The current market sentiment is in a high-level choppy phase, and fund flows show clear structural divergence. In the meme sector, $WIF and $BONK have seen a surge in trading volume recently, but on-chain data shows that large wallets are exhibiting signs of taking profits and not rising in sync with the price, indicating relatively heavy short-term sell pressure. Meanwhile, the $AVAX ecosystem’s activity continues to heat up, with the number of daily active addresses reaching a new intra-year high. Incremental data at the infrastructure level supports its fundamentals, but in terms of price performance it is still constrained by the broader market’s overall liquidity contraction, resulting in a lagging rebound.
On the macro level, uncertainty around tariff and trade issues is intensifying expectations of market volatility. The correlation between safe-haven assets and high-risk assets has increased, and the spillover effect of traditional risk assets into the crypto market has strengthened. Geopolitical weather events (e.g., a typhoon landfall) cause short-term disruptions to the sentiment of local traders, but they have no substantive impact on global fund flows.
Rational strategy: avoid message-driven high-volatility meme chasing; focus instead on projects within the $AVAX ecosystem that have real use cases. Monitor on-chain records of large transfers for $WIF /$BONK to guard against distribution by “the insiders.” The market doesn’t run on vibes—it’s all about data.
In your current portfolio, have the movements of on-chain whales already affected your trading decisions?
On the macro level, uncertainty around tariff and trade issues is intensifying expectations of market volatility. The correlation between safe-haven assets and high-risk assets has increased, and the spillover effect of traditional risk assets into the crypto market has strengthened. Geopolitical weather events (e.g., a typhoon landfall) cause short-term disruptions to the sentiment of local traders, but they have no substantive impact on global fund flows.
Rational strategy: avoid message-driven high-volatility meme chasing; focus instead on projects within the $AVAX ecosystem that have real use cases. Monitor on-chain records of large transfers for $WIF /$BONK to guard against distribution by “the insiders.” The market doesn’t run on vibes—it’s all about data.
In your current portfolio, have the movements of on-chain whales already affected your trading decisions?