$ORDI $LDO $SSV The cottage season has not come yet, but some sectors have already started. The inscription track can continue to be followed in the medium and long term. In terms of cost performance, Ordi is the most cost-effective. At present, it seems that sats may have more potential and can be focused on. In addition, pay attention to the ETH pledge of the Ethereum spot ETF in the later stage. The SEC has been properly relaxed. The hype of some head varieties in the L2 track is expected to increase. Recently, LDO and OP have shown a certain resilience. In the short-term linkage Ethereum callback stage, SSV and ENS can also continue to be boldly held.