AI Coins Are (Kinda) Back?

In Partnership with NAV

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AI Coins Are (Kinda) Back?

Majors are slightly red today, partially driven by the German Government unloading their BTC exposure ($200mm or so sold already). While our coins get clobbered, the S&P 500 is reaching record highs today. But there are some signs of a bid, especially in AI coins today, with larger coins like FET and AGIX up double digits, along with strength in more onchain coins like OPSEC, 0×0 and PAAL.

SOLETH is down 33% from its recent high while the ZRO token launched today (and required donations to claim lol) - currently trading at a $3.5bn FDV. DJT token is still an attention leader, with Polymarket odds at a 22% chance that Barron launched the token.

Outside of DJT, new launch NCAT has surged to 14% onchain attention share this morning, followed by other strong coins BILLY and WOLF. MOTHER attention has dwindled down to just 4% while MOG has also been hanging around as a smaller attention leader.

Daily TG trading volumes still pretty weak from the June spike, with ETH taking small amounts of relative share yesterday. SOL remains the top degen casino at ~58% volume share.

Relative strength in onchain coins today was ETH & SOL memes, along with AI coins (first time seeing AI coins in here in what seems like months):

• RNT

• OPSEC

• NPC

• WAFFLES

• LANDWU

• WOLF

• TURBO

• 0×0

The strongest signal within our chainEDGE smart money data continues to be smart holdings on newer tokens. Below are ETH & SOL tokens aged 10d or less with $100k+ smart holdings. Notably, we will shortly be launching customizable TG alerts for portfolio movements to catch sharp activity like this in real time.

Some interesting new projects getting smart attention (without tokens):

• Teleport

• Meme.live

• Uncharted

• B3

• O Bot

• Time.Fun

• Playback

SMART MONEY CORNER - Presented by chainEDGE

• Pretty boring day from an EVM flows perspective, with AGIX receiving $63k of smart bids the only real notable movement

• DJT, BEER, NCAT and boden led SOL inflows

• DJT and BILLY balances up vs. yesterday while smart $ trimmed their WOLF positions

• On the EVM side, MOG smart $ held places it as the #3 meme behind just PEPE and TRUMP.

MEME OF THE DAY