The bull market is ongoing, brothers. Accumulate blue-chip mainstream coins on any dips.
The targets I favor are ARB, OP, LINK, UNI.
Expansion and Layer 2
ARB (Arbitrum): Leading in various metrics such as active addresses, trading volume, and TVL among peers; watch for phased unlocks and fiscal spending rhythm.
OP (Optimism / Superchain): High trading share and activity in the Superchain with multi-chain collaboration, and continuous expansion of ecosystem applications.
Infrastructure and value capture
LINK (Chainlink): Collaborating with Swift, J.P. Morgan, Mastercard, etc. for on-chain settlement/interoperability, benefiting from the narrative of "asset on-chain/cross-chain settlement."
UNI (Uniswap): Progressing with the DUNA compliance framework, paving the way for the "fee switch"; if realized, the protocol's cash flow and token value capture expectations will enhance (while also keeping an eye on governance and execution details).
