Given the exorbitant AI valuations at this juncture, the highest r/r macro play going into the next US election is ETH
- minimal proximity to Trump
- several CROPS related upgrades will make it war time ready if there’s an admin change
- continues to dominate in TVL/asset issuance
- L2s businesses still sprouting despite the renunciation of the rollup centric roadmap
The ticker is ethereum:native