According to @cas_abbe, Ethereum Layer 2s and infrastructure remain undervalued and the ETH ETF is only the first catalyst, with smart money rotating next into ETH infra plays, L2s, and ecosystem low caps (source: @cas_abbe). For traders, the proposed positioning is an L2 rotation and selective accumulation across ETH infrastructure and ETH ecosystem low caps to capture the next leg of flow-driven performance (source: @cas_abbe).