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Summarize the core of the recent primary market:
V4 Hook is the biggest new narrative for ETH
Base is attracting primary market funds
The market has entered ultra-high-speed rotation
Global hotspots are more important than technology
SOL remains an emotional casino
Mechanism design is becoming more important than the Meme itself
It's not about finding "good projects" anymore
But about finding the "narratives easiest to reach consensus on"