Nansen Digest 🧭

📰 Nansen Digest: Flows & Positioning (24h) Tuesday, May 12 | Data Powered by Nansen API 📊 Hyperliquid Smart Traders Positioning • 🔴 BTC ~35% long | OI: $2.3B | ~17 longs vs ~31 shorts • 🔴 ETH ~29% long | OI: $1.2B | ~14 longs vs ~34 shorts • 🔴 SOL ~37% long | OI: $461M | ~13 longs vs ~22 shorts • 🔴 HYPE ~37% long | OI: $835M | ~13 longs vs ~22 shorts 🧠 Smart Money Memecoin Flows • ASTEROID (Ethereum): +$99.8K | MC: $139M | Vol: $18M • BURNIE (Solana): +$9.9K | MC: $8.6M | Vol: $2.5M • MAGA (Solana): +$5.4K | MC: $5.4M | Vol: $887K • USELESS (Solana): +$2.4K | MC: $67.5M | Vol: $8.5M ⚠️ Not financial advice. DYOR before making any decisions.

📰 Nansen Digest: Flows & Positioning (24h) Friday, May 8 | Data Powered by Nansen API 📊 Hyperliquid Smart Traders Positioning • 🔴 ETH ~22% long | Size: $64.7M | OI: $1.3B | ~11 longs vs ~39 shorts • 🟢 SP500 ~55% long | Size: $66.6M | OI: $409.5M | ~6 longs vs ~5 shorts • 🟢 XYZ100 ~54% long | Size: $73.1M | OI: $292.7M | ~7 longs vs ~6 shorts • 🔴 SOL ~29% long | Size: $14.5M | OI: $321.9M | ~9 longs vs ~22 shorts • 🟢 BRENTOIL $27.4M net long | Size: $43.8M | OI: $302.7M | ~4 longs vs ~6 shorts • 🟢 XMR $3.4M net long | Size: $4.2M | OI: $36.1M | ~1 long vs ~3 shorts 🧠 Smart Money Memecoin Flows • BURNIE (Solana): +$17.5K | MC: $8.9M | Vol: $59.1K • USDUC (Solana): +$16K | MC: $9.7M | Vol: $17.4K • WIZARD (Solana): +$5.3K | MC: $251.5K | Vol: $5.3K • CHUD (Solana): +$3.2K | MC: $3.2M | Vol: $15.8K • RATO (Ethereum): +$2.6K | MC: $507.7K | Vol: $2.6K ⚠️ Disclaimer: Not financial advice. DYOR before investing.

📰 Nansen Digest: Flows & Positioning (24h) Thursday, May 7 | Data Powered by Nansen API 📊 Hyperliquid Smart Traders Positioning • 🔴 BTC ~25% long | Size: $175.2M | OI: $2.5B | ~13 longs vs ~39 shorts • 🔴 ETH ~22% long | Size: $65.6M | OI: $1.2B | ~11 longs vs ~39 shorts • 🟢 SP500 ~50% long | Size: $64.8M | OI: $436.1M | ~5 longs vs ~5 shorts • 🔴 HYPE ~26% long | Size: $55.3M | OI: $857.3M | ~10 longs vs ~29 shorts • 🔴 BRENTOIL ~36% long | Size: $42.7M | OI: $299.1M | ~4 longs vs ~7 shorts 😎 Smart Money Memecoin Flows • PUMP (SOL): +$499.9K | MC: $687.8M | Vol: $499.9K • UNC (SOL): +$40.5K | MC: $5.1M | Vol: $40.9K • LFI (BASE): +$23.6K | MC: $4.7M | Vol: $27.6K • BURNIE (SOL): +$18.7K | MC: $11.9M | Vol: $21.7K • 🌱 APPLE (SOL): +$17.4K | MC: $1.3M | Vol: $37.9K ⚠️ Not financial advice. DYOR before investing.

