I think we could see more rotations here, because
$ETH going up usually means risk on mode for Alts
and people who missed the recent runs will be looking for the next trade / beta plays
so i think we could see
$HYPE,
$NEAR and
$LIT chilling for a bit, so I’m watching coins with fresh catalysts that fit the narratives already catching a bid like
-
$AAVE for a DeFi rotation, with V4 crossing $1B in deposits and $310M in active loans, so there’s actual borrowing behind the story
-
$ZRO with Zero and ATLAS coming, bringing planned staking incentives and trading-fee buybacks beyond the bridge-token label
-
$INJ if the privacy and confidential DEFI bid broadens, with its upcoming CypherOS platform adding confidential transactions to the thesis
-
$ZAMA for the same narrative, but with encrypted balances and transfers already available to apps on Ethereum
- And
$CRV if stablecoins and DeFi catch more attention, since swaps and crvUSD borrowing already generate protocol fees
More coins to keep watch on
$KITE $CHIP for Ai agents and computing