Investment plan when ETH surpasses its historical peak and strategy focused on the Layer-2 ecosystem
When Ethereum (ETH) surpasses its historical peak (ATH - All Time High), this not only marks an important milestone for the Crypto market but also opens up significant opportunities for investing in the Layer-2 ecosystem. Layer-2 is the dominant trend, helping to solve scalability issues, transaction fees, and speed on Ethereum. Below is a specific investment plan:
1. Analyze the context when ETH surpasses ATH
ETH reaching ATH means:
Market sentiment: Optimistic and new cash flows entering the market.
DeFi and NFT: Applications on Ethereum are thriving, leading to increased demand for Layer-2 solutions.
Layer-2 demand increases sharply: With high gas fees, Layer-2 solutions will become the primary choice for users.
2. Layer-2 coins to invest in
Based on potential, technology, and development team, here is a list of notable Layer-2 projects:
a. Arbitrum ($ARB )
Role: The most popular Layer-2 platform today, focusing on reducing fees and increasing transaction speed on Ethereum.
Reason to invest: The Arbitrum ecosystem is expanding with a series of DeFi and GameFi projects. ARB has strong growth potential as cash flows into Layer-2.
b. Optimism ($OP )
Role: Layer-2 using Rollup technology, directly competing with Arbitrum.
Reason to invest: Optimism is strongly supported by large funds and collaborates with prominent projects like Uniswap and Synthetix. Moreover, OP is launching many incentive programs for developers.
c. zkSync (ZKS - upcoming release)
Role: Layer-2 focusing on zk-Rollup technology, optimizing security and costs.
Reason to invest: zkSync is one of the pioneering platforms on Zero Knowledge Proofs, attracting significant interest from the community. When the token launches, it will be a good investment opportunity.
d. Loopring ($LRC C)
Role: Layer-2 with zk-Rollup technology, focusing on decentralized exchange (DEX) transactions.
Reason to invest: Loopring has high practical application in DeFi and is one of the oldest, most reliable projects.
e. StarkNet (#STRK✈️ )
Role: Layer-2 based on zk-Rollup, providing infrastructure for DeFi and NFT applications.
Reason to invest: StarkNet has proven its capabilities with many integrated projects like Immutable X and Sorare.
3. Specific investment strategy
Capital allocation:
40% into major Layer-2 projects (ARB, OP).
30% into promising projects that are developing (zkSync, StarkNet).
20% into projects with real-world applications (Loopring).
10% reserve to seize new opportunities.
Diversification: Split the portfolio among DeFi, GameFi, and NFT projects on Layer-2.
Monitor trends: Focus on large cash flows, activities of investment funds, and the number of projects deployed on each Layer-2.
4. Important notes
Risk management: Layer-2 is still developing, requiring step-by-step investment to minimize risk.
Monitor the market: ETH price volatility will significantly impact the entire Layer-2 ecosystem.
Long-term vision: Layer-2 is not just a short-term solution but will shape the future of Ethereum.
This plan not only helps you optimize profits when ETH reaches ATH but also captures opportunities in the Layer-2 trend, ensuring a leading position in the new wave of the Crypto market.