📰 Nansen Digest: Flows & Positioning (24h) Wednesday, May 6 | Data Powered by Nansen API 📊 Hyperliquid Smart Traders Positioning • 🟡 BTC ~51.6% long | Size: ~$196.3M | OI: $2.5B | ~14 longs vs ~42 shorts • 🔴 ETH ~6.4% long | Size: ~$75.3M | OI: $1.2B | ~10 longs vs ~41 shorts • 🔴 HYPE ~23.3% long | Size: ~$56.7M | OI: $887.9M | ~10 longs vs ~29 shorts • 🔴 SOL ~6.8% long | Size: ~$16.1M | OI: $274.5M | ~8 longs vs ~24 shorts • 🔴 ZEC ~0.02% long | Size: ~$15.3M | OI: $240.5M | ~1 long vs ~16 shorts • 🟡 XRP ~53.8% long | Size: ~$2.6M | OI: $87.6M | ~5 longs vs ~7 shorts 🧠 Smart Money Memecoin Flows • JOE (Ethereum): +$11.7K | MC: $11.4M | Vol: $21.9K • SCAM (Solana): +$5K | MC: $593.9K | Vol: $5K • TRIPLET (Solana): +$4K | MC: $6.1M | Vol: $4K • FLORK (Ethereum): +$3.5K | MC: $4.2K | Vol: $3.5K • MARS (BNB Chain): +$2.4K | MC: $266.9K | Vol: $7.7K ⚠️ Note: SM memecoin flows subdued today - no tokens cleared the $100K threshold. BTC is the only token where SM holds net long conviction. ETH (93.6% short), SOL (93.2% short), HYPE (76.7% short), and ZEC (~100% short) all show heavy bearish bias. ⚠️ Not financial advice. DYOR before investing.

📰 Nansen Digest: Flows & Positioning (24h) Tuesday, May 05 | Data Powered by Nansen API 📊 Hyperliquid Smart Traders Positioning • 🔴 BTC ~44% long | Size: $179.2M | OI: $179.2M | ~44 longs vs ~56 shorts • 🔴 ETH ~5% long | Size: $74.2M | OI: $74.2M | ~5 longs vs ~95 shorts • 🔴 HYPE ~24% long | Size: $56.8M | OI: $56.8M | ~24 longs vs ~76 shorts • 🔴 SOL ~7% long | Size: $16.2M | OI: $16.2M | ~7 longs vs ~93 shorts • 🟢 XRP ~67% long | Size: $2.1M | OI: $2.1M | ~67 longs vs ~33 shorts 🏦 Fund Moves (24h) • Sigil Fund bought $115K FARTCOIN (SOL) across 2 trades. MC: $210M • PENGU (SOL): +$698K fund netflow (7d), bulk hitting today. MC: $675M 🧠 Smart Money Memecoin Flows • FARTCOIN (SOL): +$115K | 100% buy-side | Sigil Fund: zero sells • CARDS (SOL): +$100K | MC: $39.6M | NFT/RWA sector • ADS (Base): +$43K | MC: $23.7M | 170 SM wallets active ⚠️ Disclaimer: Not financial advice. DYOR before investing.

📰 Nansen Digest: Flows & Positioning (24h) Monday, May 5 | Data Powered by Nansen API 📊 Hyperliquid Smart Traders Positioning • 🔴 BTC ~22% long | Size: $183.3M | OI: $2.4B | ~11 longs vs ~40 shorts • 🔴 ETH ~20% long | Size: $76M | OI: $1.2B | ~10 longs vs ~41 shorts • 🔴 HYPE ~26% long | Size: $56.4M | OI: $833.6M | ~10 longs vs ~29 shorts • 🔴 ZEC ~15% long | Size: $6.8M | OI: $164.7M | ~2 longs vs ~11 shorts • 🔴 DOGE ~10% long | Size: $5.8M | OI: $87.8M | ~1 long vs ~9 shorts 🧠 Smart Money Memecoin Flows • FWOG (Solana): +$22K | MC: $6.4M | Vol: $22K • BURNIE (Solana): +$16.9K | MC: $11.7M | Vol: $23.2K • GME (Ethereum): +$14.2K | MC: $9.3M | Vol: $14.2K • ASTEROID (Ethereum): +$8.3K | MC: $4.7M | Vol: $27.2K • CHUD (Ethereum): +$3.6K | MC: $397K | Vol: $3.6K ⚠️ Disclaimer: Not financial advice. DYOR before investing.

