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Monitoring the movement of intelligent investments on the blockchain! Forever vigilant, "EyeOnChain".Twitter (X) @EyeOnChain
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FROM TODAY, We are "GOING TO LIVE DAILY" ( ONLY MON to FRI ) (weekends are to CHILL). 🤙 at 3:PM UTC on @Binance Square Official to share --- Daily Crypto Market & WHALE'S activity Update.
Q&A Session at the End.
DAILY ONE FREE ADVICE, FOR EASY 5% TO 25% RETURN. ( NFA- DYOR ALWAYS) 😉
Daily Crypto market update & whale activity
Q&A Session at the End.
DAILY ONE FREE ADVICE, FOR EASY 5% TO 25% RETURN. ( NFA- DYOR ALWAYS) 😉
Daily Crypto market update & whale activity
26 Seconds, One Whale, and a Lot of Smiles. ( ONLY FOR REAL TRADERS 😉)
Some days in crypto feel loud. Charts flying, timelines screaming, everyone claiming victory after the move.
Today wasn’t one of those days. Today was quiet.
A whale moved. We saw it in real time.
We acted, together. Within seconds, many in our circle locked in 26%+ profit in $PIPPIN today.
Moments like these remind me why we do this live, every single day.
If this sounds unbelievable, don’t take our word for it.
There’s an AMA on Binance Square where the entire flow is out in the open, questions, answers, decisions, and reasoning.
You can listen to it here and decide for yourself:
https://www.binance.com/en/square/audio/replay?id=34106828879849
------
MISS TODAY, Don't miss Tomorrow, we’re back again.
Not with promises. Not with screenshots.
Just live market context, real-time whale activity, and an honest conversation about what matters today, not yesterday.
-----
📍 Binance Square (Official)
🕒 3:00 PM UTC
📅 Monday to Friday
We walk through the market, track smart money, and always end with open Q&A.
👇ADD REMINDER HERE👇
Daily Crypto Market - WHALE'S activity Update , Mon to Fri. at 3PM UTC
Some days there’s a simple idea that can turn into 5–25%.
Some days, there isn’t, and we say that too.
Weekends? We log off.
Because rest is also part of the strategy. If you value clarity over noise and process over hype, you already know where to find us.
Some days in crypto feel loud. Charts flying, timelines screaming, everyone claiming victory after the move.
Today wasn’t one of those days. Today was quiet.
A whale moved. We saw it in real time.
We acted, together. Within seconds, many in our circle locked in 26%+ profit in $PIPPIN today.
Moments like these remind me why we do this live, every single day.
If this sounds unbelievable, don’t take our word for it.
There’s an AMA on Binance Square where the entire flow is out in the open, questions, answers, decisions, and reasoning.
You can listen to it here and decide for yourself:
https://www.binance.com/en/square/audio/replay?id=34106828879849
------
MISS TODAY, Don't miss Tomorrow, we’re back again.
Not with promises. Not with screenshots.
Just live market context, real-time whale activity, and an honest conversation about what matters today, not yesterday.
-----
📍 Binance Square (Official)
🕒 3:00 PM UTC
📅 Monday to Friday
We walk through the market, track smart money, and always end with open Q&A.
👇ADD REMINDER HERE👇
Daily Crypto Market - WHALE'S activity Update , Mon to Fri. at 3PM UTC
Some days there’s a simple idea that can turn into 5–25%.
Some days, there isn’t, and we say that too.
Weekends? We log off.
Because rest is also part of the strategy. If you value clarity over noise and process over hype, you already know where to find us.
🎙️ Daily Crypto Market - WHALE'S activity Update , Mon to Fri. at 3PM UTC
Preview
Dec 25 15:00
3
When the Noise Fades, DeFi Grows Up: Inside Lending’s Quiet Transformation at the End of 2025
Late December is usually a sleepy time for markets. Desks empty out, volatility cools, and most players shift their attention to year-end reports and holiday plans.
But on-chain? There are no holidays.
As 2025 comes to a close, DeFi lending isn’t making headlines with outrageous APYs or meme-fueled leverage. Instead, something far more important is happening, quietly, steadily, and with long-term consequences.
DeFi lending is growing up.
From Chaos to Craftsmanship
A few years ago, DeFi lending felt like an experiment running at full speed. Capital chased yield wherever it appeared. Collateral quality was an afterthought. Liquidations were brutal, sudden, and often systemic.
Fast forward to the final stretch of 2025.
Outstanding DeFi loans crossed $40 billion earlier this year, but the more interesting shift isn’t the number, it’s how that capital behaves. Risk is being priced properly. Collateral standards are tightening. Protocols look less like casinos and more like financial infrastructure.
This isn’t the end of innovation. It’s the end of recklessness. And that distinction matters.
The Unexpected Protagonist: Real-World Assets
If DeFi lending had a lead character this year, it wouldn’t be a new token or a flashy fork. It would be something almost… boring.
Treasury bills. Bonds. Real estate cash flows.
