2025-12-26 13:52:47

Renowned trader Arthur Hayes has recently been adjusting his positions. Starting from December 20th, he has gradually shifted from Ethereum to DeFi ecosystem tokens. This round of moves is quite interesting — he directly withdrew tokens worth $2.52 million from exchanges, adopting a long-term holding strategy.

Looking at his specific actions: PENDLE became his core holding, with 68,700 tokens valued at $1.23 million, accounting for 48.9% of the total tokens withdrawn. LDO was also a major move, acquiring 1.85 million tokens worth $1.03 million. Additionally, he added to his position in ENA, with 1.22 million tokens valued at $257,000.

This operational logic is quite clear — shifting from risk concentrated in a single asset to diversified allocation within the DeFi ecosystem, and all withdrawals indicate a strong long-term confidence in these tokens. The recent hype in the DeFi sector suggests that large funds are also paying close attention.

ETH-2,28%

PENDLE-3,04%

LDO-3,6%

ENA-4,06%

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StablecoinAnxiety

· 18h ago

Hayes is playing tricks again, and this time his stance is quite deliberate. He insists on withdrawing funds to tell us that he's bullish on DeFi. Brother PENDLE holds so much; I wonder if he's genuinely optimistic or just trying to stir up some market movement. Anyway, I can't keep up with this pace. Is DeFi about to rise again? What should I do with my stablecoins? I'm really anxious. Whenever a big shot makes a move, retail investors tremble. Where is the promised democratization of trading?

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NFTFreezer

· 20h ago

Hayes's move is really aggressive; PENDLE's share is almost 50%. It seems DeFi is really about to take off.

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AirdropSweaterFan

· 12-27 00:12

Hayes is active again? PENDLE is so heavily invested, but you're not afraid of a crash?

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BetterLuckyThanSmart

· 12-26 14:22

Hayes is at it again, this time going all in on DeFi. It looks like a storm is really coming.

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MEVHunterX

· 12-26 14:22

I understand Hayes' move here. PENDLE accounts for nearly 50%. This guy is really all in on the DeFi ecosystem. Moving funds to cold wallets is a long-term gamble.

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DefiSecurityGuard

· 12-26 14:19

wait hold up... he's pulling 2.5M straight off exchange? DYOR on those wallet addresses first ngl, seen this exact pattern before rugpulls happen. pendle's audit report came back clean tho but... LDO concentration risk is sketchy, not gonna lie.

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StealthDeployer

· 12-26 14:14

Hayes's move this time is really brilliant, going all in on the DeFi ecosystem. It seems he has also caught the scent.

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tx_pending_forever

· 12-26 14:05

Hayes is up to his tricks again. Is he betting that DeFi will turn around this time? PENDLE's share is almost 50%, and this guy's obsession with it is pretty intense.

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