Today, $STRK surged sharply against the general trend, with the main driver being the concept of "quantum-safe L1" proposed by the founder, complemented by favorable news from the BTCFi ecosystem and support from spot purchases.

Key catalyst: Transition from L2 to L1 with the concept of "quantum safety"

The most immediate trigger today was CEO of StarkWare Eli Ben-Sasson's speech at Token2049, where he presented a solution for post-quantum security and cryptographic flexibility. He clearly stated that Starknet is considering a transition to L1 to independently control security migration and become "the first fully quantum-attack-resistant network," aiming to implement the upgrade as early as 2027.

This concept addresses current long-term market concerns regarding the threat of quantum computing to cryptography in the AI era. Compared to Ethereum's plan to achieve full quantum resistance by 2029, Starknet's timeline is more ambitious, giving the market a differentiated technical narrative.

Support from spot purchases, no leverage

Today, the rise of $STRK reached 28%, yet the funding rate was only +0.0015%, indicating no massive buildup of leveraged positions. This "spot-driven rally" means the price increase was caused by active buying, not artificial inflation through contract leverage, reducing the likelihood of false breakouts and increasing the chances of rally continuation.

Contradictions must be acknowledged

The driver of this surge is narrative and sentiment, not improved protocol revenue.

Additionally, the next token unlock stage is expected on October 15.