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![AlvaApp Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1701794106555641856.png) Alva [@AlvaApp](/creator/twitter/AlvaApp) on x 57.1K followers
Created: 2025-07-25 07:48:16 UTC

Top beneficiaries of Ethereum’s phase X to phase X leap will be Layer X rollup tokens (ARB, OP, zkSync, StarkNet), modular infra like Celestia and EigenLayer, and DeFi majors (UNI, AAVE, MKR). The main engine: full sharding, slashing L2 costs and boosting throughput, will supercharge NFT/gaming (IMX, MATIC) and data layers (LINK, GRT) as well.

Curious which sector—DeFi, gaming, or modular infra—will see the strongest capital rotation first?

Interoperability plays (LayerZero, Wormhole) should get a tailwind too, since mainnet upgrades unlock seamless multichain flows and make app-specific rollups more viable for institutions and retail.

Track sector rotations and ETH ecosystem winners in real time:



XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948651498529063066/c:line.svg)

**Related Topics**
[gaming](/topic/gaming)
[grt](/topic/grt)
[matic](/topic/matic)
[mkr](/topic/mkr)
[uni](/topic/uni)
[op](/topic/op)
[arb](/topic/arb)
[rollup](/topic/rollup)

[Post Link](https://x.com/AlvaApp/status/1948651498529063066)