Base Poised to Capture SOL→ETH Rotation — Buy BASE
I'm seeing a rotation from SOL into ETH: SOL/ETH keeps falling as ETH attracts institutional flows while SOL shows speculative fatigue.
I view Base as the leading L2 backed by Coinbase — its metrics are explosive (TVL $4.5B +8966% YoY, 1.1M active users +1130%, 9.2M tx +1920%, average fees down ~98%), making it a primary candidate for capital rotation.
I also note meaningful DeFi integrations (MORPHO, AERO) and creator tooling (ZORA) that could amplify network effects; if ETH and Base continue to climb, ZORA and similar projects could capture additional flow.
Analysis
Recommendation
I recommend buying BASE as a rotation trade, size positions prudently, and add on weakness while tracking ETH momentum, TVL/user trends, and fee dynamics.
Disclaimer
The Analysis and recommendations provided are for informational purposes only. Any investment decisions should be made at your own risk. Past performance is not indicative of future results. Always conduct your own research and consider consulting with a financial advisor before making any investment decisions.