On-Chain Weekly Update - Smart Capital Observation
Smart Capital Net Inflow Rankings (Excluding Stablecoins)
• WTAO +$93.35 million — Price increased by 20.4%. No outflow of smart capital.
• WLD +$45.59 million — Price decreased by 12.6%. 22 smart capital addresses hold $56.70 million.
• HOME +$42.27 million — Price decreased by 6.8%.
• ENA +$11.70 thousand — 17 smart capital addresses, position growth of 4.7% in 24 hours.
Emerging Trends
• SOL: Smart capital position increased by 26.2% in a single day, the strongest 24-hour signal this week.
• AI Tokens: AIFI increased by 40.7%, BNB chain net inflow of $4.80 million. SKYAI increased by 46%.
• LSD Track: Base chain wstETH net inflow of $8.70 million, cbETH net inflow of $2.70 million.
• Active BNB Chain: MON increased by 429.8%, PTC increased by 111.4%, BR increased by 118.5%, the most significant price fluctuations this week.
Smart Capital Largest Holdings
• UNI: 29 addresses hold $143.20 million
• ONDO: 19 addresses hold $94.80 million
• MON: 25 addresses hold $91.10 million
• HYPE: 19 addresses hold $67.20 million
• WLD: 22 addresses hold $56.70 million
• AAVE: 13 addresses hold $37.70 million
BNB Chain is the most active, SOL is the most urgently watched, while WTAO and WLD are the targets where smart capital quietly accumulates confidence out of the public eye.
