2025-12-26 15:24:43

On-chain data shows that well-known trader Arthur Hayes has been very active recently. Today alone, he bought approximately 18.55 million LDO tokens for about $1.03 million. More notably, his strategy adjustments over the past seven days include a significant reduction in ETH holdings—selling approximately 1,871 ETH (worth $5.53 million)—while heavily increasing his positions in DeFi projects. Among them, ENA received an allocation of 1.22 million tokens at a cost of about $257,500; PENDLE was also added to the portfolio with an entry of 137,117 tokens valued at $259,000; additionally, another DeFi asset with 132,730 tokens was included. From his trading activity, it appears that this seasoned trader is shifting his strategy from the Ethereum ecosystem toward a diversified DeFi protocol portfolio. Such changes in holdings often reflect market participants' evolving expectations across different sectors.

LDO0.35%

ETH-0.51%

ENA1.31%

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MoodFollowsPrice

· 6h ago

Is he betting everything on DeFi again after selling ETH? --- Hayes' move this time, bullish on DeFi but not on Ethereum... --- Watching this guy's wallet every day, it feels more exciting than watching K-line charts haha --- LDO with 18.55 million tokens in one go, this energy is really terrifying... --- Switching tracks, does that mean ETH is going to cool off? Or is DeFi about to explode? --- Selling $5.53 million worth of ETH to pile into DeFi, this signal... is a bit interesting --- Wait, I'm nervous when he reduces ETH, after all, following the trend still depends on timing --- DeFi is about to take off again? He’s been pulling various tokens into it --- Spending $5.53 million and then switching to DeFi, this is what a big player’s "flexibility" looks like --- Hayes' frequent moves, is there some information we don't know?

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ForkTongue

· 6h ago

Hayes is this bottoming out DeFi? It feels a bit crazy. --- Another big player is跑路ing? ETH is being sold so much... --- Can DeFi really turn around this time? His操作seems interesting. --- LDO bought 18.55 million tokens in one go. What is this guy betting on? --- Switching from ETH to DeFi, is he sensing some trend? --- I've been following Hayes's moves, but this time feels different. --- Selling ETH and increasing DeFi holdings probably indicates thoughts on the current situation. --- Selling ETH worth $5.53 million, this amount is a real move. --- No, how does he have so much confidence in DeFi? --- By observing position changes, you can actually read what he's betting on. --- Can DeFi projects like ENA and PENDLE really absorb his money? --- Hayes's next move, we're still watching the market.

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SelfRugger