If ETH's ETF is successfully passed, projects in the ETH ecosystem will also benefit, and the increase may exceed ETH. Therefore, we should focus on it.
Layer2: arb, op, strk, metis, manta
arb has the highest TVL and the largest number of Dapps among all projects. However, arb's pull is relatively weak, and there has been a lot of unlocking recently.
The advantage of op lies in the super chain ecosystem formed by the op stack, which has gathered a large number of excellent projects and capital. Historically, op's pull is stronger than arb, which may be the preference of funds.
strk is the layer2 of zk core, and its ecological suggestions and users are not as good as the first two. However, its circulating market value is lower than arb and op, and it has been falling all the way after listing, and there has not been a decent rebound.
metis was a hot spot for some time before, [no threshold to enter the village; satellite (L20240098)] came out as a decentralized sorter, and it also had a very large callback after listing on Binance.
manta is a representative of layer2 created modularly. The team is very hard-working, the ecological project is developing very rapidly, and the circulating market value is only 400 million US dollars, which is the lowest among them.
