Even as the crypto market remains as volatile as ever, some noticeable shifts have begun to unfold.
The so-called smart money—well-informed investors known for making good bets—has been directing its assets to another part of the crypto universe, away from the blue chips and into mid- and low-cap tokens that seem to have a good chance of appreciating in price. Within that context, it looks like those investors have been directing some of their assets toward AI projects and into the uptick in prices for various forms of memecoin.
On-chain activity monitored with Stalkchain shows that the hum of accumulation is already underway long before the charts start to yell. And for those who are paying any attention at all, the net flow data is giving out some very important clues about what is likely to happen next.
Top Memecoins Catching Big Money Attention
Some of the most notable accumulations are of memecoins that have viral identities in the current market cycle. These include $POPCAT, $PENGU, and $GOAT, which are seeing large inflows from big wallet addresses. This suggests that some of the most aggressive traders in the game are making big bets on another memecoin breakout.
These tokens, once thought to be on the fringe or merely humorous, have evolved into serious, speculative vehicles. They now have active communities and trading volume that’s become respectable enough to make even critics take notice.
$GOAT boasts a $210 million market cap; it may slow down, but that seems unlikely. Meanwhile, $POPCAT and $PENGU seem to be generating all sorts of buzz for their relative value and the sense that they have “room to run” compared to their more inflated counterparts.
This accumulation pattern emphasizes a wider market truth: in cryptocurrency, short-term popularity is often more significant than real underpinning strength—and sophisticated investors appear keen to just ahead of the next viral narrative.
AI Tokens Signal a Brewing Revival
Although memecoins seem to be getting most of the attention, another area of cryptocurrency is starting to rise. Artificial intelligence tokens—many still flying under the radar—are in fact attracting serious capital. Tokens like $GRIFT, $PIPPIN, $ARC, and $SWARMS have reported strong net flows in recent days. And they’re doing it without the kind of market cap that usually affords a token some degree of safety.
Tokens driven by AI are what some traders regard as the next sure-fire story. The tech world, meanwhile, pumps ever-more resources into artificial intelligence—and that’s what a new crop of cryptocurrencies, apps, and tools is supposedly reflecting.
Tokens Smart Money Accumulated Today and Netflow
Insights:
Smart money is rotating into mid and low caps, zeroing in on AI tokens and memes with room to run.
Keep an eye on net flows via Stalkchain they often whisper the move before charts scream it.
Top accumulations:… pic.twitter.com/M2hkeJAMt2
— Stalkchain (@StalkHQ) May 12, 2025
$GRIFT is certainly not alone in the inflow business, but it does stand out due to the size of its inflows, the consistency of its accumulation, and the fact that it is now accompanied by alternative airdrop names like $SIGMA and #RETARDIO. These names, despite their unconventional branding, seem to be associated with steady wallet activity that suggests some kind of coordinated interest from strategic players.
These early movements in AI-related tokens could be an indication of something larger. If current market trends continue, and investors look for the next innovative and thematic assets, AI tokens could be the next sector to be targeted for explosive upside.
Micro-Cap Projects See Unusual Accumulation
In perhaps the most interesting development, micro-cap tokens—projects with market capitalizations under $14 million—are now being sought after by discerning investors, those often referred to as smart money. Until recently, these tokens have stayed well under the investment radar.
Tokens such as $PUPS, $HAPPY, and $FRED are micro-caps that are seeing abnormal levels of accumulation. These movements are especially noteworthy because the “smart” money rarely enters micro-cap land without what can only be described as a calculated risk-reward thesis. And when accumulation happens in micro-caps, it is often accompanied by some combination of very strong technical setups or upcoming catalysts that make the tokens good bets.
Even if these names are not yet on the radar of the mainstream, their rapidly increasing net flows indicate that they are garnering attention from an increasingly wide spectrum of investors. This is typically how speculative bubbles start.
Watch the Whispers Before the Roar
What is the lesson for traders and investors? It is this: Watch net flows. Tools such as Stalkchain provide a behind-the-scenes look at where capital is moving—well in advance of any confirmation we might get from price spikes or the kind of social media chatter that tends to signal a trend.
No matter if it’s the meme mania of $POPCAT and $GOAT, the underdog AI projects like $GRIFT and $SWARMS, or the shot-take micro cap plays of $PUPS and $FRED, the smart money seems to be planting itself and its capital in these projects in order to catch the next big wave in crypto.
In a market that is as fast-moving and sentiment-driven as crypto, arriving early isn’t just an edge—it’s frequently the difference between seizing the opportunity and let the opportunity pass by.
Disclosure: This is not trading or investment advice. Always do your research before buying any cryptocurrency or investing in any services.
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