Smart Money Flows Into ETH, SOL, and RWAs,While Stablecoins Decline: Report

Key Points

1. Ethereum and Solana are the primary focuses for derivatives, with Solana gaining traction after recovering from earlier underperformance.

2. Ondo Finance (ONDO) is a standout in the real-world assets (RWA) sector, benefiting from its close ties to tokenization trends in DeFi.

3. Smart Money portfolios are heavily invested in BTC, ONDO, UNI, and WLD, with Uniswap's UNI token seeing nearly 40% growth in the past month.

4. Solana-related derivatives are gaining prominence, with capital gradually shifting away from Ethereum.

5. Meme coins like BONK and PENGU have seen significant gains (90% and 170% respectively) in the past month, while Sky (formerly MakerDAO) has attracted investor interest due to recent CEX listings.