📊 Smart Money Inflow
1. #WSTETH — $151,581 million.
Maximum daily inflow. Aggressive increase in exposure from institutional participants in the LSD sector. High probability of further growth in the capitalization of stETH products, hence the growth potential remains. Market support is high.
2. #ETH — $26,533 million.
Growth in open positions on the underlying asset indicates strategic accumulation. Potential preparation for a strong move. ETH remains the foundation of DeFi infrastructure. Moderately bullish signal.
3. #LDO — $4,689 million.
Increase in interest in Lido as the main LSD protocol. Inflow correlates with volumes on #WSTETH. The probability of growth in TVL of the project increases. Target zone — working off the short-term upward impulse.
4. #LINK — $1,825 million.
Moderate institutional interest. Potentially linked to the implementation of CCIP and new partnerships. A signal for the medium-term recovery of the asset. Resistance — $17. Support — $14.80.
5. #AAVE — $506,066 thousand.
Renewed demand for lending protocols. Inflow is small but stable. Indicates potential growth in liquidity within the protocol. Volatility upward is expected upon consolidation above $105.
6. #GEL — $273,640 thousand.
Increase in interest in automating DeFi processes. Inflow volume is not high, but a rebound is possible on low capitalization. Suitable for speculative short-term trades. Support — $0.24.
7. #SYN — $119,200 thousand.
Increased interest in cross-chain bridges. Speculative actions against the backdrop of arbitrage activity are possible. Upon consolidation above $1.1 — opening long positions is acceptable.
8. #COMP — $111,036 thousand.
Return of interest in Compound. Growth in TVL within the platform is possible. A signal for the consolidation of the asset in an upward range. Levels of interest: $53–56.
9. #NEXO — $93,375 thousand.
Increase in interest in CeFi products. A transition of some capital from DeFi to centralized platforms is likely. Short-term interest is acceptable, but the asset remains under regulatory risk pressure.
10. #ONDO — $56,650 thousand.
Reflects institutional interest in the tokenization sector of RWAs. Growth is possible against the backdrop of integration with TradFi. Resistance level — $1. Support — $0.82.
📉 Smart Money Outflow
1. #CBBTC — $31,125 million.
Aggressive exit from the wrapped version of BTC. Profit fixation or reduced confidence in derivatives. The potential for decline remains. A sign of weakness against BTC alternatives.
2. #ENA — $29,778 million.
Massive outflow. Indicates loss of confidence in synthetic yield strategies. High probability of downward movement. Short priority upon breaking support at $0.70.
3. #ATH — $4,468 million.
Fixation at the peak after short-term growth. Potential for correction. Outflow volume indicates the beginning of position exits. Resistance level — $1.68. Support — $1.22.
4. #SUSDE — $1,196 million.
Exit from the stablecoin. A transition of liquidity to more stable assets or centralized exchanges is possible. The asset is weak, with no signs of interest.
5. #PEPE — $237,409 thousand.
The meme segment is under pressure. Smart money exit indicates weakening interest. The potential for correction remains. Low liquidity asset, risk of volatility is heightened.
6. #MATIC — $183,860 thousand.
Decrease in interest in Polygon. Possible outflow of liquidity to competing L2s. Support — $0.65. Potential for a downward break and test of $0.57.
7. #SETH — $143,742 thousand.
Capital exit from staked ETH by Synthetix. Most likely rotation towards #WSTETH. The internal trend is downward. The potential for decline remains.
8. #RETH — $128,913 thousand.
Decline in interest in Rocket Pool. Decrease in market share of LSD products. A sign of weakness. Support — $3,200. Upon breaking — the decline will continue.
9. #UNI — $110,836 thousand.
Smart money is exiting DeFi infrastructure. Profit fixation is possible after recent growth. RSI is neutral. Upon breaking $9.80 — the likelihood of a deeper correction.
10. #POL — $43,842 thousand.
Outflow after listing. Profit fixation is likely. Entry is not recommended without confirmation of demand. Observation is advised until a base forms above $0.45.
🔍 General picture:
Institutional focus — LSD sector (#WSTETH, #ldo ), underlying assets (#ETH🔥🔥🔥🔥🔥🔥 ), infrastructure (#LINK🔥🔥🔥 , #AAVE).
Outflow from memes and synthetics (#pepe , #ENAUSDT🚨 , #RETH, #CBBTC).
Profit fixation on assets that have recently shown growth (#UNI, #ATH, #POL).
Capital rotation into more stable and fundamental assets.
