监控智能货币行动可以提供对新兴趋势和叙述的见解

在加密货币的迅速发展的领域中，监视我们昨天突出的钱包的智能货币动作（拥有及时，有利可图的交易的历史的WALLETS）可以提供对新兴趋势和叙事的持续见解。

In the rapidly evolving realm of cryptocurrency, where trends can shift quickly and narratives are constantly unfolding, it’s always useful to keep an eye on the smart-money actions.

在迅速发展的加密货币领域，趋势可以迅速转移并且叙事不断发展，关注智能货币的行动总是很有用的。

Yesterday, we highlighted a small group of wallets that have a history of making timely trades and seem to anticipate emerging trends in the crypto market. These same wallets have continued to direct their buying power toward a very limited number of sectors, and today, we're highlighting some of the trends that stood out the most.

昨天，我们强调了一小群钱包，这些钱包具有及时进行交易的历史，并且似乎预计加密货币市场的新兴趋势。这些相同的钱包继续将其购买力引向非常有限的部门，如今，我们重点介绍了一些最突出的趋势。

A Triple Threat: AI, DeFi, and Asset-Backed Tokens

三重威胁：AI，DEFI和资产支持的令牌

Over the past day, these same wallets have directed their buying power toward a very limited number of sectors, with an unmistakable emphasis on tokens tied to artificial intelligence, decentralized finance (DeFi), and asset-backed tokens.

在过去的一天中，这些相同的钱包将他们的购买力指向了非常有限的部门，并且明确地强调了与人工智能，分散财务（DEFI）和资产支持的代币相关的代币。

AI and Agentic Frameworks Catch Smart Attention

AI和代理框架引起了明智的关注

The intersection of artificial intelligence and blockchain continues to be a theme that is grabbing the attention of smart money. Five wallets amassed tokens related to artificial intelligence in just the past 24 hours. It indicates that some investors are thinking the next wave of innovation will come from the convergence of agent-based protocols (i.e., AI) and the crypto stack (i.e., blockchain).

人工智能和区块链的交集仍然是引起智能金钱的关注的主题。在过去的24小时内，五个钱包积累了与人工智能相关的令牌。这表明一些投资者认为下一波创新将来自基于代理协议（IE，AI）和加密堆栈（即区块链）的融合。

One category standout is REI (Rei Network), which operates under the broader narrative of agentic systems and decentralized AI frameworks. One smart money wallet has been busy accumulating, adding $40,000 worth of REI tokens—a move that stands out given the token’s relatively modest $53 million market cap.

REI（REI Network）是一个类别的杰出人物，它在代理系统的更广泛叙述和分散的AI框架下运作。一个聪明的钱钱包一直在忙于积累，增加了价值40,000美元的REI令牌 - 鉴于令牌相对较小的5300万美元市值，这一举动引人注目。

REI has been gaining recognition in institutional circles for its positioning as a flexible, lightweight platform designed to integrate AI capabilities directly into blockchain infrastructure. This sets the stage for rapid development within the emerging landscape of decentralized AI.

REI的定位是一个灵活的，轻巧的平台，旨在将AI功能直接集成到区块链基础架构中，因此在机构圈子中获得了认可。这为分散AI的新兴景观内的快速发展奠定了基础。

Even though a recent accumulation involved just one wallet, this purchase is being interpreted as a vote of confidence from a player whose early entries into thematic tokens have a habit of blossoming into mainstream awareness.

尽管最近的积累仅涉及一个钱包，但这次购买被解释为一名球员的信任投票，该球员的早期参赛作品习惯了养成主流意识的习惯。

DeFi Assets Back in Favor with Governance Catalysts

对治理催化剂的支持返回

DeFi continues to draw intelligent funds, especially when platforms are making changes to their governance or structure that might affect the token economics. In the last day, five wallets have been busy accumulating across DeFi-related assets, and a large portion of that activity seems to be focused on AAVE, the governance token for Aave Protocol.

Defi继续汲取智能资金，尤其是当平台正在改变其治理或可能影响代币经济学的结构时。在最后一天，五个钱包一直在忙于在与Defi相关的资产上积累，并且该活动的很大一部分似乎集中在AAVE上，这是AAVE协议的治理令牌。

Four intelligent money wallets gobbled up a combined AAVE value of nearly $420,000, signaling a surge in smart capital flowing toward the protocol. This seems to mirror renewed interest in the DeFi project amid proposals of buybacks and some tweaks to its governance framework.

