Several potentially important narratives for Ethereum in 2024:
1. etf expectations
2. Super strong deflation expectations (other public chains are experiencing inflation)
3. Dencun upgrade and L2 ecological explosion (games, nft, perp, depin, social, AI, inscription...)
4. Pledge and re-pledge protocols lock a large amount of eth
5. As competition in L2, DA layer, and re-pledge intensifies, the demand for liquidity increases, which is transmitted to the increase in demand for eth.
