According to @ai_9684xtpa, an entity withdrew 16,698 ETH worth approximately 73.38 million USD from Aave minutes before the post, source: @ai_9684xtpa on X. The same update states that 6,000 ETH has already been deposited to Binance, source: @ai_9684xtpa on X. Since early yesterday, the entity has transferred about 130 million USD in ETH to exchanges, source: @ai_9684xtpa on X. The referenced wallet is 0xB93ec153BF3a0Ef602052C04FC5f589625d67300 as shared via ARKM Intel, source: ARKM Intel. Historically, rising ETH inflows to centralized exchanges correlate with higher realized selling and short-term volatility, a dynamic traders view as near-term supply pressure, source: Glassnode research and CryptoQuant exchange flow studies.

According to @ai_9684xtpa, a wallet labeled "Trend Researh" withdrew 17,450 ETH from Aave and transferred the full amount to Binance roughly two minutes before the post, with the size estimated at about USD 75.69M; source: @ai_9684xtpa. The transaction hash 0x423c03e87ef5cc2262c63da84ab436f80da2dbc6d65f643216683b5ce6d9a769 is listed on Arkham Intelligence and corresponds to the reported movement; source: Arkham Intelligence. Large exchange inflows are commonly tracked by traders as a proxy for potential sell-side liquidity and short-term volatility in ETH markets; source: CryptoQuant Exchange Inflows metric documentation.

According to @ai_9684xtpa, address 0x909...82b15 deposited 1.5 million USDC to Hyperliquid as margin about 2 hours ago, source: @ai_9684xtpa; hyperbot.network/trader/0x90924bD2a82c481170e98051196a5bDE02d82b15. The address then opened long positions across BTC, SOL, HYPE, DOGE, ENA, ASTER, PUMP, BONK, AAVE, and STBL, bringing total position value to $14.35 million, source: @ai_9684xtpa; hyperbot.network/trader/0x90924bD2a82c481170e98051196a5bDE02d82b15. Current unrealized PnL is near $20,000, indicating the positions were initiated recently, source: @ai_9684xtpa; hyperbot.network/trader/0x90924bD2a82c481170e98051196a5bDE02d82b15. Based on the reported margin and notional, implied gross leverage is approximately 9.6x (14.35M/1.5M), and a 1% move across the basket would translate to roughly $143,500 PnL swing, calculation based on data from @ai_9684xtpa and hyperbot.network/trader/0x90924bD2a82c481170e98051196a5bDE02d82b15.

According to the source, the LONGITUDE event in Singapore will host a crypto infrastructure panel featuring Stani Kulechov, founder of Aave (AAVE). According to the source, the announcement did not include date, time, or agenda details. According to Aave's official website, Aave is a decentralized lending protocol and AAVE is its governance token. According to the source, only speaker participation was disclosed; traders should wait for official agendas or product updates before assessing potential impact on AAVE market activity.

According to @EmberCN, Aave founder Stani Kulechov transferred 4,000,000 ENA (about $2.38M) roughly six hours before the post to a Galaxy Digital institutional platform address, with the on-chain reference provided via Arkham Intelligence at intel.arkm.com/explorer/address/0xe705b1D26B85c9F9f91A3690079D336295F14F08, source: @EmberCN; Arkham Intelligence. @EmberCN states that Kulechov is an Ethena investor and that these ENA tokens originated from his Ethena vesting wallet unlock, source: @EmberCN. The post characterizes the move as a possible sale rather than a confirmed execution, so the only verified fact is the transfer to a Galaxy Digital–associated address as cited, source: @EmberCN; Arkham Intelligence.

According to @EmberCN, approximately 100,000 ETH was transferred to address 0xc6badce2f5e10db90d74dbe023768259ec4699c7 and deposited into Aave, source: X post by @EmberCN on Sep 26, 2025 and Debank debank.com/profile/0xc6badce2f5e10db90d74dbe023768259ec4699c7. According to @EmberCN, the same address received another 100,000 ETH about one hour earlier from a wallet the author suggests may be linked to Bitfinex, then deposited into Aave to borrow 1,000,000 USDT which was subsequently sent to Plasma, source: X post by @EmberCN on Sep 26, 2025 and Debank debank.com/profile/0xc6badce2f5e10db90d74dbe023768259ec4699c7. According to @EmberCN, it is unclear whether the ETH involved are user assets or Bitfinex’s own holdings, and the author notes that Bitfinex is an investor in Plasma, source: X post by @EmberCN on Sep 26, 2025.