四个智能货币钱包吞噬了近420,000美元的综合AAVE价值，这表明智能资本的激增流向协议。这似乎反映出对回购的提议和对其治理框架的一些调整，对Defi项目的重新兴趣。

With a market cap of $2.47 billion, Aave is still one of the largest and apparently one of the most battle-tested DeFi platforms. But this spike in interest suggests traders are seeing some fresh updraft as the price of AAVE tends to lag behind some other DeFi tokens. In terms of interest from the intelligent money crowd, this price lag might mean Aave could be seen as a bargain. But whatever the reason, wallets that appear to be somewhat in the “know” have been buying up AAVE.

AAVE的市值为24.7亿美元，仍然是最大的，显然是战斗测试最多的Defi平台之一。但是，这种兴趣的激增表明，交易者看到了一些新的上升气息，因为AAVE的价格往往落后于其他一些Defi令牌。就智能货币人群的兴趣而言，这个价格滞后可能意味着AAVE可能被视为便宜货。但是，无论出于何种原因，似乎在“知道”中似乎有些钱的钱包都在购买Aave。

At a time when Aave is forging ahead with ecosystem advancements and is considering initiatives to amplify the valuation of its tokens—such as fee redistributions and revenue optimization—it’s worth noting that the protocol’s treasury is growing.

在AAVE促进生态系统进步并正在考虑扩大其代币估值（例如费用再分配和收入优化）的计划时，值得注意的是，这是值得注意的。

Wrapped Assets See Uptick Amid DeFi Usage Growth

包裹的资产看到在使用使用增长的情况下上升

Note also that tokens representing wrapped or synthetic assets are demanding attention—in particular, those showing increasing involvement in DeFi applications. Four intelligent wallets made some moves in this space; however, TRON (WTRX) saw the most accumulation.

还要注意，代表包装或合成资产的代币需要注意，特别是那些表现出越来越多参与DEFI应用的人。四个智能钱包在这个空间中采取了一些动作。但是，Tron（WTRX）的积累最多。

Together, two wallets invested a total of $131,000 in WTRX, which has a current market cap of $399 million. The activity coincides with rising interest in SunSwap, a decentralized exchange in the TRON ecosystem that has recently seen a jump in both trading volume and total value locked.

两个钱包总共向WTRX投资了131,000美元，目前的市值为3.99亿美元。这项活动与Sunswap的兴趣不断上升，Sunswap是TRON生态系统中的分散交流，最近在交易量和锁定的总价值上都有上涨。

As the DeFi space diversifies and more protocols expand their cross-chain capabilities, wrapped versions of assets like WTRX become crucial for users who are transferring funds between different blockchain environments.

随着Defi空间的多样化和更多协议扩展其跨链功能，WTRX等资产的包装版本对于在不同区块链环境之间转移资金的用户至关重要。

The accumulation trend seems to be driven largely by the rising use of TRON-based DeFi and the increased dependence on wrapped assets to facilitate interoperability.

积累趋势似乎主要取决于基于TRON的DEFI的使用越来越多，并且对包装资产的依赖性增加以促进互操作性。

Smart Money Still Selective in Choppy Markets

聪明的钱仍然在波涛汹涌的市场中选择性

Although these accumulation patterns offer some insight into the investment activity of the crypto elite, it's important to note that this analysis involves a very small sample size of a few key wallets. In just looking at the 10 wallets identified by Nansen, we can see that some serious funds are backing the future of Ethereum.

尽管这些积累模式可以深入了解加密精英的投资活动，但重要的是要注意，该分析涉及一些很小的一些关键钱包样本量。仅查看Nansen确定的10个钱包时，我们可以看到一些严重的资金正在支持以太坊的未来。

Despite this, the channels are obvious: AI is now gaining real traction; DeFi is still an area ripe with opportunity if there is some governance now; and wrapped tokens are enjoying the cross-chain growth of DeFi. Whether these are just a few random plays or a signal of something really changing in the market is still,

尽管如此，渠道还是很明显的：AI现在正在获得真正的吸引力；如果现在有某种治理，Defi仍然是一个有机会的地区。包裹的令牌正在享受defi的跨链增长。这些只是几个随机的戏剧还是市场上真正改变的信号仍然是