CoinSense

Track verified smart money & influencer wallets in real time.
Spot entries before tweets.
Monitor limit orders & single-sided liquidity.

[CoinSense @CoinSense_App]

https://t.co/ao1t5Gcqhp

[CoinSense @CoinSense_App]

$B3 this month: MCP launch and Caddie 1.1

• Launched B3OS MCP in OpenClaw for Telegram-based onchain trading with sandboxed wallets and guardrails
• Released Caddie 1.1 with human approvals, deterministic execution, and signed execution logs
• Added x402 action tracking, workflow triggers, and agent payments, including Arbitrum support
• Shipped live beta trading workflows for Polymarket and Hyperliquid with sentiment signals and notifications
• Integrated Gmail with onchain invoice approval and payment workflows
• Published a private wallet-funding template using Railgun shielding, fresh Turnkey wallets, and Relay swaps/bridges

13 dev updates this month, up from 3.
$26.4M mcap, base.

Chart: https://t.co/DenlxTcxVr
Details: https://t.co/wgYyQe8kLW

[CoinSense @CoinSense_App]

$ASTER this month: Native Chase Orders and on-chain listing votes

• Shipped native Chase Orders that automatically track the best bid or ask while remaining post-only.
• Introduced on-chain permissionless listing votes, letting heavily staked validators propose and approve new markets.
• Switched stock perpetuals to an EWMA-smoothed contract price during off-hours to reduce liquidation spikes.
• Launched Hong Kong and Korean equity perpetuals, adding markets like Tencent, Xiaomi, Samsung, and SK Hynix.
• Listed pre-IPO perpetual markets for OpenAI, Anthropic, SpaceX, and Quantinuum with capped leverage.
• Waived USDC and USDT swap fees for 30 days in the portfolio swap interface.

42 dev updates this month, up from 1.
$1.6B mcap, bsc.

Chart: https://t.co/AbTlaQB4rY
Details: https://t.co/EDusGE1tNe

[CoinSense @CoinSense_App]

$ANYONE this month: .anyone hidden-service domains and DNS client release

• Released client v0.4.10.2 with .anyone hidden-service suffix support and short domain mappings
• Added a dedicated DNS service to resolve .anyone addresses through the hidden DNS system
• Brought new bandwidth authorities online in South Africa and Bulgaria to broaden relay coverage
• Shipped an NPM package for routing applications through the network’s proxy to anonymize traffic
• Launched a Telegram TLD monitor bot that alerts users to newly linked short-form .anyone domains

5 dev updates this month, up from 5.
$5.9M mcap, ethereum.

Chart: https://t.co/9qUvVyywja
Details: https://t.co/3N6raTx4z1

[CoinSense @CoinSense_App]

Coinsense is not only about our website. We also have an active Discord group where we share our views on promising projects or a current market view. Last month @Nanobot_trader shared his Longer-Term View and specific price targets for Bitcoin. One month later and we know how it played out.🎯

[CoinSense @CoinSense_App]

$BORG this month: In-app DCA calculator and Hyperliquid integration

• Added an in-app DCA calculator to model recurring buys across assets, amounts, and timeframes
• Upgraded Auto-Invest in the app to automate recurring cryptocurrency purchases
• Integrated Hyperliquid into the Meta-Exchange for one-tap access from 11+ fiat currencies
• Added Centrifuge support on the Meta-Exchange for in-app swaps from 11 fiat currencies or 400 assets
• Launched Referral Boost, increasing referral rewards as a user’s rank rises

10 dev updates this month.
$147.2M mcap, solana.

Chart: https://t.co/sJWlargvT7
Details: https://t.co/gFe19bpz1D

[CoinSense @CoinSense_App]

$HermesOS this month: Free tier launch and desktop agent hosting

• Launched a free tier for agent hosting with no credit card requirement
• Added managed AskVenice model support without user-managed API keys, billing, or provider setup
• Connected the desktop app directly to the hosted platform so agents can run 24/7
• Added wallet-linked compute bonuses for qualifying Pro and Power users
• Released a live stats page showing deployments, active agents, token throughput, and country usage

12 dev updates this month, up from 2.
$372k mcap, base.

