⚡ Event News
Based on on-chain data tracking from Nansen and DefiLlama, in the past week (August 19 - August 26), multiple whale addresses marked as 'smart money' have been continuously withdrawing ETH from exchanges and significantly increasing their on-chain holdings of top DeFi blue-chip tokens such as AAVE, UNI, and LDO.

🔍 Core Interpretation
This is not a scattered individual behavior, but a macro trend worth noting. When experienced and well-capitalized 'smart money' starts to concentrate and quietly accumulate, it usually conveys two signals:

  1. Value Disparity Emerges: In their view, the overall valuation of the DeFi sector may be at a more attractive position with a better risk-reward ratio compared to other market hotspots (such as AI and GameFi).

  2. Expected Sector Rotation: Whale positioning often leads market hotspots. Their current accumulation may be an early ambush for the next phase of 'DeFi Summer' or related narratives.

⛓️ Chain Reaction
This continuous accumulation on-chain has the most direct effect of reducing the circulating supply of these DeFi blue-chip tokens in the secondary market, constructing a solid bottom for the price. More profoundly, once this trend is perceived by the broader market, it is likely to trigger a 'follow-the-trend effect,' attracting more funds back from other sectors to the DeFi ecosystem, thereby boosting the overall TVL and market sentiment of the sector.


Whales often lead the market by half a step, but blindly following them may turn one into a 'bag holder.' In your opinion, when observing that smart money is aggressively accumulating, what should a rational investor do? Should they immediately follow suit, or take it as a signal to delve deeper into the sectors they are investing in and look for targets they approve of?
#币圈速报 #defi #聪明钱