I personally believe that Ethereum will experience a major upward wave (referring to the EB exchange rate), but I'm not quite sure when this major upward wave will occur. I still hold the same view as in November ⬇️

BTC ETF will have spillover effects;

Large institutions like BlackRock are engaging in RWA on Ethereum, which means 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, $ENS have started to become strong. This indicates that the market has begun to focus its attention on Ethereum-related Beta assets. This is a bullish signal.

As for the choices of Ethereum Beta, there are basically 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 indirectly hold $PENDLE, $EIGEN by holding $PNP, $EGP.