Ownership

Smart Money Flows, ranked

Where informed capital is positioned, read from funding rounds, disclosed institutional holdings and tracked wallets.

One of the 25 variables in the framework. 251 tokens rated. Scoring pass 18 Sept 2026.

Median
4/10
mean 4.14
Scoring 9 or 10
6
of 251 rated
Composite link
0.91
correlation with total score
Market link
0.41
rank correlation with market cap, n=236
01

What this variable measures

Where informed capital is positioned, read from funding rounds, disclosed institutional holdings and tracked wallets.

A 10 means repeat accumulation by funds with a real record. A 1 means the informed money has left or was never there.

Smart money is early by construction. The variable is a lead indicator on everything else in the framework.

02

What the universe says

Across 251 rated tokens the median score on Smart Money Flows is 4 of 10 and the mean is 4.14. 6 tokens score 9 or 10, and 35 score 2 or below. Bitcoin leads at 10 of 10.

Smart Money Flows correlates 0.91 with the composite score across the universe, which makes it almost the same measurement as overall standing. Tokens that win here tend to win everywhere, so a high score is confirmation rather than an edge.

Against live market capitalisation for the 236 tokens with a matched market row, Smart Money Flows carries a rank correlation of 0.41. The market leans this way but does not price it consistently, so the ranking below still contains disagreement worth using.

Smart Money Flows and Network Growth correlate 0.89, so reading both is close to reading one twice. Treat them as a single position on the same question rather than two independent confirmations.

GEODNET (GEOD) scores 9 of 10 on Smart Money Flows, 2nd of 251, on a market capitalisation under $500M. That gap between rank on this variable and rank by size is the whole reason to read the table rather than the top ten.

03

Distribution across the universe

9
1
26
2
68
3
56
4
45
5
22
6
14
7
5
8
5
9
1
10

Tokens at each score from 1 to 10. The shape matters: a variable where almost everything clusters at 3 is telling you the whole category fails it, not that one token is unusual.

04

All 251 tokens ranked

Sorted by score on this variable alone, so a token can lead here and rank poorly overall. That disagreement is the useful part: it is where a single-variable screen finds something the composite averages away.

