Smart Money Smart Money Holdings #1, Memecoin STONK $20.9M Nansen Smart Money current holdings snapshot: Solana memecoin STONK recorded maximum scale at $20.9M. PUMP ($14.4M), ZCAT ($6.2M) follow, with top positions dominated by Solana tokens. CoinEasy Insight Top token holdings are concentrated on specific chains. STONK, PUMP, ZCAT all belong to Solana, with sectors concentrated in memecoins and DEX. However, 24h holdings change rates mostly show micro-declines of -0.001%~-0.007%, indicating holdings maintained without major position adjustments. Investor Action Plan - Check holdings concentration by chain proportions first - Token age: STONK day 76·ZCAT day 38 new shares = mind volatility - ZEC exception: Only token with +4.2% holdings increase, worth monitoring Key Insight: Holdings concentrated on Solana Powered by Nansen 👉 Learn More 📢 Announcement Room · 💬 Chat Room · ✖️ X #smartmoney #onchain #coineasy
Smart Money Bought But Did Price Go Up? Smart Money Prices Separate
Of tokens with active smart money purchases, only ZCAT saw +50.5% price increase, while the rest either fell or showed sideways movement despite the buying. HOOKED shows clear net inflow at +$56K but price stayed at -0.12%. Coinage Insight
Smart money purchases didn't directly translate to price increases. HOOKED declined despite +$56K net inflow, and ZC with -$105K netflow showed strong selling while plunging -33%. Matching or diverging between netflow and price direction filters trusted signals. Investor Action Plan - Direction Match: Review tokens like ZCAT where net inflow and price increase overlap first - Divergence Watch: HOOKED-style buy-price divergence is an unconfirmed trend signal to be cautious about - Sell Pressure: Avoid chasing tokens like ZC showing negative netflow with sharp dumps Core Takeaway: Buying pressure and price are different stories Powered by Nansen 👉 Learn more 📢 Announcement Channel · 💬 Discussion Channel · ✖️ X #SmartMoney #OnChain #Coinage
✔️ September new token FDV ranking, MCAT $729M in 1st place • MCAT: $729M • CT: $561M • XDP: $195M • GNOT: $99M • TREAD: $83M • LAPTOP: $79M • ZCAT: $45M Recently listed Doppler $XDP also made the list at $195M in 3rd place.
Summary of major flows this cycle: Altcoins 1. Real Revenue / Buybacks / RWA HyperLiquid is spending most of its revenue on token buybacks and burns, and many projects have started following suit. However, you need to distinguish between projects actually generating revenue for buybacks versus inflating data and moving money hand to hand. Also, thanks to the on-chain trading boom led by this RWA, related infrastructure saw explosive growth in trading volume, TVL, and revenue metrics. Combined with the buyback and burn mechanisms mentioned earlier, this created this alt season. Moreover, unlike the past, many tokens' rises this time were driven by a positive feedback flywheel of 'metric growth → revenue-based buyback.' Tokens finally started actually capturing protocol value. Representative picks are $HYPE, $UNI, $RAY, $LIT, and newly emerging major launchpads $PONS, $STONK, $AI can also be categorized here. 2. Privacy / AI This flow emphasizes narrative over data more relatively. When price rises, 'scholars' naturally appear justifying it with all sorts of logic, the most representative being $ZEC. Other standout picks include $NEAR (privacy trading, omnichain trading, Naval Ravikant retweets), $VVV (privacy AI, computing power tokenization). On-chain mainly driven by stock tokenization, and by chain it looks like this: Robinhood put stock tokenization narrative front and center, and as a result, a wave of breakout coins emerged in the first rally. Major launchpads $PONS and $AI led the charge, and there were pure memes like $CASHCAT too. Robinhood appears to have absorbed lessons and experience from past public chains. Both the exchange and founders actively supported on-chain ecosystem development, so unlike most previous public chains, it didn't just flash and fade. Recently, coin-stock pairing narratives have done almost everything worth doing once over, and other chains are putting in effort too, so you could say the Robinhood on-chain bull market has entered a kind of cooldown period. Solana Many people thought Solana would stay quiet this cycle without top CEX support, but it came back to life based on its strong on-chain ecosystem. On the other hand, $ZCAT, paired with ZEC, emerged and the token and
스통크의 선전은, 이번에 지캐시가 잘 가면서 지캐시 페어의 대장인 $ZCAT 이 오른 덕도 있는거같은데, 아무래도 시총치곤 무빙이 가벼운 지캐시랑 합도 좋지 않나? 싶은 생각도 듭니다.
어제 얘기할 때 샀으면 채소 +40%였는데.. 그런데 이런건 포모도 안올뿐더러, 개인적으론 가급적 이런 단일 밈코인을 사는건 권하지 않습니다.
지금은 굉장한 상관관계를 보이는듯 하지만 그언젠가 난중이 되면 지캐시 잘가도 얘는 못따라갈수도 있어요..
BTW tokens like STONK like $ZCAT have a 3% tax every time you transfer them lol They give revenue share to token holders with that tax. They distribute matching coins where each pair is made, so for example $ZCAT gives $ZEC. Looking at the joke Cory made in DM when he helped rescue that token, it's definitely Cory's style. https://x.com/AJH_sol/status/2098152029000454390
