Cardano Daily Brief — 2026-08-04: Capital leaving Infrastructure

Cardano Daily Brief

Capital leaving Infrastructure

Risk-off day

ADA closed at $0.1900 (-3.41% in 24h). The Cardano native-token market cap stood at ₳3.65B (-0.76% vs ADA). DEX volume was ₳3.77M (-26.81%). Token sentiment read 37 — Fear. Net stablecoin flow: +$78.79K. QSNEK led the gainers (+21.05%); BOS was the biggest loser (-8.50%). DeFi TVL: $69.27M (-0.63%).

Pulse

MetricValue24h change
ADA / USD$0.1900-3.41%
Token mkt cap₳3.65B-0.76%
DEX volume 24h₳3.77M-26.81%
Stablecoin supply$57.04M+0.14%
Top-20 tokens value₳3.62B-0.87%
Token sentiment (USD)37 · Fear· 51 vs ADA40 pts
ADA vs tokensADA Leaning · 32
Token RSI (14)36.7 · Slightly Oversold

Capital Flows

MetricValue24h change
Top sector flowInfrastructure−₳234.0K
Stablecoin flow (net)+$78.79K

Net DEX flow by sector (24h)

SectorNet flow
DeFi+₳79.77K
Stablecoin+₳49.46K
RWA+₳15.09K
NFT−₳372.79
Memecoin−₳3.23K

Movers

MetricValue24h change
Top gainerQSNEK+21.05%
Top loserBOS-8.50%
Most active (DEX tx)NIGHT525 tx
DEX transactions (tracked)1,999
Holder-growth leaderUSDM· 6,116 holders+6.38%

Smart Money & Whales

MetricValue24h change
Biggest whale move₳76.80M
Smart money (net)+₳58.87K
Smart money → rsERG+₳37.96K

Network & TVL

MetricValue24h change
DeFi TVL$69.27M-0.63%
Epoch 646 tx98.6K+9.00%
Active stake₳21.40B