Real-World Assets (RWA) have moved from theory to execution, and they’re no longer living on the fringes of DeFi. Major protocols are actively onboarding tokenized government debt and institutional-grade instruments, not as experiments, but as core collateral.
The implication is massive.
For the first time, capital that traditionally sat idle in corporate treasuries can earn yield and unlock liquidity on-chain, without abandoning compliance, reporting standards, or risk controls. What once required multiple intermediaries can now happen through smart contracts, with transparency built in.
This isn’t DeFi replacing TradFi. It’s DeFi integrating it.
Why This Shift Happened Now
This evolution didn’t come out of nowhere. It’s the result of multiple forces aligning at the same time:
Higher global interest rates made conservative instruments attractive again. When risk-free yield exists, institutions demand access --- even on-chain.
Regulatory clarity, especially around custody and transfers, reduced the legal fog that kept traditional players sidelined.
Hard lessons from past cycles pushed protocols to prioritize stability over spectacle.
Volatile collateral once drove growth. Predictable cash flows now sustain it. That change alone explains why institutional capital feels more comfortable entering DeFi than ever before.
Security Without the Spotlight
One of the most misunderstood narratives of 2025 is security.
Yes, crypto theft numbers remain high, but look closer and a pattern emerges. The largest incidents overwhelmingly occurred in centralized systems. DeFi protocols, by contrast, have become faster, sharper, and more defensive.
Liquidation engines trigger earlier. Risk parameters update dynamically. Governance responses happen in days, not months.
Even more interesting is what’s happening behind the scenes:
on-chain compliance tools, decentralized identity frameworks, and transaction screening systems are becoming native components of lending protocols.
Not to control users --- but to make participation legally viable at scale.
This is what real maturity looks like: security that doesn’t shout, but works.
How Serious Participants Are Positioning for 2026
As the year closes, the smartest capital isn’t chasing trends, it’s refining process.
Collateral quality beats novelty. Stablecoins and yield-bearing RWAs are becoming the default, not the exception.
Risk monitoring is continuous. Health factors, protocol updates, governance proposals, passive lending is a thing of the past.
Infrastructure matters. Layer 2 networks aren’t just cheaper; they enable faster reactions when markets shift.
RWA isn’t optional anymore. It’s where institutional liquidity is flowing, and where long-term growth is being engineered.
The edge in 2026 won’t come from being early to hype. It will come from understanding structure.
A Different Kind of Ending -- and a Better Beginning
DeFi didn’t end 2025 with fireworks. It ended it with foundations.
The ecosystem that once celebrated anonymous leverage is now building systems for treasuries, funds, and enterprises. Protocols that once resisted oversight are designing compliance into their architecture, without giving up decentralization.
This isn’t the revolution people imagined years ago. It’s something more durable.
As the calendar turns, DeFi lending stands not as an experiment, but as an emerging financial layer, quieter, steadier, and far harder to ignore.
And that may be the most bullish signal of all.
Disclaimer: This article is produced by EyeOnChain for informational purposes only. It does not constitute financial advice. Always conduct your own research and consult qualified professionals before making investment decisions.
#defi #CryptoBasics
But on-chain? There are no holidays.
As 2025 comes to a close, DeFi lending isn’t making headlines with outrageous APYs or meme-fueled leverage. Instead, something far more important is happening, quietly, steadily, and with long-term consequences.
DeFi lending is growing up.
From Chaos to Craftsmanship
A few years ago, DeFi lending felt like an experiment running at full speed. Capital chased yield wherever it appeared. Collateral quality was an afterthought. Liquidations were brutal, sudden, and often systemic.
Fast forward to the final stretch of 2025.
Outstanding DeFi loans crossed $40 billion earlier this year, but the more interesting shift isn’t the number, it’s how that capital behaves. Risk is being priced properly. Collateral standards are tightening. Protocols look less like casinos and more like financial infrastructure.
This isn’t the end of innovation. It’s the end of recklessness. And that distinction matters.
The Unexpected Protagonist: Real-World Assets
If DeFi lending had a lead character this year, it wouldn’t be a new token or a flashy fork. It would be something almost… boring.
Treasury bills. Bonds. Real estate cash flows.
Real-World Assets (RWA) have moved from theory to execution, and they’re no longer living on the fringes of DeFi. Major protocols are actively onboarding tokenized government debt and institutional-grade instruments, not as experiments, but as core collateral.
The implication is massive.
For the first time, capital that traditionally sat idle in corporate treasuries can earn yield and unlock liquidity on-chain, without abandoning compliance, reporting standards, or risk controls. What once required multiple intermediaries can now happen through smart contracts, with transparency built in.
This isn’t DeFi replacing TradFi. It’s DeFi integrating it.
Why This Shift Happened Now
This evolution didn’t come out of nowhere. It’s the result of multiple forces aligning at the same time:
Higher global interest rates made conservative instruments attractive again. When risk-free yield exists, institutions demand access --- even on-chain.
Regulatory clarity, especially around custody and transfers, reduced the legal fog that kept traditional players sidelined.
