🐋 WHALE "0xBC64" PUMPS $13.9M INTO DEFI AND ETHEREUM
The whale's purchase of ~$13.9M in various assets and transfer to on-chain wallets is a sign of strong belief in the market recovery and core narratives
1. 💰 Strategy: Large Cap Accumulation and Big Bet on ENA
The whale has executed a targeted buying strategy, focusing on two main assets: Ethereum and DeFi Derivatives:
Biggest Bet ($ENA ): The largest purchase was 22.7M ENA (Ethena), worth $5.92M USD
Implication: ENA is one of the most bearish projects of Fall 2025 (down -64%). This large-scale purchase shows strong confidence in the recovery of this Derivative Stablecoin protocol
Core Bet ($ETH ): The second largest purchase was 1,898 $ETH, worth $5.79 Million USD
Implication: This is a solid investment in the foundational (Layer-1) asset of the entire DeFi ecosystem
2. 🌐 Portfolio: Focused entirely on DeFi and Infrastructure
Core DeFi protocols: Uniswap, Aave, Curve DAO, PENDLE, Aerodrome: These purchases total over $1.2 million USD, showing confidence in the recovery of underlying lending, AMM, and liquidity protocols
Infrastructure & RWA: Chainlink, $ONDO (Ondo Finance)
Network Services: ENS (Ethereum Name Service)
