Santiment ✈️ 🇨🇿 ETHPrague

🧵 Most crypto traders react to headlines and whatever their timeline algorithms tell them they should care about. With Santiment, our members reacts to objective data to see how greedy or fearful all of crypto social media is to make more informed decisions. Sanbase Pro and Sanbase Max unlock real-time on-chain, social, and exchange metrics that reveal where smart money is moving before the crowd catches on. Whale behavior, sentiment shifts, network activity, and hidden trends are all visible on one platform built for traders who want an edge, not guesswork. Leveraging on-chain, social, development and other data sources, Santiment has developed dozens of specialized tools, indicators and strategies that help users identify, contextualize and react to market events and anomalies. Below are some of our many features you can take advantage of today. 👇

🧑‍💻 Here are crypto’s top projects associated with the Polygon ecosystem, by development activity. Directional indicators represent each project’s ranking positioning since last month: ➡️ 1) @decentraland $MANA 📈 2) @curve $CRV 📈 3) @graphprotocol $GRT 📈 4) @masknetwork $MASK 📉 5) @dimo_network $DIMO 📉 6) @aave ➡️ 7) @beefyfinance $BIFI 📈 8) @quickswapdex $QUICK 📈 9) @binance $BUSD 📉 10) @fraxfinance $FRAX 📖 Read about the Santiment methodology for filtering notable github activity data from project repositories, and why it is so useful for crypto trading: medium.com/santiment/a-di… 🔖 Bookmark our Polygon-based project watchlist here, and see what others in crypto can’t: app.santiment.net/screener/polyg…

So far in May, they are!

👋 BREAKING: Bitcoin is seeing its amount of holders decline at the fastest rate in nearly 2 years, likely due to retail traders taking profit. Crypto’s top market cap has shrunk by 245K wallets in 5 days, the most since the summer of 2024. Capitulation is one of the key ingredients to the beginning of bull runs, and wallets can drop out during both a price fall (out of fear of losing more) or on a price rise (expecting prices to not go any higher). When holders leave, the remaining supply consolidates into the hands of those with the highest conviction. These are participants who have already decided they are not selling at current prices, which means the effective liquid supply available to the market shrinks. With fewer coins actively circulating and more locked away in patient hands, even modest increases in new demand can have an outsized impact on price. It is basic supply and demand dynamics, but playing out at the holder level rather than the order book. The June–July 2024 comparison in the chart is also worth comparing to. That prior episode saw over 964K wallets exit over five weeks. Rather than this marking a downturn for crypto, it helped lay the foundation for the bull run that followed. If history repeats, the wallets exiting now are handing their positions to precisely the kind of long-term holders who tend to fuel the next leg up. 🔗 Monitor the amount of $BTC wallets here with this helpful chart: app.santiment.net/charts/btc-tot…

🏰 We are at @EthPrague May 8th – 10th! 💌 DM to meet the Santiment team: let’s talk data, MCP connectors, predictions, and more. Enjoy the event! 🛠️

🗣️ Social data indicates these coins are seeing the highest rise in social volume Thursday: 🪙 @bitcoin $BTC: Recent social chatter centers on Bitcoin’s role as institutional and retail collateral, intense ETF inflows, and price action around $80k. 🪙 @cardano $ADA: Recent social discussions focus on Cardano’s ADA as a legacy Layer‑1 token showing multi‑year underperformance versus many altcoins, with users citing CoinMarketCap snapshots (May 2021–May 2026) that document large percentage declines. 🪙 @avax $AVAX: A combination of ecosystem marketing, technical commentary, and institutional listings is driving attention: infographic and technical-analysis posts tout Avalanche’s (AVAX) high-speed Layer‑1 features (instant finality, customizable subnets, staking security) and subnet-driven developer/gaming adoption. 🪙 @1inch #1INCH: A third‑party liquidity provider and market maker integrated by 1inch, TrustedVolumes, was exploited and had approximately $5.8–6.7 million drained across WETH, USDC, USDT and WBTC after attackers abused an RFQ swap proxy and legacy wallet approvals. 🪙 @monero $XMR: Recent social posts highlight Monero’s role in the privacy-coin sector amid discussions about fungibility and financial surveillance. Catalysts include coverage of Monero upgrades and ecosystem analysis emphasizing privacy-preserving transactions (RingCT, stealth addresses), decentralized mining and peer-to-peer usage, and narratives framing XMR as digital cash resisting censorship and tracking. 🪙 @toncoin $TON: Telegram founder Pavel Durov’s announcement that Telegram will take a leading operational role on the TON blockchain and act as its largest validator, combined with reported fee reductions and deeper Telegram integration, has triggered sharp increases in Toncoin price, trading volume, staking/DEX activity, and market-cap. 🔗 Check the Trending Coins Dashboard on Santiment every day here: app.santiment.net/social-trends/…

@xrpnowunonigg_ Whale and shark accumulation is a long-term indicator. We don’t typically see immediate reactions, which is why smart money movement is such a strong alpha (non-lagging) indicator.

