$SOL and $BNB are both catching up; the mainstream coins are starting to rotate.

Bitcoin is hovering around 80k and hasn't moved much, but SOL and BNB are taking turns moving upward.
SOL gained 12 points over the week, and BNB rebounded nearly 10 points from the April lows.

SOL is now around $95, having previously fallen to $84, and has already increased by 13% from there.

Why is it rising?

First, there are indeed things happening on the chain; in the first quarter, 25.3 billion transactions were processed, and DEX trading volume surpassed Ethereum.

Second, ETF funds are flowing in; this week, net inflow was $33 million, and institutional holdings have reached 2% of the total supply.

Third, upgrade expectations are high; Firedancer and Alpenglow, two major versions, are nearing release, and the speed can still be increased.

BNB follows a similar logic. Technically, it broke through the downtrend line since February and reclaimed above $630.

On the news front, Nano Labs announced they will buy $1 billion worth of BNB as treasury reserves ❗❗.

Plus, the quarterly burn mechanism has been continuously locking supply; in the long term, circulation will only become tighter.

BTC's market share has fallen below 60%, the first time in several months. Money is flowing out of Bitcoin, and it has to find a place to go. SOL and BNB are the first stops.

Long姐 has already positioned in these two coins, not too much, but as long as the direction is right, that's enough.
If you want to follow, pay attention to Long姐.