$SOL is high beta L1: follow BTC, then fees, stablecoin float, and staking flows. Strong price with weak activity is a warning.

$SUPRA is thin infra/AI-oracle beta. Narrative is speed; liquidity is the real risk. Treat it as a catalyst coin.

$ENA tracks Ethena’s USDe stack. Supply, yield quality, fee-switch/buybacks, and unlocks matter more than a green day.

NFA.