@SantimentData How is there all this accumulation with no movement in price.

🔗🐋 ChainLink’s key stakeholders that hold between 100K-10M $LINK have been aggressively accumulated over the past month. These whales & sharks have accumulated 32.93M more coins (a +7.7% increase) in just one month. What makes this accumulation particularly significant is who is doing the buying. Wallets in the 100K–10M LINK range represent ChainLink's most active and committed cohort. They are large enough to move meaningful capital, but not so large as to be exchange-controlled custodial accounts. Historically, when this specific tier accumulates aggressively, it tends to precede rather than react to price appreciation. Unlike retail buyers who typically chase momentum, these stakeholders absorb supply during periods of price suppression . This is precisely what the chart shows happening across Q1 2026 while LINK traded sideways near multi-month lows. The on-chain picture this paints is one of a classic supply squeeze in early formation. With 32.93M additional LINK now locked into strong hands and collective holdings from this cohort hitting an all-time high of over 461K wallets, the available liquid supply on exchanges faces growing pressure. If Bitcoin and market conditions continue bullish momentum, the combination of reduced sell-side supply and already-elevated whale conviction could accelerate price discovery sharply to the upside. 👀 Follow along with ChainLink’s key whales and sharks here on this chart any time: app.santiment.net/charts/link-10…

🧑‍💻 Here are crypto’s top 10 AI & Big Data projects by development. Directional indicators represent each project’s ranking positioning since last update: ➡️ 1) @chainlink ➡️ 2) @dfinity $ICP ➡️ 3) @nearprotocol $NEAR 📈 4) @origin_trail $TRAC 📉 5) @livepeer $LPT 📉 6) @injective $INJ 📉 7) @filecoin $FIL 📈 8) @graphprotocol $GRT 📉 9) @aleph_im $ALEPH 📈 10) @oasisprotocol $ROSE 📖 Read about the @santimentfeed methodology for filtering notable github activity data from project repositories, and why it is so useful for crypto trading: medium.com/santiment/a-di… 🔖 Bookmark our AI watchlist here, and see what others in crypto can't: app.santiment.net/screener/artif…

🙌 Bitcoin’s social sentiment has surged alongside its latest price rebound, with Santiment data showing a 1.37 bullish vs. 1.00 bearish commentary ratio across social media. This marks the highest level of positive crowd sentiment in roughly 4 months, signaling that traders are becoming increasingly optimistic as Bitcoin has pushed back above $80K and counting. After weeks of uncertainty tied to macroeconomic fears, geopolitical tensions, and the lingering effects of several crypto-related exploits, retail traders are once again leaning heavily toward expecting further upside. Historically, however, sharp rises in bullish sentiment tend to act as a caution flag rather than a straightforward buy signal. Markets consistently have a tendency to move opposite the crowd’s expectations, particularly when retail traders become overly confident that prices can only continue climbing. As fear disappears and FOMO rapidly takes over social media discussions, traders often enter positions late into rallies, increasing the probability of local tops, profit-taking, and sudden volatility. We’ve frequently observed that the most euphoric crowd moments arrive just before momentum begins cooling off. This doesn’t necessarily mean Bitcoin’s rally is over, but it does suggest that risk levels are beginning to rise compared to just a few weeks ago when sentiment was dominated by panic and uncertainty. Back in mid-April, social commentary had fallen deep into bearish territory following the Kelp DAO exploit, which ironically created a much healthier environment for a rebound as "weak hands" dropped out. Now, with optimism reaching a multi-month high, traders may want to stay alert for signs of excessive leverage, overconfidence, and crowded positioning. In crypto markets, the crowd becoming too certain in one direction is often when volatility strikes hardest. 🔗 Check on $BTC sentiment every day, and see what others in cryptocurrency can’t here: app.santiment.net/charts/btc-pos…

Yesterday, Ondo, Ripple, JPMorgan, and Mastercard completed the first cross-border redemption of tokenized US Treasuries on the XRP Ledger — settled in under five seconds (Santiment MCP + Claude). The market’s reaction wasn’t where most expected: 📈 $ONDO: $0.27 → $0.348 over a week of steady accumulation with a sharp +8% candle right after the announcement, +29% total. 📊 $XRP over the same window: $1.38 → $1.41, +2.5%, essentially flat. The rails got the headline. The protocol got the trade. Same pattern as Telegram/TON: the layer that captures value isn’t always the layer being announced.

