One of the narratives in the second half of the year is that a consensus for Cancun upgrade is forming. The upgrade time is roughly around October, the market may speculate in advance, and the deterministic opportunity is #OP #ARB .

In addition to the Cancun upgrade, Base, led by coinbase, will be launched on the mainnet in August and deployed on Op Stack.

The targets of the Op series are relatively concentrated, and the typical representative is #velo #sonne