🎯 Watching $SQUIRE closely for re-entry.
PA still looks pretty dicey, but a few flow signals have definitely caught my eye.
More notably, $SQUIRE is currently the only Solana AI token catching smart money inflows over the last 24H 👀
📊 $SQUIRE 24H onchain via @nansen_ai
• -20.6% pullback from recent highs
• Smart trader inflows: +$7.5K
• KOL inflows: +$4.7K
• Exchange outflows: -$6.5K (2.2× avg)
• Fresh wallets: +$55K
• Net smart money accumulation despite the sell-off
🧠 What I’m watching
• Smart money buying into weakness
• KOLs quietly adding exposure
• Exchange outflows suggesting accumulation
• Fresh capital still entering despite ugly PA
• Most top PnL wallets continuing to hold the bulk of their positions
📌 TLDR
PA still looks weak and the broader market isn’t doing it any favors.
But after a sharp flush, seeing smart traders nibbling while many of the highest-performing wallets refuse to exit only piqued my interest.
Base doesn’t have a monopoly on AI utility and I’d encourage people to watch @MCGlive’s interview with @squire_bot dev @0xgilbert. He’s one of the thoughtful builders in the space and I’m a believer in the long-term decentralised inference thesis.
Summer is usually where patience gets tested so I expect more chop before the market figures itself out.
That said, if $SQUIRE can stabilize and start putting in a proper base, I’d be more than happy to have it back in my port.
For now, just staying patient and letting the flows do the talking 👀
Markets choppy, 👀 still onchain — follow @Chyan for daily insights. 📶
Use discount code CHYAN via the link in my profile to access the best onchain alpha + flow dashboards on @nansen_ai.
🎯 Watching $SQUIRE closely for re-entry.
PA still looks pretty dicey, but a few flow signals have definitely caught my eye.
More notably, $SQUIRE is currently the only Solana AI token catching smart money inflows over the last 24H 👀
📊 $SQUIRE 24H onchain via @nansen_ai
• -20.6% pullback from recent highs
• Smart trader inflows: +$7.5K
• KOL inflows: +$4.7K
• Exchange outflows: -$6.5K (2.2× avg)
• Fresh wallets: +$55K
• Net smart money accumulation despite the sell-off
🧠 What I’m watching
• Smart money buying into weakness
• KOLs quietly adding exposure
• Exchange outflows suggesting accumulation
• Fresh capital still entering despite ugly PA
• Most top PnL wallets continuing to hold the bulk of their positions
📌 TLDR
PA still looks weak and the broader market isn’t doing it any favors.
But after a sharp flush, seeing smart traders nibbling while many of the highest-performing wallets refuse to exit only piqued my interest.
Base doesn’t have a monopoly on AI utility and I’d encourage people to watch @MCGlive’s interview with @squire_bot dev @0xgilbert. He’s one of the thoughtful builders in the space and I’m a believer in the long-term decentralised inference thesis.
Summer is usually where patience gets tested so I expect more chop before the market figures itself out.
That said, if $SQUIRE can stabilize and start putting in a proper base, I’d be more than happy to have it back in my port.
For now, just staying patient and letting the flows do the talking 👀
Markets choppy, 👀 still onchain — follow @Chyan for daily insights. 📶
Use discount code CHYAN via the link in my profile to access the best onchain alpha + flow dashboards on @nansen_ai.
Today on MCG: @0xgilbert | @squire_bot | https://t.co/bL8Ch5LqTa | $SQUIRE
$SQUIRE is the token tied to https://t.co/bL8Ch5LqTa, a two-sided AI inference marketplace where token holders get free daily inference they can resell on chain.
Compute world order.
Highlights from our chat:
03:25 - The brain behind this operation
06:11 - The UsePod thesis
13:55 - Why @solana?
18:34 - AI compute as a futures market (oil futures analogy)
24:42 - Long term compute deals actively settling
28:43 - 11x week-over-week growth in token usage
33:50 - Token holders may get direct equity exposure
37:43 - Almost half a billion tokens spent on UsePod this week alone
40:05 - 6 MONSTER partnerships announced last week
41:10 - Interest from industry leaders
👀 The market still isn’t perking up, which is exactly why I’m paying attention to the Base AI names still managing to stay afloat.
📊 Base AI 24H netflows via @nansen_ai
🥇 $SERV → +$54.7K
🥈 $TIBBIR → +$39.0K
🥉 $GITLAWB → +$35.7K
4️⃣ $ODAI → +$31.8K
🧠 What stands out
• Capital is getting increasingly selective
• Base AI flows down to a trickle
• Despite that, a handful of projects continue attracting demand
• Relative strength matters more than absolute flow size rn
• The same names keep showing up near the top of the leaderboard
📌 TLDR
I’m not particularly bullish on the market here.
