STRK Jumps 40% After StarkWare Floats Leaving Ethereum for Its Own L1

A 40% move on a statement that no decision has been made is the tell: the market is pricing a possible Ethereum exit, not an actual one, and the quantum-resistance framing gives it a narrative to trade rather than a timeline to verify. The divergence from a weak bitcoin backdrop suggests this is idiosyncratic positioning in a token whose chain still earns very little in fees, which is precisely the gap the spin-off idea is meant to address. Whether the team converts an option into a roadmap, and whether fee revenue ever justifies a standalone security budget, are the open questions.