2025-12-31 04:22:51

A well-known trader's actions in November have attracted attention, as they made significant moves in the DeFi sector.

According to on-chain data, after a phased reduction in holdings in mid-November, this industry insider launched a new round of DeFi token acquisitions at the end of the month. In just one month, they targeted four mainstream DeFi projects consecutively, with a total investment of up to $7.77 million.

Specifically:
- PENDLE accumulated 1,397,000 tokens, spending $2.87 million, with an average cost of $2.05
- ENA acquired 10,940,000 tokens in one go, costing $2.61 million, with an average price of $0.24
- ETHFI bought 1,320,000 tokens, investing $1 million, at a cost of $0.76
- LDO added 2,295,000 tokens to their position, spending $1.29 million, with an average price of $0.56

What might this series of actions be hinting at? Recently, the DeFi sector has indeed shown signs of institutional entry. From liquidity mining to yield aggregation, these mainstream DeFi products are attracting increasing attention from large investors.

PENDLE4,03%

ENA-1,2%

ETHFI-0,46%

LDO-0,16%

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PerpetualLonger

· 9h ago

Whoa, $7.77 million? Is this guy bottom fishing or gambling for his life? I really want to pull off a sniper shot like that too. Damn, just looking at it makes me jealous. Why do big players always hit the right timing? When I’m fully invested, they’re reducing their holdings; when I’m out of the market, they’re entering. This must be the gap between me and the institutions. They put in over $700,000 in one go, while I’m still debating whether to add another 500 bucks. DeFi is really taking off. I’ve been saying for a while that the bull market is coming—now seeing this move, I believe it even more. PENDLE’s average price is just over two dollars. I can accept that cost, but the problem is, where did I get over 2.8 million? Damn. Replenishing LDO? Smart move. I want to add more too, but my account is now frozen, all I have left is faith. This is exactly how they demonstrate the right way to go long. If institutions are playing like this, what can retail investors do? Just follow along.

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ruggedNotShrugged

· 9h ago

7.77 million dollars invested in DeFi, this guy is really bold, betting on a DeFi rebound This strategy looks like bottom fishing, but ENA's move was truly impressive, with an average price of just over two cents Big players are starting to position themselves, it feels like DeFi is about to rise again Wow, this cost control is impressive, I need to learn how to sniper like that Wait, this guy reduced his holdings in mid-November and bought again at the end of the month, clearly looking for a reversal signal LDO's re-accumulation is a bit cautious, maybe still optimistic about the ETH ecosystem Bro has invested so much in a month, why am I still hesitating? With this pace, are institutions really about to enter the market? PENDLE bought in at just over two dollars, how much does it need to rise to break even? DeFi is starting to heat up again, worth paying attention to

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MoneyBurnerSociety

· 9h ago

$7.77 million sniped four projects, this guy is even faster than me at cutting losses... Wait, is this implying I should buy the dip? Or is he teaching me how to lose money more professionally? I just want to know how he calculates his cost basis; I can't learn this logic. The DeFi entry wave is here, and I'm still debating the last liquidation price. Another big whale's accumulation show, should I follow or hide... This strategy is really bold, but I feel like I'm watching someone else's success story rather than a guide to getting rich.

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GhostWalletSleuth

· 9h ago

7.77 million invested, this guy is really bullish on DeFi The movements of big players are the barometer, following the dip is definitely the right move ENA's average price, is this a bottom-fishing or a setup Is this really the rebound of DeFi? I still feel a bit confused Looking at this rhythm, institutions are indeed quietly entering the market Adding to the LDO position? It shows confidence in Lido's future Investing in four projects simultaneously, this must be a planned operation 2.77 million invested in PENDLE, is this a bet that liquidity mining is about to take off? Retail investors are crying and running, big players are smiling and entering, it's the old routine

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FreeRider

· 9h ago

7.77 million dollars are poured in at once, this guy really believes in DeFi Big investors entering the market are so straightforward, they don't even ask about the price ENA has taken over a hundred million tokens? No one has this kind of guts The signals from institutional bottom-fishing are so obvious, what are retail investors hesitating for What does adding to LDO position indicate? Probably thinks it hasn't risen enough This rhythm is definitely paving the way for the next rebound Hitting four projects in a month, this is a planned sweep With such a low average price, I really don't know how he timed it so precisely Is DeFi really about to take off? I need to keep up with the pace

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