2025-12-29 19:35:18

Last week saw mixed signals across crypto markets. Stablecoin reserves fell $977M as DEX trading activity lost momentum, signaling reduced trading appetite. However, institutional players showed strength—major funds accumulated 1,551 BTC during the period, while whale addresses and prominent investment firms like Bitmine and Trend Research continued stacking ETH, with cumulative purchases exceeding 136K tokens.

On the portfolio front, notable traders shifted their exposure. Arthur Hayes, the BitMEX founder, rotated out of Ethereum positions, reallocating capital into alternative tokens including LDO and PENDLE. This rebalancing reflects broader sentiment shifts as investors hunt for yield and governance opportunities beyond mainstream blue chips.

The week underscores a divergence: while retail participation cooled, sophisticated players maintained conviction through selective accumulation and tactical rotations. Stablecoin outflows warrant monitoring—they could signal capital consolidation before the next move or reflect genuine profit-taking at resistance levels.

BTC-1,18%

ETH-1,41%

LDO-1,33%

PENDLE-1,99%

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SybilSlayer

· 6h ago

Big whales quietly enjoy the gains, while retail investors are still debating whether to enter... the gap is really huge.

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NFTArchaeologis

· 6h ago

Retail cooling, institutions hoarding... This kind of divergence in momentum is somewhat reminiscent of the early digital art market. I remember during the Cryptopunks era, it was the same—big players quietly accumulating while retail investors were on the sidelines. The outflow of stablecoins is quite intriguing—is it just pre-accumulation before a move, or is it actually cashing out?

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BlockBargainHunter

· 6h ago

Big players are疯狂吸筹, while retail investors are cutting losses. This gap... Are institutions really treating us as leeks?

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BlockchainGriller

· 6h ago

Large funds are quietly accumulating coins, while retail investors are cutting losses. This wave of divergence is really intense... Stablecoins fleeing 977M, feels like the risk is still a bit high.

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DefiOldTrickster

· 6h ago

Ha, stablecoins fleeing 977M, retail investors are starting to panic again. But look at the institutions, 1551 BTC just quietly absorbed, this is the move of the players. Back in the day in DeFi, I learned a trick — don’t follow the trend, go against the wind. Hayes moved from ETH to LDO and PENDLE, basically chasing after the illusion of yield, I get it. Stablecoin outflows, this thing is as particular as liquidation prices, you have to watch it closely. Either the big players are taking a deep breath before piling up powder, or someone is really cutting losses at a high level. Whatever the case, you need to stand firm with your stick in hand.

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NFTHoarder

· 6h ago

Institutions are frantically buying up tokens, retail investors are all fleeing, this is what the market looks like now... Watching stablecoins escape with nearly one billion, I have to wonder if this is just accumulation or real liquidation.

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