The restaking narrative will print money this year with EigenLayer, canโt help but think the rehypothecation will come back to bite Ethereum. Iโm getting 2008 vibes.
3 narratives Iโm backing:
1) Eth-centric, EigenLayer, EIP-4844 and ETH ETF narratives will lead ETH to ATH.
2) AI - openAI continues to help push decentralised AI narrative.
3) Modular vs monolithic debate continues with blockchains like Celestia increasing market share.
Non-negotiable list (until 2025):
โStick to ETH-centric DCA
โNo Crypto to be exchanged to fiat
โConvert non-L2 tokens in bull market to ETH (even if at a loss)
โ6 ETH target
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