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Don't remind me again today

If you track TVL you are late.



The Alpha Signal
Capital Velocity is the real signal.
Solana is outperforming Ethereum.

Ratios:
$ORCA 8.746
$UNI 3.676
$BAL 1.139

Orca drives 3.16B in volume with a fraction of the TVL.
$ETH DeFi is heavy.
$SOL DeFi is efficient.

The rotation has already started.
Do not ignore it.
SOL10.38%
ETH7.63%
ORCA4.64%
UNI5.9%
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