#创作者挑战赛 Ethereum upgrade and analysis of benefiting currencies in the context of Three Arrows Capital increase the position

Layer2 track: directly benefiting from Ethereum performance upgrade
OP (Optimism) reason: As the mainstream Rollup solution of Ethereum, Optimism improves efficiency by batch processing off-chain transactions. The network performance optimization after the Ethereum upgrade will strengthen its technical coordination, and its governance token OP has experienced a 250% increase in the historical upgrade cycle 68. Catalyst: If the Layer2 transaction volume surges after the upgrade in April, OP as a leading project will attract inflows of funds. Second, staking and infrastructure: The core target under the deepening of the PoS mechanism
LDO (Lido DAO) reason: As the largest staking service provider on Ethereum, it holds over 4.15 million ETH staking shares. If the ETH price breaks through a new high, its staking rewards and governance token value will increase by 67 simultaneously. Potential benefits: If the ETH ETF staking feature is approved, Lido may become the preferred choice for institutional cooperation.
ENS (Ethereum Name Service) Reason: Ethereum Name Service is deeply integrated with the transparency requirements of ETFs. Bitwise has announced the verification of ETH holdings through ENS to promote it as a core infrastructure for 'on-chain identity'. Technical aspect: MACD indicator shows bullish momentum, may target $34 after breaking through the resistance level.
Three, DeFi leader: direct beneficiary of the thriving ecosystem
UNI (Uniswap) reason: the leader of decentralized exchanges, highly correlated with ETH price (correlation coefficient 0.89). Whales have been continuously accumulating recently, technical indicators show a rebound potential of 89. Expected increase: if ETH breaks through $4000, UNI may return above $10.
AAVE Reason: Benchmark lending protocol, recent massive whale 25 times to buy 35,000 AAVE (worth $9.04 million), reflecting institutional long-term bets on DeFi yield track
Four, Meme and Emerging Tracks: Emotional and Capital Spillover Effects
PEPE Reason: As a top Meme coin based on Ethereum, PEPE has recently broken through the downward channel, and the RSI indicator shows a bullish momentum. If ETH rises to drive market risk appetite, PEPE may reproduce the 40% increase in the 'Merge Market' of 2022.
ONDO (RWA track) reason: a real asset tokenization protocol integrated with the Ethereum ecosystem, recently acquired 2.75 million tokens (USD 3.74 million) by a giant whale, reflecting capital's recognition of the trend of compliant assets going on-chain