I think the playbook of the remaining year will just be accumulating as much LSD's and ARB Token as possible. LSD TAM is just huge and will increase with ETH price and Staking Rate. ARB and Eco will just pump with the Cancun upgrade.
RPL for LSD's atm and add some LSD-Fi later if we go back to Risk-ON plsARB (at steep discount) and Pls (Plutus) for good Arbi exposure.