Nansen Smart-Money Lab

Narrative Rotation Engine (smart-money 7d net flow by narrative)

🔥 Rotation: out of DeFi ($-3.7M) → into DePIN ($0.1M) · confidence 56%

narrative	score	7d net	tok	leaders
DePIN	+1 -	$+0.1M	4	RED, LINK
Memecoins	+0 -	$+0.0M	20	ANSEM, TROLL, IDOL
AI	+0 -	$+0.0M	22	AKE, BLESS, XPIN
L2 / Infra	+0 -	$+0.0M	20	CDXR, RAIL
Gaming	+0 -	$+0.0M	7	META, KGEN
Stablecoins	+0 -	$-0.0M	5	BEAM, ZEC, ALD
Bitcoin Eco	+0 -	$-0.0M	2	ORE, DMT-NAT
NFT / Social	-1 -	$-0.1M	7	CARDS, RALLY, OMI
RWA	-1 -	$-0.1M	16	FF, ON, XAUT
DeSci	-11 -	$-0.9M	2	MARSCOIN, BIO
DeFi	-43 v	$-3.7M	31	APEX, PENDLE, GRVT

narrative

score

7d net

tok

leaders

DePIN

+1 -

$+0.1M

RED, LINK

Memecoins

+0 -

$+0.0M

ANSEM, TROLL, IDOL

+0 -

$+0.0M

AKE, BLESS, XPIN

L2 / Infra

+0 -

$+0.0M

CDXR, RAIL

Gaming

+0 -

$+0.0M

META, KGEN

Stablecoins

+0 -

$-0.0M

BEAM, ZEC, ALD

Bitcoin Eco

+0 -

$-0.0M

ORE, DMT-NAT

NFT / Social

-1 -

$-0.1M

CARDS, RALLY, OMI

RWA

-1 -

$-0.1M

FF, ON, XAUT

DeSci

-11 -

$-0.9M

MARSCOIN, BIO

DeFi

-43 v

$-3.7M

APEX, PENDLE, GRVT

updated 2026-08-05 04:05:04 UTC · scanner only, not a trade signal by itself

Exit Detector (tokens smart money is dumping, 7d)

token	7d net out	narrative	mcap
APEX	$-2.04M	DeFi	$31.8M
PENDLE	$-1.31M	DeFi	$237.1M
MARSCOIN	$-0.85M	DeSci	$61.6M
GRVT	$-0.16M	DeFi	$30.2M
MORPHO	$-0.14M	DeFi	$1213.9M
CARDS	$-0.10M	NFT / Social	$42.1M
FF	$-0.10M	RWA	$186.0M
S5B	$-0.07M	Other	$102.9M

token

7d net out

narrative

mcap

APEX

$-2.04M

DeFi

$31.8M

PENDLE

$-1.31M

DeFi

$237.1M

MARSCOIN

$-0.85M

DeSci

$61.6M

GRVT

$-0.16M

DeFi

$30.2M

MORPHO

$-0.14M

DeFi

$1213.9M

CARDS

$-0.10M

NFT / Social

$42.1M

$-0.10M

RWA

$186.0M

S5B

$-0.07M

Other

$102.9M

Convergence / Cluster Buys (3+ smart wallets on one token in 24h)

token	wallets	24h buys	mcap	named entities
BNB	5	$204k	$79662.6M	—

token

wallets

24h buys

mcap

named entities

BNB

$204k

$79662.6M

—

Books ($1,000 virtual each)

$1,031.41A — Netflow follow — long top SM 7d inflows (naive control)$1,028.47B — Fade exits — short top SM outflows$1,000.00C1 — Consensus copy — 3+ wallets converge, rails on$1,000.00C2 — Conviction copy — single Fund buys $250k+ mid-cap$1,002.36BTC — Benchmark — BTC buy & hold