Hard lessons from past cycles pushed protocols to prioritize stability over spectacle.
Volatile collateral once drove growth. Predictable cash flows now sustain it. That change alone explains why institutional capital feels more comfortable entering DeFi than ever before.
Security Without the Spotlight
One of the most misunderstood narratives of 2025 is security.
Yes, crypto theft numbers remain high, but look closer and a pattern emerges. The largest incidents overwhelmingly occurred in centralized systems. DeFi protocols, by contrast, have become faster, sharper, and more defensive.
Liquidation engines trigger earlier. Risk parameters update dynamically. Governance responses happen in days, not months.
Even more interesting is what’s happening behind the scenes:
on-chain compliance tools, decentralized identity frameworks, and transaction screening systems are becoming native components of lending protocols.
Not to control users --- but to make participation legally viable at scale.
This is what real maturity looks like: security that doesn’t shout, but works.
How Serious Participants Are Positioning for 2026
As the year closes, the smartest capital isn’t chasing trends, it’s refining process.
Collateral quality beats novelty. Stablecoins and yield-bearing RWAs are becoming the default, not the exception.
Risk monitoring is continuous. Health factors, protocol updates, governance proposals, passive lending is a thing of the past.
Infrastructure matters. Layer 2 networks aren’t just cheaper; they enable faster reactions when markets shift.
RWA isn’t optional anymore. It’s where institutional liquidity is flowing, and where long-term growth is being engineered.
The edge in 2026 won’t come from being early to hype. It will come from understanding structure.
A Different Kind of Ending -- and a Better Beginning
DeFi didn’t end 2025 with fireworks. It ended it with foundations.
The ecosystem that once celebrated anonymous leverage is now building systems for treasuries, funds, and enterprises. Protocols that once resisted oversight are designing compliance into their architecture, without giving up decentralization.
This isn’t the revolution people imagined years ago. It’s something more durable.
As the calendar turns, DeFi lending stands not as an experiment, but as an emerging financial layer, quieter, steadier, and far harder to ignore.
And that may be the most bullish signal of all.
Disclaimer: This article is produced by EyeOnChain for informational purposes only. It does not constitute financial advice. Always conduct your own research and consult qualified professionals before making investment decisions.
#defi #CryptoBasics
Everything Is Pumping… Except $BTC 😭. Here’s the Real Take:
On the surface, this market feels upside-down. Gold smashing $4,500, up 71% in 2025. On the other hand, Silver going full vertical to $72, up 148%, suddenly a top-3 global asset.
Further, The S&P 500 printing its highest daily close ever, ripping 43% off the April crash lows. Liquidity everywhere. Risk appetite back. Headlines screaming “new highs.”
And then there’s #bitcoin .
Down 30% from its October ATH, red on the year, staring at its worst Q4 in seven years. While everything else celebrates, #BTC is grinding sideways, barely defending support.
That contrast feels unsettling, almost wrong .... especially for an asset that used to front-run every liquidity wave.
But calling it “pure manipulation” misses what’s actually happening. Bitcoin isn’t being abandoned, it’s being absorbed. Institutions aren’t chasing price; they’re managing exposure.
ETFs, custodians, Prime desks, internal rebalancing, all of this suppresses volatility while quietly redistributing supply. BTC has matured into infrastructure, not a momentum toy.
OUR POINT OF VIEW: Gold and silver are reacting to fear and macro hedging. Equities are responding to liquidity and buybacks. Bitcoin is stuck in between, no longer a fringe risk asset, not yet treated like a full macro hedge. That doesn’t mean something is broken. It usually means something is being prepared.
Markets don’t move in unison forever. When one asset lags while liquidity explodes elsewhere, it’s often not weakness, it’s compression. And compression doesn’t last.
So what's your take community? let us know .
On the surface, this market feels upside-down. Gold smashing $4,500, up 71% in 2025. On the other hand, Silver going full vertical to $72, up 148%, suddenly a top-3 global asset.
Further, The S&P 500 printing its highest daily close ever, ripping 43% off the April crash lows. Liquidity everywhere. Risk appetite back. Headlines screaming “new highs.”
And then there’s #bitcoin .
Down 30% from its October ATH, red on the year, staring at its worst Q4 in seven years. While everything else celebrates, #BTC is grinding sideways, barely defending support.
That contrast feels unsettling, almost wrong .... especially for an asset that used to front-run every liquidity wave.
But calling it “pure manipulation” misses what’s actually happening. Bitcoin isn’t being abandoned, it’s being absorbed. Institutions aren’t chasing price; they’re managing exposure.
ETFs, custodians, Prime desks, internal rebalancing, all of this suppresses volatility while quietly redistributing supply. BTC has matured into infrastructure, not a momentum toy.
OUR POINT OF VIEW: Gold and silver are reacting to fear and macro hedging. Equities are responding to liquidity and buybacks. Bitcoin is stuck in between, no longer a fringe risk asset, not yet treated like a full macro hedge. That doesn’t mean something is broken. It usually means something is being prepared.