Chart: https://t.co/gHJ6ft07IC
Details: https://t.co/GB8hdctcmM

[CoinSense @CoinSense_App]

Whale bought $PEAK for $2.1k on a $412.2k market cap token. Est. probability of +100%: 48%.

This wallet is not random flow. It previously pulled $527.1k and $61.9k in realized wins, and it has been actively deploying capital across WETH ($6.3k, $4.0k) and uPEG ($3.4k) before rotating into PEAK.

The setup is clear: PEAK is being valued as a crowdfunding rail for humanoid-robot expeditions and extreme-environment robotics R&D, not just a meme beta. Demand is being supported by real narrative traction:
- Pemba robot summited Chimborazo
- the livestream drew ~8,000 viewers
- the project is positioned as community-funded and explicitly non-VC
- field deployment credibility increased through the Geologic Dome partnership with the Sharamentsa Achuar community for monitoring

For traders, the signal is early smart-money accumulation in a sub-$500k name with a defined niche, visible public milestones, and credible R&D funding mechanics.

Chart: https://t.co/6e05GZ3pcM
Wallet: https://t.co/GM4zP9EFl0

[CoinSense @CoinSense_App]

ethereum:0x40e3d1a4b2c47d9aa61261f5606136ef73e28042 sold off almost 50 % since we flagged a significant sell pressure in form of limit sell orders and single-side liquidity.
Since then the SMWs started accumulating again around the lows and price bounced higher as you can see on the chart.

More details for Premium users: https://t.co/PbsIE1hOCT

[CoinSense @CoinSense_App]

$SERV single-side liquidity and limit orders (hidden sell pressure) to watch for👀

Available with details on:
https://t.co/wZhY9nyAOr

[CoinSense @CoinSense_App]

$NOCK this month: Phase II launch and memory-arena upgrade

• Activated Phase II at block 65500, halving emissions and speeding up block times
• Shipped Networking Gen2, a rebuilt node network stack that syncs faster with fewer round-trips
• Deployed the Persistent Memory Arena upgrade, reducing memory use and cutting per-event latency from 600ms to 4ms

5 dev updates this month, up from 1.
$92.4M mcap, base.

Chart: https://t.co/1Rtedd2KL4
Details: https://t.co/mDfx9EUz6p

[CoinSense @CoinSense_App]

$BTC’s move to $62k looks less like fundamental repricing and more like a liquidity-driven flush.

We’re seeing 3 signals line up:

1) Spot demand has weakened hard: BTC ETFs have seen $1.4B in net outflows since June 1. When ETF flows roll negative, the most price-insensitive bid disappears, and downside moves travel further through thin books.

2) The market is repricing the “permanent corporate bid” narrative: after Strategy sold 32 BTC for the first time since 2022, BTC erased $180B+ in market cap and MSTR moved to a 17% discount to NAV. That matters because BTC was being supported by reflexive balance-sheet demand; once that trade cracks, leverage unwinds faster than spot can absorb.

3) Derivatives structure into the $62k sweep points to a classic liquidity trap: retail panic-sold into a pocket where bids were weak, stops were clustered, and downside momentum fed on itself. In that setup, price discovery is being driven by liquidation mechanics, not long-term conviction.

At the same time, crypto is fragmenting internally. New listings have been structurally toxic for risk appetite: the median CEX listing is down 82%, and tokens with monthly unlocks underperformed BTC by ~7% around unlock windows. That keeps capital defensive and reduces the chance of broad speculative flows rotating back into BTC quickly.

Our read: this is a market with impaired marginal buyers, broken reflexive support, and outsized sensitivity to flows.

What we’re watching next is simple: whether ETF outflows stabilize, whether BTC can reclaim bids without corporate-balance-sheet reflexivity, and whether derivatives positioning resets cleanly after the $62k sweep. If those don’t improve, rallies are more likely to be sold than chased.

