According to the website - By Yellow News

Buy on the dip: user-driven liquidity catalysts are gearing up for a bull rally

When candles turn red, the smartest investors grab onto the rails that continue to attract users, unlock yield, and change value, like buying beachfront property during a storm: the storm passes, the location remains.

The rising popularity of Telegram on social media, the EigenLayer restaking boom, and the explosive growth of omnichain stablecoin flows — all of this has been in the headlines of 2025.

From a 35 million-strong user army operating on a 'earn with one touch' principle, to a one-click restaking gateway and a messaging hub already directing $20 billion in cross-chain liquidity, these three names are directing fresh capital and real users into the next phase of cryptocurrency growth.

Stablecoins, RWA, and cross-chain DeFi are booming, but capital is still isolated behind a dozen level 1s and roll-ups. The simplified messaging protocol LayerZero is the link that allows assets, be it USDC, tokenized treasury bonds, or gaming assets, to be instantly moved between these closed spaces. Since June, the network has been providing omnichannel USDC flows through Ethereum, Avalanche, Solana, Base, and even XRPL, eliminating the 'wrapped assets' risk that has plagued previous bridges.

On June 10, 2025, ZRO was trading at $2.32; after an initial profit-taking period (and 'donation drama' during the subscription), it found support around $1.75 and is now trading at $1.93, only 17% below the listing price. For a completely new token in a volatile market, such relative stability indicates 'accumulation of strong hands,' rather than a death spiral.

A recent deep analysis by Animoca Brands showed that omnichain messaging volumes exceed $20 billion per month across more than 80 networks, with the lion's share going to LayerZero. If commission income corresponds to even 2 basis points of this throughput, the annual income of the protocol will be comparable to that of exchanges with average capitalization, while the FDV of ZRO is below $2 billion, which presents a compelling imbalance between risk and return.

In short, LayerZero provides a real fee-generating utility upon which entire ecosystems depend, and it's one of the few listings of 2025 that hasn't lost 80%. For buyers on the dip needing momentum and fundamentals, ZRO is the relevant second option ahead of the liquidity wave in the third quarter.

With restaking rates in the US holding above 5%, and ETH staking yields dropping below 3%, investors are hunting for the 'extra benefit' provided by liquid restaking. The EigenLayer points program has already attracted $22 billion in ETH restaking, turning restaking into the meta-yield factor of this cycle. Renzo is at the center of this flow, abstracting the complexity of EigenLayer and returning rewards to ordinary holders through its ezETH token for liquid restaking.

Renzo is betting exclusively on the restaking boom, offering tangible commission income, active expansion of cross-chain platforms, and an entry price that is multiple times lower than the starting one. For buyers positioned on the dip ahead of the yield rotation in the third quarter, REZ is a powerful and compelling restaking option.

Social-Fi is one of the few cryptocurrency themes scalable to hundreds of millions of users. The new Telegram advertising revenue model provides payments to channel owners in Toncoin, and its mini-app allows games to conduct microtransactions on the blockchain without App Store fees. This policy change has turned the TON ecosystem into the fastest-growing platform for retail cryptocurrency trading in 2024-2025, and Notcoin has become a bright example, attracting 35 million active players in just a few months.

On June 2, 2024, the price of NOT reached an all-time high of $0.02896; today it is changing hands at around $0.002005, representing a staggering drop of 93%. The price drop occurred as early miners rushed to withdraw funds, despite the Telegram user base, advertising revenue share, and game catalog continuing to grow. Buyers on the dip can now take advantage of the same network effect at a price of just a few cents on the dollar.

If this cycle teaches anything, it is that value primarily grows through the infrastructure that attracts users, liquidity, and utility — whether it is a viral gaming token, LRT with yield enhancement, or a bridge upon which every stablecoin depends. NOT, REZ, and ZRO each possess this triumph:

Strong fundamental indicators

NOT drives the income distribution engine of Telegram and boasts one of the largest active communities in the crypto industry.

REZ utilizes the EigenLayer restaking boom at $22 billion, combining real yield with cross-chain reach.

ZRO is already the foundation for corporate transfers for pilot projects at Circle, Google Cloud, and TradFi.

Technical readiness. All three charts are forming bases near key support zones — a classic 'spiral spring' that often precedes a trend reversal.

Market interest and catalysts. Telegram's entry into the advertising revenue market, the next wave of AVS from EigenLayer, and the upcoming integration of LayerZero blockchains keep each project in the news spotlight in the third quarter.

Prices may have fallen, but the news itself has not. With a growing user base, tangible income sources, and inevitable catalysts, NOT, REZ, and ZRO offer exactly what downturn hunters are looking for: reliable projects temporarily on sale, ready to surge when the market becomes risk-on again.
Telegram's entry into the advertising revenue market, the next wave of AVS from EigenLayer, and the upcoming integration of LayerZero blockchains keep each project in the news spotlight in the third quarter.