251 crypto tokens ranked by Smart Money Flows, scored 1 to 10
#TokenSmart Money FlowsCompositeMarket capVerdict
1BTCBitcoinDigital gold with a large spot ETF complex and 94.5% supply mined. Store-of-value thesis intact, though ETF assets fell through 2026.10/10183$1.67THOLD CORE
2HYPEHyperliquid3 ETFs live (THYP, BHYP, HYPG, about $253M combined AUM). About $600M annualised revenue after four straight quarterly declines, with builder fees now taking 18% of gross before buybacks. about 32% to 37% DEX perps share, down from roughly 70% in 2025. But closed-source, FCA warning, 22% circ.9/10193$19.71BHOLD CORE
3ETHEthereumInstitutional settlement layer. Commodity classification. Burn collapsed but moat intact.9/10187$313.17BHOLD CORE
4WSTETHWrapped Lido Staked ETHLido's wrapped staked ETH, the DeFi collateral standard with about $17.7B TVL and native yield; dominant LST by every metric9/10185$11.76BHOLD CORE
5GEODGEODNETRevenue not declining: Q2 2026 $2.59M (+48% QoQ). ARR $7.3-9.5M. 80% burn Foundation-controlled (governance, not smart contract). ATH $0.3746 not $0.43. 20K+ stations, 150+ countries. P/S 9.9-14.4x (expensive vs Helium 3.1x). Deflationary crossover approaching post-Jun 2026 halving.9/10169$137.0MHOLD
6MORPHOMorphoInfrastructure lending protocol with $6.4B TVL and $203M annualized fees but zero revenue to token holders, fee switch off, founder opposes activation9/10157$1.75BHOLD
7SOLSolanaHigh-throughput L1 with dominant DEX volume and meme coin launchpad traction. Network reliability improved significantly post-2023.8/10170$68.57BHOLD
8LINKChainlink70% oracle dominance. DTCC Q4 2026. SOC 2 Type 2. $500M/yr treasury sell pressure. 2 ETFs live.8/10165$10.01BHOLD
9RETHRocket Pool ETHDecentralized ETH liquid staking token from Rocket Pool; most trust-minimized LST with permissionless node operators8/10159$946.8MHOLD
10SUISuiMove-language L1 with best TVL growth trajectory in 2025-2026. Strong DeFi traction but heavy vesting schedule is key risk.8/10146$4.63BHOLD
11LITLighter8/10125$876.5MWATCH
12MKRMaker / Sky7/10177not publishedHOLD CORE
13SYRUPMaple Finance7/10168$268.1MHOLD
14UNIUniswap7/10167$4.91BHOLD
15COWCoW Protocol7/10167$82.3MHOLD
16ETHFIEther.fi7/10162$680.1MHOLD
17CBETHCoinbase Wrapped Staked ETH7/10158$484.5MHOLD
18AEROAerodrome Finance7/10157$794.7MHOLD
19AAVEAave7/10156$2.65BHOLD
20CETUSCetus Protocol7/10147$25.0MHOLD
21FLUIDFluid (Instadapp)7/10145$158.2MCAUTIOUS HOLD
22KMNOKamino Finance7/10138$214.9MCAUTIOUS HOLD
23TAOBittensor7/10128$3.29BCAUTIOUS HOLD
24ENAEthena7/10120$3.06BCAUTIOUS HOLD
25TONToncoin7/10110$4.02BWATCH
26PENDLEPendle Finance6/10160$391.5MHOLD
27VIRTUALVirtuals Protocol6/10151$502.6MCAUTIOUS HOLD
28JUPJupiter6/10151$1.04BHOLD
29LDOLido DAO6/10146$353.8MHOLD
30DRIFTDrift Protocol6/10142$14.3MHOLD
31PAXGPAX Gold6/10141$1.79BHOLD
32ARArweave6/10140$274.9MHOLD
33INJInjective6/10139$727.9MCAUTIOUS HOLD
34AVAXAvalanche6/10138$4.93BCAUTIOUS HOLD
35ENSEthereum Name Service6/10137$269.1MCAUTIOUS HOLD
