Following the plan, longed $ETH again. Until 3.6k gets invalidated can't see reason not to long. Also possible $XPL bottom is in, 2.5B fdv need to hold, considering still one of the highest tvl chains below 2.5B would be acceptable value in par with $ARB.

But obviously this assumes $XPL tvl will stay steady going forward (monthly bled), there is no guarantee that it won't bleed tvl so team better focus here & retain that fat tvl else the chain have nothing to stand for & deserve to go zero.