Thesis: Monero strength front-runs broader crypto recovery

there's a huge amount of capital building up anonymous bags during this accumulation cycle using Monero and I haven't seen anyone talking about it

I’ve noticed over the last few months that XMR volume and price consistently increasing as the market corrects, especially for ETH where there's an almost perfect inverse correlation. I don't think it's just a random decoupling, but intentional obfuscation

when whales or institutions want to reposition into say, ETH quietly, there's really only one path: ETH → XMR → wait → re-enter to clean wallet

if this is the case, then XMR volume surges at key levels—especially when price is diverging from the broader market—could be high-conviction early signals of capital rotation back into other assets and a strong entry point

and there's your alpha for today

father | artist | dev | crypto class of 2014 | DeFi enthusiast