📰 Nansen Digest: Weekly Roundup Fri, May 1 | Data Powered by Nansen API 🔄 Smart Money Netflows (7d) • BURNIE (SOL): +$179.9K | 19 SM wallets • SCAM (SOL): -$48.7K | 14 SM wallets • EIGEN (ETH): -$14.2K | 1 Fund wallet • WISH (SOL): +$7.5K | 7 SM wallets • CHONKERS (SOL): +$5.7K | 2 SM wallets 😎 Top Memecoin Flows (7d) • PENGU (SOL): +$848.1K | MC: $630.2M | Vol: $972.5K • BURNIE (SOL): +$467.8K | MC: $10.5M | Vol: $880.0K • SCAM (SOL): +$325.6K buy-side | MC: $709K | Vol: $821.7K • WOJAK (ETH): +$150.4K | MC: $21.1M | Vol: $176.1K • GOBLIN (SOL): +$109.6K | MC: $1.4M | Vol: $269.7K 📊 HL Positioning 🟢 BTC 50.73% long | OI: $2.14B | buy pressure +$985.5M 🔴 ETH 49.23% long | OI: $1.12B | sell pressure -$419.3M 🔴 SOL 49.34% long | OI: $270.7M | sell pressure -$74.6M 🔴 HYPE 49.93% long | OI: $772.2M | near-parity 🟢 ZEC 50.81% long | OI: $104.7M | +39.7% on the week 💡 Theme of the Week Smart Money stayed selective, piling into Solana memecoins (PENGU, BURNIE) while keeping perp bias net short across ETH, SOL, and HYPE. BTC held the only meaningful long edge, signalling cautious risk-on at the macro level only. ⚠️ Not financial advice. DYOR before investing.

🗞️ Nansen Digest: Flows & Positioning (24h) Thu, Apr 30 | Data Powered by Nansen API 📊 Hyperliquid Smart Traders Positioning • 🟢 BTC 50.8% long | Size: $68.86B | OI: $2.00B | buy pressure: +$1.05B • 🔴 ETH 49.2% long | Size: $27.85B | OI: $1.11B | SM stacking shorts (0xca4903) • 🔴 SOL 49.3% long | Size: $6.93B | OI: $279.1M | SM stacking shorts (0xca4903) • 🔴 HYPE 50.0% long | Size: $6.67B | OI: $787.5M | near-parity, no directional bias • 🔴 XRP slight sell pressure | Size: $978.2M | OI: $75.7M | -$10.8M buy/sell delta 😎 Smart Money Memecoin Flows • ASTEROID (ETH): +$181.8K | MC: $130.4M | Vol: $239.2K • STJUDE (SOL): +$105.9K | MC: $1.22M | Vol: $199.1K • ADS (Base): +$62.6K | MC: $23.0M | Vol: $136.3K • WOJAK (ETH): +$51.7K | MC: $20.8M | Vol: $60.0K • AI (ETH): +$47.5K | MC: $68.9M | Vol: $94.2K --- ⚠️ Disclaimer: Not financial advice. DYOR before investing.

🗞️ Nansen Digest: Smart Money & Conviction Signals Wed, Apr 29 | Data Powered by Nansen API 😎 Smart Money Netflows (24h) • BURNIE (SOL): +$33.1K | 20 SM wallets • BELIEF (SOL): +$13.7K | 8 SM wallets • UNC (SOL): +$10.8K | 25 SM wallets 🔥High Conviction Signals • Smart Trader [FhcpCWfb] cycled ~$71K across MOODENG and KLED via 4 closed DCAs over 4 days — rotating between both tokens, not exiting • BURNIE pulling +$33K from 20 SM wallets while public figures and whales are net selling — Smart Traders buying into distribution ─── ⚠️ Not financial advice. DYOR before investing.

