June just opened and BTC is sitting on a number that didn't exist as support 12 months ago: $100,000.

Most traders are treating that as the finish line. I think it's the starting gun for something else.

Every time BTC confirms a new psychological floor and holds it through a macro stress test — hot CPI, geopolitical shocks, ETF outflows — capital rotation into L1 altcoins follows within 4–6 weeks. Not simultaneously. Sequentially.

$ETH repriced first post-Pectra. $SOL has AI payment rail momentum building quietly. $AVAX subnets are being evaluated by institutional teams who need compliance-first architecture. None of them have broken their ATH gap while BTC confirmed its monthly close above six figures.

And there's $250 billion in stablecoins sitting on-chain right now. That's not parked money. That's dry powder with a deployment decision waiting on a catalyst.

The Clarity Act countdown is at 34 days. June is the rotation month that post-halving cycles tend to deliver — not because of hype, but because structural conditions finally align.

BTC holding $100K isn't the trade. It's the permission slip.

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