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Zhu Su: A new cycle may see sector rotation, with differentiation among ETH, SOL, HYPE, and LIT roles

Zhu Su: A new cycle may see sector rotation, with differentiation among ETH, SOL, HYPE, and LIT roles

Odaily星球日报Odaily星球日报2026/02/05 00:15
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According to Odaily, Zhu Su, founder of Three Arrows Capital, stated that in the upcoming new market cycle, one can observe the potential rotation paths of different assets through "analogical reasoning." He proposed the following correspondences:

The performance of ETH may be similar to that of BTC in the previous cycle;

The performance of SOL may be similar to that of ETH in the previous cycle;

The performance of HYPE may be similar to that of SOL in the previous cycle;

The performance of LIT may be similar to that of SUI in the previous cycle.

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