Wilson (🌿, 😀)

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."

🚨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.

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: the-edge.xyz/p/tracking-the…

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: the-edge.xyz/p/yields-of-th…

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: the-edge.xyz/p/tracking-the…

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) 👇 the-edge.xyz/p/tracking-the…

@EcosystemMonad 👀

The first 2k people to interact will receive a special reward 🎁

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.

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

Few things I’m doing since the crash 1) basically nothing new 2) continue to hold most of my portfolio in spot ETH (60-70%) and BTC (15-20%) 3) stake / lend / LP ETH and BTC in blue chip DeFi like @aave, @0xfluid, @MorphoLabs, @ether_fi 4) hold spot in fundamentally strong alts with utility and fee revenue, that look like they can be category kings, like $ETHFI and $ENA and $FLUID among others, plenty of great examples nowadays 5) Earn predictable stablecoin yield with @pendle_fi, @maplefinance syrupUSDC, etc and loop when there are supported borrowing markets for the yield-bearing asset om proven platforms like @MorphoLabs and @GearboxProtocol TLDR: Hold spot in SoV like ETH, stake/lend ETH, and maximize stablecoin yield Simple 😇

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 👇 the-edge.xyz/p/tracking-the…

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

@cryptorinweb3 @nansen_ai @0x_rc Lesson in here!

How I Achieved 140%, 61%, and 36% Returns with Smart Money Swing Trading Using @nansen_ai 🧵 Lately, a few people have asked if I also trade based on smart money signals, not just invest long term. My focus is still long-term investing, but I also do swing trading to generate extra income and stay aligned with market trends. It’s the perfect balance: less stress than day and futures trading, more active than pure holding. I used to rely only on basic technicals like support zones, RSI, and volume clusters. But after combining that with on-chain data and smart money flow tracking, my win rate improved massively. Here’s the exact framework I used for $RETAKE, $AERO, and $GRIFFAIN. For the latter, I’ll share a full deep dive in my next post 👇

