Karamata_
Crypto Researcher, Ambassador for TON & Arbitrum
Starknet's live privacy tools make its Bitcoin and DeFi thesis more usable, but STRK needs adoption to justify its re-rating. Version 0.14.4 is live; SNIP-36 can prove up to 1.1B L2 gas per transaction. STRK gained over 300% in four weeks while DeFi TVL rose about 5% over a similar period; roughly 127M STRK (1.7% of circulating supply) unlock around Oct 15. If strkBTC, privacy apps and DeFi activity absorb the higher valuation and new supply, the re-rating has more room. x.comÂ
STRK could run further this cycle as Starknet keeps upgrading and aims to become a network fully resistant to quantum attacks. The possible second act recalls Cosmos's 2021 rally as a once-forgotten Layer 1, though whether STRK repeats it remains a question; Starknet's Bitcoin and privacy push already offers a separate potential link to token demand. x.com x.comÂ
Starknet's new privacy use cases give STRK a reason to catch a bid. Private swaps and payroll are emerging, with more than $2M shielded across 56 assets; it is among the altcoins that look like good buys after the dip. x.comÂ
Starknet's bridge TVL growth gives STRK's rally fundamental backing. Starknet added over $200M in TVL over the past week; STRK rose 66% over that week and 192% over the past month as its price catches up to fundamentals. x.comÂ
Equal numbers of detractors and enthusiasts in the comments make Starknet's rally the most hated and point to further upside. STRK will be up 4x before the unlocks under discussion. x.com x.comÂ
Arbitrum and Starknet are the top Ethereum L2 token picks if liquidity rotates back into L2s, since both have been heavily repriced from earlier valuations. Arbitrum offers exposure to one of the most established L2 ecosystems, securing about $11.9 billion and with the clearest catalyst, while Starknet is a higher-risk bet on ZK/STARK infrastructure at a $435 million market cap. Ethereum L2 rollups secure about $35.4 billion, up roughly 27% year over year. x.comÂ
Starknet is the chain best prepared for the AI-driven encryption threat, and STRK's roughly $500M valuation looks far too low. Per @MoneyPrinter0x, it alone uses the right technology: Merkle trees of hashes with FRI instead of lattice commitments, a verifier swap to WOTS and SPHINCS, and removal of Pedersen hashes. As an illiquid token riding the quantum narrative, STRK could legitimately 2x in a day if bitcoin behaves. x.com x.com x.comÂ
Stacks, the leading Bitcoin layer 2, is set to capture demand for Bitcoin-native yield, one of the strongest narratives for the back half of 2026. Bitcoin Staking is live, and its Genesis Bond, filled by 21Shares, HashKey and UTXO Management, tests the thesis with real capital. Per the Stacks team in an AMA, demand for STX and the amount locked rise as BTC staking grows, and the Genesis Bond locked an extra 20M STX. The team says its yield avoids token burns or heavy liquidation risk. x.comÂ
