< BTC spot ETF passed, where are the opportunities >

・BTC spot ETF attracts market attention

・BTC’s new ecological targets include $ORDI $1000SATS $ATOMARC

・New cycles, new narratives, and new assets are worth betting on

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🔹 Ethereum may usher in the Dencun Cancun upgrade in the first quarter

・The next cryptocurrency that has a chance of being included in an ETF? $ETH

・Ethereum will implement the Dencun Cancun upgrade on three test networks on 1/17, 1/30, and 2/7 for testing

・Dencun Cancun upgrade, focusing on the implementation of EIP4844 Proto-Danksharding, increasing the upper limit of data submitted by Layer2 to the main network, and reducing handling fees

・Introducing the Blob data structure, iterating on the past reliance on Calldata, while improving the Data availability of the main network

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🔹 Can Layer2 usher in a new round of highlight moments?

・Layer2 concept leaders such as $ARB $OP will attract market attention

・Arbiturm’s derivatives ecosystem is particularly rich, with a TVL of 2 billion US dollars, 400+ protocols included on DeFi Llama, and its GameFi leader $MAGIC has also released several popular products

・However, what everyone criticizes is that these two public chains use large-scale currency policies to support their own ecology. The token performance in the past 6 months has even underperformed new assets by a large margin.

・It’s not wrong to be optimistic about the future development of Ethereum, the market’s expectations for upgrades, and the layout of ReStaking, Layer2 and other narratives.