Analysis of the dynamics of "smart money" from May 1 to May 4, 2025🔁 Key transitions and patterns:

📌 ETH:

May 1: strong inflow ($124 million)

May 2: decrease in inflow

May 3: increase to $33 million

May 4: sharp outflow — $9.4 million

⚠️ Possible profit-taking after the rally

📌 WSTETH:

May 3: large outflow

May 4: equally large inflow

🔄 Capital rotation between ETH derivatives?

📌 UNI and STETH:

Present in both inflow and outflow lists

Behavior indicates high short-term speculation

📌 LINK:

May 2 – outflow $675 thousand

May 3 – outflow $975 thousand

May 4 – inflow $433 thousand

🔁 Likely trend reversal? Monitoring May 5

🧠 Conclusions:

#ETH remains the main asset for institutions, but an initial phase of profit-taking is observed.

WSTETH/STETH — a play on interest rates and liquidity within the Ethereum ecosystem.

Outflow from meme coins and highly speculative assets is steady (ARKM, #floki , #pepe ).

The return of inflow to the DeFi infrastructure (#LINK , #UNI , AAVE) may indicate the formation of a new cycle of interest in utility tokens.