ETH Mainnet Outbreak: How Should Small Funds Choose?

In the second half of 2025, the Ethereum mainnet narrative is entering an acceleration phase. For small-fund investors, seizing this main line is not only about following the trend but also about using limited capital to bet on high-multiple opportunities.

In the ETH ecosystem, there are four projects worth focusing on:

1️⃣ ETHFI – LRT Track Leader

Positioning: One of the leading Ethereum Liquid Restaking Token (LRT) protocols, capable of overlaying the yield of staked ETH onto various applications such as DeFi and RWA.

Data Highlights:

Total staked volume has exceeded 2.5 million ETH (approximately $9 billion)

Protocol Annual Percentage Rate (APR) remains in the 3.5%–4.2% range

TVL growth has maintained a 20%+ month-over-month increase in the past three months

2️⃣ Arbitrum (ARB) – L2 Market Share Leader

Positioning: The Rollup with the largest TVL among Ethereum Layer 2 scaling solutions, with a rich ecosystem of projects (GMX, Radiant, Camelot, etc.).

Data Highlights:

41% L2 market share (DefiLlama data)

On-chain daily transaction volume stable at 800,000+ transactions

Ecosystem TVL of approximately $10 billion

3️⃣ Optimism (OP) – Super Strong Ecosystem Binding

Positioning: Ethereum's second-largest L2 Rollup, and also the underlying technology provider for star projects such as Coinbase (Base chain) and Worldcoin (OP Stack).

Data Highlights:

OP Stack has been adopted by over 15 chains

Average daily transaction volume close to 700,000 transactions

Ecosystem TVL exceeds $6 billion

4️⃣ EigenLayer (EIGEN) – Pioneer of the Restaking Track

Positioning: ETH Restaking protocol that "re-utilizes" staked assets to provide security guarantees for other chains and protocols.

Data Highlights:

Total restaked volume has exceeded 16 million ETH (approximately $60 billion)

The number of Active Validation Services (AVS) cooperated with has exceeded 20+

The outbreak of the ETH main line is essentially a repricing process of funds across the entire Ethereum ecosystem. For small-fund investors, choosing projects like ETHFI, Arb, Op, and EIGEN that are highly tied to ETH and have track advantages can not only obtain higher flexibility but also gain a head start in the bull market's main line. #ETH突破4000