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THEDEFIPLUG reposted

THEDEFIPLUG
$ETH didn’t need to beat $BTC.
It just needed the flows to start.
Now it has:
> 18 days of ETF inflows
> $ETH derivatives > $BTC in volume.
> DeFi is getting the first signs of regulatory clarity
> ETH/BTC chart showing the most life in months.
This is what a rotation looks like.
Subtle at first. Then obvious.

THEDEFIPLUG
If you’ve traded through 2017 or 2021, you already know this:
Altseasons don’t begin with Bitcoin.
They start with $ETH flipping the switch.
And that switch?
It’s $ETH/$BTC breaking above structural resistance.
In this cycle, that’s the 0.038 level.
Right now, ETH/BTC is forming a clean cup-and-handle + bull flag, pointing to a 30–55% move if confirmed.
That’s not just technical alpha, it’s a macro trigger.
● Why ETH/BTC Matters More Than BTC Dominance
ETH/BTC is the cleanest expression of “risk-on” within crypto. When $ETH gains on $BTC, it signals that investors are:
→ Moving down the risk curve,
→ Positioning for growth,
→ Seeking higher beta.
It’s not just a signal, it’s a liquidity unlock.
When $ETH starts outperforming, the market doesn’t just rotate into $ETH. It expands:
→ L2 tokens rally.
→ $ETH-native yield protocols regain attention.
→ Modular infrastructure plays get re-rated.
→ Real-world assets and Perps catch a bid.
● How the Rotation Could Play Out
Here’s a data-backed look at where capital may rotate once $ETH breaks out:
Rotation Tier 1: ETH-Native Infra
+ $PENDLE — Yield narratives lead every $ETH breakout
+ $RENZO, $PUFFER — LRTs are $ETH-beta with leverage
+ $EIGEN — The restaking index trade
Rotation Tier 2: L2 Capital Expansion
+ $ARB, $OP, $MNT — High-liquidity L2s with strong builder momentum
— Rotation Tier 3: $ETH DeFi Flywheel
+ $HYPE, $GMX, $DYDX — Revived perp narratives
+ $ENA, $ONDO — Yield-on-chain + RWA liquidity inflow
✍️ Conclusion
This isn’t about chasing low caps early.
It’s about tracking ETH/BTC like a hawk. If 0.038 breaks, that’s your cue.
“Altseason doesn’t start when your bags pump.
It starts when $ETH reclaims dominance.”

36.52K
107

blocmates.
Restaking is a $12.5 billion sector, accounting for 0.37% of the global crypto market cap.
The total value locked in restaking protocols has grown by 41% from mid-April's lows and currently sits at $19.27 billion.
With ETH ETF staking proposals awaiting formal approval, there seems to be scope for further growth.
@ollieblocmates got curious and dived into the restaking meta, why it’s making a comeback, and what staked ETH ETFs might mean for restaking platforms.

9.56K
22

THEDEFIPLUG
If you’ve traded through 2017 or 2021, you already know this:
Altseasons don’t begin with Bitcoin.
They start with $ETH flipping the switch.
And that switch?
It’s $ETH/$BTC breaking above structural resistance.
In this cycle, that’s the 0.038 level.
Right now, ETH/BTC is forming a clean cup-and-handle + bull flag, pointing to a 30–55% move if confirmed.
That’s not just technical alpha, it’s a macro trigger.
● Why ETH/BTC Matters More Than BTC Dominance
ETH/BTC is the cleanest expression of “risk-on” within crypto. When $ETH gains on $BTC, it signals that investors are:
→ Moving down the risk curve,
→ Positioning for growth,
→ Seeking higher beta.
It’s not just a signal, it’s a liquidity unlock.
When $ETH starts outperforming, the market doesn’t just rotate into $ETH. It expands:
→ L2 tokens rally.
→ $ETH-native yield protocols regain attention.
→ Modular infrastructure plays get re-rated.
→ Real-world assets and Perps catch a bid.
● How the Rotation Could Play Out
Here’s a data-backed look at where capital may rotate once $ETH breaks out:
Rotation Tier 1: ETH-Native Infra
+ $PENDLE — Yield narratives lead every $ETH breakout
+ $RENZO, $PUFFER — LRTs are $ETH-beta with leverage
+ $EIGEN — The restaking index trade
Rotation Tier 2: L2 Capital Expansion
+ $ARB, $OP, $MNT — High-liquidity L2s with strong builder momentum
— Rotation Tier 3: $ETH DeFi Flywheel
+ $HYPE, $GMX, $DYDX — Revived perp narratives
+ $ENA, $ONDO — Yield-on-chain + RWA liquidity inflow
✍️ Conclusion
This isn’t about chasing low caps early.
It’s about tracking ETH/BTC like a hawk. If 0.038 breaks, that’s your cue.
“Altseason doesn’t start when your bags pump.
It starts when $ETH reclaims dominance.”

16.15K
118

吴说区块链
Wu said that according to the official announcement, Binance will launch PUFFER and PORT3 U-margined perpetual contracts, with a maximum leverage of 50 times. Puffer is a decentralised platform that aims to enhance the scalability and security of Ethereum with re-staking and aggregation solutions. Port3 Network is an AI data layer network for AI and intelligent policy services.
Show original38.81K
7

Puffer Finance 🐡
👀 @BNBCHAIN szn is packed with opportunities for the pufferfish fam 🐡🔥

Puffer Intern
Intern is loving the @BNBCHAIN SZN.
Before that, don’t forget the 4.5M $PUFFER trading competition is still ongoing!
Alright, back to business.
Take a look at the picture I posted. LOOK! 👀
PUFFER <> USDC is yielding ~35% APR
PUFFER <> WBNB is yielding ~200% APR 🔥
All thanks to the @PancakeSwap v3 pool.
With more efficient and concentrated liquidity, higher yields are now possible.
I don’t know about you, but I’m in! 🫡

8.07K
25
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About PUFFER (PUFFER)
PUFFER FAQ
What is cryptocurrency?
Cryptocurrencies, such as PUFFER, are digital assets that operate on a public ledger called blockchains. Learn more about coins and tokens offered on OKX and their different attributes, which includes live prices and real-time charts.
When was cryptocurrency invented?
Thanks to the 2008 financial crisis, interest in decentralized finance boomed. Bitcoin offered a novel solution by being a secure digital asset on a decentralized network. Since then, many other tokens such as PUFFER have been created as well.
Can I buy PUFFER on OKX?
No, currently PUFFER is unavailable on OKX. To stay updated on when PUFFER becomes available, sign up for notifications or follow us on social media. We’ll announce new cryptocurrency additions as soon as they’re listed.
Why does the price of PUFFER fluctuate?
The price of PUFFER fluctuates due to the global supply and demand dynamics typical of cryptocurrencies. Its short-term volatility can be attributed to significant shifts in these market forces.
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