Markets don’t move in unison forever. When one asset lags while liquidity explodes elsewhere, it’s often not weakness, it’s compression. And compression doesn’t last.
So what's your take community? let us know .
Polymarket Looks Ahead: Bitcoin Leads the 2026 Race🥳.
Prediction markets are already peeking into next year -- and Bitcoin is in the lead. On #Polymarket , traders currently assign BTC a 42% chance of outperforming both Gold (32%) and the S&P 500 (25%) in 2026.
What’s interesting isn’t just that Bitcoin tops the list, but that it does so against two very different benchmarks: one representing hard-money tradition, the other global equity growth. Despite volatility and cycles, traders are still giving $BTC the edge in a forward-looking, capital-weighted bet.
It’s not a forecast, it’s sentiment with money behind it. And right now, that sentiment says Bitcoin remains the asset most likely to surprise to the upside next year.
Prediction markets are already peeking into next year -- and Bitcoin is in the lead. On #Polymarket , traders currently assign BTC a 42% chance of outperforming both Gold (32%) and the S&P 500 (25%) in 2026.
What’s interesting isn’t just that Bitcoin tops the list, but that it does so against two very different benchmarks: one representing hard-money tradition, the other global equity growth. Despite volatility and cycles, traders are still giving $BTC the edge in a forward-looking, capital-weighted bet.
It’s not a forecast, it’s sentiment with money behind it. And right now, that sentiment says Bitcoin remains the asset most likely to surprise to the upside next year.
BlackRock just made another notable on-chain move. Within the past hour, the firm deposited 2,292 $BTC (about $199.8M) and 9,976 ETH (roughly $29.23M) into Coinbase Prime.
Blackrock still holds 775.42K #BTC worth around 67.76B at CMP.
Transfers of this scale to Prime typically point to institutional rebalancing, custody rotation, or ETF-related flows, rather than impulsive selling. but the timing is still worth watching closely.
When the world’s largest asset manager shifts nearly $230M on-chain in one go, the market pays attention.
Blackrock still holds 775.42K #BTC worth around 67.76B at CMP.
Transfers of this scale to Prime typically point to institutional rebalancing, custody rotation, or ETF-related flows, rather than impulsive selling. but the timing is still worth watching closely.
When the world’s largest asset manager shifts nearly $230M on-chain in one go, the market pays attention.
3,799 Days Later… An ICO Ghost Wakes Up🥳
After more than a decade of silence, an ancient Ethereum ICO wallet just moved. Only 14 minutes ago, the address transferred its entire 2,000 $ETH balance, worth about $5.86M, to a brand-new wallet, ending 3,799 days of dormancy.
The backstory is wild. This wallet invested just $620 during the Ethereum ICO and received 2,000 ETH in return. Today, that tiny bet has turned into around $5.86M, a huge 9,435× return, the kind of outcome crypto legends are made of.
No selling yet. Just a migration to a fresh address. Whether this is preparation for profit-taking or simply safer custody, one thing is very clear: early conviction aged extraordinarily well.
Original ICO add:
0x34958a46D30e30B273ecc6E5D358A212e5307e8C
New add:
0x4E1456Dec07282314Af2b4fe7Fc4afaB231270fd
After more than a decade of silence, an ancient Ethereum ICO wallet just moved. Only 14 minutes ago, the address transferred its entire 2,000 $ETH balance, worth about $5.86M, to a brand-new wallet, ending 3,799 days of dormancy.
The backstory is wild. This wallet invested just $620 during the Ethereum ICO and received 2,000 ETH in return. Today, that tiny bet has turned into around $5.86M, a huge 9,435× return, the kind of outcome crypto legends are made of.
No selling yet. Just a migration to a fresh address. Whether this is preparation for profit-taking or simply safer custody, one thing is very clear: early conviction aged extraordinarily well.
Original ICO add:
0x34958a46D30e30B273ecc6E5D358A212e5307e8C
New add:
0x4E1456Dec07282314Af2b4fe7Fc4afaB231270fd
Sending 100K ETH 🥶 What’s Going On?
This one raised eyebrows fast. While still holding long positions on hyperliquid, the wallet known on-chain as the “1011 Flash Crash Insider Big Shot” just made a massive move in the opposite direction. About an hour ago, a total of 100,000 $ETH , worth roughly $292M was deposited into a Binance deposit address.
The transfer wasn’t done in one shot. It was split across two addresses, 0x308358d56A7319633dCDb4EACda485C3E0672311 and 0x396e52f7Ee3f3b3094BA9DE35932f0B10eBEe54E, before landing at 0x99E1E710fAf2EA090E5cFA5A600c1478031640be.
That’s what makes this confusing. On one side, exposure is still being maintained. On the other, nearly three hundred million dollars’ worth of #ETH is heading onto an exchange. Hedge? Preparation to sell? Internal rebalancing? Or something more tactical?
For now, it’s just data, but when someone with this history moves 100K ETH this fast, the market notices. anyways here is his hyperliquid address : 0xb317d2bc2d3d2df5fa441b5bae0ab9d8b07283ae. current floating loss there is around $52,500,000.
