1 reportingNot reported yet — earnings trail price by a quarter or twoNo earnings on file this far back — the price series reaches further than the filings do
Liquid Staking, equal-weighted, based at 200 Bitcoin, same base, same start trailing 12-month protocol revenue rising falling
Beating Bitcoin7/9+2 in 4 weeks
Theme vs index · 13w+35.8%equal-weighted
Theme vs index · 52w+10.4%equal-weighted
protocol revenue growth · TTM47%81% avg, 4 quarters

2 more of the 9 coins cleared the rule in four weeks. That is participation widening, not one name moving.

Measured at the median rather than the average, the theme is +19.0% versus Bitcoin over three months. Over four reported quarters the theme's protocol revenue grew 81% on average. The theme's participation profile is mixed, and it has not spread downward — 2 of 2 large coins are still doing the carrying.

When participation widens as protocol revenue improve, the cause usually sits in operating conditions rather than sentiment. The theme page carries revenue, margin, capex and debt per protocol.

Coins that crossed the threshold this month: Bedrock, Ether.fi and Lido DAO. All 3 are listed below with their four-factor scores and how many of the last 26 weeks each spent ahead of Bitcoin.

How broad is the move?

A theme average can be lifted by one large company. These readings separate a move the whole theme is making from one a handful of names are making.

Strength anatomy MixedHow much of the theme is participating, how recently, and whether the movers score well.
Together7 of 9 coins moving
Fresh3 crossed in the last 4 weeks
Down the cap ladder — bar is now, tick is four weeks ago
Large 2/2+1
Mid 3/3+1
Small 2/40

Participation is not spreading downward this month; the larger companies are still carrying most of it.

What would change this picture

A return under 6 within four weeks would say nothing structural changed.

Coins that crossed the threshold this month

The rule selected these companies this week. Below are the same four scores every company on the site carries, and how many of the last 26 weeks each has been ahead of the index.

CompanyEarnings & growthQualityValuationMarketWeeks ahead of indexScore
BedrockMOM
bedrock-token
7/26
Ether.fiMOM
ether-fi
5/26
Lido DAOMOM
lido-dao
7/26

Sorted by total score. Scores are computed from published filings and weekly closes on a fixed formula — earnings and growth carry 35%, quality 25%, valuation 20%, market behaviour 20%. They rank the data. They are not a recommendation.

Questions people ask about Liquid Staking

How is "beating Bitcoin" measured here?

A coin is counted when its three-month return beats Bitcoin by 5 percentage points or more. A theme is measured equal-weighted, so one large company cannot carry the average. The rule is the same every week and in every market.

How many coins in Liquid Staking are beating Bitcoin?

7 of 9 as of 2026-07-27, against 5 four weeks ago. The median member is +19.0% versus the index over three months.

What is Liquid Staking protocol revenue doing?

Growth in trailing 12-month protocol revenue for the theme is 47%, averaging 81% across the last four quarters.

Where does this data come from?

Daily closing prices and DefiLlama's protocol revenue series, rebuilt every weekday, and every figure carries its own as-of date. A coin has no earnings per share, so the fees a protocol keeps stand in its place — it is the nearest comparable figure, not the same one. Every number on the theme page traces to its source column.

How this page is served to search and answer engines
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The same answer is available as plain text at https://www.sectoralpha.in/mla/stories/which-liquid-staking-coins-started-beating-bitcoin-this-month/llms.txt — one question, one answer, sources named.

Also this week in Crypto

Sector Alpha describes what has happened in published market and filing data and explains the fundamentals behind it. It does not make recommendations, does not suggest buying or selling any security, and is not registered with SEBI as an investment adviser.

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