layer-2 networks is forcing a rethink of medium-term allocation

When books are thin, narratives look stronger than they are.
Meanwhile, on-chain fees can either confirm the move or expose it as temporary.
Against the backdrop of “Polymarket Pauses Trading as Prediction Market Investigates Security Incident” and “$11 Billion in Bitcoin Options Expire Tomorrow”, positioning still matters more than slogans.
Stay close to what users and balance sheets are actually doing.
Meanwhile, Ether can either confirm the move or expose it as temporary.
In practice, layer-2 networks and wallet UX interact before price fully reflects either one.
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