Smart Money Weekly
Edition #2 of our free intelligence briefing. This week: $2.4M flowed into 3 new Solana liquidity pools, SOL surged 7%, and whale wallets continued rotating out of legacy DeFi into L2 plays and yield positions. Here's what Smart Money did.
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Bullish sentiment this week. SOL broke above $90 with a 7% surge backed by $228M in 24h volume on Orca alone. Smart Money is clearly risk-on: we tracked $18.4M in net accumulation across top wallets vs just $6.7M in exits — a 2.7:1 buy/sell ratio.
The dominant theme: rotation into new infrastructure and yield plays. World Liberty Financial's USD1 stablecoin debuted with $17M TVL in its first Solana pool. On Ethereum, the Base L2 migration continues as another $6.4M crossed the bridge this week. Legacy DeFi tokens ($UNI, $ARB) continue to bleed as whales shift to newer protocols.
The memecoin sector remains hot but selective — smart wallets are taking profit on mature memes ($PUMP) while entering early on smaller plays ($FOGO, $BOOM). The Solana DEX landscape is fragmenting across Orca, Raydium, and Meteora, creating more LP opportunities for fast movers.
Top Smart Money Moves — Solana
5 SIGNALS FLAGGED
Built a concentrated position in FOGO/USDC on Meteora over 72 hours across 31 transactions. Entry avg: $0.0174. Current: $0.0187 — up 7.5% since first buy. Wallet has 68% win rate on Solana memecoins over 6 months.
Entered SOL/USD1 (World Liberty Financial stablecoin) pool on Raydium within 12 minutes of pool creation. Pool now at $17M TVL with $13.5M daily volume. This wallet was early to the PYTH/USDC pool — 4x return on LP fees.
Single transfer of 22,900 SOL ($2.1M) from Coinbase to self-custody. SOL up 7.1% in the past 24h to $91.66. Same wallet accumulated heavily before the Nov 2025 rally. Likely positioning for a continuation move.
Fully exited PUMP token across Orca and Meteora over 4 hours. Realized ~$180K profit from a 19-day hold. PUMP FDV at $835M — possible top signal as insider wallets begin distribution phase.
Same wallet from last week's $WIF accumulation now entering Boom Doom — an on-chain prediction market with BTC/USD 30-sec rounds and 1.9x payouts. $350 in paid DexScreener boosts signals project conviction. Early-stage play.
Top Smart Money Moves — Ethereum
4 SIGNALS FLAGGED
Same fund-linked wallet from Week 1 added another $3.2M in EIGEN this week. Total position now exceeds $8.9M. Restaking narrative accelerating — EigenLayer TVL up 14% WoW. This wallet was early to $LDO (12x return).
Bridged 2,680 ETH to Base via native bridge, followed by immediate deposit into Aerodrome WETH/USDC pool. Fifth major wallet to bridge 2,000+ ETH to Base this month. Base TVL approaching new ATH.
Opened fresh Ethena position — $1.8M in sUSDe yielding 12.4% APY. Wallet previously held large $PENDLE positions (exited last week at profit). Rotating from yield speculation to stable yield farming.
Same wallet that dumped $ARB last week now selling $UNI. Reduced legacy DeFi exposure by another 40%. Proceeds flowing into stablecoins and Base LP positions. Clear sector rotation away from L1 DeFi blue chips.
New Liquidity Pools With Smart Money Inflows
TOP 3 OF 912 DETECTED
Raydium
Meteora
Aerodrome
SOL momentum continuation — With SOL breaking $90 and volume surging, whale wallets are watching for a sustained move above $95. Key Orca and Raydium pools are seeing increasing LP deposits, a historically bullish signal.
USD1 stablecoin expansion— World Liberty Financial's USD1 launched its first Solana pool with $17M TVL. Smart Money is positioning for additional DEX integrations and potential yield farming incentives this week.
Base L2 TVL breakout — Five major wallets bridged 10,000+ ETH to Base in the past 2 weeks. Aerodrome is the primary destination. If Base TVL breaks its ATH, expect a wave of new pool creation and yield opportunities.
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