Tuesday: Fund & Whale Radar Apr 28 | Data Powered by Nansen API Fund Holdings Snapshot • UNI $131.5M - largest fund position on Ethereum, 26 wallets, no movement today • ONDO $89.6M (RWA) - second-largest ETH fund holding, zero 24h change • AAVE $34.6M - DeFi lending still held by 10 fund wallets, untouched • RENDER $4.2M (Solana) - top SOL fund holding; AI infrastructure exposure Active Fund Moves • WNXM exit - one fund wallet sold 5,000 WNXM ($382K) into ETH across 4 trades in the last 24h • LDO outflow - funds trimmed $243K over 7d • PUMPCADE exit - fund sold $88K over 7d on Solana ⚠️ Takeaway: Funds aren't moving much in the last 24h. The only active signal is one wallet steadily unwinding WNXM into ETH. —— Disclaimer: Not financial advice. DYOR before investing.

Monday: Smart Money Weekend Watch Apr 27 | Data Powered by Nansen API Top SM Inflows (Weekend) • BURNIE +$113k (Solana) - 61 Smart Money wallets entered over the weekend • BUTTCOIN +$10k (Solana) - positive across both 24h and 7d (+$55k); 16 SM wallets accumulating • NEET +$7k (Solana) - steady SM accumulation across 23 wallets over 7d (+$16k) Cross-Chain Moves • ETH, Base, and BNB SM flows all came in below the $100k threshold this weekend • Solana was the only chain with notable SM activity - concentrated in small-cap memecoins ⚠️ Takeaway: Smart Money sat out the weekend. The only activity was in Solana memecoins - relevant for traders watching short-term momentum. —— Disclaimer: Not financial advice. DYOR before investing.

🗞️ Friday: Onchain Roundup Apr 24, 2026 | Data Powered by Nansen API Top Smart Money Inflows (7d) • LDO +$206K - highest 7d SM netflow on Ethereum this week • AERO +$763K (Base) - Hypersphere Ventures added 1.8M tokens this week Largest Smart Money Holdings • UNI $133M - 30 SM wallets holding • ONDO $90M - 19 SM wallets • WLD $52M - 21 SM wallets • AAVE $34M - 11 SM wallets • JUP $3.2M - 22 SM wallets on Solana • PUMP $3.0M - 20 SM wallets Emerging Trends • Base back on the map: AERO sees institutional SM accumulation Hypersphere freshly added, Arca and Apollo Capital both positioned • Solana SM stack is meme-heavy: FARTCOIN ($1.6M), PENGU ($1.1M) among top 10 SM holdings by value 💡 Takeaway: Smart Money held firm through the week. Ethereum conviction is locked in DeFi blue chips and RWA tokens. Base showed the clearest new accumulation signal with AERO. Solana's SM wallet activity remains active but skewing towards higher-risk positions. ——— Disclaimer: Not financial advice. DYOR before investing.

🔥 Conviction Patterns: 24h Accumulation April 23, 2026 | Data Powered by Nansen API Public Figures • WOJAK - 3 labeled wallets (JS, Cooker, gr3g) accumulated ~$198K combined. • FLORK - degn ($10.8K) and hexiecs ($9.7K) both entered independently. Funds • WLD - Multicoin holding $40.7M (0% 24h change) • HYPE - Multicoin holding $27.6M (0% 24h change) • AAVE - Multicoin holding $31M (0% 24h change) • IMX - 7 fund wallets holding $3.4M combined ⚠️ Funds were largely dormant on DEX in the last 24h - no new buys detected. Smart Money / Whales • HYPE - largest whale conviction signal. 3 whale-labeled wallets with $273K+ net accumulation • ASTEROID - Smart Trader 0x7ad3c2 ran 6 systematic buys in 40 mins (~$344K total). • DANKDOGE - Same Smart Trader added 5 equal-sized entries (~$25K total, ~$5K avg). • FLORK - Smart Trader 0x7ad3c2 also DCA'd 5 entries (~$40K total). 💡Takeaway Public figures are in memecoin rotation (WOJAK, FLORK). Funds are dormant with no new DEX entries detected. Whales + Smart Traders have been going into HYPE and ASTEROID, the most systematic accumulation. —— Not financial advice. DYOR before making any decisions.

