$BTC breakout pulling the whole market with it
transaction volumes surging across arbitrum, base & sei, with wallet activity up >30% in a week.
capital’s rotating fast: from btc profits into l2s, defi, and perps.
this isn’t just a rally, it’s the start of onchain expansion.
what to look out for:
➤ l2 momentum
@arbitrum
@base
@sei_network
@katana
@megaeth_labs
➤ yield & real flow plays
@pendle_fi
@morpholabs
@silo_fi
➤ infra trends:
@pythnetwork
@idOS_network
@brevis_zk
@union_build
@cysic_xyz
@MMTFinance
@redstone_defi
@hyperliquidX
➤ rwa & tbill plays:
@OpenEden_X
@SuperstateFund
@matrixdock
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