In the past 48 hours, $ETH has soared from $1950 to $2400, an increase of more than 16%.
With the joint efforts of on-chain funds, DEX trading volume and hot narratives, market risk appetite is rapidly increasing.
This round of increase may be the opening whistle of a new round of Altseason.
1️⃣ What does the rise of ETH mean?
The rise of ETH not only ignited market sentiment, but also released several key signals:
$ SOL +8.3%, $ ADA +8.6%, $ XRP +5.5%
The trading volume of related assets such as PEPE , LINK, AAVE , MOG, etc. has increased
ETH stabilizes at $2000 = new risk anchor point in the market
Next, small-cap assets and hot narratives will explode in succession.
2️⃣ Five potential tracks: Who will take off first?
💸 ① DeFi 2.0: Infrastructure is renewed, TVL is about to return to its high point
ETH expansion → Gas fee reduction → On-chain protocols regain attention
📌 Interesting Tokens: AAVE , UNI , MKR , COMP, LINK
In particular, the new mechanism SVR launched by Chainlink has been adopted by multiple protocols to improve price prediction efficiency + MEV recovery.
⚡ ② Layer2 Ecosystem: Blob Expansion Benefits Rollup
Pectra upgrade will continue to release L2 performance
📌 Core targets: OP , ARB , MATIC, IMX
The increase in TVL and activity will be the key to signal confirmation.
🔒 ③ Staking & Restaking: ETH circulation decreases, support becomes stronger
Total ETH staked continues to rise, liquidity decreases = scarcity premium
📌 Focus on protocols: LDO , RPL , OBOL , EIGEN
OBOL has just been listed on Binance + Bybit, and the popularity and liquidity have exploded
Eigenlayer will be a potential core sector
🧠④ AI + Web3: Emotional hotspots, funds are deployed in advance
📌 Popular projects: KAITO , HASHAI, TAO
Suitable for short-term attention, but need to pay attention to volatility risk
"Repetitive projects" tend to move faster in the later stages of the market
🐶 ⑤ Meme coin: the end amplifier of the market, the best example of emotion-driven
📌 Main chain hot spots: PEPE , MOG, DOGE ( ETH )
Meme coins often explode when ETH is stable and strong, and the effect is magnified by social media
3️⃣ Key indicators for future market observation
If ETH consolidates in the 2400-2500 range, funds will accelerate into other sectors. Focus:
✅ Is DEX trading volume continuing to expand?
✅ TVL growth (especially DeFi and L2)
✅ Net inflow of stablecoins (whether transferred to OP / ARB )
As long as BTC remains stable and ETH’s dominance remains unchanged, the probability of a market explosion in Q2 is extremely high.
✅ Summary:
As long as $ETH is stable above $2000 and Gas fees are not too high, we can expect the following rhythm:
1⃣ DeFi & L2 → Breakout first
2⃣ Restaking & Staking → Stable mid-term dividends
3⃣ AI & Meme → The end of emotional climax
This time, ETH may no longer be the protagonist, but it is the "spark" of all narratives.
📌 Like + collect this prediction post, you will be one step faster than others when the next round of outbreak occurs.
