I am exploring alpha opportunities to outperform ETH, and I have selected ENS, ENA, Lido, Bored Apes, and CRV as targets.
The historical K-line analysis is as follows:
Lido: Slightly outperformed ETH by about 0.5 times in 2023, followed by a significant decline in coin-based value.
Bored Apes: Outperformed ETH by about 0.5 times from September to November 2023, but the advantage has diminished, with a lower cost-performance ratio compared to BTC.
ENA: The coin-based value has doubled, but the potential seems limited.
ENS: After a threefold increase in coin-based value in December 2023, it has retraced, currently up two times, with not many highlights.
CRV: After a 1.5 times increase in coin-based value in September 2023, it has been in long-term decline, currently up two times, with increased risk.
Except for Lido and Bored Apes, most targets face significant unlocking pressure.
I am more optimistic about CRV and Bored Apes outperforming ETH; CRV has a new story involving RWA that may present opportunities, while Bored Apes just need to find the right entry point.
However, the core issue is that these targets are relatively old, and in a new bull market, everyone may focus more on new targets.
I would like to ask if there are any new targets in the ETH ecosystem?
