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This is a strong capital-rotation framework. The key idea is that a market-wide rally doesn't mean every sector will continue outperforming. 💧 How the liquidity cycle can develop 1️⃣ BTC / major assets BTC, ETH, SOL, BNB and XRP can act as the initial liquidity destinations when confidence returns. 2️⃣ Sector rotation Once majors stabilize, traders often look for higher-beta opportunities across L1s, DeFi, infrastructure and AI. 3️⃣ Narrative → fundamentals This is where the market starts filtering projects. Attention can create the first move, but sustained usage, revenue, liquidity and network activity determine which narratives keep attracting capital. 4️⃣ Speculation Memecoins and highly speculative assets can experience enormous short-term liquidity bursts, but those flows can disappear just as quickly. 🧠 The most important sentence > “I’m watching where capital keeps returning.” That's more useful than trying to predict which token will pump tomorrow. A sector that repeatedly attracts capital after pullbacks is showing something different from a token that only rallies during one narrative wave. So I'd organize the watchlist around three questions: Where is new money entering? Where does existing money remain after the hype fades? Which networks are converting attention into actual usage? If those three start pointing toward the same sector, that's a much stronger signal than price momentum alone.