36ARBArbitrum6/10134$1.25BCAUTIOUS HOLD
37JTOJito6/10134$263.0MCAUTIOUS HOLD
38SAFESafe (formerly Gnosis Safe)6/10132$84.0MCAUTIOUS HOLD
39OLASOlas (Autonolas)6/10129$13.4MCAUTIOUS HOLD
40GNOGnosis6/10128$316.6MCAUTIOUS HOLD
41RENDERRender Network6/10127$1.05BCAUTIOUS HOLD
42BERABerachain6/10127$76.8MCAUTIOUS HOLD
43OPOptimism6/10123$273.9MCAUTIOUS HOLD
44TIACelestia6/10120$432.0MCAUTIOUS HOLD
45PRIMEEchelon Prime6/10119$14.8MWATCH
46APTAptos6/10116$652.3MWATCH
47ONDOOndo Finance6/10115$2.27BWATCH
48LQTYLiquity5/10151$23.3MHOLD
49OKBOKB5/10145$2.75BHOLD
50BNBBNB5/10144$102.38BHOLD
51GMXGMX5/10143$84.3MHOLD
52SKYSky (formerly Maker)5/10141$1.86BCAUTIOUS HOLD
53CRVCurve Finance5/10140$552.7MHOLD
54ACXAcross Protocol5/10137$30.5MCAUTIOUS HOLD
55NEARNEAR Protocol5/10135$6.64BCAUTIOUS HOLD
56BANANABanana Gun5/10135$15.5MCAUTIOUS HOLD
57BGBBitget Token5/10135$1.37BCAUTIOUS HOLD
58AKTAkash Network5/10129$210.6MCAUTIOUS HOLD
59POLPolygon system Token5/10123$1.08BCAUTIOUS HOLD
60LPTLivepeer5/10123$82.2MCAUTIOUS HOLD
61ORCAOrca5/10123$167.2MCAUTIOUS HOLD
62HNTHelium5/10122$97.6MCAUTIOUS HOLD
63XRPXRP5/10121$90.31BCAUTIOUS HOLD
64MAVMaverick Protocol5/10121$13.1MCAUTIOUS HOLD
65VRTXVertex Protocol5/10121not publishedCAUTIOUS HOLD
66COMPCompound5/10119$234.1MWATCH
67MNDEMarinade5/10119$15.6MWATCH
68STXStacks5/10118$697.8MWATCH
69WOOWOO Network5/10118$23.6MWATCH
70IMXImmutable X5/10117$156.3MWATCH
71STGStargate Finance5/10117$20.1MWATCH
72GNSGains Network5/10116$9.5MWATCH
73QNTQuant5/10116$3.53BWATCH
74SSonic (prev. Fantom)5/10115$154.2MWATCH
75CFGCentrifuge5/10115not publishedWATCH
76HBARHedera5/10112$4.09BWATCH
77TNSRTensor5/10112$27.8MWATCH
78GRASSGrass5/10111$457.9MWATCH
79FETFetch.ai (ASI Alliance)5/10109$522.8MWATCH
80BICOBiconomy5/10109$20.1MWATCH
81IOio.net5/10108$63.1MWATCH
82ALCXAlchemix5/10108$6.6MWATCH
83OMMANTRA5/10108$29.1MWATCH
84EIGENEigenLayer5/10107$226.1MWATCH
85PYTHPyth Network5/10107$557.2MWATCH
86ZROLayerZero5/10106$850.4MWATCH
87GTCGitcoin5/10106$15.9MWATCH
88PENGUPudgy Penguins5/10104$535.4MWATCH
89SEISei5/10100$457.3MWATCH
90ATOMCosmos5/1096$899.5MPASS
91WWormhole5/1092$93.6MPASS
92WLDWorldcoin5/1089$1.96BPASS
93SNXSynthetix4/10130$137.5MCAUTIOUS HOLD
94RAYRaydium4/10129$670.5MCAUTIOUS HOLD
95LEOUNUS SED LEO4/10126$8.19BCAUTIOUS HOLD
96CAKEPancakeSwap4/10123$698.0MCAUTIOUS HOLD
97GTGateToken4/10123not publishedCAUTIOUS HOLD
98GRTThe Graph4/10121$297.6MCAUTIOUS HOLD
99VELOVelodrome Finance4/10121$46.1MCAUTIOUS HOLD
100CHZChiliz4/10120$165.6MCAUTIOUS HOLD
101KCSKuCoin Token4/10119not publishedWATCH
102XMRMonero4/10117$10.41BWATCH
103JOETrader Joe4/10117$17.4MWATCH
104KASKaspa4/10114$1.11BWATCH
105ADACardano4/10113$9.57BWATCH
106YFIYearn Finance4/10111$86.4MWATCH
107FTMFantom4/10111not publishedWATCH
108KNCKyber Network4/10110$28.1MWATCH
109DYDXdYdX4/10109$113.2MWATCH
110PERPPerpetual Protocol4/10108$2.8MWATCH
111XLMStellar4/10108$7.01BWATCH
112VELAVela Exchange4/10107not publishedWATCH
113GELGelato4/10107$498.0KWATCH
