According to @caprioleio, the GENIUS Act and a 401K Executive Order curtailed memecoins and redirected flows into DeFi utility tokens, marking the start of an alt season led by fundamentals, source: @caprioleio on X, August 11, 2025. The author adds that TradFi demand for DeFi exposure is rising, suggesting institutional appetite for utility-driven protocols, source: @caprioleio on X, August 11, 2025. The post provides no supporting data, tickers, or timelines to quantify rotation or policy impact, source: @caprioleio on X, August 11, 2025.