Ethereum Tokens: Whale Accumulation and Smart Money Insights

以太坊代币：鲸鱼积累和智能货币洞察

Despite the fragmented altcoin market, buyers have become more selective in 2024. Amidst the plethora of Ethereum-based tokens, a select few have garnered attention based on whale accumulation and smart money activity.

尽管山寨币市场分散，但到 2024 年，买家变得更加挑剔。在众多基于以太坊的代币中，少数几个因鲸鱼积累和智能货币活动而引起了关注。

Whale Accumulation and Smart Money Metrics

鲸鱼积累和智能货币指标

According to Nansen's smart money metrics, Ethereum activity reveals tokens with potential, while others may be ripe for selling. Two trends emerge:

根据南森的智能货币指标，以太坊活动揭示了具有潜力的代币，而其他代币的出售时机可能已经成熟。出现了两种趋势：

• Stablecoin movement suggests potential bullish scenarios.
• BLUR displays ongoing accumulation rather than selling pressure.

Potential Sell-Offs

稳定币走势表明潜在的看涨情景。BLUR 显示持续的积累而不是抛售压力。潜在的抛售

In contrast, the STRK token may face selling pressure due to Panthera Capital's recent divestment. Smart money is becoming increasingly relevant, as broader narratives often lead to underperforming tokens.

相比之下，由于 Panthera Capital 最近的撤资，STRK 代币可能面临抛售压力。智能货币变得越来越重要，因为更广泛的叙述往往会导致代币表现不佳。

Narrative-Based Tokens Struggling

基于叙事的代币陷入困境

Narrative-based tokens have faced a decline in 2024, with an average negative return of -22%. Individual tokens are also losing ground to simpler forms of passive income, such as liquid staking and lending protocols.

基于叙事的代币在 2024 年面临下跌，平均负回报率为-22%。单个代币也正在输给更简单形式的被动收入，例如流动质押和借贷协议。

Ethereum Token Ecosystem Recovery

以太坊代币生态系统恢复

Interest in tokens has rebounded, as the value locked in Ethereum's decentralized finance ecosystem has surpassed $60B. The number of tokens has also expanded, with most assets flowing into Uniswap.

随着以太坊去中心化金融生态系统中锁定的价值已超过 $60B，人们对代币的兴趣有所回升。代币数量也有所增加，大部分资产流入 Uniswap。

Smart Contracts Highlight Active Tokens

智能合约凸显活跃代币

Top smart contracts reveal promising Ethereum tokens, including:

顶级智能合约揭示了有前景的以太坊代币，包括：

• USDT and USDC (stablecoins)
• Wrapped XRP (tokenized version on Ethereum)
• Cronos Coin (CRO)
• Memecoin (MEME)
• ZRX (ZRX)

ERC-20 Token Activity

USDT 和 USDC（稳定币）包装的 XRP（以太坊上的代币化版本）Cronos Coin (CRO)Memecoin (MEME)ZRX (ZRX)ERC-20 代币活动

ERC-20 tokens have experienced a low point in activity in June, while July has brought more balance between sellers and buyers. Accumulation mode and new address acquisitions account for approximately 30% each of ERC-20 token activity.

ERC-20 代币在 6 月份经历了活跃度低点，而 7 月份则在卖家和买家之间带来了更多平衡。累积模式和新地址获取分别约占 ERC-20 代币活动的 30%。

Ethereum Tokens Gain Market Value

以太坊代币获得市场价值

Ethereum-based tokens have collectively increased their market capitalization to $475M, with a daily growth of 4.75%. Rapid daily inflows reflect demand for quick appreciation, as seen in Solana and Base tokens.

基于以太坊的代币总市值已增至 4.75 亿美元，日增长率为 4.75%。每日快速资金流入反映了快速升值的需求，如 Solana 和 Base 代币所示。

Staking and Tokenized Projects

质押和代币化项目

ETH stakers are diversifying their investments by turning to tokenized projects that provide value and passive income.

ETH 质押者正在通过转向提供价值和被动收入的代币化项目来实现投资多元化。

Conclusion

结论

The Ethereum ecosystem offers tokens with additional utility and influence. Buyers in 2024 are more discerning, leading to whale accumulation and smart money buying in specific tokens. While some tokens may face potential sell-offs, others are poised for growth and innovation.

以太坊生态系统提供具有额外效用和影响力的代币。 2024 年的买家更加挑剔，导致鲸鱼积累和明智的资金购买特定代币。虽然一些代币可能面临潜在的抛售，但其他代币则有望实现增长和创新。