[CoinSense @CoinSense_App]

$MYTHOS this month: External-agent SWD interface and local MCP server

• Released an external agent file-action interface with validation, verification, rollback, and signed receipts.
• Added MCP server support and config so agents can call local file actions over stdio.
• Shipped local skills and `learn`, generating repository rule packs and reviewable `SKILL.md` files.
• Added read-only CI verification to flag risky repository changes and missing receipt coverage.
• Launched a beta chat app for wallet, transaction, and token analysis with app creation.

17 dev updates this month, up from 1.
$560k mcap, base.

Chart: https://t.co/gBg4jHUxn9
Details: https://t.co/H9lwHSPFIZ

[CoinSense @CoinSense_App]

High-performing wallet bought $3.5k of $OFFSET on Base — equal to ~1.4% of total supply.

This wallet has already posted major realized wins, including +$193.9k and +$127.7k on prior trades. Recent flow also includes $16.0k into WETH and $7.9k into SHH, so OFFSET is being added alongside core and higher-beta positioning.

Most actionable metric: Est. probability of +100% is 48%.

Why this matters technically:
OFFSET is a Base-native tool/token tied to real-time Polymarket offset data used to hedge perpetual positions on Hyperliquid. That gives it a clear trading utility rather than purely narrative demand.

Market structure is still small:
• Market cap: $258.7k
• Uniswap Base liquidity: ~$73K
• 24h volume: ~$235K

That combination matters. A wallet with a strong PnL track record just accumulated 1.4% of supply in a sub-$300k asset with active onchain turnover and a defined hedging use case.

Additional context:
The project is built by a Base engineer, reportedly an ex-Coinbase developer — relevant because the product is specifically aligned with Base infrastructure and trader tooling.

For traders, this is a credible smart-money accumulation signal in an early-cap Base asset with asymmetric upside if adoption expands among perp traders.

Chart: https://t.co/1YrNkRlOZu
Wallet: https://t.co/2EXnmKU42m

[CoinSense @CoinSense_App]

$SKYAI this month: AI trading execution loop + Bybit perps listing

• Began rolling out public modules for macro context mapping, cross-source data synthesis, and agent coordination
• Opened parts of an AI trading decision-and-execution loop as internal testing moved toward public rollout
• Listed perpetual futures for the token on Bybit

5 dev updates this month, up from 1.
$141.5M mcap, bsc.

Chart: https://t.co/rIOOflAuLX
Details: https://t.co/ZMrXtdPy2D

[CoinSense @CoinSense_App]

Whale bought $泡沫 for $3.6k, taking ~1.2% of total supply in a single move.

This is a microcap accumulation signal on a $300.8k market cap token, with an estimated 48% probability of +100% from here — the key risk/reward metric traders should focus on.

Context matters: this wallet has already posted $692.5k and $159.7k in profits on prior winners. Recent flow also shows capital deployed into USDC ($24.2k), hey stock ($21.5k), and WETH ($20.4k), so this $泡沫 buy sits inside a broader allocation framework rather than an isolated punt.

The underlying narrative is clear: AI-linked speculation is being supported by real supply-side constraints. GPU fleets are still running at near-100% utilization, signaling sustained compute demand. TSMC capacity remains the bottleneck, which limits oversupply risk. At the same time, Berkshire sitting on roughly $400B in cash reflects defensive positioning at the top end of capital markets.

That combination — hard compute scarcity, constrained supply expansion, and defensive macro positioning — keeps “bubble” trades structurally tradable when they appear this early in market cap terms.

1.2% of supply in whale hands is the standout datapoint here.

Chart: https://t.co/oUT8seZhmw
Wallet: https://t.co/9EfmMXSLzx

[CoinSense @CoinSense_App]

$HYPE is working because the token has a real, mechanical bid behind it.

