I believe that with the approval of ETH staking in the next 1-2 months, we will reach a turning point where we will see an accelerated inflow and price increase in spot ETH ETFs.
In this regard, I only categorize the coins in the ETH staking ecosystem that I care about into different levels.
Level 1: $Eigen, $ldo
Level 2: etherfi
Level 3: swell, $zrc