114SSVSSV Network4/10106$42.1MWATCH
115SLNDSolend4/10106not publishedWATCH
116FXSFrax Share4/10105$28.3MWATCH
117RDNTRadiant Capital4/10104$1.0MWATCH
118RONRonin4/10104$49.1MWATCH
119MLNEnzyme (Melon)4/10104not publishedWATCH
120RSRReserve Rights4/10104$100.3MWATCH
121KLAYKlaytn4/10103not publishedWATCH
122KSMKusama4/10103$90.6MWATCH
123SHDWShadow Token4/10103$5.3MWATCH
124SCROLLScroll4/10102$4.7MWATCH
125TRUTrueFi4/10102$1.1MWATCH
126APEApeCoin4/10102$146.9MWATCH
127FILFilecoin4/10101$867.2MWATCH
128ZECZcash4/10101$22.59BWATCH
129ATHAethir4/10101$132.9MWATCH
130ILVIlluvium4/10101$31.5MWATCH
131MCMerit Circle (Beam)4/10101not publishedWATCH
132AUDIOAudius4/10101$22.7MWATCH
133CORECore4/10100$29.2MWATCH
134BADGERBadgerDAO4/10100$6.4MWATCH
135USUALUsual Protocol4/1099$23.6MPASS
136FLRFlare4/1099$609.8MPASS
137MINAMina Protocol4/1098$121.4MPASS
138NMRNumeraire4/1098$105.4MPASS
139IOTXIoTeX4/1098$34.2MPASS
140RADRadicle4/1097$19.5MPASS
141POOLPoolTogether4/1096$176.3KPASS
142CTSICartesi4/1096$27.7MPASS
143ZKZKsync4/1095$129.1MPASS
144YGGYield Guild Games4/1095$22.5MPASS
145INVInverse Finance4/1095$6.9MPASS
146STRKStarknet4/1093$366.4MPASS
147PEPEPepe4/1092$1.70BPASS
148PEAQpeaq4/1088$102.2MPASS
149TRXTRON3/10125$31.81BCAUTIOUS HOLD
150MATICPolygon (Legacy)3/10110$1.08BWATCH
151STORJStorj3/10108$12.3MWATCH
152RUNETHORChain3/10106$234.5MPASS
153THETATheta Network3/10105$214.2MWATCH
154QUICKQuickSwap3/10105$7.0MWATCH
155RPLRocket Pool3/10104$40.8MWATCH
156DOTPolkadot3/10103$1.88BWATCH
157CVXConvex Finance3/10103$193.9MWATCH
158LTCLitecoin3/10102$5.15BWATCH
159ICPInternet Computer3/10102$1.75BWATCH
160CROCronos3/10102$3.12BWATCH
161VETVeChain3/10101$692.4MWATCH
162DASHDash3/10101$683.9MWATCH
163GMTSTEPN3/10101$25.0MWATCH
164API3API33/1099$45.0MPASS
165CFXConflux3/1098$265.8MPASS
166HTHuobi Token3/1098$16.3MPASS
167ALGOAlgorand3/1097$1.05BPASS
168COTICOTI3/1097$39.1MPASS
169SKLSKALE3/1097$26.6MPASS
170ACHAlchemy Pay3/1097not publishedPASS
171REQRequest3/1097$42.8MPASS
172ORDIORDI3/1096$88.5MPASS
173ANKRAnkr Network3/1096$46.1MPASS
174FLUXFlux3/1096$191.3KPASS
175BALBalancer3/1095$9.1MPASS
176ALPACAAlpaca Finance3/1095$138.7KPASS
177POLYXPolymesh3/1095$52.9MPASS
178CELOCelo3/1094$57.3MPASS
179GLMRMoonbeam3/1094$13.9MPASS
180RLCiExec3/1094$61.1MPASS
181MXMEXC Token3/1094not publishedPASS
182CKBNervos Network3/1093$61.4MPASS
1831INCH1inch Network3/1093$138.1MPASS
184BONKBonk3/1093$300.8MPASS
185OSMOOsmosis3/1093$26.6MPASS
186PROPPropy3/1093$35.2MPASS
187FARMHarvest Finance3/1093$5.1MPASS
188MOBILEHelium Mobile3/1092$6.0MPASS
189MBOXMOBOX3/1092$298.5KPASS
190HOPRHOPR3/1092$8.7MPASS
191SNTStatus3/1092$38.1MPASS
192ALPHAAlpha Venture DAO3/1091$483.2KPASS
193PONDMarlin3/1091$14.2MPASS
194TRBTellor3/1090$56.4MPASS
195CELRCeler Network3/1090$22.9MPASS
196NANONano3/1090$46.6MPASS
197ETCEthereum Classic3/1090$1.32BPASS
198DOGEDogecoin3/1089$13.83BPASS
199ALICEMy Neighbor Alice3/1089$16.9MPASS
200WIFdogwifhat3/1088$227.9MPASS
201HIGHHighstreet3/1088not publishedPASS
