Based on on-chain data, cash flow (Netflow) and Smart Money activity, here is the market analysis and the list of potential Top Coins for Long/Short positions.

🚀 Market Overview

  • Main Trend: Cash flow is showing signs of "Risk Off" towards small Altcoins and focusing on safe havens in Stablecoins (USDC, USDT) or Bitcoin.

  • Smart Money: Whale wallets and professional traders on Hyperliquid are actively Long Bitcoin (BTC) and betting on new ecosystems like HYPE while dumping a series of old or meme coins that have surged (Short).

  • Cash Flow: Solana recorded a large cash flow into USDC (+$5.1M), indicating the potential for accumulation for a new wave, while Base and Arbitrum are under strong net selling pressure.

🟢 TOP STRONG COINS (Setup LONG)

1. Bitcoin (BTC) - The "King" of cash flow

  • Why Choose:

    • Smart Money: Hyperliquid data recorded a series of large Long orders from "Smart HL Perps Trader" wallets valued at $2.4M - $5M each in the price range of $89k - $92k.

    • Netflow: WBTC on Arbitrum has a positive Netflow of +$4.4M in 24 hours, contrary to the market's selling trend.

  • Technical Analysis (D1): The price is accumulating around the $90,000 range after hitting $94,600. The bullish structure remains intact as long as it does not break $88,000.

  • Recommendation:

    • Entry: $90,000 - $91,500

    • Stoploss: $87,500 (Below the most recent swing low)

    • Take Profit: $95,000 - $100,000

2. Yield Guild Games ($YGG ) - Whale footprint

  • Why Choose:

    • Smart Money: A Smart Money wallet has been detected placing a Limit Long order worth $1.7M at the price of $0.0689. This is a very clear accumulation signal.

    • Price Action: After rising to $0.083, the price has adjusted to the support area converging with the whale's buying point.

  • Technical Analysis: The price is in the demand zone $0.070 - $0.073.

  • Recommendation:

    • Entry: $0.071 - $0.074

    • Stoploss: $0.067

    • Take Profit: $0.083 - $0.095

3. Hyperliquid ($HYPE ) - New Narrative

  • Why Choose:

    • Smart Money: Many Smart Trader wallets are continuously opening Long positions (orders of $20k - $200k) in the $28 - $30 price range. This is currently the hottest DEX token, with very strong speculative cash flow.

  • Recommendation:

    • Entry: $28.0 - $29.5

    • Stoploss: $26.5

    • Take Profit: $35.0 - $40.0

4. Solana ($SOL ) - Accumulate before the wave

  • Why Choose:

    • Cash Flow: Netflow of USDC into the Solana chain reached +$5.1M (the largest among chains), signaling potential buying power.

    • Smart Money: A Smart Trader wallet opened a Long position on SOL at $135 with a large size.

  • Recommendation:

    • Entry: $135 - $138

    • Stoploss: $128

    • Take Profit: $155 - $165

5. Ethereum (ETH) - Technical Recovery (Contrarian Play)

  • Why Choose: Although Spot is experiencing net selling (-$20M on Base/Arb), Smart Money in derivatives is opening Long positions (orders of $30k - $60k) in the $3,050 - $3,160 range, anticipating a rebound from support.

  • Recommendation:

    • Entry: $3,150 - $3,200

    • Stoploss: $3,000

    • Take Profit: $3,400

🔴 TOP WEAK COINS (Setup SHORT)

1. Official Trump (TRUMP) - Solana

  • Why Choose:

    • Cash Flow: Netflow is negative -$2.9M in 24 hours. The selling pressure is very strong.

    • Technical Analysis: The downtrend is clear, with lower peaks than previous peaks (LH). The current price of $5.64 is nearing a breach of support at $5.60.

  • Recommendation:

    • Entry: $5.70 - $5.90

    • Stoploss: $6.20

    • Take Profit: $5.00 - $4.50

2. Aerodrome (AERO) - Base

  • Why Choose:

    • Cash Flow: Continually net selling (-$766k). Cash flow leaving the Base ecosystem in general is negatively affecting AERO.

    • Technical Analysis: Failed to hold the mark of $0.66. The current price is $0.61; if it breaks $0.60, there will be no hard support nearby.

  • Recommendation:

    • Entry: $0.62 - $0.64

    • Stoploss: $0.67

    • Take Profit: $0.55 - $0.50

3. Arbitrum (ARB) - Long-term Weakness

  • Why Choose:

    • Cash Flow: Netflow is negative -$618k. Token unlock and lack of growth momentum are causing ARB to be continuously sold off whenever it rebounds.

    • Technical Analysis: The price was strongly rejected at resistance $0.23. It is returning to test the old low of $0.20.

  • Recommendation:

    • Entry: $0.21 - $0.22

    • Stoploss: $0.235

    • Take Profit: $0.18 - $0.15

4. Metaplex (MET) - Strong Downtrend

  • Why Choose: Down 19.5% in 24 hours with negative cash flow of nearly -$1M. This is a "falling knife"; sellers are in complete control.

  • Recommendation: Continue Shorting the trend (Momentum).

    • Entry: Light rebound to $0.28 - $0.29

    • Stoploss: $0.32

    • Take Profit: $0.20

5. Virtuals Protocol (VIRTUAL) - Take Profits

  • Why Choose: Negative cash flow, price down 5.5%. After the hot surge of the AI Agent trend, cash flow is taking profits to switch to other groups.

  • Recommendation:

    • Entry: $0.82 - $0.85

    • Stoploss: $0.90

    • Take Profit: $0.70

This is only informational based on data, not financial advice. The crypto market is very volatile; always manage risk closely.