๐ IF BITCOIN RUNS TO $120K โ WHAT MOVES FIRST?
History shows a clear order: BTC โ Large-cap L1s โ Mid-caps โ Everything else
When BTC confirms strength, capital rotates into proven Layer-1s first.
๐ Based on previous cycles & relative strength:
๐น $SOL
Current: ~$125
Past expansion zones: $200โ$260
โก๏ธ $220โ$280 on a BTC $120K scenario
High liquidity. High beta. Fast repricing.
๐น $ICP
Current: ~$3
Past value areas: $10โ$20
โก๏ธ $12โ$18 without touching ATH
Deep reset already done. Mean reversion potential.
๐น $DOT
Current: ~$1.7
Past cycle base: $7โ$10
โก๏ธ $6โ$9 on normal L1 rotation
Infrastructure moves slow โ then moves hard.
โณ By the time BTC is โsafeโ to buy,
these levels are already gone.
This is a positioning window, not a prediction.


