以太坊生态正在经历“困局反转”
除了以太坊 $ETH 突破 2800美元，2个月翻倍之外，生态项目，目前比较主流的赛道包括：
1.质押， $SSV 2个月涨幅 150%，$RPL 2个月涨幅 120%，$LDO 2个月涨幅 60%；
2.域名，$ENS 2个月涨幅100%；
3.在质押， $EIGEN 2个月涨幅120%；
4.DEX，$UNI 2个月涨幅接近80%；
5.借贷，$AAVE 2个月涨幅160%；
过去 2 个月，以太坊生态龙头涨幅跟以太坊相差不大，意味着生态整体依然不繁荣，上涨更多的依然是估值修复以及情绪推动。
以太坊版Strategy ，类似 $SBET ；ETH现货ETF申购赎回、ETH现货ETF质押； #DeFi 监管政策大调整；传统金融宏观利率的下降导致的DeFi行业复苏等都将是资产价格上涨的重要变量。
以太坊以及生态最坏的时候肯定已经过去，但是前方道路依然并非一片坦途。
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