According to @ai_9684xtpa, wallet 0x4F12b217Aa59E6D3e1f91ca2dC96f9543576618B sold approximately $4.84 million worth of WBTC and $2.838 million of AAVE about three hours ago, signaling an exit from BTC and AAVE exposure. Source: @ai_9684xtpa on X x.com/ai_9684xtpa/status/1971474512039608699; hypurrscan.io/address/0x4F12b217Aa59E6D3e1f91ca2dC96f9543576618B The same wallet then deposited 4.692 million USDC into Hyperliquid and purchased 101,000 HYPE for about $4.25 million, implying an average fill near $42.1 per HYPE. Source: @ai_9684xtpa on X x.com/ai_9684xtpa/status/1971474512039608699; hypurrscan.io/address/0x4F12b217Aa59E6D3e1f91ca2dC96f9543576618B The author frames this as a rotation into the Perp DEX narrative and notes the wallet previously showed a bearish bias on ASTER with three short positions. Source: @ai_9684xtpa on X x.com/ai_9684xtpa/status/1971474512039608699 These on-chain flows concentrate the wallet’s exposure into HYPE on Hyperliquid, a trading-relevant shift for monitoring HYPE liquidity and momentum amid the Perp DEX trend. Source: @ai_9684xtpa on X x.com/ai_9684xtpa/status/1971474512039608699; hypurrscan.io/address/0x4F12b217Aa59E6D3e1f91ca2dC96f9543576618B

According to @lookonchain, Arthur Hayes purchased 1,630 AAVE valued at approximately $442,000 at the time of the post. Source: https://twitter.com/lookonchain/status/1970471514068975859 The transaction is tied to wallet address 0x6cd66dbdfe289ab83d7311b668ada83a12447e21 as referenced by the on-chain link shared by @lookonchain, enabling verification of token movements. Source: https://etherscan.io/address/0x6cd66dbdfe289ab83d7311b668ada83a12447e21#tokentxns The implied average cost is roughly $271.8 per AAVE based on the $442,000 total cited by @lookonchain, which can be used as a near-term reference level by traders. Source: https://twitter.com/lookonchain/status/1970471514068975859 Traders monitoring AAVE can track subsequent inflows or outflows from wallet 0x6cd66dbdfe289ab83d7311b668ada83a12447e21 on Etherscan to assess potential supply dynamics. Source: https://etherscan.io/address/0x6cd66dbdfe289ab83d7311b668ada83a12447e21#tokentxns

According to @lookonchain, Arthur Hayes (@CryptoHayes) spent 374,999 USDC to buy 1,630 AAVE at about $230 on Sep 23, 2025, source: @lookonchain on X. The transaction is visible on Etherscan at address 0x6cd66dbdfe289ab83d7311b668ada83a12447e21 under token transfers, source: Etherscan (etherscan.io/address/0x6cd66dbdfe289ab83d7311b668ada83a12447e21#tokentxns). This records an on-chain cost basis near $230 per AAVE for that wallet, and the address can be monitored for subsequent flows to gauge positioning changes, source: @lookonchain and Etherscan.

According to @ai_9684xtpa, a wallet linked to Trend Research associated with 了得资本 redeemed 16,800 ETH from Aave and deposited the same amount to Binance within minutes, valued at approximately 72.88 million dollars at the time. Source: X post by @ai_9684xtpa on 2025-09-22; Arkham address intel.arkm.com/explorer/address/0x90013e5fDd23ef161fb4154cfb239Cb2a904b53b. The wallet 0x90013e5fDd23ef161fb4154cfb239Cb2a904b53b is now nearly emptied, currently holding about 214.8 ETH after the transfer. Source: X post by @ai_9684xtpa; Arkham address intel.arkm.com/explorer/address/0x90013e5fDd23ef161fb4154cfb239Cb2a904b53b. These on-chain flows and balances can be verified directly on Arkham, with the activity also referenced in the X post by @ai_9684xtpa. Source: Arkham address intel.arkm.com/explorer/address/0x90013e5fDd23ef161fb4154cfb239Cb2a904b53b; X post by @ai_9684xtpa.

According to @MilkRoadDaily, Aave now has $30.5B in outstanding loans, while the next largest protocol, Morpho, has $4.3B. Source: @MilkRoadDaily on X, Sep 19, 2025. The roughly $26.2B gap exceeds the entire DeFi lending market size a year ago as stated by the source. Source: @MilkRoadDaily on X, Sep 19, 2025. For traders, this concentration makes Aave the primary venue for on-chain borrow-rate discovery; monitoring utilization, borrow APYs, and liquidation metrics on Aave can inform risk and pricing decisions. Source: Aave Protocol documentation on utilization-based interest rate model.

