If $ETH breaks a new high, will the concepts within the Ethereum ecosystem benefit? My answer is yes. But the premise is that you and I both believe that ETH will maintain this state in the coming time. If you think that ETH breaking a new high is just a flash in the pan, then you don't need to read the rest. Note that here we are talking about the ETH ecosystem, which includes L2, LST, LRT, and involves assets like $ARB, $OP, $EIGEN, $LDO, $ETHFI. L2 part: Arbitrum and OP can basically be considered L2 infrastructure, rather than just ordinary Rollups. OP Superchain has the highest market share, with top exchanges like Coinbase and Upbit in this camp, along with Unichain and Worldchain. On the Arbitrum side, there’s Robinhood. Currently, it seems that institutions and exchanges launching chains are unlikely to stray from these two solutions, which have a very high moat. LST and LRT part: There are more solutions here, but small ones have basically no survival space. From the...
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