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 @OnchainDataNerd, 5 hours ago a single wallet unstaked 5.68M $ETHFI (about $4.04M) from Ethfi, with the address shared by the source. The same wallet has received an additional 3.24M $ETHFI from vesting over the past three months, source: @OnchainDataNerd. The source notes the wallet may be linked to Arrington Capital, which is not confirmed, source: @OnchainDataNerd. Traders can monitor that address for any transfers to exchanges to assess near-term $ETHFI liquidity following this unstake, source: @OnchainDataNerd.

According to @ai_9684xtpa, Arthur Hayes deposited 7.66 million BIO to Binance, valued at about $460,000, two days after his prior transfer, with the move flagged by the source as a suspected sell, source: @ai_9684xtpa on X; Arkham Intel entity: intel.arkm.com/explorer/entity/arthur-hayes. Over the past week, the same labeled wallet reportedly offloaded roughly $3.409 million in altcoins across multiple channels, including LDO, UNI, AAVE, ENA, and ETHFI, source: @ai_9684xtpa on X citing Arkham Intel at intel.arkm.com/explorer/entity/arthur-hayes.