POL just fired the first shot.
And this move is not random.
What we’re seeing on $POL looks like a sector-leading breakout, not a retail pump:
• Clear trend reversal
• Explosive volume
• Strong structural break after a long accumulation phase
This is how narratives wake up.
Historically, when a major Layer 2 leader moves first, capital doesn’t stop there — it rotates.
The usual flow:
1️⃣ Leader L2 breaks out (POL is here)
2️⃣ Capital rotates into other L2s & mid-cap infrastructure
3️⃣ Small-cap L2 & modular plays outperform massively
We are currently transitioning from Phase 1 → Phase 2.
Important note:
Short-term indicators are overheated — pullbacks are normal.
But trend ≠ timing. The trend has already shifted.
This is not yet a full altseason.
This is a sector-specific ignition.
If POL can hold its breakout zone, expect:
• Layer 2 momentum to expand
• Ethereum scaling narratives to return
• Mid-cap L1 & L2 to reprice rapidly
Smart money doesn’t chase the first candle.
It positions for the second and third moves.
Infrastructure season may be closer than most think.
