According to @ai_9684xtpa, Arthur Hayes received 4.85 million ENA from Galaxy Digital valued at 0.985 million USD, source: https://x.com/ai_9684xtpa/status/2006291287012761734. The same source reports that since Dec 20 he has accumulated 10.905 million ENA totaling 2.227 million USD at an average price of 0.2042 USD, source: https://x.com/ai_9684xtpa/status/2006291287012761734. The post also details a DeFi basket purchase five days earlier totaling 2.009 million USD: 274k $PENDLE (0.515M USD), 440k $LDO (0.259M USD), 4.82M $ENA (0.984M USD), and 358k $ETHFI (0.250M USD), source: https://x.com/ai_9684xtpa/status/2006291287012761734. Cumulative token purchases since Dec 20 are cited at 4.529 million USD with $PENDLE the largest position at 1.747 million USD, source: https://x.com/ai_9684xtpa/status/2006291287012761734. The wallet address for verification is provided via Arkham Intel, source: https://intel.arkm.com/explorer/entity/arthur-hayes. For traders, these wallet inflows and the cited average $ENA price offer concrete reference levels for order-flow tracking and liquidity monitoring around the reported sizes, source: https://x.com/ai_9684xtpa/status/2006291287012761734 and https://intel.arkm.com/explorer/entity/arthur-hayes.

According to @EmberCN, BitMEX co-founder Arthur Hayes resumed DeFi accumulation at end-November after trimming positions in mid-November. Source: @EmberCN. Over roughly one month, he bought four DeFi tokens totaling $7.77M. Source: @EmberCN. Disclosed positions include 1.397M PENDLE valued at $2.87M with a stated average entry of $2.05. Source: @EmberCN. He also acquired 10.94M ENA valued at $2.61M with an average entry of $0.24. Source: @EmberCN. He holds 1.32M ETHFI, while the value and the fourth asset were not fully specified in the provided excerpt. Source: @EmberCN. From the figures shown, the three detailed purchases total about $5.48M, implying roughly $2.29M is allocated across ETHFI and the unnamed fourth token. Source: @EmberCN. For trade planning, the cited cost bases highlight $2.05 for PENDLE and $0.24 for ENA as clear reference levels. Source: @EmberCN.

According to @ai_9684xtpa, Arthur Hayes purchased $2.009 million of DeFi tokens after five days, including 274,000 PENDLE worth $515,000, 440,000 LDO worth $259,000, 4.82 million ENA worth $984,000, and 358,000 ETHFI worth $250,000. Source: @ai_9684xtpa on X, Dec 31, 2025. Based on these reported values, the latest tranche is weighted about 49% ENA, 26% PENDLE, 13% LDO, and 12% ETHFI. Source: @ai_9684xtpa on X, Dec 31, 2025. According to @ai_9684xtpa, cumulative buys since Dec 20 total $4.529 million, with PENDLE the largest position at $1.747 million. Source: @ai_9684xtpa on X, Dec 31, 2025. According to @ai_9684xtpa, withdrawals from exchanges since Dec 20 amount to $2.52 million with PENDLE accounting for 48.9% by value. Source: @ai_9684xtpa on X, Dec 31, 2025. Wallet attribution and on-chain traceability are provided by the Arkham Intelligence Arthur Hayes entity page. Source: Arkham Intelligence explorer entity for Arthur Hayes.

According to @ai_9684xtpa, on-chain address 0xa312114B5795dFF9B8db50474dD57701AA78aD1E has maintained a basket short strategy against 21 altcoins since June, now showing $6.417M in unrealized profit across those shorts (source: @ai_9684xtpa on X, Dec 2, 2025; hyperbot.network/trader/0xa312114B5795dFF9B8db50474dD57701AA78aD1E?ic=6792001762). After the 10/11 flash crash, the address’s profits increased significantly, with total account PnL exceeding $78.86M (source: @ai_9684xtpa on X, Dec 2, 2025; hyperbot.network/trader/0xa312114B5795dFF9B8db50474dD57701AA78aD1E?ic=6792001762). The address currently holds 22 positions: only $ENA is a long and is in a floating loss, while all 21 short positions are profitable; the top PnL short is $ASTER with $1.955M unrealized profit (source: @ai_9684xtpa on X, Dec 2, 2025; hyperbot.network/trader/0xa312114B5795dFF9B8db50474dD57701AA78aD1E?ic=6792001762). Traders can review the live position breakdown via the provided dashboard link to track this short-focused exposure (source: hyperbot.network/trader/0xa312114B5795dFF9B8db50474dD57701AA78aD1E?ic=6792001762).

According to @OnchainDataNerd, one hour ago whale address 0xaf3 received 3.4 million ENA (about $953,000) from Wintermute (source: @OnchainDataNerd). Over the past 10 months, the address accumulated a total of 10.59 million ENA (about $6.5 million) at an average entry price of $0.614 (source: @OnchainDataNerd). The position shows an unrealized loss of about $2.97 million with ROI at -45.7% (source: @OnchainDataNerd).