Focusing on the Ethereum treasury, the next competition isn't about who can tell the best story, but who can make the yield structure more solid. Relying solely on passive holding and regular staking makes it hard to outperform staking-based $ETH ETF; adding liquid staking into the mix will make returns and flexibility smoother. Slightly positive on $ETH , more direct on $LDO . $ETH $LDO

ETH-2.29%
LDO-2.3%
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