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

@cryptorinweb3 @nansen_ai @0x_rc Solid DD 👏👏

XPL (Plasma): Twitter Noise vs On-Chain Data - What Do You Trust More? I spent the last few hours analyzing $XPL, the Plasma blockchain token that launched 6 days ago (as of October 1, 2025). This post isn't a bottom or top signal, or a buy or sell recommendation. It's a case study on what happened on-chain and what to look out for next time, when evaluating token launches. Before we dive in: there's a lot of chatter and noise about $XPL. Ex-Blast team. Paolo only invested $50K. 800M tokens sold by team. Valuation doesn't match fundamentals. And so on. You've probably heard it all. But here is the thing: I don't care if any of that is true. Most of this information can't be verified in the first place. And even if it could, the narrative itself already shapes market sentiment regardless of facts. The real information doesn't live on Twitter. It belongs to insiders, whales, and funds. And that is what blockchain makes beautiful: we don't need to know what insiders know. We can track what they actually DO. Actions speak louder than tweets. So I pulled the on-chain data to see what "informed" money was doing the last week 👇 1⃣ The setup and the correction Plasma launched September 25th at $0.90 with strong backing: Tether, Bitfinex, Peter Thiel. The token pumped to $1.66 within 48 hours (+84% gain), then declined 47% to $0.90 over the next 4 days. Here's an interesting pattern: volume didn't collapse after the dump. It collapsed DURING it. From $63.5M in the first 6 hours, then down to $8-10M within days while price was still falling, based on data from @nansen_ai. When volume dies while price is falling, this suggests distribution rather than healthy consolidation IMO. 2⃣ The data worth tracking I pulled the top 20 most profitable $XPL traders over 7 days to see their current positions. 17 out of 20 traders (85%) now hold zero $XPL: ➤ Trader #2: Made $233K profit (56% ROI) ➤ Trader #3: Made $227K profit (60% ROI) ➤ Trader #4: Made $161K profit (29% ROI) ➤ Trader #5: Made $118K profit (46% ROI) Only the top wallet still holds a meaningful position of $1.9M, holding 90%. Out of 20 top traders, just three remain with positions. A striking data point: Total smart money holdings across ALL tracked wallets is $27,000. Out of a $1.9 billion market cap, smart money collectively holds 0.0014%. 3⃣ The flow pattern Last 7 Days: ➤ Top PnL Traders: -$1.46M (consistent outflows) ➤ Public Figures: -$2M (coordinated exits) ➤ Whales: +$1.15M (new convicion buys?) ➤ Smart Traders: +$41K (minimal on this MC) ➤ Fresh Wallets: +$6.32M (retail buying the dip?) Some whales kept bidding and can become new future PnL leaders or even become Smart Money. But this flow divergence, where experienced traders exiting while new participants enter at lower prices, is often a pattern worth recognizing for future token launches. You want to keep Top PnL, Smart Money and even funds onboard and holding, because they determine what price action will do. Study $TIBBIR if you want an example. 4⃣ Other considerations ➤ Centralization: 74% of circulating supply held by top 3 CEX wallets (Binance 43%, Ceffu 24%, MEXC 6%). Very high and not sure what's up here. ➤ Liquidity: $1.9B market cap with only $1.8M DEX liquidity. That's a 0.09% liquidity ratio. Industry standard is >1%. 5⃣ What all the info might suggest The on-chain behavior suggests smart money treated $XPL as a short-term trade. They entered at launch, captured the pump to $1.66, and exited as volume declined. The 85% exit rate among top performers is notable. The product fundamentals have merit though: zero-fee stablecoin transfers, strong backing from Tether and Bitfinex, $4B+ TVL within 6 days (8th largest by stablecoin liquidity). But token performance and protocol success don't always correlate, especially when early investors are up 20x and taking profits, like you and I would do too. 6⃣ What to track next time This analysis is about recognizing patterns: ➤ Volume trends - Does volume die during dumps? (XPL: Yes, 63M → 10M) ➤ Top trader behavior - Are they holding or exiting? (XPL: 85% exited) ➤ Fresh wallet timing - Early or late entry? (XPL: Late, after -47%) ➤ Flow divergence - Smart money vs retail? (XPL: Clear split) ➤ Liquidity depth - Does it match market cap? (XPL: No, 0.09% ratio) ➤ Unlock schedules - What's coming? (XPL: 1.67B token cliff in Sept 2026) These metrics are trackable in real-time with @nansen_ai and help inform decisions before narratives solidify. More importantly, set-up custom alerts when one of these stats is visible on-chain, or when smart money enters. 7⃣ Final takeaway Personally, I see both sides. $XPL has strong fundamentals and we're entering Q4 of a bull market. They have the narrative too. Charts can bottom out and reverse, especially if on-chain data suddenly shows the exact opposite as what happened during the dump. But here's what the data shows for now: smart money treated this as a trade, not a hold. 85% exited with profits. Fresh wallets are buying what they sold, although whales look convinced. Still, the pattern looks like textbook distribution to me, at least for now. So you have two choices for $XPL: 1. Bet on the narrative / Q4 and hope smart money was wrong 2. Wait for confirmation they're returning before entering Neither is right or wrong. Just know which side you're on. For me, this wasn't about $XPL in the first place. It's always about learning what happens onchain, and improving my skills and experience. The data is there. What you do with it, now and in the future, is your call.

@OxFemyn_DeFi @Nomaticcap Btw, good digging into $STBL here by @cryptorinweb3 today. x.com/cryptorinweb3/…

@Nomaticcap @inPlanB I wonder why $EIGEN is part of this, can still reason with $STBL but I’m curious why EIGEN

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 the-edge.xyz/p/tracking-the…

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

@Nomaticcap @inPlanB Well I understand you, maybe they probably know something

Pendle is NOT hacked. All funds are safe. That wallet however, was drained, and exploiter is minting PT / YT and dumping them .

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: app.gearbox.fi/pools

@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.