After this round of adjustments, we need to think about how the hot spots will go later.
📌First of all, this half-year long bull trend is led by btc and sol, there is no doubt about it. That's right, ETH was pushed aside first.
Then, just as Cancun was upgraded to the node, from the end of October last year to now, btc>sol>eth:
#btc spawned brc20, brc420, and layer2
#sol gave birth to countless memes, python, jup and jto. depin hasn’t gotten up yet and stands aside)
#eth only gave birth to restaking, Cancun upgraded to a lonely place - each l2 ecology has no actual growth
It is expected that the halving will take place 36 days later - April 20. After the upgrade in Cancun, I think these five weeks before the halving are an opportunity to think and observe, to prepare for the bull market in the year after the halving, and to lay out the leading role of the big narrative. If there is an opportunity during this period, you still have to dare to buy spot.
What to think and observe?
🔥Observe whether eth can catch up after Cancun and whether a new story and new alpha will be born after l2 gas is fully reduced.
Sol’s funds, can the memes on Sol be sustained, and can depin rise?
The inflow and outflow of btc etf
