I personally believe that Ethereum will experience a wave of main upward momentum (referring to the EB exchange rate), but I'm not quite sure when this main upward momentum will occur. I still hold the view I had in November ⬇️
BTC ETF will have spillover effects;
Large institutions like BlackRock are working on RWA on Ethereum, which means that the underlying value of Ethereum cannot be ignored;
The rise of the Base AI Agent ecosystem;
From the price performance perspective, tokens like $ONDO, $LINK, $UNI, and $ENS have started to become strong. This means that the market has begun to focus on Ethereum-related Beta assets. This is a bullish signal.
As for the choices in Ethereum Beta, there are essentially three directions:
Ethereum staking related ($LDO, $EIGEN LRT);
DeFi & RWA ($AAVE, $UNI, $COW, $MKR, $ONDO, $LINK);
Memes ($MOG, $PEPE, $SHRUB). Personally, I prefer DeFi-related ones and hold $PNP and $EGP to indirectly hold $PENDLE and $EIGEN.