And I’m definitely not calling for immediate upside.
But when conditions are weak, I pay attention to who is still attracting capital.
Right now, I like what I’m seeing at the top of the Base AI flow rankings 👀
Not a buy signal… just an observation that a handful of projects are continuing to float while much of the market struggles to tread water.
And if you’ve followed my posts for a while, you’ll know I’m long-term bullish on all four.
That doesn’t mean they can’t dip.
It means they’re showing up exactly where I’d expect stronger projects to show up: near the top of the flow rankings when money gets picky.
Base PA still as pumpy dumpy as ever… stay safe out there 🤝
Follow @Chyan for daily insights. 📶
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🐀 With Base flows running on fumes, $RATSPEAK is one of the very few low caps still attracting attention today 👀
The market is showing peak weakness and Base flows feel dead.
Yet @ratspeakorg keeps quietly pulling in interest around a niche that’s becoming increasingly relevant: encrypted AI messaging.
📊 $RATSPEAK 24H onchain via @nansen_ai
• Netflows: +$40K but still #5 amongst Base lowcaps
• Buy/sell ratio: 1.46× → buyers firmly in control
• 524 buyers vs just 166 sellers
• Fresh wallets: +$50.9K inflow
• Exchange outflows: -$16.1K → accumulation signal
• ~$206K volume on a rough market day
🧠 What stands out
• One of the few Base low caps still attracting attention rn
• Buyer count outnumbering sellers 3:1
• Fresh capital continues entering
• Exchange outflows suggest holders aren’t rushing to exit
• Latest release showcasing the project’s potential and helping keep interest warm despite weak conditions
• @ratspeakorg emerging as one of the more interesting builders on Base with a unique focus on encrypted AI messaging
📌 TLDR
Sure, smart traders and KOLs took profit into the big pump.
But importantly, neither cohort has completely left the building.
And one whale continues to diamond hand 2.77% of total supply 👀
In this market, that’s a meaningful vote of confidence.
Meanwhile:
• users still showing up
• buyers overwhelming sellers
• fresh wallets entering
• builders still shipping
For a token that’s only fairly new, $RATSPEAK is holding attention and structure remarkably well while much of Base struggles to attract any at all.
In a market where attention is becoming increasingly selective, simply continuing to attract it is a signal in itself.
And rn, $RATSPEAK is doing a pretty good job of that 👀
Markets choppy, but the rat is still speaking.
CA: 0xf1e9baa65d418a9025e1851dd2d37f1ad208bba3
Follow @Chyan for daily insights. 📶
Use discount code CHYAN via the link in my profile to access the best onchain alpha + flow dashboards on @nansen_ai.
🐀 With Base flows running on fumes, $RATSPEAK is one of the very few low caps still attracting attention today 👀
The market is showing peak weakness and Base flows feel dead.
Yet @ratspeakorg keeps quietly pulling in interest around a niche that’s becoming increasingly relevant: encrypted AI messaging.
📊 $RATSPEAK 24H onchain via @nansen_ai
• Netflows: +$40K but still #5 amongst Base lowcaps
• Buy/sell ratio: 1.46× → buyers firmly in control
• 524 buyers vs just 166 sellers
• Fresh wallets: +$50.9K inflow
• Exchange outflows: -$16.1K → accumulation signal
• ~$206K volume on a rough market day
🧠 What stands out
• One of the few Base low caps still attracting attention rn
• Buyer count outnumbering sellers 3:1
• Fresh capital continues entering
• Exchange outflows suggest holders aren’t rushing to exit
• Latest release showcasing the project’s potential and helping keep interest warm despite weak conditions
• @ratspeakorg emerging as one of the more interesting builders on Base with a unique focus on encrypted AI messaging
📌 TLDR
Sure, smart traders and KOLs took profit into the big pump.
But importantly, neither cohort has completely left the building.
And one whale continues to diamond hand 2.77% of total supply 👀
In this market, that’s a meaningful vote of confidence.
Meanwhile:
• users still showing up
• buyers overwhelming sellers
• fresh wallets entering
• builders still shipping
For a token that’s only fairly new, $RATSPEAK is holding attention and structure remarkably well while much of Base struggles to attract any at all.
In a market where attention is becoming increasingly selective, simply continuing to attract it is a signal in itself.
And rn, $RATSPEAK is doing a pretty good job of that 👀
Markets choppy, but the rat is still speaking.
CA: 0xf1e9baa65d418a9025e1851dd2d37f1ad208bba3
Follow @Chyan for daily insights. 📶
Use discount code CHYAN via the link in my profile to access the best onchain alpha + flow dashboards on @nansen_ai.
👀 $SERV is one of the few names flashing a signal worth watching rn.
The market feels shaky, flows are barely a trickle, and that’s exactly when smart money behavior matters most.
