When the Cut Hit, They Didn’t Exit, They Leveraged Up

The rate cut landed.

Most of the market exhaled. Some took profit. Others waited.

The big players? They went shopping.

In the quiet hours after the announcement, one institutional-sized wallet began building something far larger than a simple trade. Not a flip.

Over a 12-hour window, the wallet pulled $85 million in USDT from Aave, funneled it through Binance, and emerged holding 38,576 ETH. The average pickup? Just over $3,090 per ETH. Total exposure: about $119 million.

This wasn’t a spot buy. It was leverage layered on leverage.

Behind the scenes, the same wallet now sits with more than half a million $ETH locked as collateral on Aave, while carrying roughly $749 million in borrowed stablecoins. That’s not reactive positioning -- that’s conviction engineered with precision.

Zoom out, and the pattern gets louder. Across the board, #ETH whales are now collectively leaning long to the tune of roughly $1.63 billion. This build-up didn’t happen before the macro shift. It happened after.

Which begs the question: What are they seeing that hasn’t reached the charts yet?

Wallet reference:

https://intel.arkm.com/explorer/entity/98ef1aa5-a3e8-44ec-b7be-baf130d20600