📊 Analysis of the movement of smart money on cryptocurrencies as of May 1, 2025
🔼 The best inflow of smart money:
#ETH - $124.842 million
💥 Ethereum dominates again. Such a giant inflow is the most powerful signal of trust. Probably, either an important network update is on the way, or an increase in DeFi activity based on Ethereum is expected.
#CBBTC - $71.246 million
🆕 The new player is possibly a tokenized analogue of BTC on another blockchain platform. Such rapid interest can be caused by technological novelty or institutional integration.
#STETH - $10.379 Million
🔁 Interest in staking assets continues to grow. This confirms the passive income strategy of major players.
#WBTC - $2,744 million
📉 After yesterday’s record outflow (more than $5 million), today we see a partial recovery of interest. Temporary correction or change of positions is possible.
#ONDO, #SHIB, #PAXG, #LINK, #RNDR
🧩 Inflow into stable assets (#PAXG - gold) and infrastructure tokens (#LINK, #RNDR) shows capital diversification.
🔽 The best outflow of smart money:
#WLD - $1.891 million
🧠 Outflow from Worldcoin (#WLD) is a serious sign. Perhaps the market has lost faith in the implementation of the project ideas, or there has been an important negative information source.
#PEPE - $1,630 million
🐸 Yesterday’s inflow was replaced by the most powerful outflow. Obvious pump and dump, which is typical for meme coins.
🛑 These tokens are under pressure - perhaps speculative capital comes out after a short increase.
#ARKM, #FET, #SAND, #GEL, #UNI
🔍 General cooling of interest in Web3, metaverses and AI projects. Investors are switching to more conservative or reliable assets.
📌 Conclusions:
🟢 #ETH continues to dominate as an asset №1 among “smart money”, which consolidates its status as the main institutional crypto asset.
🆕 The appearance of #CBBTC indicates interest in new, perhaps more effective forms of Bitcoin investments.
🔻 Mass exit from #PEPE and #WLD is a signal of high volatility and risk .