📊 $SERV 24H onchain via @nansen_ai
• Smart traders: +$6.7K inflow (2.4× avg)
• 3 smart trader wallets accumulated into weakness
• renatales.eth added ~297K $SERV (+59% position increase)
• Multiple buys executed directly into the dip
• Accumulation concentrated at lower price levels
🧠 What stands out
• Smart traders still deploying capital despite poor conditions
• renatales.eth showing meaningful conviction
• Buying weakness, not chasing strength
• Bottom-fishing around $0.039
• Smart money behavior stronger than broader market sentiment
📌 TLDR
Before anyone gets excited:
I’m not saying buy $SERV here. Today’s flows are a trickle, not a torrent.
Also not saying the bottom is in and I’m definitely not saying ignore the macro.
I’d much rather see price and the broader market stabilize first.
What I am saying is that when markets are at their weakest, I pay attention to where smart money is still willing to take risk.
Today, 3 smart traders decided $SERV was worth accumulating while most of the market remained firmly risk-off.
@openservai is also one of the more legitimate AI projects in the space, which makes the signal more noteworthy.
That’s not a buy signal.
It’s a conviction signal.
And in this environment, conviction is exactly what I’m looking for 👀
Markets choppy, capital selective, and smart money is quietly leaving breadcrumbs.
Follow @Chyan for daily insights. 📶
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👀 Watching $SURPLUS as smart money and KOLs start nibbling the pullback at support.
📊 $SURPLUS 6H onchain via @nansen_ai
• +4.7% recovery from local lows
• Smart traders: +$10.2K inflow (2.5× avg)
• KOLs: +$6K inflow → attention returning
• Top PnL wallets: +$3.1K accumulation
• Exchange outflows: -$28.5K (2× avg)
• Buy/sell ratio: 1.52× → buyers in control
• 253 buys vs just 87 sells
🧠 What stands out
• Smart money stepping in at support, not chasing highs
• KOLs starting to add exposure again
• Top PnL wallets quietly accumulating
• Exchange outflows suggest holders are moving into conviction mode
• Strong bid absorption after the flush lower
📌 TLDR
$SURPLUS isn’t ripping.
And honestly that’s what makes this setup more interesting.
• smart money buying support
• KOLs nibbling
• profitable traders accumulating
• supply leaving exchanges
The market’s still fragile, but seeing smart traders and KOLs start scaling back in around support is exactly the kind of behavior I watch for.
$0.000045–$0.000046 remains the key zone I’m watching while support continues to hold.
Markets choppy, 👀 still onchain — follow @Chyan for daily insights. 📶
Use discount code CHYAN via the link in my profile to access the best onchain alpha + flow dashboards on @nansen_ai.
👀 $SERV is one of the few names flashing a signal worth watching rn.
The market feels shaky, flows are barely a trickle, and that’s exactly when smart money behavior matters most.
📊 $SERV 24H onchain via @nansen_ai
• Smart traders: +$6.7K inflow (2.4× avg)
• 3 smart trader wallets accumulated into weakness
• renatales.eth added ~297K $SERV (+59% position increase)
• Multiple buys executed directly into the dip
• Accumulation concentrated at lower price levels
🧠 What stands out
• Smart traders still deploying capital despite poor conditions
• renatales.eth showing meaningful conviction
• Buying weakness, not chasing strength
• Bottom-fishing around $0.039
• Smart money behavior stronger than broader market sentiment
📌 TLDR
Before anyone gets excited:
I’m not saying buy $SERV here. Today’s flows are a trickle, not a torrent.
Also not saying the bottom is in and I’m definitely not saying ignore the macro.
I’d much rather see price and the broader market stabilize first.
What I am saying is that when markets are at their weakest, I pay attention to where smart money is still willing to take risk.
Today, 3 smart traders decided $SERV was worth accumulating while most of the market remained firmly risk-off.
@openservai is also one of the more legitimate AI projects in the space, which makes the signal more noteworthy.
That’s not a buy signal.
It’s a conviction signal.
And in this environment, conviction is exactly what I’m looking for 👀
Markets choppy, capital selective, and smart money is quietly leaving breadcrumbs.
Follow @Chyan for daily insights. 📶
Use discount code CHYAN via the link in my profile to access the best onchain alpha + flow dashboards on @nansen_ai.
Macro’s a dumpster fire, but $USELESS is still up ~6% and showing strength 🤯
Stunner for me: per @nansen_ai, a smart trader just aped a 306K $USELESS position while the rest of the market debates whether we’re cooked.
In a tape where capital is fleeing risk…
an ace trader decided the most productive thing to do with $31K was enter $USELESS.
