If Ethereum stabilizes at $4000, it will signal the takeoff of the L2 sector, with funds first flowing from ETH to scaling chains like ARB and OP, followed by benefits to LSD staking projects, and finally, the DeFi leaders like UNI and AAVE will gradually rise. In other words, the flow of capital in the market is rhythmic: first aggressively targeting L2, then catching up on staking, and finally entering a stable blue-chip cycle.