I’ve been seeing a clear rotation of capital into protocols with real revenue and the $SOL ecosystem while $BTC locks in the 60k, which indicates that the market is looking for operational value beyond just the movement of the leading asset. The news about buybacks in lending protocols and the volume that the tokenization of assets is driving on the $SOL network is what explains why these assets are holding up much better than the rest of the market. Historically, when the leader goes sideways and specific ecosystems absorb liquidity, the setup is usually being prepared for a healthier expansion move. I trade $BTC with the expectation that, as long as the 59,500 support level isn’t broken on a daily close, the rotation into altcoins with higher volume will continue strongly. My thesis for the next 48 hours is that if $SOL manages to consolidate above $145, we’ll see a continuation toward $158, as long as $BTC doesn’t lose the aforementioned psychological level. The data is clear: open interest in these sectors rose 12% over the last 72 hours, with a liquidation volume on shorts that has already reached $45M, fueling the upside squeeze. The setup is invalidated if we see a sustained break of $58,800 in the $BTC /USDT pair, which would force us to reduce exposure to risk.