I think we could see more rotations here, because $ETH going up usually means risk on mode for Alts
and people who missed the recent runs will be looking for the next trade / beta plays
so i think we could see $HYPE, $NEAR and $LIT chilling for a bit, so I鈥檓 watching coins with fresh catalysts that fit the narratives already catching a bid like
- $AAVE for a DeFi rotation, with V4 crossing $1B in deposits and $310M in active loans, so there鈥檚 actual borrowing behind the story
- $ZRO with Zero and ATLAS coming, bringing planned staking incentives and trading-fee buybacks beyond the bridge-token label
- $INJ if the privacy and confidential DEFI bid broadens, with its upcoming CypherOS platform adding confidential transactions to the thesis
- $ZAMA for the same narrative, but with encrypted balances and transfers already available to apps on Ethereum
- And $CRV if stablecoins and DeFi catch more attention, since swaps and crvUSD borrowing already generate protocol fees
More coins to keep watch on $KITE $CHIP for Ai agents and computing
Oct 2, 2026 路 8:32 AM UTC
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