Ethereum ecosystem is experiencing a "dilemma reversal" In addition to Ethereum $ETH breaking through $2,800 and doubling in 2 months, the current mainstream tracks of ecological projects include: 1. Staking, $SSV rose 150% in 2 months, $RPL rose 120% in 2 months, and $LDO rose 60% in 2 months; 2. Domain names, $ENS rose 100% in 2 months; 3. Staking, $EIGEN rose 120% in 2 months; 4. DEX, $UNI rose nearly 80% in 2 months; 5. Lending, $AAVE rose 160% in 2 months; In the past 2 months, the growth of the Ethereum ecological leader is not much different from that of Ethereum, which means that the overall ecology is still not prosperous, and the rise is still more driven by valuation repair and sentiment. Ethereum version of Strategy, similar to $SBET; ETH spot ETF subscription and redemption, ETH spot ETF pledge; #DeFi regulatory policy adjustment; the recovery of the DeFi industry caused by the decline of traditional financial macro interest rates will all be important variables for asset price increases. The worst time for Ethereum and its ecosystem has definitely passed, but the road ahead is still not smooth.
ETH
-1.19%
UNI
-0.71%
AAVE
-2.89%
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