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G magic M September perps @Optimism is still the lagging major L2.+33%Arbitrum led the tape. Starknet is the other name to keep on the board. If those two keep printing strength and OP starts catching, that’s the rotation. If they rip and OP just sits there, the rotation is done and you’re late.Same movie as the ETF wait. People sat on their hands for “Clarity.” Senate is back. The vote isn’t the trade. The positioning before the vote is the trade. You didn’t need the stamp on the paper to trade 4H perps then. You don’t need it now.$OP perps already showed they can move +33% when the complex wakes up. That’s the setup: lagging L2 + cheap perps + a regulatory headline window. Not a thesis for the next two years. A tape for this month.Watchlist is simple:ARB / STRK hold relative strength OP follows with volume decoupling = fade the lag, don’t force it Trade the structure. Don’t wait for Washington to hold your hand. Size small, invalidate fast

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