#巨鲸动向 [🚀Trend Signal: smart money is shifting from ETH to DeFi Alpha!]

Ethereum spot ETF had a total net outflow of 75.8905 million USD yesterday, continuing a 7-day net outflow.
Market momentum is quietly shifting - more and more funds are starting to flow from ETH to fundamentally solid high-quality DeFi protocols. This is not a retreat, but a strategic reallocation of funds within the ecosystem.
Why now?
As expectations for macro liquidity improve, risk assets are greeted with a warm wind. In this cycle, DeFi projects that possess real returns, strong cash flows, sustainable protocol revenues, and healthy token models are becoming the focus for institutions and smart money.
These projects may have the following characteristics:
· Strong income and cash flow
· The token has a value accumulation mechanism.
· The moat of the protocol is clear, and the product-market fit is high.
· The team's execution ability has been validated by the market
In the early stages of liquidity recovery, it is often a golden window for Alpha projects to outperform the market. Funds will not remain on the surface but will flow to the segments with the strongest value capture capabilities, where narrative and fundamentals coexist.
Stay tuned:
-Staking and Yield Protocols of DeFi Blue Chips
-Decentralized stablecoins and RWA track
- A DEX and lending protocol with a revenue sharing mechanism
1. Mainstream mature protocols (Decentralized Finance blue chips )
· Project examples: Uniswap (UNI), Aave (AAVE), MakerDAO (MKR)
· Core Features/Tracks: Trading, Lending, Stablecoins. After multiple rounds of market testing, it has the largest user base and capital scale.
· Recent Updates: Continued major updates such as V4 upgrades and multi-chain deployment.
2. Real World Assets (RWA)
· Project Examples: Ondo Finance (ONDO), Maple Finance, Goldfinch
· Core features/track: RWA. Tokenization of traditional assets such as US Treasuries, providing relatively stable returns, attracting institutional funds.
· Recent updates: The total scale of the sector has reached a new high, becoming a bridge between traditional finance and Decentralized Finance.
3. Re-staking and Liquidity Protocol
· Project Examples: EigenLayer, EtherFi (ETHFI), Pendle (PENDLE)
· Core Features/Track: Re-staking/LST. Provides additional yield and liquidity for staked ETH, and ensures security for the infrastructure.
The market is always in rotation, and savvy investors have already started to position themselves for the next phase.
Which DeFi protocols do you think will stand out in the liquidity wave? #参与创作者认证计划月领$10,000