This one raised eyebrows fast. While still holding long positions on hyperliquid, the wallet known on-chain as the “1011 Flash Crash Insider Big Shot” just made a massive move in the opposite direction. About an hour ago, a total of 100,000 $ETH , worth roughly $292M was deposited into a Binance deposit address.
The transfer wasn’t done in one shot. It was split across two addresses, 0x308358d56A7319633dCDb4EACda485C3E0672311 and 0x396e52f7Ee3f3b3094BA9DE35932f0B10eBEe54E, before landing at 0x99E1E710fAf2EA090E5cFA5A600c1478031640be.
That’s what makes this confusing. On one side, exposure is still being maintained. On the other, nearly three hundred million dollars’ worth of #ETH is heading onto an exchange. Hedge? Preparation to sell? Internal rebalancing? Or something more tactical?
For now, it’s just data, but when someone with this history moves 100K ETH this fast, the market notices. anyways here is his hyperliquid address : 0xb317d2bc2d3d2df5fa441b5bae0ab9d8b07283ae. current floating loss there is around $52,500,000.
Is $TST Being Played? Small Caps Heat Up as the Market Slips.
With the broader market under pressure, attention seems to be drifting back toward thin-liquidity names, and TST is flashing some uncomfortable signals.
We track, Over the past 24 hours, three addresses injected a combined $2.47M USDC as margin into Hyperliquid, opening $1.69M in #TST long positions.
Together, they now account for 42.3% of Hyperliquid’s total TST open interest, occupying all of the Top 3 long positions.
The coordination is hard to ignore. All three wallets show nearly identical funding paths: BTCB withdrawn from Gate, deposited into Aster, then USDT withdrawn, before margin was sent straight from Gate or OKX into Hyperliquid within the same time window. Even more telling, TST longs are the only positions currently held by these addresses.
One of them, 0x48c614e16700d716d82377Ad0b30B993Da8bc9d0, has history here. The wallet went long #tst in early December and walked away with a $31K profit, suggesting this isn’t a first attempt.
And the timing? As this post was being written, TST pushed higher, flipping the trio from red to green. Combined floating profit now exceeds $143K.
Whether this is coordinated speculation or outright manipulation, one thing is clear: when a handful of wallets control nearly half the OI, price action stops being organic.
Addresses:
0x3D065c6ede49f68Bd0c7FF1aACac6DeC4E3520d0
0xA58D8192d27640cc994D774Af6e15cbc209e244E
0x48c614e16700d716d82377Ad0b30B993Da8bc9d0
With the broader market under pressure, attention seems to be drifting back toward thin-liquidity names, and TST is flashing some uncomfortable signals.
We track, Over the past 24 hours, three addresses injected a combined $2.47M USDC as margin into Hyperliquid, opening $1.69M in #TST long positions.
Together, they now account for 42.3% of Hyperliquid’s total TST open interest, occupying all of the Top 3 long positions.
The coordination is hard to ignore. All three wallets show nearly identical funding paths: BTCB withdrawn from Gate, deposited into Aster, then USDT withdrawn, before margin was sent straight from Gate or OKX into Hyperliquid within the same time window. Even more telling, TST longs are the only positions currently held by these addresses.
One of them, 0x48c614e16700d716d82377Ad0b30B993Da8bc9d0, has history here. The wallet went long #tst in early December and walked away with a $31K profit, suggesting this isn’t a first attempt.
And the timing? As this post was being written, TST pushed higher, flipping the trio from red to green. Combined floating profit now exceeds $143K.
Whether this is coordinated speculation or outright manipulation, one thing is clear: when a handful of wallets control nearly half the OI, price action stops being organic.
Addresses:
0x3D065c6ede49f68Bd0c7FF1aACac6DeC4E3520d0
0xA58D8192d27640cc994D774Af6e15cbc209e244E
0x48c614e16700d716d82377Ad0b30B993Da8bc9d0
When “Risk-Free” Pays 20%, Liquidity Moves Fast in USD1.
In a market like this, even the most disciplined players can’t ignore a clean 20% risk-free APR.
After Binance rolled out its #USD1 wealth management event, demand spiked almost instantly. USD1 supply jumped by 118M, pushing total market cap to $2.87B, while the token briefly traded at a premium up to $1.0039, a rare sight for a stablecoin.
Liquidity followed the incentive. In the past 4 hours, Jump Trading pulled 100M $USD1 from BitGo and sent it straight to Binance, likely to smooth out short-term demand and keep the market balanced.
When yield gets this attractive, capital doesn’t hesitate, it repositions.
Entity:
https://intel.arkm.com/explorer/entity/jump-trading
In a market like this, even the most disciplined players can’t ignore a clean 20% risk-free APR.
After Binance rolled out its #USD1 wealth management event, demand spiked almost instantly. USD1 supply jumped by 118M, pushing total market cap to $2.87B, while the token briefly traded at a premium up to $1.0039, a rare sight for a stablecoin.
