Summary of Ethereum-based Altcoins:

ETH Layer 2

Representative Projects: ARB, OP, ZK, STRK, METIS, MANTA, CELO, MNT, MATIC, IMX, SKL, LRC, CTSI, BOBA, COMBO, MODE

Positioning and Role: As a key element in Ethereum's goal of building a "global computer," the primary task of Layer 2 is to support the prosperous development of the ETH ecosystem with high TPS and low Gas fees.

Market Position: Layer 2 is the highest market capitalization segment in the Ethereum ecosystem, with leading projects like ARB, OP, STRK having FDV (Fully Diluted Valuation) exceeding $10 billion. Despite characteristics of low circulation and high FDV, its importance cannot be overlooked.

ETH Staking/Re-staking (LSD Track)

Representative Projects: LDO, SSV, PRL, SD, FXS, ANKR, ETHEI, REZ

Track Background: After the Ethereum Shanghai upgrade, transitioning from PoW to PoS, the development of LSD (Liquid Staking) protocols was stimulated, providing ETH staking services.

Leading Project: LDO, as the largest staking service provider, has the highest TVL in the network, with a circulating market value of $2 billion. SSV is also one of the important infrastructure projects.

Old School ETH DeFi

Representative Projects: UNI, SUSHI, AAVE, COMP, CRV, MKR, LOTY

Current Development Status: DeFi, as the largest innovative sector in the last bull market, has become an important component of on-chain daily activities. This cycle focuses on upgrades, with less innovation.

ETH Meme

Representative Projects: PEPE, SHIB, SPX

Sector Characteristics: Meme coins are one of the strongest performing areas in this bull market, and appropriate allocation can participate in hot opportunities.

Summary: After Ethereum breaks through the daily resistance level, it is expected to drive Ethereum-based altcoins into a new round of market conditions. Layer 2, as the most important segment in the ecosystem, the leading projects in staking and DeFi also have strong investment potential, while the Meme sector is suitable for short-term speculation.