Crypto Scenario Insights

DeFi and L1s Lead Post-Selloff Rebound — Is This a Sustainable Capital Rotation or a Short-Term Bounce?

What happened

Following a market-wide correction, Aave and Solana-based assets are outperforming Bitcoin as it steadies near $60,008.

What we think

The most likely outcome is a localized consolidation for AAVE and SOL within a neutral broader market, carrying a 50% probability.

Read the analysis

DeFi and L1s Lead Post-Selloff Rebound — Is This a Sustainable Capital Rotation or a Short-Term Bounce?

We explain what happened and what could follow. We do not forecast prices.

Read the full analysis