Recently, I’ve been monitoring on-chain activity of a certain DEX and discovered an interesting phenomenon—whales are continuously buying CAKE, while retail investors are rushing to sell.



Looking at the data from the past 30 days, non-exchange private addresses holding between 100,000 and 1 million CAKE have collectively increased their holdings by about 4.2 million. This is no small feat, indicating that genuine smart money is actively positioning. What’s particularly interesting is the recent mid-December wave of new activity—after a DEX launched a prediction market and integrated the $U stablecoin ecosystem, large wallets have frequently been withdrawing funds directly from the DEX. The logic behind these "private smart money" addresses is quite clear.

The first perspective is deflation. Data from November 2025 confirms that CAKE has experienced 26 consecutive months of net deflation, with the total supply decreasing to around 350 million. Think about it—continuous deflation reaching a certain stage will trigger a qualitative change, and large holders clearly see this turning point.

The second perspective is the hard cap on supply. The maximum supply limit of 450 million completely alleviates concerns among whales about unlimited issuance. This kind of certainty is quite rare in the crypto space.

There’s also a more strategic consideration—governance value. Now that a certain DEX has expanded to new chains like Arbitrum and Base, veCAKE voting rights become especially valuable, directly influencing emission strategies across chains. Private whales are increasing their holdings to compete for ecosystem influence, which is a long-term strategic move.

The current situation is as follows: although the price fluctuates slightly around $1.80, and there was about a 10% correction in late December due to overall market sentiment, the true whale groups (excluding exchanges and contracts) are not panicking. Instead, they are taking advantage of this correction, systematically "accumulating in batches" within the $1.70 to $1.80 range. In other words, they are using the pullback as an opportunity.
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GrayscaleArbitrageur
· 2025-12-29 19:49
Large investors are accumulating, retail investors are cutting losses, it's the old routine.

The increase of 4.2 million tokens is indeed significant; a deflationary mechanism for 26 months can really change destiny.

The governance rights of veCAKE are the key; don't be fooled by price fluctuations.

That $1.70 wave was really a good opportunity to buy in; unfortunately, I didn't pay attention at the time.

Such certainty is indeed rare; most crypto projects are just air coins.
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NewDAOdreamer
· 2025-12-28 02:58
Large holders increased their holdings by 4.2 million coins, while retail investors are selling off. The gap is truly obvious.

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Net deflation over 26 months has reached 350 million coins. This shift in volume is indeed about to turn, no wonder the whales can't sit still.

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The $1.70 retracement really gave smart money an opportunity; they've seen through it long ago.

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The voting rights of veCAKE are indeed significant. After expanding to multiple chains, their influence is truly valuable.

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Retail investors run away, large holders scoop up the assets. This script has played out too many times in the crypto world.

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A hard cap of 450 million is more effective than anything else; at least there's no need to worry about being diluted to death.

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Honestly, looking at on-chain data is much more reliable than watching price trends.

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The $1.80 range repeatedly oscillates, but they are systematically buying in at low levels. I have to ask, who else dares to play like this?
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OnchainDetective
· 2025-12-27 04:51
This wave of large investors' operational logic is actually very solid, with deflation and governance rights, which is indeed worth paying attention to.

Retail investors always panic, smart money has long seen through it.

26 months of net deflation, this data is solid, no wonder whales are so calm.

Is the $1.70 level really a freebie? I need to study this further.

Honestly, the voting power of veCAKE is seriously underestimated.

Big investors are gradually accumulating, while I’m still debating whether to get in or not, lol.

The key is that the supply has a hard cap, which is quite rare in the crypto world, making me feel much more secure.

As expected, they see the pullback as an opportunity; their thinking is just different.
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SnapshotDayLaborer
· 2025-12-27 04:51
Large holders accumulate at lows while retail investors scream at the peaks. This script is always the same every time.

The fight for governance rights is interesting, but the value of veCAKE depends on future ecosystem development.

26 consecutive months of deflation—this data is really sobering. No wonder the whales are unbothered.

That $1.70 wave was really fierce; if it were me, I would have already sold.

Basically, it's an information gap—others are looking at three years from now, while you are looking at today's K-line.
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MoonRocketTeam
· 2025-12-27 04:41
Smart money is loading in batches, while retail investors are still panicking and fleeing. This is the market's temperature difference.

When big players are greedily buying at $1.70, retail investors are still emotionally overwhelmed. The 26-month net disinflation data is incredible—some people are really playing the long game.

I didn't expect the governance rights争夺. If each chain's emission strategy gets stuck, veCAKE will inevitably take off sooner or later.
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WhaleMinion
· 2025-12-27 04:29
Retail investors are cutting losses, while big players are taking profits. It's an eternal story.

This round of big players' operations are indeed impressive; 26 months of continuous deflation is no joke.

The $1.70 price is really a gift; I think this whale is truly positioning.

Governance rights have indeed been overlooked; veCAKE's voting power is becoming increasingly important.

A pullback is just an opportunity to get on board; these people have a clear understanding of the situation.

Hmm, wait, why did I buy more again...

This is why I watch on-chain data every day; don't follow the herd and sell off.

The most critical point is the 450 million cap, with no worries about unlimited issuance.

That's right, but the problem is I don't have enough money to eat with the big players.

Watching others make money, I need to analyze on-chain data to guess their next move.

4.2 million tokens added; this is truly smart money.

I have a feeling $1.70 will come again in this round; I need to wait.
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PoolJumper
· 2025-12-27 04:24
4.2 million tokens increased? This pace is a bit impressive; it seems smart money has really caught on to something.

The big players' moves are indeed clever. They have maintained a deflationary period of 26 months, accumulating 450 million, and the governance rights of veCAKE are still in their hands, no wonder they’re not afraid of a pullback.

Retail investors sell, I buy—classic套路 repeats again and again.

Wait, is this another prelude to being cut again?

Actually, with the combination of deflation + definite supply, there is some room for imagination.

When it was at $1.70, I was still asking for the price inquiry, now I feel a bit regretful.

The influence of veCAKE is becoming more and more valuable; I hadn’t really thought of this angle.

Retail investor panic is the perfect time for big players to scoop up the bottom; how many times has this script been played out?
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