The bull market is coming. Should I buy or not buy before the ETF is passed? Can Ethereum lead the altcoins to rise?
If ETH's ETF is passed smoothly, the projects in the ETH ecosystem will also benefit, and the increase may exceed ETH. Therefore, we should focus on 👇
1⃣layer2: 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 have been a lot of unlocks recently.
OP's advantage 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 core layer2 of zk, 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 has not had a decent rebound.
METIS was a hot spot for some time before. It started as a decentralized sorter and had a very large callback after listing on Binance.
MANTA is a representative of layer2 created in a modular way. 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.
2⃣LSD: LDO, SSV
The LSD protocol is mainly a node-related pledge service that appeared after ETH Shanghai upgraded from POW to POS.
LDO is the largest service provider, with the highest TVL in the entire network and a circulating market value of 2 billion.
SSV is the infrastructure setting of distributed nodes, and its recent performance is not bad.
3⃣Restaking: PENDLE, ETHFI, REZ
4⃣ Stablecoins based on ETH collateral: ENA, LBR
