The focus of the hype this month is the two leading upgrades in Cancun, ARB and OP, followed by LDO and SSV on the LSD track. LDO is highly recommended, and strong linkage with ETH will bring huge profits. The second is the storage track. The Cancun upgrade narrative is actually good for the storage sector to a certain extent. So for FIL, I think the hype and expectations are there, and among the current Grayscale positions, the premium of this variety has been at a high premium for a long time, which shows that institutions are still relatively optimistic. Yes, you can plan a wave! #坎昆升级 #ETH #以太坊坎昆升级