2025-12-29 14:21:16

Just saw some on-chain activity from a leading institution, quite interesting, gotta discuss with everyone.

To put it simply: real money is entering the market, and the next wave of the trend is already beginning to take shape.

Look at recent data. The research department of this institution has been aggressively buying over the past 7 hours, acquiring nearly 28,000 ETH, worth over $83 million. More importantly, these coins were not stored cold but were directly used as collateral on Aave. This move is quite telling — it’s not just hoarding coins, but clearly preparing for the next steps. They plan to use the collateralized funds to continue their layout or provide liquidity in DeFi.

Currently, this institution’s account holds 6.07 million ETH. The cost basis is $3,111. Unrealized loss of $117 million.

Still buying despite such a big loss? That’s a signal.

My logic is actually very straightforward —

**Actions are always more honest than words**. Institutions are not retail investors. Continuing to add positions and lock them into protocols despite losing over a billion dollars shows how strong their confidence is in ETH’s future price movement. With a cost basis around $3,111, in their eyes, that’s probably the strategic bottom. Otherwise, why keep adding? No one is joking with real money.

**On-chain records don’t lie**. Moving large amounts of ETH from exchanges into lending protocols means what? Long-term locking, reducing market sell pressure, and preparing for leverage operations. This is a typical “accumulation + gearing up” offensive stance.

**Think from the opposite perspective**. What’s the current market atmosphere? Fear, uncertainty, doubt — pessimistic voices everywhere. Yet, at this very moment, big funds are quietly accumulating chips. They are pushing through the unrealized losses, looking several quarters ahead, not caring about today’s or tomorrow’s ups and downs.

So my conclusion is clear: don’t be scared by short-term fluctuations and pessimism. The continuous investment, massive positioning, and strategic moves by institutions in ETH are more convincing than any short-term news.

Most people’s reactions in the market are always a beat slow. By the time everyone catches on, the price has already moved.

What’s next? I stick to my judgment: **Patience**. The trend is gestating in despair, unfolding amid hesitation. Institutions have already shown us where the focus is through on-chain actions. The rest is about holding steady and managing your positions well.

Follow the smart money’s direction, and you generally won’t go wrong. I remain optimistic, waiting for the wind to come.

ETH-0.28%

AAVE-2.62%

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EyeOfTheTokenStorm

· 2h ago

Unrealized loss of 117 million still adding positions, that's really intense. Let the data speak—only on-chain records won't lie, and from a market psychology perspective, it also holds water. --- Honestly, I understand the logic behind this move, but the question is, can retail investors keep up? Institutions have resilience; what about us? --- Wait, 6.07 million ETH locked into Aave as collateral—are they trying to borrow something to continue leveraging? If the market suddenly reverses, will it trigger liquidation? --- Every time I see this kind of analysis, I think, if it weren’t for post-mortem review, who could really predict this in advance? Don’t deceive yourself. --- Actions don’t lie, that’s true, but the market also won’t move according to anyone’s ideas. I’ve seen too many "signals" like this. --- At this point in time, saying you’re bullish on ETH does take some guts, but I actually feel a bit anxious. When the market is always so bearish, that’s when the real opportunity is. --- I just want to know, if this institution’s cost basis is 3111, how much do they need to see to break even—5000? 6000? Who’s calculating the time cost?

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SandwichTrader

· 8h ago

Are the unrealized losses still increasing by billions? This guy is really ruthless, I need to catch up. Institutions are pouring real money in, what are retail investors still hesitating about? On-chain data doesn't lie; just look at their actions to see how confident they are. Waiting for the wind to come, right? Then let's wait together. Anyway, big money has already entered the market. The most terrifying times in the market are often the best opportunities. Now that everyone is bearish, what does that really mean? With this kind of scale, I think I can join in. I believe in the saying that markets are born out of despair. Let's wait and see. Institutions locking up so much ETH in Aave clearly intend to play the long game. What are we retail investors hesitating for? Honestly, it's more reliable than just following expert calls; watch how they move their real money. Still risking billions in unrealized losses and adding to positions? That kind of courage is worth learning from, but I don't have that much capital haha. Don't panic, smart money has already jumped on board.

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WhaleShadow

· 8h ago

Unrealized losses have already reached 117 million, yet they are still adding positions. This is truly a bottom-doubling strategy. The institution's move to lock the coins into Aave clearly indicates a long-term hold, showing no signs of panic.

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GasSavingMaster

· 8h ago

Just watching the drama, but this wave of institutional moves is really ruthless. They swept 83 million in one go. I don't have that kind of guts. Floating loss of 117 million and still daring to add more? You must have a lot of confidence in yourself. Honestly, in the face of on-chain data, retail investors' judgments are like playing house. The truly smart money always quietly makes money when most people are desperate. I've seen this pattern too many times. Just be patient. Anyway, I'm not in a hurry to sell my ETH. Let's see how they play it out.

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ruggedNotShrugged

· 8h ago

Institutions really dare to increase their positions, with unrealized losses still exceeding hundreds of millions. Where does this confidence come from? The 3111 bottom theory sounds nice, but I just want to see how it develops next. Retail investors are still debating whether prices will go up or down, but smart money has long locked in their chips into the protocol. The gap is just too big. Wait a minute, isn't this logic another smoke screen from the institutions? I'm a bit uneasy. On-chain data is indeed straightforward, but the seemingly smart moves can also be quite frightening when you think about it.

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SandwichVictim

· 8h ago

Damn, institutions are quietly accumulating chips again. Retail investors like us are really slow to catch on. Floating loss of 117 million yet still dare to add positions. With this kind of move, I really have to respect it. Just wait and see, this wave will definitely have some action.

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0xSunnyDay

· 8h ago

Institutions are floating a loss of 117 million yet still buying, this move is indeed ruthless. --- Actions don't lie, on-chain data is right there. --- Wait, 28,000 tokens directly transferred to Aave? Are they trying to leverage up? --- Despair is the real opportunity, I agree with this logic. --- Big funds are quietly accumulating, retail investors are still debating the rise and fall, and the gap is right here. --- The cost basis of 3111 is taking the strategic bottom seriously. --- Gotta say, this institution has quite some guts, losing so much and still daring to add positions. --- Listening to smart money sounds simple, but it really requires patience to do. --- On-chain records don't lie, this is the most authentic market signal. --- So now it's just waiting, anyway the big players have already voted with real money.

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