📈 Zcash has now pumped +75% in the past week. The privacy coin has been emphatically rebounding, but is still -22% below its cross above $735 six months ago. 🕵️ With the lack of government trust at the moment, the privacy sector has been seeing a boost in interest from retail traders. The crowd is increasingly viewing privacy-focused assets as a hedge against growing surveillance concerns, tighter exchange regulations, and expanding AI-driven data tracking across financial platforms. 🤔 Many are also speculating that if stablecoin and KYC rules continue tightening globally, decentralized privacy networks could see renewed real-world demand similar to previous adoption cycles. At the same time, lower market caps across many privacy coins have traders eyeing them as high-upside momentum plays during this mild altcoin rally crypto has seen so far in May. 👀 Follow the social interest in Zcash here on Santiment: app.santiment.net/charts/zec-soc…

🔗 The Top Trending Stories dashboard is available to check on any time here on Santiment: app.santiment.net/social-trends/…

🗣️ The top trending stories in crypto, according to social data across X, Reddit, Telegram, and other crypto platforms, are: 💸 MSTR Bitcoin Sales: Strategy may sell small amounts of Bitcoin to support STRC dividends and strengthen capital flexibility, sparking debate over whether this conflicts with Michael Saylor’s “never sell” stance. 📈 ZEC Privacy Rally: Privacy coins surged as ZEC jumped 30%+ on whale accumulation, new retail access, and traders rotating from BTC into supply-constrained altcoins. 🏦 Morgan Stanley Crypto: Morgan Stanley plans to offer low-fee crypto trading to 8.6M E*Trade clients, increasing competition with Coinbase, Robinhood, and Schwab for retail and institutional flows. 🇮🇷 U.S.–Iran Deal: Reports of a possible U.S.–Iran de-escalation deal triggered sharp oil volatility and accusations of insider trading tied to a massive crude short placed before the news broke. 🥳 Bitcoin Rally: Bitcoin reclaiming $82K fueled ETF-driven optimism and a broader risk-on rally, with AI-themed altcoins surging amid heavy FOMO and leverage.

📊 Bitcoin’s climb back to $82.8K has left crypto’s top asset with a YTD return of -6%. During the early February crash, $BTC was down as much as -27%. Expect $88K, which would put the asset back to even on the year, to be a major stepping stone to attract several traders and investors back into cryptocurrency. 🔗 Meanwhile, the S&P 500 continues to climb to new all-time high levels. Gold has ranged throughout the past month. Compare prices of the three here on this chart: app.santiment.net/charts/btc-spx…

“Different holders, different value functions” is sharper framing than “context vs ideology” for sure. Plus, the rails-phase angle is a strong addition. Telegram backing TON, Western Union on Solana, stablecoin regulatory frameworks, all of it fits the “institutions taking direct control of infrastructure” pattern allocators are positioning around. One nuance though: ARB’s underperformance also has a court-overhang component (the funds being pulled into US jurisdiction), separate from holder ideology. But the holder-base lens explains most of the asymmetry — agreed.

centralization framing is doing a lot of work here Arbitrum freeze got penalized because Arbitrum holders are crypto-natives who price decentralization as a feature TON pump because TON holders are mostly Telegram retail who price brand backing as distribution access, not as a governance failure both reactions are rational once you map them to who actually owns each token it's not "context matters more than ideology" — it's "different holders price the same event through different value functions" Telegram → TON also fits the broader rails-phase pattern: stablecoins on regulated frameworks, ETF custody pipes, sovereign reserves — institutions taking direct control of infrastructure layers that's exactly the trade allocators have been positioning for

TON is up ~69% after Pavel Durov announced Telegram will replace the TON Foundation, become the largest validator, and cut fees ~6x (Santiment MCP + Claude): 📈 Price: $1.30 (May 3) → $2.20 (now). 📊 Social mentions hit 91 in a single 4h window on May 5 — roughly 6x baseline, with elevated chatter sustained across multiple windows. 🧭 The catalyst is centralization: Telegram taking direct control of validation and protocol direction. Two weeks ago, a centralization choice (Arbitrum’s freeze) was treated as a governance crisis. This week, a centralization choice (Telegram backing TON) is being treated as a green light. Same structural pattern. Opposite market reaction. Context matters more than ideology?