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⚡️Note from the Nuggs team:
We’re wheels up—boarding a flight to Vegas for the Bitcoin conference. So today’s edition is tight, fast, and all signal.
Just days ago, DeFAI ranked #1 on Dexu, up +37.8% on the week—leading the narrative pack.
Now?
The sector’s cooled—but not collapsed. The noise is gone. What’s left is pure signal, and smart capital is rotating sharper than ever.
TL;DR
DeFAI’s maturing. This is what we need.
The hot money isn’t leaving—it’s rotating.
From AI hype to low-float, high-volume plays, the shift is on.
This week, capital is chasing utility, volume, and undervaluation.
But the window for early positioning is closing fast.
The Shakeout Is Here — And That’s Bullish
The DeFAI market just pulled back -7.4% in the last 24h
→ Market Cap: $856.7M
→ 24h Volume: $247M (still strong)
Translation:
Weak hands just got flushed. Strong hands stayed.
This is not an exit—it’s purely a reset.
Top Movers (7D Performance)
Token | 7D % | 24h % | Volume (24h) | Insight |
|---|---|---|---|---|
SPERG | +33.3% | +16.1% | $9.6K | Micro-cap breakout risk-on signal |
MOZ | +27.5% | -1.8% | $71.7K | Retail-led run, low depth |
BUZZ 🐝 | +27.0% | +5.5% | $13.9M | Strong V/M, mentions, trend confirmation |
AIXBT ⚙️ | +25.7% | +7.0% | $116.5M | Smart money magnet—liquid, trending, surging |
Hey Anon | +24.7% | -9.3% | $3.6M | Profit-taking post rally—watch for bounce |
Listen-rs | +23.8% | -10.2% | $175K | No volume = no confidence |
AIKEK / SINGULAR | ~+20% | Mixed | Low vol | Riding narrative, not backed by flow |
Where Capital Is Flowing