今年我所看好的Crypto infra 赛道的一些确定性机会： 1）以太坊模块化赛道的上下游项目； 如EIP-4844/ Eigen DA/ Celestia 带来DA 层的模块化、新旧Layer2 的角逐，旧四大天王和Mantle, Scorll, Taiko 等新L2.#ETH #crypto2023 #whycrypto

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