NFTs, ponzis, 50x lev trades and ordinals
Joined December 2020
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These are the coins that smart wallets have been buying in the last 24 hours. Looks like $cashcat wants to take the lead on RH?
Good to see $orbio still hanging in there
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Quick update on my tracked RH smart wallets:
Oct 8 was the worst day, negative 4M in smart wallet outflows. The bleeding has stopped and today we are -$461k in flows.
Negative but getting better. Yesterday and today we are also seeing more new coins getting picked up by smart wallets, which means the risk appetite to buy new things is start up again.
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In the disbelief stage of the cycle, we see people calling for lower prices during the dips
Those lower prices never come. Its bear PTSD. Last cycle we were at 25k with people calling for a revisit to 15k "to confirm the bottom".
When the dips keep getting bought and this repeats a few times, thats how we go from disbelief to HOPE, market participants become bullish and all dips become longing opportunities.
I believe we are in that process now. Purge your mind of bear market ptsd.
HIGHER
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Current thoughts on robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18
People from sol only bought cause the ticker was good + it's a dog coin. These are the people capitulating now. They will learn.
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While everyone is panicking on RH and dumping, smart wallets are accumulating with these coins getting positive inflows in the last hours.
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Smart wallet accumulation on $AI seems to be bottomed and starting to grow again
I cant believe half of ct thinks $ai is just a meme coin and that the value is in the ticker name
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I've grown my smart wallet list to 4251. This is how the last 24 hours have looked on the top coins held by them.
Capital bleeding out on most except robinhood:0xe8ffd7e24187f72afb08d75b1bb13088a989a791 robinhood:0xd9db30bb0d2b8d2eae3826a1372117e058791e18 and robinhood:0xd7321801caae694090694ff55a9323139f043b88 which I personally think is a cringe forced meme
CT favs $BONER $AI and $PONS continue on a downtrend
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This is pretty cool, I'm watching my agent bet $CREDITS on @LudiArena
One of the first cool things I see built on @orbiodotso
robinhood:0x91a2dae9699f0b82540b5886b0d8759c22820ba3 has been #1 on the capital inflow ranking for 3 days in a row. It had 60 smart wallets 2 days ago
This kind of growth usually means its due for a nice repricing.
I'm betting on robinhood:0x462dff4be800c77a61e69dc2ea6010e4237f674d as a beta to it as well.
Other notable ones that have survived for a few days: $NAUTILO and robinhood:0xb911f04a24a9f6234537829290335e623ee71e18
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Daily Robinhood trenches smart wallet report
We are seeing bleeding across the board for the biggest coins, these smart wallets are taking profit.
Usually when majors run, trenches bleed, then when BTC settles down we should see the next wave.
Good time to accumulate any of these. My personal favs: $AI $BONER $DELTA
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This is what smart wallets on robinhood are accumulating right now
robinhood:0xa92768863a55d8a0591709f7f5e594a249d36ea3
robinhood:0xb911f04a24a9f6234537829290335e623ee71e18
robinhood:0x1258af9d5e3f2a31e585711966ac295b64ddf6a5
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$MUSEBOOK is literally a book and somehow sitting at $15M.
$SWARM actually shipped, agents are live, payments are settling... and we’re sitting around $350K.
Eventually fundamentals have to matter. $SWARM 🐝
1. musebook: 570 agents registered alltime
swarm: 362 agents alltime
2. musebook: still not shipped #rentahuman
swarm: shipped #rentahuman 2 days ago and first payments already settled
3. musebook: $200K in treasury
swarm: $160K in treasury
musebook: $15M mcap
swarm: $250k mcap
i think ours is due for a huge repricing once people figure it out
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