📅 Date: 09.06.2025
📥 TOP-10 assets with the highest capital inflow:
№ Asset Inflow
1 WSTETH $34,737,000
2 ETH $22,042,000
3 PEPE $528,856
4 OKB $202,660
5 MATIC $145,017
6 UNI $128,522
7 PORT $8,732
8 CRV $5,228
9 COMP $3,168
10 UMA $2,355
📌 Comment:
WSTETH demonstrates the largest institutional demand — the redistribution of liquidity continues from classic liquid ETH staking (through STETH) to its wrapped version with improved liquidity (WSTETH), confirming a shift in funds' strategy towards greater asset mobility.
Significant inflow in #ETH indicates a resumption of phase accumulation.
Inflows in #MATİC , UNI, OKB, and COMP indicate increasing interest in the DeFi segment and infrastructure tokens.
Return of attention to PEPE may indicate speculative short-term strategies of individual market participants.
📤 TOP-10 assets with the highest capital outflow:
№ Asset Outflow
1 STETH $1,320,000,000
2 ENA $347,660
3 RETH $65,675
4 APE $56,143
5 LINK $55,323
6 AAVE $55,290
7 AURA $27,803
8 OETH $16,384
9 SHIB $16,356
10 NEXO $11,211
📌 Comment:
The largest outflow is observed in STETH — a mass exit of institutional capital continues, likely due to insufficient liquidity and risks of losing flexibility compared to WSTETH.
Exit from RETH, #AAVE , #LINK may be due to portfolio rebalancing and profit-taking after the spring rally.
Moderate outflow from SHIB and APE signals a decrease in interest in high-risk and speculative assets.
🔎 Key Market Insights:
Liquidity distortion: there is a clear trend of capital redistribution from classic staking protocols (STETH, RETH) to their more liquid or wrapped forms (WSTETH), corresponding to institutional strategies for managing liquidity risk.
Increase in interest in underlying assets: inflows into ETH and infrastructure tokens (UNI, MATIC, COMP) indicate a conservative approach amid uncertainty.
Decrease in risk tolerance: mass outflows from high-risk tokens (APE, SHIB, NEXO) confirm a phase of 'shifting to quality.'
Alternative speculative activity: a slight but noticeable increase in interest in PEPE may indicate preparation for short-term pump strategies typical of volatile markets.
📈 Conclusion:
As of 09.06.2025, institutional investors continue to redistribute capital into more stable and liquid instruments, moving away from risky assets and staking protocols with reduced liquidity.
WSTETH and ETH demonstrate dominant demand, confirming the strategy of holding in highly liquid and fundamentally strong assets. At the same time, the phase of profit-taking in altcoins and the memecoin segment is intensifying.
