On the eve of the US CPI data release, crypto market whale funds are showing a clear layout trajectory. Although Bitcoin is still fluctuating near its highs, mid-cap altcoins have quietly attracted the attention of top wallets — over the past 7 days, tokens like 1inch (1INCH), Chainlink (LINK), and Curve (CRV) have shown significant accumulation signals, clearly captured from the surge in holder balances and the outflow of tokens from exchanges. Behind these capital movements may lie whales' predictions about market sentiment following the CPI data release.
1inch (1INCH): Whales increase holdings against the trend, betting on a rebound in DEX activities. In the past 24 hours, the whale collection of 1inch has increased by 5.65%, bringing the total balance held by these top wallets to 9.56 million tokens. From the overall holding structure, the top 100 addresses still control about 1.26 billion 1INCH, although their holding ratio has slightly decreased, this is more likely due to a reallocation of funds within the whale group rather than a large-scale exit.
Nansen data shows that from noon on July 14th, the whale balance of 1inch showed a stable upward trend, while token prices hovered in the $0.32-0.33 range, indicating that new demand is entering the market. Notably, during the same period, the balance of 'smart money' changed little compared to exchange balances, suggesting that this accumulation mainly comes from large wallets' proactive buying rather than from retail or short-term speculative funds. Interestingly, while whale holdings increased by 5.65%, the price of 1inch fell nearly 8% in a single day — this 'volume-price divergence' suggests that whales may be positioning themselves early rather than chasing short-term gains.
Market speculation indicates that the betting logic is: if CPI data is below expectations, improved risk sentiment will boost on-chain trading activity. As a decentralized exchange (DEX) aggregator, 1inch is expected to benefit from the growth of DEX activities, making low-price accumulation a preparation for potential market moves.
Chainlink (LINK): Accumulation synchronized with price increase, oracle demand expectations heating up. Since July 10th, the whale collection of LINK has cumulatively increased by 6.19%, with the current total reaching 2.84 million tokens. The most significant accumulation occurred between July 11th and 12th, just before the token price hit a local high of $16, forming a linkage trajectory of 'capital entering early — price following.'
As of now, the top 100 addresses hold 654.73 million LINK, a slight increase from the beginning of the week; during the same period, exchange balances decreased by 1.51%, further confirming that LINK is flowing from exchanges to private wallets or cold storage, indicating that whales prefer to hold long-term.
Over the past week, LINK's price surged nearly 18%, highly coinciding with the rhythm of whale accumulation. This 'volume and price rising' trend releases a new optimistic sentiment in the market regarding its prospects — as the leader in decentralized oracles, LINK's demand is often linked to the activity level of the DeFi ecosystem, and whale accumulation may signal expectations for growth in subsequent complex on-chain financial applications.
Curve DAO (CRV): The advantages of stablecoin trading attract capital layout, with risk-hedging attributes highlighted before CPI. CRV's whale wallets increased by 1.65% in the past 24 hours, bringing total holdings to 6.18 million tokens. Although the daily increase is not large, the trend remains stable — from July 14th early morning to noon, whale balances showed a steady climbing trend. The holdings of the top 100 wallets also slightly increased by 0.06%, indicating that large holders are gradually increasing their positions.
During the same period, the price of CRV increased by nearly 7%, rising to $0.69, forming a positive feedback with whale accumulation. As a decentralized protocol focused on stablecoin trading, Curve is known for its low fees and deep liquidity, making it more attractive at times when the market is sensitive to inflation data — if CPI data triggers market volatility, the demand for stablecoin trading often rises, and Curve's infrastructure advantages may serve as both a safe haven for funds and a profit-taking option. This could be the core logic behind whales' early positioning.
Honorary Mention: SPX6900 (SPX): Meme coin sentiment hasn't faded, small funds betting on the continuation of the super cycle.
As a 'barometer' for the meme coin sector, the whale collection of SPX6900 has only increased by 1.1%, but the holdings of the top 100 wallets increased by 4.63% this week, indicating active capital within the sector. The token price is currently close to $1.60, and the capital inflow from July 10th to 13th shows a clear coordinated entry pattern.
Even during the market's cautious period before the CPI release, SPX6900's quiet rise still sends a signal: some traders are still betting on the continuation of the 'meme coin super cycle.' Especially if the CPI data is favorable for risk sentiment, these highly elastic assets may once again welcome a speculative frenzy.
Summary: Whale positioning points to 'segment track opportunities' after CPI.
From the overall capital trends, crypto whales turning towards mid-cap altcoins during Bitcoin's high-level fluctuations is not a random choice: 1inch corresponds to DEX activities, LINK is associated with oracle demand, and CRV anchors stablecoin trading. These fields are directly related to 'risk sentiment warming after CPI data improves.' This layout reflects both a forecast of macro data and a deep exploration of the segmented tracks in the crypto ecosystem — occupying high-potential areas ahead of clear market trends may indeed be a core strategy for these leading funds to traverse cycles.
#CPI数据来袭 #比特币巨鲸动向