Liquidity followed the incentive. In the past 4 hours, Jump Trading pulled 100M $USD1 from BitGo and sent it straight to Binance, likely to smooth out short-term demand and keep the market balanced.
When yield gets this attractive, capital doesn’t hesitate, it repositions.
Entity:
https://intel.arkm.com/explorer/entity/jump-trading
Another 682 ETH ($2M) into Binance, likely to sell and rotate capital into high-quality DeFi tokens.
Arthur Hayes Rotates Out of ETH, Into DeFi. He is actively reshuffling his portfolio. Just recently, an hour ago, he deposited another 682 $ETH into Binance.
Over the past week, Hayes has sold a total of 1,871 ETH (over $5.53M). At the same time, he’s been building DeFi exposure, buying 1.22M $ENA (around $257.5K), 137,117 PENDLE ($259K), and 132,730 $ETHFI ($93K).
The on-chain moves align perfectly with his latest statement: “We are rotating out of eth and into high-quality DeFi names, which we believe can outperform as fiat liquidity improves.”
Keep in mind: This isn’t a bearish ETH call, it’s a relative value bet on DeFi leading the next leg.
Add:
https://intel.arkm.com/explorer/entity/arthur-hayes
Arthur Hayes Rotates Out of ETH, Into DeFi. He is actively reshuffling his portfolio. Just recently, an hour ago, he deposited another 682 $ETH into Binance.
Over the past week, Hayes has sold a total of 1,871 ETH (over $5.53M). At the same time, he’s been building DeFi exposure, buying 1.22M $ENA (around $257.5K), 137,117 PENDLE ($259K), and 132,730 $ETHFI ($93K).
The on-chain moves align perfectly with his latest statement: “We are rotating out of eth and into high-quality DeFi names, which we believe can outperform as fiat liquidity improves.”
Keep in mind: This isn’t a bearish ETH call, it’s a relative value bet on DeFi leading the next leg.
Add:
https://intel.arkm.com/explorer/entity/arthur-hayes
WBTC Accumulation Returns After Two Years.
After nearly two years of inactivity, this wallet is building a $WBTC position again.
About 3 hours ago, it withdrew 99.9 #WBTC ($8.68M) from Binance, bringing total holdings to 173.823 WBTC at an average cost of $62,703. The position is now sitting on a over $4.23M floating profit.
The WBTC has been deposited into Aave as collateral, with $2M USDC borrowed and sent back to Binance just 2 hours ago, a setup that often signals more buying ahead.
Stay tune we will regularly update you all.
Wallet:
0x44e8c2451e916C87ddE3977DC80F6fB8a1E33B1D
After nearly two years of inactivity, this wallet is building a $WBTC position again.
About 3 hours ago, it withdrew 99.9 #WBTC ($8.68M) from Binance, bringing total holdings to 173.823 WBTC at an average cost of $62,703. The position is now sitting on a over $4.23M floating profit.
The WBTC has been deposited into Aave as collateral, with $2M USDC borrowed and sent back to Binance just 2 hours ago, a setup that often signals more buying ahead.
Stay tune we will regularly update you all.
Wallet:
0x44e8c2451e916C87ddE3977DC80F6fB8a1E33B1D
Bitmine’s ETH Footprint Keeps Expanding. continuously buying.
The accumulation trail just got harder to ignore. Over the past 24 hours alone, three separate addresses, all showing patterns consistent with Bitmine-linked activity, slowly added another 67,886 $ETH , pushing more than $201M worth of Ethereum off custodial venues and into fresh wallets.
Each address tells the same story in a slightly different way. One wallet now holds roughly 31.7K ETH valued near $93M. Another sits at 24.4K ETH, worth about $71.6M. A third carries 25.1K ETH, totaling roughly $73.7M.
Different containers, same behavior: large size, clean balances, no immediate signs of distribution.
Well in our thoughts: Whether this is preparation for staking, collateral deployment, or long-term storage, the takeaway is simple: #ETH supply continues to migrate into deep-pocketed hands, and Bitmine’s shadow is getting larger by the day.
Anyways here are those three Addresses:
0x1C79347985300642be2fB93b44BB6C4A2e46CEf8
0x1b6E316c4d3093bbf8182Cf2fa76Be4611df0a8A
0xecA84b8599A5e11d6b600F24a0F42703E1D4c3eA
The accumulation trail just got harder to ignore. Over the past 24 hours alone, three separate addresses, all showing patterns consistent with Bitmine-linked activity, slowly added another 67,886 $ETH , pushing more than $201M worth of Ethereum off custodial venues and into fresh wallets.
Each address tells the same story in a slightly different way. One wallet now holds roughly 31.7K ETH valued near $93M. Another sits at 24.4K ETH, worth about $71.6M. A third carries 25.1K ETH, totaling roughly $73.7M.
Different containers, same behavior: large size, clean balances, no immediate signs of distribution.
Well in our thoughts: Whether this is preparation for staking, collateral deployment, or long-term storage, the takeaway is simple: #ETH supply continues to migrate into deep-pocketed hands, and Bitmine’s shadow is getting larger by the day.
