If there’s one thing traders need to understand in this market, it’s that narratives drive money flow long before fundamentals catch up.

We’re not in a meme season, we’re in a structural, rotation-heavy environment where capital moves fast, selectively, and with purpose.

Right now the market is rewarding three things:

1. ETF Attention:

Assets with strong institutional flows outperform because liquidity is predictable, steady, and large. Retail can’t fight that.

2. Infrastructure Tokens:

When the market rotates into L1s, L2s, and execution-layer innovations, it’s because participants expect long-term demand. These narratives absorb capital even when price action looks messy.

3. Real Yield & Utility:

Protocols generating actual value attract sustainable buyers, a huge shift from the purely speculative phases we’re used to.

The biggest mistake people make is holding bags from a narrative that’s already cooled off. Markets don’t move linearly, they rotate. If you don’t rotate with them, you get stuck.

The real skill is recognizing when liquidity is leaving a sector and when it’s concentrating somewhere else.

That’s where the high-probability trades are.