Having just discussed the macro situation, I would like to focus on Ethereum now. I think the Ethereum ecosystem and the second-layer related tokens are both very valuable for investment, especially the current strong narrative of RWA.
I personally believe that this round of bull market is driven by ETFs. I believe that with the listing of the Ethereum ETF, hot money in the market will flow into Ethereum, which is good for the entire Ethereum ecosystem. Therefore, I suggest that you pay attention to the Ethereum ecosystem and its DeFi protocols and second-layer networks, which may usher in a period of prosperity for the Ethereum ecosystem.
You can pay attention to some important projects on the Ethereum chain and the second-layer chain, such as PEPE and AIDOGE. I believe that these projects will bring surprises as the Ethereum ecosystem develops.
In terms of infrastructure, I suggest that you pay attention to modular tokens such as TIA and MANTA. Modularity is closely related to the second-layer network, because the development of the second-layer network requires modular services, which helps to reduce costs and improve efficiency.
In addition, there is the LSD sector, including lending and re-staking platforms such as LIDO, AAVE, MKR, SSV, and ENA. With the passage of the Ethereum ETF, these platforms will directly benefit.
I also noticed that as Bitcoin rose, projects in its ecosystem were also catalyzed, such as TON and NOT. Therefore, the rise of public chain assets often drives the appreciation of on-chain assets.
Finally, I also paid attention to the RWA sector, which is a sector that has high requirements for project parties because RWA requires compliance. I think RWA, that is, asset tokenization, is very promising, and BlackRock has also expressed interest in this sector.