Anyways here are those three Addresses:
0x1C79347985300642be2fB93b44BB6C4A2e46CEf8
0x1b6E316c4d3093bbf8182Cf2fa76Be4611df0a8A
0xecA84b8599A5e11d6b600F24a0F42703E1D4c3eA
Size keeps increasing after already reaching billions in exposure, the message is simple: the thesis hasn’t changed.
The 66k $ETH Borrow Whale Isn’t Slowing Down at all.
Just when it looked like the positioning was complete, the whale added again.
Over the past 7 hours, the so-called 66k ETH Borrow Whale picked up another 40,975 ETH, deploying roughly $121M as if liquidity was still abundant and time wasn’t a concern.
This isn’t a new narrative -- it’s an ongoing one. Since November 4, this single entity has accumulated close to 584,000 #ETH , committing around $1.7B in total capital. What makes the story sharper is the structure behind it: about $881.5M of that buying power didn’t come from idle cash, but was borrowed directly from Aave, turning leverage into long-term exposure.
Well we guess this is a clear signal that the whale isn’t betting on a quick spike, but positioning for a much larger ETH narrative.
Entity tracker:
https://intel.arkm.com/explorer/entity/e3f9ef15-6571-481b-b185-7fecbd21a935
The 66k $ETH Borrow Whale Isn’t Slowing Down at all.
Just when it looked like the positioning was complete, the whale added again.
Over the past 7 hours, the so-called 66k ETH Borrow Whale picked up another 40,975 ETH, deploying roughly $121M as if liquidity was still abundant and time wasn’t a concern.
This isn’t a new narrative -- it’s an ongoing one. Since November 4, this single entity has accumulated close to 584,000 #ETH , committing around $1.7B in total capital. What makes the story sharper is the structure behind it: about $881.5M of that buying power didn’t come from idle cash, but was borrowed directly from Aave, turning leverage into long-term exposure.
Well we guess this is a clear signal that the whale isn’t betting on a quick spike, but positioning for a much larger ETH narrative.
Entity tracker:
https://intel.arkm.com/explorer/entity/e3f9ef15-6571-481b-b185-7fecbd21a935
A Long Way to the Same Destination & Trump Media made the chain work overtime. About 11 hours ago, the entity moved 2,000 $BTC , roughly $174.76M ... out to a brand-new address, and what followed was anything but straightforward.
The coins didn’t go directly where you’d expect. Instead, they began a deliberate relay across multiple fresh wallets, hopping address to address in a tight sequence.
From the initial transfer, the #BTC was shuffled again and again .. first to bc1qq69ddatfu7g5zx2f9s7hydltswq0tck9crcs5n, then onward to bc1qtkls5aay8krq82ds92r3gtc0h9r08p6fe2fksy, followed by bc1qwgw8anhxja4zw3xa28p7r2z7s6hrnzgfz83drg, before finally landing at Coinbase Prime.
Same coins, same size, just a very long path.
Trump Media still holds 9.542K BTC worth around $830.79M at current market price.
Trump Media entity address: https://intel.arkm.com/explorer/entity/trump-media
The coins didn’t go directly where you’d expect. Instead, they began a deliberate relay across multiple fresh wallets, hopping address to address in a tight sequence.
From the initial transfer, the #BTC was shuffled again and again .. first to bc1qq69ddatfu7g5zx2f9s7hydltswq0tck9crcs5n, then onward to bc1qtkls5aay8krq82ds92r3gtc0h9r08p6fe2fksy, followed by bc1qwgw8anhxja4zw3xa28p7r2z7s6hrnzgfz83drg, before finally landing at Coinbase Prime.
Same coins, same size, just a very long path.
Trump Media still holds 9.542K BTC worth around $830.79M at current market price.
Trump Media entity address: https://intel.arkm.com/explorer/entity/trump-media
EyeOnChain
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Bullish
Trump Media Adds Again $BTC , Corporate Bitcoin Keeps Climbing.
Trump Media is slowly doing what few public-linked entities dare to do consistently: keep buying Bitcoin.
Over the past 15 hours, the company added 451 #BTC , deploying roughly $40.3M without fanfare or commentary.
That purchase pushes Trump Media’s total holdings to 11,542 BTC, now worth about $1.01B at current market prices.
At this scale, each incremental buy isn’t about timing tops or bottoms, it’s about balance-sheet positioning and long-term exposure.
On-chain, the message is simple: institutions aren’t waiting for perfect conditions anymore, they’re building positions in real time.
Add: https://intel.arkm.com/explorer/entity/trump-media
{spot}(BTCUSDT)
{future}(BTCUSDT)
Trump Media is slowly doing what few public-linked entities dare to do consistently: keep buying Bitcoin.
Over the past 15 hours, the company added 451 #BTC , deploying roughly $40.3M without fanfare or commentary.
That purchase pushes Trump Media’s total holdings to 11,542 BTC, now worth about $1.01B at current market prices.
