Smart Money Flows — Week 23

Smart money is rotating hard out of high-FDV RWA and yield plays and into cleaner scaling and infrastructure names.

This week’s report highlights one clear accumulation leader in the scaling/connectivity space, while RWA exits mark the largest sector unwind since the W22 PENDLE event and classic distribution into retail-driven pumps flashes textbook exit-liquidity behaviour.

Watch list and full token-level data inside the full report.

Bitcoin logged its sharpest weekly drop of 2026, sliding about 17% to around 60.7K after a hot NFP print crushed rate‑cut hopes, spiked US yields, and helped trigger a record 13‑day BTC ETF outflow streak that turned 2026 flows negative.

Altcoins sold off even harder, sentiment fell to Extreme Fear, and yet on‑chain fundamentals like DeFi TVL, stablecoin supply, and tokenized RWAs continued to grind higher beneath the macro-driven selloff.

Get the full breakdown, charts, stocks, macro news, and top narratives in this week’s report.

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After breakout from Channel Down, the trend reversal has stalled. Price got rejected at a stiff resistance zone: $80K - $83K (200 SMA), where it got rejected 2x and pulled back below $75K and $70K key levels. It's now approaching $60K support and is very oversold (RSI ¬ 23!).

Hence, it should bounce up near-term perhaps back to $65K (PT1) or $70K (PT2). We'd be buyers on pullbacks to that $60K support level. Stop loss at $57K.