Wilson (🌿, 😀)

@TheHerculesDEX Contributor | Supercharging @MetisL2 Growth🚀

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 SEC Chair Paul Atkins says US financial markets are moving "on-chain."

"SEC is prioritizing innovation and embracing new technologies to enable this on-chain future."

[Up The Profits ! @uptheprofits]

🚨JUST IN: #Coinbase begins migrating BILLIONS of $BTC and $ETH to new wallets.

The exchange said it's part of a scheduled security upgrade to minimize long-term exposure of funds.

[Nomatic @Nomaticcap]

Every week, @inPlanB dives into onchain data with @nansen_ai to uncover what “Smart Money” is really doing.

This week, a few tokens stand out:

✅ $AAVE
✅ $AERO
✅ $OHM
✅ $SNX

Read the full report below:

https://t.co/h2VTZdP2tK

[Nomatic @Nomaticcap]

Yields of the Week is out 🔥

We cover:

✅ @ryskfinance alchemy
✅ @neutrl recap
✅ @summerfinance_ Lazy Vaults
✅ @kinetiq_xyz TGE (sign the TOS!)
✅ @mstable_ is back with Auto Aavethena
✅ @GearboxProtocol 380% leverage loop

All here:

https://t.co/46R3diBiUq

[Nomatic @Nomaticcap]

Every week, @inPlanB dives into onchain data with @nansen_ai to uncover what “Smart Money” is really doing.

This week, a few tokens stand out:

✅ $AAVE
✅ $SYRUP
✅ $OHM

Read the full report here:
https://t.co/KX2dpN3aRp

[Nomatic @Nomaticcap]

Want to see what tokens Smart Money is quietly stacking onchain this week?

Find out in our newest Smart Money deep dive by @inPlanB.

Tokens inside:

✅ $RAIL
✅ $SNX
✅ $MPLX

Check out the full report (or bookmark for later) 👇
https://t.co/OdmVWGBFKc

[Wilson (🌿, 😀) @inPlanB]

@EcosystemMonad 👀

[Cryptor ⚡️ @cryptorinweb3]

Last week I wrote about the need for decentralized AI. I mentioned how understanding today’s challenges helps identify tomorrow’s opportunities.

Grayscale clearly understands today’s problems and tomorrow’s solution.

They just filed Form 10 for their Bittensor Trust, and if you know the playbook, you know what this means.

This is the same regulatory pathway that preceded Bitcoin and Ethereum ETF approvals: trust launch, Form 10 filing, SEC reporting status, OTC market access, and then ETF conversion. It unlocked institutional billions for BTC and ETH.

Now it’s happening for decentralized AI infrastructure.

Bittensor isn’t solving a theoretical problem. It’s addressing real infrastructure bottlenecks by creating a decentralized marketplace for AI intelligence where models train collaboratively across distributed nodes, contributors are rewarded based on value provided, and no single entity controls access or capability.

@MTorygreen, CEO of @ionet (another decentralized AI infrastructure project), said it perfectly:

“The need for decentralization in AI has never been more urgent. Crypto was never really about coins; it was about unlocking a new paradigm of cognition.”

He also argued that Bitcoin was just the first chapter, a proof that decentralized systems can secure money. And now, after BTC and ETH, Grayscale is leading what Tory calls “intelligence freedom”: ensuring AI remains open, transparent, and controlled by humanity rather than corporations.

What's even more bullish, is that $TAO will have its first halving event in two months, cutting new supply by 50%. We all know what happened during Bitcoin’s halving cycles, right?

But unlike BTC’s early days, this one comes with a proven regulatory pathway opening, real infrastructure demand driven by AI compute scarcity, and institutional vehicles already being built.

I’ve been tracking where crypto meets real utility, and this DeAI movement is one of the clearest examples yet: A real problem (AI centralization) meets a real solution (decentralized infrastructure), and now gains institutional access through Grayscale’s regulatory path.

The institutions that missed Bitcoin early will be the ones watching closely this time.

[Wilson (🌿, 😀) @inPlanB]

@DeFi_Dad @aave @0xfluid @MorphoLabs @ether_fi 😉

[Nomatic @Nomaticcap]

Want to see what tokens Smart Money is quietly stacking onchain this week?

Find out in our newest Smart Money deep dive by @inPlanB.

Tokens inside:

✅ $SYRUP
✅ $LINK
✅ $AAVE
✅ $CYPR
✅ $FORM

Read the full article 👇
https://t.co/frQtx8xAH6

[DMH 🦇🔊🌊 @DeFi_Made_Here]

Fluid DEX USDC-USDT pool on @arbitrum was doing up to 4x times more volumes than all other DEXes combined

Now, other DEXes have decided to undercut the fees and put rewards into the pool

The same situation happened on Ethereum before, and it resulted in a fee race to zero, where Fluid always wins, cause the cost of this liquidity is 0 for us, where others have to pay for it

[Wilson (🌿, 😀) @inPlanB]

@cryptorinweb3 @nansen_ai @0x_rc Lesson in here!

