According to @cas_abbe, Ethereum Layer 2s and infrastructure remain undervalued and the ETH ETF is only the first catalyst, with smart money rotating next into ETH infra plays, L2s, and ecosystem low caps (source: @cas_abbe). For traders, the proposed positioning is an L2 rotation and selective accumulation across ETH infrastructure and ETH ecosystem low caps to capture the next leg of flow-driven performance (source: @cas_abbe).

According to @cas_abbe, the cyclical sequence is BTC pumps, ETH follows, majors rally, ecosystem tokens rotate, then memecoins and low caps explode; source: @cas_abbe. According to @cas_abbe, the market is currently in stages 2–3 (ETH and majors), implying the next high-beta move could rotate into ecosystem coins before memecoins; source: @cas_abbe. According to @cas_abbe, traders seeking alpha should position before the ecosystem-rotation window closes, prioritizing ecosystem-linked tokens tied to leading L1/L2 stacks as breadth expands; source: @cas_abbe.