202SXPSolar3/1088$2.5MPASS
203BLASTBlast3/1087$4.9MPASS
204LEVERLeverFi3/1087not publishedPASS
205NOSNosana3/1086$52.5MPASS
206GOGGuild of Guardians3/1086$960.1KPASS
207AGLDAdventure Gold3/1086$18.0MPASS
208CANTOCanto3/1086$2.0MPASS
209ROSEOasis Network3/1084$62.0MPASS
210BLURBlur3/1084$55.8MPASS
211FORTHAmpleforth Governance3/1084$3.0MPASS
212MASKMask Network3/1082$45.8MPASS
213BONDBarnBridge3/1082$93.5KPASS
214PRCLParcl3/1080$5.5MPASS
215MANTAManta Network3/1076$31.1MPASS
216MODEMode Network3/1072$666.9KPASS
217XTZTezos2/1088$336.3MPASS
218FLOKIFLOKI2/1088$257.5MPASS
219DENTDent2/1088$6.2MPASS
220EGLDMultiversX (prev. Elrond)2/1085$123.2MPASS
221WAXPWAX2/1081$26.9MPASS
222KAVAKava2/1080$71.7MPASS
223FLOWFlow2/1078$53.4MPASS
224LRCLoopring2/1078$13.2MPASS
225IOTAIOTA2/1078$248.2MPASS
226IDEXIDEX2/1077$838.1KPASS
227AXSAxie Infinity2/1076$207.3MPASS
228BTTBitTorrent2/1076$357.4MPASS
229MCBMCDEX2/1076$8.9MPASS
230SUSHISushiSwap2/1074$66.7MPASS
231RVNRavencoin2/1074$36.1MPASS
232NOTNotcoin2/1073$45.0MPASS
233BANDBand Protocol2/1073$40.8MPASS
234POPCATPopcat2/1073$46.9MPASS
235SHIBShiba Inu2/1071$3.17BPASS
236NEONeo2/1068$166.5MPASS
237RBNRibbon Finance2/1068$1.7MPASS
238SUPERSuperVerse2/1067$144.5MPASS
239MOVEMovement2/1067$40.6MPASS
240JASMYJasmyCoin2/1067$243.3MPASS
241MANADecentraland2/1066$197.1MPASS
242MEMEMemecoin2/1057$36.6MPASS
243ZILZilliqa1/1063$64.9MPASS
244SPELLSpell Token1/1063$16.0MPASS
245DOGSDOGS1/1062$22.6MPASS
246QTUMQtum1/1061$97.7MPASS
247SANDThe Sandbox1/1058$219.2MPASS
248NEIRONEIRO1/1056$35.3MPASS
249GALAGala Games1/1053$114.2MPASS
250KDAKadena1/1050$3.0MPASS
251ONEHarmony1/1048$32.9MPASS

Scores come from the research pass dated 18 Sept 2026 and do not move with price. Market capitalisation is from the live snapshot fetched 7 Oct 2026, so the two columns are stamped at different times on purpose.

05

Variables that move with this one

Correlations across all 251 rated tokens. A number near 1 means the two variables are close to the same measurement, which is worth knowing before treating a second high score as independent confirmation of the first.

06

Common questions

Which crypto tokens score highest on smart money flows?
Bitcoin (BTC) at 10, Hyperliquid (HYPE) at 9, Ethereum (ETH) at 9, Wrapped Lido Staked ETH (WSTETH) at 9, GEODNET (GEOD) at 9 lead the 251 rated tokens on Smart Money Flows, each scored 1 to 10 against the same definition.
What is a good smart money flows score?
The median across the universe is 4 of 10 and the mean is 4.14, so anything at 7 or above sits well inside the top of the distribution. Only 6 of 251 tokens reach 9 or 10.
Does smart money flows affect a token's market cap?
Rank correlation between Smart Money Flows and market capitalisation is 0.41 across 236 tokens with live market data. That is a weak relationship, so the market prices it only partly.

Keep reading

Research and analysis, not investment advice. Correlations describe the rated universe at one point in time and are not predictions.