🏦 Tuesday: Fund & Whale Radar Apr 21, 2026 | Data Powered by Nansen API Fund Holdings • UNI +$132.6M - 26 fund wallets holding; largest single position across fund-labeled wallets on Ethereum • ONDO +$87.4M - 18 fund wallets; RWA sector continues to attract institutional positioning • WLD +$51.5M - 21 funds holding; broad fund distribution • ENA +$18.6M - 15 funds with exposure Fund Moves on Solana • RENDER +$4.3M held by 4 fund wallets • JUP +$3.1M across 10 funds • HNT +$1.05M across 5 funds Whale Watch • WNXM - one fund wallet sold ~$630K of WNXM for ETH across 7+ trades in ~5 hours (Apr 21, early morning) ⚠️ Takeaway: Funds are sitting heavy on large-cap DeFi and RWA names - UNI, ONDO, WLD. The only active accumulation is LDO. ——- Disclaimer: Not financial advice. DYOR before investing.

😎Monday: Smart Money Apr 20, 2026 | Data Powered by Nansen API Top SM Inflows (Weekend) • ARIA (BNB) +$10.9K 24h / +$7.2K 7d / +$7.4K 30d • LAB (BNB) +$5.0K 24h / +$27.1K 7d / +$63.3K 30d • ADS (Base) +$8.3K 24h / +$9.6K 7d • TIG (Base) +$6.9K 24h / +$6.9K 7d Funds Loading Up • UNI (ETH) - $133.5M held across 26 fund wallets; no 24h change • ONDO (ETH) - $86.0M held across 18 fund wallets; RWA sector • ENA (ETH) - $19.5M held across 15 fund wallets; Ethena stablecoin layer ⚠️ Takeaway: Weekend onchain activity was quiet - no outsized SM moves broke the $100K threshold. The clearest signal is sustained BNB accumulation in LAB across 30 days —— Disclaimer: Not financial advice. DYOR before investing.

Friday: Onchain Roundup Apr 17, 2026 | Data Powered by Nansen API Top Smart Money Inflows (7d) • AAVE +$240K • XPIN +$95K • CYS +$93K • SKYAI +$44K • CAKE +$41K Largest Smart Money Holdings • UNI $137.6M - Largest SM position across all tracked chains • ONDO $90.2M RWA token holds second spot; consistent SM conviction • WLD $62.2M - Worldcoin remains a major SM position despite low weekly flows • AAVE $40.8M - Matches the inflow story; both momentum and existing position growing • AXS $30.8M - Legacy gaming token; still held in size by SM wallets • RENDER $4.8M - Notable Solana-based SM holding; AI/GPU sector Emerging Trends • BNB chain was the most active for Smart Money this week • AI tokens (SKYAI on BNB, RENDER on Solana) are seeing SM positioning across multiple chains • Ethereum SM activity was quiet, with only AAVE breaking the $100K inflow threshold • Solana onchain SM flows were below thresholds ⚠️ Takeaway: Smart Money attention this week was concentrated on BNB-native tokens and AAVE. —— Disclaimer: Not financial advice. DYOR before investing.

