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![YLL_Web3 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1864133074541252608.png) YLL | Web3 [@YLL_Web3](/creator/twitter/YLL_Web3) on x XX followers
Created: 2025-07-21 11:24:43 UTC

BTC is stuck under $122K.

ETH/BTC bounced hard — a classic altseason signal.

Restaking projects are heating up.

NFTs and memecoins cooling down.

SEC delay on ETH ETF expected this week.

I’m not bearish — but I’m cautious.

🧠 My view:
• ETH will lead the next rotation
• $ETH narrative stronger than ever (ETF, EigenLayer, restaking)
• Don’t ape into random alts — pick meta-aligned projects
• Watch Farcaster, LayerZero, LRTs
• Avoid overexposed sectors like memes & Solana NFTs for now

Still early in this cycle.
The goal = survive + position smart.

![](https://pbs.twimg.com/media/GwYLZJfXAAADbQf.jpg)

XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947256419780047213/c:line.svg)

**Related Topics**
[alts](/topic/alts)
[$eth](/topic/$eth)
[bearish](/topic/bearish)
[fund manager](/topic/fund-manager)
[coins meme](/topic/coins-meme)
[nfts](/topic/nfts)
[restaking](/topic/restaking)
[$122k](/topic/$122k)

[Post Link](https://x.com/YLL_Web3/status/1947256419780047213)