At this scale, each incremental buy isn’t about timing tops or bottoms, it’s about balance-sheet positioning and long-term exposure.
On-chain, the message is simple: institutions aren’t waiting for perfect conditions anymore, they’re building positions in real time.
Add: https://intel.arkm.com/explorer/entity/trump-media
{spot}(BTCUSDT)
{future}(BTCUSDT)
ETH moving into a fresh container. newly created address just appeared on-chain with size.
Over the past 23 hours, a total of 25,131.6 $ETH was transferred into a single wallet, valued at roughly $74.76M at an implied price near $2,974.8.
The flow is clean, direct, and institutional in nature, the kind of movement that usually points to custody migration or strategic accumulation rather than trading activity.
The wallet has no prior history, yet it immediately received eight-figure #ETH size from a trusted custodian.
Combined with recent similar patterns, the address is suspected to be linked to Bitmine, adding another layer to the ongoing ETH accumulation narrative.
Address:
0xecA84b8599A5e11d6b600F24a0F42703E1D4c3eA
Over the past 23 hours, a total of 25,131.6 $ETH was transferred into a single wallet, valued at roughly $74.76M at an implied price near $2,974.8.
The flow is clean, direct, and institutional in nature, the kind of movement that usually points to custody migration or strategic accumulation rather than trading activity.
The wallet has no prior history, yet it immediately received eight-figure #ETH size from a trusted custodian.
Combined with recent similar patterns, the address is suspected to be linked to Bitmine, adding another layer to the ongoing ETH accumulation narrative.
Address:
0xecA84b8599A5e11d6b600F24a0F42703E1D4c3eA
Aggressive or Just Early? $UNI Accumulation Turns Up the Heat😳.
This is starting to look less like a single trade and more like a campaign. Over the past 8 hours, wallet 0xEfaf5B67a88F44139b12F98acd303C67520C8222 pulled another 2,179,487 #uni from Coinbase, a move worth roughly $12.68M at current prices.
With that addition, the address has now accumulated 3.629 million #UNI , totaling about $20.72M in exposure. The average withdrawal price sits near $5.51, leaving the position with over $740K in unrealized profit so far -- even after the recent run.
What makes this stand out isn’t just the size, but the timing. The buying began before the Unification proposal entered formal governance, and it continued as the proposal moved through voting and ultimately passed. That kind of sequencing naturally raises eyebrows across on-chain desks.
The takeaway is the same: UNI supply is quietly moving off exchanges, and when flows look this deliberate, the market pays attention.
This is starting to look less like a single trade and more like a campaign. Over the past 8 hours, wallet 0xEfaf5B67a88F44139b12F98acd303C67520C8222 pulled another 2,179,487 #uni from Coinbase, a move worth roughly $12.68M at current prices.
With that addition, the address has now accumulated 3.629 million #UNI , totaling about $20.72M in exposure. The average withdrawal price sits near $5.51, leaving the position with over $740K in unrealized profit so far -- even after the recent run.
What makes this stand out isn’t just the size, but the timing. The buying began before the Unification proposal entered formal governance, and it continued as the proposal moved through voting and ultimately passed. That kind of sequencing naturally raises eyebrows across on-chain desks.
The takeaway is the same: UNI supply is quietly moving off exchanges, and when flows look this deliberate, the market pays attention.
Binance Square LIVE , New Look , looks Awesome 😎. #BinanceSquare Revamp ongoing . @Binance Square Official .
More to Come. Stay Tune .
More to Come. Stay Tune .
Smart Leverage at Work: Fasanara buys more $ETH .
Fasanara Capital isn’t chasing price -- it’s structuring exposure.
Over the past two days, the firm accumulated 6,569 #ETH , deploying roughly $19.72M and moving the entire position straight into Morpho.
But the real signal came after the deposit. Using that ETH as collateral, $13M in USDC was borrowed and rotated back into the market to buy even more #eth , amplifying upside while keeping capital efficient.
This isn’t a retail-style leverage bet. It’s controlled, protocol-native positioning --- the kind institutions use when they’re confident in direction but disciplined about structure.
Add: 0x1778767436111ec0AdB10F9BA4f51A329D0e7770
When funds start looping collateral instead of trading spot, it usually means they’re not here for a quick move, they’re building exposure for what comes next.
Fasanara Capital isn’t chasing price -- it’s structuring exposure.
Over the past two days, the firm accumulated 6,569 #ETH , deploying roughly $19.72M and moving the entire position straight into Morpho.
But the real signal came after the deposit. Using that ETH as collateral, $13M in USDC was borrowed and rotated back into the market to buy even more #eth , amplifying upside while keeping capital efficient.
This isn’t a retail-style leverage bet. It’s controlled, protocol-native positioning --- the kind institutions use when they’re confident in direction but disciplined about structure.
Add: 0x1778767436111ec0AdB10F9BA4f51A329D0e7770
When funds start looping collateral instead of trading spot, it usually means they’re not here for a quick move, they’re building exposure for what comes next.
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