Probably nothing…
or maybe another reminder that everyone says they want utility, yet capital keeps choosing @theuselesscoin 👀
Looks like resistance is $USELESS thanks to +$1.67M fresh wallet netflows in 24H per @nansen_ai 👀
In a market drowning in depression, distractions and outright scams… capital just keeps flowing into @theuselesscoin.
Turns out one of the most meaningful things in crypto rn is still $USELESS 😭
🐸 Purple Frog was bang on about $POD.
And on one of the weakest trading days, smart money is quietly buying the dip with size 👀
📊 $POD 24H onchain via @nansen_ai
• #1 Base token for smart money netflows
• Smart money inflows: +$99.4K (5.7× avg)
• Buy/sell ratio: 1.28× → buyers in control
• Fresh wallets: +$50K → new participants still entering
• ~$2M liquidity → plenty of depth
• Exchange outflows → accumulation, not distribution
🧠 What stands out
• Smart money stepping in while the market is at a low point
• Not just random smart traders buying
• DACM — an identified fund on Nansen and $VIRTUAL whale — actively accumulated 406K $POD in the last 24H
• Additional smart traders continue building positions
• Flows remain constructive despite weak broader conditions
📌 TLDR
$POD isn’t pumping because the market is strong.
It’s attracting capital while the market is weak.
• smart money buying the dip
• identified fund accumulating
• fresh demand entering
• AI narrative still attracting attention
But the key signal here isn’t the PA… it’s who is buying.
When an identified fund like DACM is adding size while everyone else is de-risking, that’s the kind of conviction I’m hunting for.
@aixbt_agent called the @dphnAI alpha and now the flows are validating the thesis 👀
Market depressed, but smart money seems happy accumulating dolphins.
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Broad derisking hit the market but $TIBBIR held its ground… still #2 across the entire Base AI sector by 24h netflows 👀
And unlike most of the sector, it stayed green on both flows and PA.
📊 $TIBBIR 24H onchain via @nansen_ai
• #2 Base AI by 24H netflows
• +2.9% (24H) after a +12.5% intraday breakout
• Exchange outflows: -$58.7K → holders moving to self-custody
• Fresh wallets: +$88.1K (1.4× avg) → new capital still entering
• Buy volume: $338K vs $249K sells → buyers deploying larger size
• ~$587K volume + $1.5M liquidity
📌 TLDR
Anyone who’s been around since @virtuals_io szn 1 knows that very few AI agents have shown the resilience of $TIBBIR.
While others saw flows dry up on another crap day in crypto, $TIBBIR stayed green, attracted fresh capital, and ranked #2 across Base AI netflows.
Those are the kinds of bags I want to be holding in the bear. 👀
Markets choppy, 👀 still onchain — follow @Chyan for daily insights. 📶
Use discount code CHYAN via the link in my profile to access the best onchain alpha + flow dashboards on @nansen_ai.
Looks like resistance is $USELESS thanks to +$1.67M fresh wallet netflows in 24H per @nansen_ai 👀
In a market drowning in depression, distractions and outright scams… capital just keeps flowing into @theuselesscoin.
Turns out one of the most meaningful things in crypto rn is still $USELESS 😭
🐳 Whale flows mean it’s probably useful to start paying attention to $USELESS again 👀
SOL flows have been pretty useless lately.
Apparently the whales didn’t get the memo.
📊 $USELESS 24H onchain via @nansen_ai
• Top Solana meme for 24H whale netflows on a quiet weekend
• Whale netflows: +$18.9K → accumulation continues
• Multiple SOL millionaires buying the dip
• Fresh wallets: +$992K → new participants still arriving
• 14 whale wallets holding 13.2M tokens (~$929K)
• Support holding around $0.070 despite market weakness
• ~$2.9M volume + $2.1M liquidity
🧠 What stands out
• Whales accumulating while PA remains boring
• No meaningful distribution from major holders
• Fresh capital still rotating in
• Consolidation replacing volatility
• Smart money showing more interest than CT rn
📌 TLDR
@theuselesscoin is currently doing exactly what a token called $USELESS should do:
• look useless
• feel useless
• convince everyone it’s useless
Meanwhile:
• top Solana meme for whale inflows
• whales buying
• fresh wallets entering
• support holding
• conviction staying put
The irony is that one of the most useful signals in crypto is often watching whales accumulate something called $USELESS 😭
Not saying the move happens tomorrow.
But boring PA + steady whale accumulation is often how the next leg gets built.
The market loves chasing things that look useful.
Whales seem perfectly happy accumulating something called $USELESS.
And on a weekend where most flows are asleep, seeing $USELESS lead Solana memes in whale netflows is exactly the kind of signal that gets my attention.
Still holding my useless bag of course 👀
Markets choppy, 👀 still onchain — follow @Chyan for daily insights. 📶
Use discount code CHYAN via the link in my profile to access the best onchain alpha + flow dashboards on @nansen_ai.