Today in the Ethereum ecosystem, I will still focus on these two old friends: $LDO and $UNI .
First, let's talk about LDO. Why do I value it so much?
Because of the staking logic of Ethereum ETFs. As regulations gradually loosen, large-scale Ethereum ETF funds are likely to prioritize flowing into LDO's staking pool to earn interest, which is a solid benefit for the protocol itself. With the community already promoting a buyback plan, once the proposal enters the voting phase on August 25 and is approved, it will effectively reduce selling pressure in the secondary market, providing upward momentum for the price. My short-term target is $2, and if the market runs smoothly, reaching $5 in the long term shouldn't be a big problem.
As for UNI, it’s no stranger to everyone; it is an indispensable presence in the Ethereum ecosystem. The newly launched fee switch has directly enhanced the value logic of the token—currently, the monthly revenue is about $20 million, totaling nearly $200 million for the year. If some of these funds are used for dividends or buybacks, UNI's price has plenty of room for imagination. Conservatively, it could reach $20, and if market sentiment aligns, hitting $30 isn't a dream.