According to @MilkRoadDaily, Aave’s outstanding loans have reached $30.5B, placing it at the top of DeFi lending by active credit exposure. According to @MilkRoadDaily, Morpho stands at $4.3B, implying a $26.2B gap between Aave and the next largest protocol. According to @MilkRoadDaily, that gap alone is larger than the entire DeFi lending market a year ago. Based on @MilkRoadDaily figures, Aave’s loan book is roughly 7.1 times Morpho’s ($30.5B vs $4.3B), a scale traders can use to gauge relative liquidity depth and borrowing conditions for AAVE-linked markets.

According to @OnchainDataNerd, around nine hours after a rate cut, a whale acquired 25,000 ETH (about 108.2 million USD) via Wintermute and supplied the entire amount to Aave; address: intel.arkm.com/explorer/address/0xd8d041705735cd770408AD31F883448851F2C39d. Source: @OnchainDataNerd on X; Arkham Intelligence. On Aave, deposits increase pool liquidity and influence supply and borrow rates per the protocol’s interest rate model, making this transaction relevant for DeFi funding dynamics. Source: Aave Docs https://docs.aave.com/faq/

According to @lookonchain, Trend Research borrowed 88M USDT on Aave within the past two hours, deposited it to Binance, and then withdrew 9,377 ETH (about $41.37M), indicating a buyback at a higher price. Source: @lookonchain on X, Sep 11, 2025. Two months earlier, the entity sold 79,470 ETH for roughly $250M at an average price of $3,145, marking a reversal in its on-chain flows and exchange activity. Source: @lookonchain on X, Sep 11, 2025.

According to @ai_9684xtpa, wallet 0xC26...7869C borrowed 11 million USDT from Aave about 9 hours ago and bought 2,502 ETH on-chain at an average price of $4,396.5, source: @ai_9684xtpa on X. The address currently shows 10,345 ETH posted as collateral and approximately $20.08 million in stablecoins borrowed with a health factor of 1.84, source: DeBank profile for the address as referenced by @ai_9684xtpa. This activity indicates a leveraged long ETH position by the wallet based on the Aave borrow and subsequent ETH purchases, source: @ai_9684xtpa and DeBank wallet metrics.

According to Lex Sokolin, Aave is managing about $28 billion in on-chain assets, underscoring substantial liquidity available for lending and borrowing on the protocol (source: Lex Sokolin on X, Sep 8, 2025). Higher on-chain assets typically translate into deeper liquidity and utilization-driven interest rate dynamics across Aave markets such as ETH and major stablecoins, which are key variables for carry and basis strategies (source: Aave Protocol Documentation). Key variables for assessing Aave trading conditions include utilization, reserve factor interest flows to the protocol treasury, and liquidation activity as defined by the protocol design (source: Aave Protocol Documentation).

According to @lookonchain, citing Arkham Intelligence’s address explorer, a wallet labeled as related to Metalpha withdrew 11,500 ETH worth about $49.34 million from Aave and deposited it to Binance on Sep 8, 2025 (source: @lookonchain, Arkham Intelligence). Traders monitor such exchange inflows because they have historically aligned with increased sell-side liquidity and near-term volatility in ETH order books (source: CryptoQuant research, Glassnode on-chain reports).

According to @Celo, Aave integrated Self Protocol, enabling users who verify their humanity with Self’s zero-knowledge proofs to double their yield on Aave’s USDT and WETH pools via incentives funded by the Stabila Foundation, source: @Celo.

According to @EmberCN, an entity accumulated approximately 191,000 AAVE (about $61.03M) across multiple centralized exchanges over the past three weeks (source: @EmberCN on X, Sep 4, 2025). Over the last four days, 128,905 AAVE (about $40.83M) were withdrawn from exchanges including Binance and OKX, with the most recent withdrawal occurring roughly 30 minutes before the post (source: @EmberCN on X, Sep 4, 2025). The activity is tied to address 0xF436ADa6B8f4d235BA806f44B22Fa4ee115c9BC2 on Arkham Intelligence: intel.arkm.com/explorer/address/0xF436ADa6B8f4d235BA806f44B22Fa4ee115c9BC2 (source: Arkham Intelligence, as cited by @EmberCN). The author indicates the buyer may be an institution and notes the post is sponsored by Bitget (source: @EmberCN on X, Sep 4, 2025).

According to @lookonchain, wallet 0x3737 sold 388.72B PEPE for $3.84M and 75,413 PENDLE for $355K over the past 16 hours, then bought 4,831 AAVE for $1.58M and 3.09M ENA for $2.25M; on-chain transaction details are shown in their post. source: @lookonchain Based on these figures, implied average execution prices were approximately $0.00000988 per PEPE, $4.71 per PENDLE, $327.2 per AAVE, and $0.728 per ENA. source: @lookonchain By value, this totals about $4.20M in sales versus $3.83M in purchases, implying roughly $0.37M in net unallocated capital within the reported trades; approximately 91.5% of the sales were PEPE and about 58.7% of the buys were ENA. source: @lookonchain