Hyperliquid routes 97% of protocol fees into buybacks, and the protocol has already generated over $1B in revenue. That matters because most token launches fail on market structure: across 540+ tokens launched since 2020, the average token spent 70% of its life below launch, and the typical token underperformed BTC by 7% per unlock, compounding to -47% by the 10th unlock.

HYPE breaks that pattern by pairing strong revenue with continuous demand. Buybacks absorb natural sell pressure that usually kills post-launch performance, including airdrop recipients who typically sell down fast. In the largest airdrops, 78% to 94% of recipient wallets had sold most of their allocation by day 90. HYPE avoided that reflexive death spiral because fee-funded repurchases soaked up supply.

The bid is not just narrative-driven, either. Our onchain work shows one large buyer added 1,353,356 HYPE in a single week, with total market impact roughly 2x all spot ETF flows. At the same time, Hyperliquid has captured 75% of perps DEX mindshare and remains one of the most revenue-efficient businesses built onchain.

Our takeaway: HYPE is not interesting because it had an airdrop or because CT likes it. It is interesting because revenue is being converted into token demand at scale, in a market where most tokens still leak value through unlocks and seller-heavy distribution.

What we’re watching next is simple: revenue durability, buyback intensity, and whether external spot demand continues to outpace emitted/realized supply. If that stays true, HYPE remains one of the clearest examples of token-market structure finally aligning with fundamentals.

[CoinSense @CoinSense_App]

$SKY this month: Fixed Yield launch and real-time financial dashboard

• Launched Fixed Yield with Pendle, giving stablecoin holders a fixed return by a set date
• Published a real-time financial dashboard showing the balance sheet, P&L, and capital allocations
• Resumed OFT bridging on Solana for the stablecoin after completing a security review
• Expanded the stablecoin and savings token to Avalanche, extending issuance and access to another chain

8 dev updates this month.
$1.5B mcap, ethereum.

Chart: https://t.co/UyLqnuxAHz
Details: https://t.co/8hDLCNNhRK

[CoinSense @CoinSense_App]

$PENGU this month: IT'SUGAR retail rollout + MetaMask SBT series

• Licensed branded products for sale in more than 100 IT'SUGAR retail stores
• Released a MetaMask collaboration as a commemorative soulbound token series
• Launched the first lifestyle collection, adding a new consumer merchandise line
• Reached 100,000 SOL staked on the project’s validator, marking notable on-chain adoption
• Expanded token availability to 130-plus exchanges and six-plus chains

7 dev updates this month.
$429.9M mcap, solana.

Chart: https://t.co/DalSVC3uWq
Details: https://t.co/3YT3dll3lF

[CoinSense @CoinSense_App]

High-performing wallet who made $71.6k on SBET and $63.7k on CONWAY bought $巴别塔

Size $2.1k | Sig 0.78% | MCap $269.6k | 🎯 +100%: 50%

Chart: https://t.co/ZBFOtaS1HW · Wallet: https://t.co/H8dHpCtq1v

[CoinSense @CoinSense_App]

$DUST this month: Live token-holder governance and discounted borrow rates

• Launched a live token-holder governance system on Monad for on-chain voting by veDUST holders
• Deployed discounted net borrow rates for MON, AUSD, USDC, USDT0, and WETH markets
• Started incentivized supply campaigns for USDC, USDT0, and AUSD, alongside Stables Mode in E-Mode
• Launched incentivized liquidity pools on PancakeSwap with 0xFastLane and Neverland on Monad

11 dev updates this month.
$608k mcap, monad.

Chart: https://t.co/VKYbRirrx2
Details: https://t.co/qqukJG7hq4

[CoinSense @CoinSense_App]

Top-tier influencer wallet entered $DMT with ≈1.1% of supply at 251k mcap. Age ~12.2h, and the wallet’s prior closed trades include +1.84M on GOAT and +990k on arc.

Est. hit rate for +100% within 14d: ~60% — tracked-entry baseline ~35%

Chart: https://t.co/rw8b4tO6MY
Details: https://t.co/zqnZujKeZg