20260613

On-chain Smart Money Inflow Analysis

1. Stablecoins Attracting the Most Capital:

• Typically represent funds entering the market but not yet deployed in risk assets, signaling 'ammunition preparation.'

• Investors are converting funds into USDT, USDC, etc., possibly waiting or observing for new project layouts.

• A very typical signal of 'the eve of a potential bull market.'

2. Payment and Governance Tracks Leading:

• Indicates that some funds are flowing into infrastructure-type projects rather than purely speculative assets.

• May reflect institutional participation or the deployment of conservative strategies.

3. Memecoin Track's Popularity Declining:

• Indicates that smart money is currently reducing its focus on high-volatility assets, exercising caution in the short term or shifting targets.

1. Solana is Currently the Main Active Chain for New Coins:

• High on-chain activity, intense Twitter + meme culture, and low gas fees attract experimentation.

2. Inflows Concentrated but Number of Trading Addresses is Relatively Low:

• Most new coins only have 1-3 trading addresses, possibly due to bots, project testing, or large holders positioning early.

3. Opportunities for New Coins Exist but Risks are Extremely High:

• Can be used as reference data for new launches or stealth strategies, but need to consider:

• Token Distribution Structure

• Liquidity Lock-up Situation

• Contract Security