Network Upgrades

Capital is shifting from majors into select L1s and narrative-driven tokens as the market enters an early cycle. This piece dissects why that rotation is happening, BNB’s hard-fork upside, trade setups for SOL and SUI, LIT’s tokenomic surprise, and a practical allocation playbook.

BNB Chain’s Fermi upgrade reduces block times to 250 ms — a clear protocol-level performance step. This analysis weighs the technical gains against whether faster blocks alone can catalyze meaningful DeFi throughput, validator change, and a sustained BNB price recovery.