🔥 Thursday - Conviction Signals April 16, 2026 | Data powered by Nansen API • AAVE - One wallet added $240K in AAVE over 7 days. Zero sells. • MNT - 3 independent wallets pulled $3.12M out of Mantle over 30 days • BTC Perps - $70B in 24h perp volume, +$240M net buy pressure, funding rate near zero. 81,912 traders bidding BTC at ~$75K with no leverage foam. • ZEC - +22.5% ($276→$339) on $1.75B volume • HYPE - +10% on $7.37B volume but funding is near-max and OI sits at $948M. • RENDER - 11 fund wallets hold $4.81M in RENDER on Solana — balance down just 0.66% while the broader market dropped 18.5%. • GEOD: 4 smart wallets control 18.6% of supply ($7.71M), barely touched. Takeaway: L2 tokens (MNT, FLUID, OHM) are being distributed while funds quietly build in DeFi (AAVE) and AI/DePIN (RENDER, GEOD). —— Disclaimer: This is not financial advice. Nansen data reflects onchain activity only.

😎 Tuesday: Fund Tracking Apr 14, 2026 | Data Powered by Nansen API Fund Tracker — ETH & Solana Holdings • UNI (ETH) — $131.1M across 26 fund wallets → Largest single fund position on Ethereum. DEX infra dominates. • ONDO (ETH) — $87.6M, 17 funds → RWA sector holding firm as funds' #2 conviction bet. • WLD (ETH) — $61.1M, 22 funds → Most broadly held ETH position — digital identity thesis widely held. • ENA (ETH) — $16.8M, 14 funds → Stablecoin yield gaining traction; quietly broad fund distribution. • RENDER (SOL) — $4.95M, 5 funds → Top Solana position. AI/Compute is the dominant SOL thesis. • JUP (SOL) — $3.08M, 10 funds → Most widely held Solana token across fund wallets. • PUMP (SOL) — $2.43M, 3 funds → pump.fun's own token held by 3 funds. Meme infra entering fund portfolios. ⚠️ Funds aren't moving — they're sitting on conviction —— Disclaimer: Not financial advice. DYOR before investing.

😎 Monday: Smart Money Apr 13, 2026 | Data Powered by Nansen API — Solana Smart Money Memecoin Flows (7d Netflow) — • PENGUIN (SOL) — +$44,056 net | 2 SM wallets | $3.5M MC • PUMP (SOL) — +$0 net 7d (but $2.5M held, 6 wallets) | $1.06B MC ← held flat, not added • NOTHING (SOL) — +$3,300 net | 1 wallet | $435K MC • RAGE (SOL) — +$1,725 net | 1 wallet • TROLL (SOL) — +$1,000 net | 3 wallets | $14.3M MC • FARTCOIN (SOL) — +$127 net | 1 wallet | $186M MC — Top SM Holdings — • PUMP — $2.5M held, 6 wallets • META (GambleFi) — $2.4M held, 8 wallets • RENDER — $4.8M held, 5 wallets • WOJAK — $322K held, 4 wallets • BONK — $20K held, 4 wallets • NYAN — $3.5K held, 3 wallets — Hyperliquid Smart Traders Positioning (24h) — • BTC: 55.2% Long / 44.8% Short | $877.6M SM exposure • ETH: 52.3% Long / 47.7% Short | $835.4M SM exposure • SOL: 49.5% Long / 50.5% Short | $177.8M SM exposure • FARTCOIN: 46.3% Long / 53.7% Short

🔥 Thursday: Conviction/Exit Signals March 31, 2026 | Data Powered by Nansen API —— DCA Watch —— • PUMP (Solana) - +$648K 24h / +$648K 7d / +$1.3M 30d SM netflow. • WOJAK (Solana) - +$52.9K 7d / +$52K 30d SM netflow. • MNT / Mantle (Ethereum) - +$11.4K 7d and 30d SM netflow. —— Exit Watch —— • ENA (Ethereum) - 7d: -$44.8K vs 30d: +$893K. • WLD (Ethereum) - 7d: -$50.2K vs 30d: +$382K. • PENGU (Solana) - 7d/30d: -$43.7K. • WLTH (Base) - 24h balance: -94.7%. Takeaway: PUMP is the standout conviction trade this week - consistent Smart Money accumulation across all timeframes with whale support behind it. Disclaimer: This is not financial advice. Onchain data reflects wallet behavior, not price predictions.