At the data level, $AVAX , $OP , and $INJ have shown a close correlation between recent on-chain activity and macro policy. The National Data Bureau’s efforts to couple the compute power network with the “five networks” imply a restructuring of the valuation logic at the infrastructure layer. As a Layer 2 leader, $OP ’s tokenomics rely on network utilization; a decline in compute costs will directly benefit its throughput monetization ability. Its current TVL has grown significantly quarter-over-quarter, validating a rebound in demand.
$AVAX received support at the institutional capital end, with a statement from the Deputy Governor of Bank of Communications. The increase in demand deposits indicates abundant liquidity. CEX net inflow data shows a clear trend of accumulation over the past 7 days, and the number of subnet deployments year-over-year is +40%, suggesting that ecosystem expansion is entering an execution phase. $INJ ’s on-chain balances have continued to climb. Combined with the expanded weight limit after the GLM-5.3 release, this boosts demand for model inference. Its DeFi lending protocol’s TVL share is now in the top three across the entire network, and the supply-demand gap is unlikely to be resolved in the short term.
Overall, the three signals are in sync: policy catalysts are driving a revaluation of compute-power assets; improved liquidity is propping up risk appetite; and technical upgrades are being rolled out, driving on-chain usage. If your position sizing does not adjust with the signals, the probability of missing the rebound is relatively high. It is recommended to watch for whether $OP can break through key resistance levels, as well as changes in institutional holdings of $AVAX .
What is your current position allocation more tilted toward—Layer 1 public chains or the Layer 2 sector?
$AVAX received support at the institutional capital end, with a statement from the Deputy Governor of Bank of Communications. The increase in demand deposits indicates abundant liquidity. CEX net inflow data shows a clear trend of accumulation over the past 7 days, and the number of subnet deployments year-over-year is +40%, suggesting that ecosystem expansion is entering an execution phase. $INJ ’s on-chain balances have continued to climb. Combined with the expanded weight limit after the GLM-5.3 release, this boosts demand for model inference. Its DeFi lending protocol’s TVL share is now in the top three across the entire network, and the supply-demand gap is unlikely to be resolved in the short term.
Overall, the three signals are in sync: policy catalysts are driving a revaluation of compute-power assets; improved liquidity is propping up risk appetite; and technical upgrades are being rolled out, driving on-chain usage. If your position sizing does not adjust with the signals, the probability of missing the rebound is relatively high. It is recommended to watch for whether $OP can break through key resistance levels, as well as changes in institutional holdings of $AVAX .
What is your current position allocation more tilted toward—Layer 1 public chains or the Layer 2 sector?