The important narratives in the market right now are clear: the expansion of $ETH is widely recognized as the right direction; the integration of $BTC is the most trafficked entry point in the entire crypto space. One addresses performance, while the other brings value; each of these can generate significant hype on its own.
So the question arises: who can capture both of these major narratives simultaneously? I am optimistic about @starknet.
It is essentially an Ethereum zk-rollup, with online expansion capabilities, and it uses Cairo VM and account abstraction, providing a better experience than many L2s. More importantly, it can connect to BTC through StarkGate, bringing in WBTC and cross-chain liquidity. This means that the two biggest narratives, ETH + BTC, are both realized on Starknet.
This is also why I will keep a close eye on Starknet for the long term, as it is not just an L2, but could very well be the most central narrative stage in the entire market moving forward.
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