First of all, congratulations to Ethereum for stabilizing at 4000 USD. Next, brothers, focus on the L2 sector, as capital overflow will definitely come here first.

📊 Ethereum Ecosystem Capital Overflow Roadmap

When Ethereum's market enters a main upward wave, capital often propagates within the ecosystem along a specific rhythm:

① ETH Leads the Surge

As the value anchor of the entire ecosystem, ETH's breakout is often a signal for market activation, boosting on-chain activity and inflow of off-chain capital.

② L2 Sector Explodes

The rise of ETH pushes up the mainnet Gas, and capital and user demand quickly shift towards the scaling layers.

Representative projects: ARB, OP, STRK, MATIC, etc.

In this phase, volatility and price increase elasticity are the greatest, with short-term capital highly concentrated.

③ LSD Staking Protocols Take Over

The increase in ETH's price stimulates staking demand, and the TVL and revenue of the protocols expand simultaneously.

Representative projects: LDO, RPL, FXS, etc.

The trend is relatively stable, suitable for medium-term holding to absorb capital.

④ DeFi Top Coins Slowly Heat Up

After capital settles, the locked value and revenue of top protocols steadily rise, pushing coin prices into a stable upward cycle.

Representative projects: UNI, AAVE, MKR, CRV, etc.