Fellow coin enthusiasts, when checking the market, first look at the data and separate emotion with logic.
On the macro front, traditional financial capital has recently been reorganizing into safe-haven positions as EUR/USD moves downward in the short term (down by 0.5% to 1.1592). Expectations for Europe’s geopolitical situation have eased (no evidence of Russian attacks on NATO), which is favorable for restoring risk appetite. However, on-chain liquidity is still locally fragmented, and funds are more inclined toward high-frequency trading rather than establishing long-term positions.
Specifically, for the on-chain token targets:
1. $BONK : Recently, the number of on-chain transactions and active addresses have slightly recovered. The meme attribute still carries a short-term sentiment premium, but the data on large holders’ net inflows is not stable—typical of range-bound, supply-and-demand based games.
2. $ATOM : The staking ratio stays at a relatively high level of 63.5%. Selling pressure from the circulating supply is lighter, but DEX trading volume has declined by 4.2% quarter-over-quarter. There is a lack of incremental capital stepping in to buy.
3. $FIL : In the storage and compute power rental market, the compute efficiency growth is steady but flat. Over the past 7 days, the number of on-chain large transfers (>>1 million tokens) has decreased by 18%, indicating that the main funds have not yet formed a coordinated push.
Summary of the current market: Under macro disturbances, safe-haven sentiment and the pace of sector rotation are accelerating. Among these three tokens—$BONK , $ATOM , and $FIL —which one’s on-chain fund flows are you more inclined toward?
On the macro front, traditional financial capital has recently been reorganizing into safe-haven positions as EUR/USD moves downward in the short term (down by 0.5% to 1.1592). Expectations for Europe’s geopolitical situation have eased (no evidence of Russian attacks on NATO), which is favorable for restoring risk appetite. However, on-chain liquidity is still locally fragmented, and funds are more inclined toward high-frequency trading rather than establishing long-term positions.
Specifically, for the on-chain token targets:
1. $BONK : Recently, the number of on-chain transactions and active addresses have slightly recovered. The meme attribute still carries a short-term sentiment premium, but the data on large holders’ net inflows is not stable—typical of range-bound, supply-and-demand based games.
2. $ATOM : The staking ratio stays at a relatively high level of 63.5%. Selling pressure from the circulating supply is lighter, but DEX trading volume has declined by 4.2% quarter-over-quarter. There is a lack of incremental capital stepping in to buy.
3. $FIL : In the storage and compute power rental market, the compute efficiency growth is steady but flat. Over the past 7 days, the number of on-chain large transfers (>>1 million tokens) has decreased by 18%, indicating that the main funds have not yet formed a coordinated push.
Summary of the current market: Under macro disturbances, safe-haven sentiment and the pace of sector rotation are accelerating. Among these three tokens—$BONK , $ATOM , and $FIL —which one’s on-chain fund flows are you more inclined toward?