On-chain data for April 1, 2025, reveals a significant shift in smart money behavior within the memecoin sector, suggesting growing confidence among experienced traders even as the broader market faces intermittent volatility.
While daily volumes remain well below the euphoric peaks seen earlier this year, the latest figures show that inflows have outpaced outflows — a sign that capital is beginning to cautiously rotate back into high-risk, high-reward meme assets.
Smart money — typically defined as wallets with a proven track record of profitability or advanced trading behavior — moved a total of $8.72 million in and out of the memecoin market yesterday. Notably, inflows reached $4.91 million, while outflows lagged at $3.81 million. That leaves a positive net volume of $1.09 million, an encouraging signal for a sector that thrives on sentiment, speculation, and social momentum.
This net inflow, though not massive in absolute terms, is significant given the current consolidation phase in the broader crypto landscape. Smart money doesn’t chase pumps — it positions early. And yesterday’s activity offers insight into which tokens these seasoned players are accumulating and which ones they’re trimming or abandoning.
Accumulation Targets: $JUP and $KMNO Take the Lead
Among the tokens receiving the largest smart money inflows was $JUP, which attracted $1.02 million. The token has consistently remained on the radar due to its persistent community engagement and growing presence on decentralized exchanges. While $JUP has experienced volatile swings in recent weeks, the influx of capital suggests that seasoned investors are confident in its long-term potential or are positioning ahead of a possible secondary rally.
Closely following $JUP was $KMNO, with an impressive $792,000 in inflows. The token has recently started gaining traction due to its unique branding and viral appeal. While relatively under the radar compared to top-tier memecoins, $KMNO’s growing volume and on-chain inflow indicate that it may be emerging as a speculative favorite among informed wallets.
Other memecoins also attracted notable interest, albeit in smaller amounts. $GORK — a token that has been repeatedly highlighted in recent weeks for its resilience and strong DCA activity — saw $426,000 in smart money inflow. The trend reinforces the view that $GORK continues to enjoy strong conviction among experienced holders. Similarly, $HOSICO, a lesser-known but community-driven token, saw $352,000 flow in, indicating rising curiosity or early accumulation. Even the irreverently named #FUCKCOIN managed to pull in $156,000, showing that the meme narrative still carries weight when coupled with social hype and liquidity.
Recap: Smart money on chain activities in the memecoin market for 01/04/25
Yesterday, there was more inflow than outflow
Inflow: $4.91M
Outflow: $3.81M
Volume: $8.72M
Net Volume: $1.09MThere was inflow into: $KMNO ($792K) $JUP ($1.02M) $HOSICO ($352K) $GORK ($426K)… pic.twitter.com/cZJMUdP6vL
— Stalkchain (@StalkHQ) May 2, 2025
Smart Money Exits: $POPCAT, $HOUSE See Heavy Outflows
While certain tokens saw capital inflows, others faced clear exits. The most significant outflow came from $POPCAT, which saw $1.02 million leave the market — effectively wiping out its prior gains in net terms. This suggests that a substantial number of holders, possibly early backers or high-conviction whales, chose to lock in profits or reallocate their capital elsewhere.
$HOUSE, another popular memecoin during the March surge, recorded outflows of $452,000. Although the token showed early promise and even trended during peak hype moments, recent sell pressure indicates that smart money may be repositioning, possibly due to slowing community momentum or declining trading volume.
Other tokens such as $GIGA (-$105K), $TRUMP (-$104K), and even wrapped Bitcoin ($WBTC, with -$194K) also experienced modest outflows. While these figures are relatively smaller, they reflect a trend of portfolio reshuffling — possibly signaling that smart money is trimming lower-conviction positions in favor of memecoins with higher upside potential in the current market environment.
Conclusion: A Calculated Reentry Into Risk Assets
The overall net positive inflow of $1.09 million on April 1 suggests that smart money isn’t retreating from the memecoin market — it’s rotating within it. This behavior is typical of early phases of market recovery or speculative renewal, where capital begins to quietly reenter high-risk assets before retail participation catches up.
The focus on tokens like $JUP, $KMNO, and $GORK reflects a calculated reallocation strategy: targeting coins with strong communities, favorable liquidity profiles, or viral branding potential. While outflows from $POPCAT and $HOUSE indicate a cooling of earlier hype, the broader takeaway is that interest in memecoins is far from dead.
Instead, smart money appears to be repositioning — not fleeing. And for those watching the next wave of speculative growth, yesterday’s data may be an early sign of where the capital is headed next.
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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