Field notes from the WAGMI research desk: smart money reports, liquidity watches, signal breakdowns, and rotation analysis.
A behavioral teardown of the wallet cluster that absorbed 4.2% of float in the 36 hours before public momentum confirmed.
Weekly recap of net liquidity rotation. Base ascends, BSC bleeds, Arbitrum holds the flat band.
A frame-by-frame breakdown of the model inputs that drove our top signal of the week — and the one input that almost killed it.
Capital is leaving majors and walking down the cap curve. The signature shows up in three places.
Distribution of returns for assets that crossed our momentum threshold in April. Median, tail, and the survivorship caveat.
Cohort 03 holds longer, sizes smaller, and rotates earlier. The implication for our follow-models.
A short defense of an unfashionable input — when paired with two specific filters.
What we got right, what we revised, and the two scoring layers we deprecated this quarter.