[Watcher.Guru @WatcherGuru]

JUST IN: Grayscale receives approval to enable staking for its spot Ethereum ETPs.

[Wilson (🌿, 😀) @inPlanB]

@cryptorinweb3 @nansen_ai @0x_rc Solid DD 👏👏

[Wilson (🌿, 😀) @inPlanB]

@OxFemyn_DeFi @Nomaticcap Btw, good digging into $STBL here by @cryptorinweb3 today.

https://t.co/WGWvLwWqfW

[Cryptor ⚡️ @cryptorinweb3]

Current $STBL Onchain Data: Distribution Patterns and Market Signals

When smart money exits, retail often hold the bag right?
---

Looks like this is happening right now with $STBL, at least for now. Here are the current onchain insights 👇

1⃣ The exit signal everyone missed

Look, I want to buy $STBL. Felt complete FOMO after missing it. I mean:

➤ Tether co-founder launching an RWA stablecoin protocol?
➤ Wave Digital Assets backing it?
➤ Binance Alpha and Kraken listings?

On paper, this look like a winner. And maybe it is.

But here’s the thing: it launched two weeks ago and pumped 82% to $0.60 on Sept 24. Then it crashed 45% to $0.33. So what happened?

The top five most profitable traders made $1.3M combined. Four of five have fully exited. Not “took some profit.” Fully exited. Zero tokens left. And a lot of selling can be seen across the top 25 PnL leaders. They made some solid ROI and left.

2⃣ The dumping is real

I pulled the last 48 hours of smart money DEX trades, and honestly, it’s tough:

➤ Sells: 610k tokens ($248k)
➤ Buys: 238 tokens ($92)

That is 99.9% of smart money sell pressure. A verified Farcaster wallet sold 318k tokens ($135k). Two wallets dumped 274k tokens today alone.

Here’s what really got my attention: $10M in tokens flowed to exchanges in the last 7 days. $3.8M hit exchanges just today. When you move tokens to an exchange, you are not doing it to hold. You are doing it to sell.

3⃣ The structural challenges

Beyond the immediate selling pressure, $STBL has some holder distribution issues:

➤ The top wallet holds 28.6% of supply, with no public disclosure of who controls it.
➤ The second largest (17.7%) is the governance wallet, which dumped 375M tokens in the last 30 days.
➤ The third largest is Binance exchange inventory at 8.4%, tokens sitting ready to be sold by users, I assume.

Only 5% of total supply is circulating (500M out of 10B). The other 95% is locked with no public vesting schedule.

Nobody knows when those tokens unlock or who gets them. That is a possible red flag for me.

Full disclosure: I have not dived deeper into the above top wallets and unlock schedule, but the above info was al I could find for now.

4⃣ My Take

$STBL is not a scam. The protocol is real, the team is legit, and in the long term this could be a strong project.

But right now the timing is not good. The most profitable wallets already made their money and left. What you are seeing now is classic distribution into retail FOMO. I mean, look at the amount of fresh wallets flowing in.

If you are thinking about entering: ask yourself why you would buy when smart money is selling?

For long-term believers: wait for Q4. Let the vesting schedule be disclosed and the buyback program prove itself. That is my plan. If it pumps now and I miss it (again), I do not care, because I stood by my thesis. You cannot catch them all.

Remember: When the smartest wallets in crypto are running for the exits, do not volunteer to be their exit liquidity.

Data provided by @nansen_ai. Check my bio for a 10% discount, and DM me if you have questions or want to start with on-chain trading yourself.

[Wilson (🌿, 😀) @inPlanB]

@OxFemyn_DeFi @Nomaticcap That’s my guess too… they probably know something

[Pendle @pendle_fi]

Pendle is NOT hacked.

All funds are safe.

That wallet however, was drained, and exploiter is minting PT / YT and dumping them .

[Nomatic @Nomaticcap]

Want to see what tokens Smart Money is quietly stacking onchain?

Find out in our newest Smart Money deep dive by @inPlanB.

Tokens inside:

✅ $EIGEN
✅ $REI
✅ $SNX
✅ $SYRUP
✅ $WAVE
✅ + An update on $STBL accumulation

https://t.co/kTWHqvKSYn

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

Another @Plasma stablecoin farm to check out!

On @GearboxProtocol, you can earn 23.74% by simply lending USDT0, no borrowing, no looping, no leverage.

I love simple lending yields on blue chip protocols.

Just deposit USDT0 and done: https://t.co/Ajw2kr9SLv

[Super Fantôme 👻🌊 @super_fantome]

@0xfluid’s DEX went from microscopic volumes at launch in Oct ‘24 to crushing $1B+ daily and flipping Uniswap today (once again). Almost nobody believed it and most still don’t realize it will be the biggest DEX by year-end.

Hypergrowth mode activated, don’t bet against blue.