$ETH is going to make up for the rise. It is not difficult to see that the biggest beneficiaries today are the ETH pledge and re-pledge sectors, SSV, ETHFI, LDO, and PENDLE.
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But this is just an appetizer, and the ETH Prague upgrade has not yet been hyped. One of the proposals for the ETH upgrade, EIP6110, is good for the ETH pledge and re-pledge sectors;
Now only the ETH ETF is being hyped, and it is conceivable that the prospects for these two sectors are very large.