L1 & DeFi Outlook
Since the May 2021 top, ETH, DOT, and KSM have lagged other L1s such as SOL, LUNA...Even the poorest performers — ETH, KSM, and DOT — are up over 3x this calendar year.
SOL and KSM Rally Hard
Kusama (KSM) and Solana (SOL) have been two of the best performing crypto assets...KSM and SOL lead the bounce, BTC basis is positive again, Sushiswap loses market share, and ETH 2.0 zooms...