Open positions

book	position	entry	now	P&L	stake	opened	stop/hold	wallets
B	short EUL	1.435	1.43	+0.3%	$150	2026-08-04	5d	—
B	short PENDLE	1.379	1.378	+0.1%	$150	2026-08-05	5d	—
C3	long BNB	589.07	598.4	+1.6%	$125	2026-07-31	-12% / 5d	3

book

position

entry

now

P&L

stake

opened

stop/hold

wallets

short EUL

1.435

1.43

+0.3%

$150

2026-08-04

—

short PENDLE

1.379

1.378

+0.1%

$150

2026-08-05

—

long BNB

589.07

598.4

+1.6%

$125

2026-07-31

-12% / 5d

Vetted wallet roster — copytrade C3 source (20 eligible of 169 vetted; only ✅ get copied)

elig	wallet	win rate	6mo PnL	trades	tokens
✅	FcvvJvHU1j…	90%	$50,418	369	40
✅	4PZySiky6z…	88%	$209,079	218	8
✅	0x71b117d6…	86%	$64,901	49	7
✅	0x30154567…	75%	$64,328	28	4
✅	GkbCG9BGtj…	69%	$73,562	504	58
✅	GTUFPqUSkv…	69%	$84,831	1041	148
✅	ENkZtLj1on…	62%	$69,411	892	64
✅	0x6d8ac75d…	62%	$100,024	572	16
✅	vsTw91AUb4…	61%	$446,434	741	23
✅	7WpUUSnZ9B…	60%	$84,448	1931	364
✅	0xcbf83d10…	60%	$40,088	172	48
✅	0x969504f1…	60%	$27,488	218	5

elig

wallet

win rate

6mo PnL

trades

tokens

✅

FcvvJvHU1j…

90%

$50,418

369

✅

4PZySiky6z…

88%

$209,079

218

✅

0x71b117d6…

86%

$64,901

✅

0x30154567…

75%

$64,328

✅

GkbCG9BGtj…

69%

$73,562

504

✅

GTUFPqUSkv…

69%

$84,831

1041

148

✅

ENkZtLj1on…

62%

$69,411

892

✅

0x6d8ac75d…

62%

$100,024

572

✅

vsTw91AUb4…

61%

$446,434

741

✅

7WpUUSnZ9B…

60%

$84,448

1931

364

✅

0xcbf83d10…

60%

$40,088

172

✅

0x969504f1…

60%

$27,488

218

A wallet must clear win-rate ≥55%, realized PnL ≥$25k, ≥15 trades, ≥4 tokens to be copied. Most "Smart Money"-labeled wallets fail — that rejection is the edge.

Closed trades

closed	book	position	P&L $
2026-08-04	B	short EUL	+27.23
2026-07-29	B	short MNT	+6.16
2026-07-25	C3	long LDO	+3.73
2026-07-25	B	short VVV	-8.71
2026-07-24	C3	long UNI	+8.47
2026-07-23	B	short MNT	+3.69
2026-07-21	C3	long JUP	-8.41
2026-07-18	A	long LDO	+31.41

closed

book

position

P&L $

2026-08-04

short EUL

+27.23

2026-07-29

short MNT

+6.16

2026-07-25

long LDO

+3.73

2026-07-25

short VVV

-8.71

2026-07-24

long UNI

+8.47

2026-07-23

short MNT

+3.69

2026-07-21

long JUP

-8.41

2026-07-18

long LDO

+31.41

Daily digest

[2026-07-30 04:00:12] no qualifying flows today
[2026-07-31 04:00:17] no qualifying flows today
[2026-08-01 04:00:10] no qualifying flows today
[2026-08-02 04:00:10] no qualifying flows today
[2026-08-03 04:00:16] no qualifying flows today
[2026-08-04 04:00:10] B- EUL ($0.3M out, Binance)
[2026-08-05 04:00:16] B- PENDLE ($1.3M out, Binance)

Nansen credits remaining: 1808 / 2,000 monthly. Books: A/B = aggregate netflows (nansen_daily.py 09:30 IST), C1/C2 = wallet-level copytrading with risk rails (copytrade.py 09:45 IST). Updated 2026-08-05 04:15 UTC.

Nansen Smart-Money Lab (paper — gate review 27 Jul)

Narrative Rotation Engine (smart-money 7d net flow by narrative)

Exit Detector (tokens smart money is dumping, 7d)

Convergence / Cluster Buys (3+ smart wallets on one token in 24h)

Books ($1,000 virtual each)

Open positions

Vetted wallet roster — copytrade C3 source (20 eligible of 169 vetted; only ✅ get copied)

Closed trades

Daily digest