According to @EmberCN, a whale holding an ETH-collateralized loan on Spark began stop-loss selling around $2,050 and sold 27,800 ETH to repay about $44.14 million in U stablecoin debt. According to @EmberCN, after the unwind the position still holds 9,810 ETH (about $18.66 million) on Spark with $12.83 million in DAI debt, and the liquidation price has moved down from $1,800 to $1,560.

According to @ai_9684xtpa, ETH has broken below $2,000 and a tracked account known as Yi Boss has a liquidation zone between $1,574.6 and $1,681.49, while Trend Research would need to sell about 320,000 ETH to fully close leverage, highlighting potential localized sell pressure near that band for ETH traders (source: @ai_9684xtpa on X). The post also notes BTC fell from 98k to 70k in 22 days with ETH dropping about $1,300 in tandem, and shares a free tutorial tool for quickly checking DeFi lending liquidation prices to monitor on-chain liquidation risk levels (source: @ai_9684xtpa on X).

According to @ai_9684xtpa, Trend Research sent 45,000 ETH to Binance today, bringing total deposits since Feb 1 to 118,589.05 ETH and reducing holdings by 17.9% from a 661,272.65 ETH peak (source: @ai_9684xtpa on X). According to @ai_9684xtpa, six ETH-collateralized wallets face liquidation without added collateral or deleveraging if price falls into the $1,685.63 - $1,855.16 band, with wallet-level triggers at $1,791.06, $1,807.05, $1,808.10, $1,781.06, $1,855.16, and $1,685.63 (source: @ai_9684xtpa on X). According to @ai_9684xtpa, the largest wallets include 145,850 ETH backing roughly $216 million in stablecoin debt and 114,899 ETH backing about $172 million, marking concentrated on-chain liquidation bands traders can monitor for potential forced selling risk if those levels are reached (source: @ai_9684xtpa on X).

According to @EmberCN, Trend Research sold 53,589 ETH for about 123 million USD and withdrew 121 million USDT from Binance to repay debt. Source: @EmberCN. The post states their ETH borrowing position liquidation price has been lowered to around 1,810. Source: @EmberCN. They still hold about 598,000 ETH valued near 1.33 billion USD with an average cost of 3,180, reflecting total losses of roughly 613 million USD, including 47.42 million realized and 565 million unrealized. Source: @EmberCN.

According to @EmberCN, Trend Research holds up to 651,300 ETH via borrowing leverage, valued around 1.92 billion dollars. According to @EmberCN, another whale known as 7 Siblings holds 596,800 ETH via leverage, valued around 1.765 billion dollars. According to @EmberCN, 7 Siblings typically buys ETH after major drawdowns. According to @EmberCN, 7 Siblings deposited 596,800 ETH across eight addresses into the Spark protocol as part of this leveraged setup.

According to @lookonchain, Trend Research borrowed 30M USDT from Aave to buy 9,939 ETH, then deposited the purchased ETH into Aave and borrowed another 20M USDT that was sent to Binance, likely for additional ETH purchases. According to @lookonchain, the transactions indicate a leverage-based ETH accumulation loop using Aave collateral and centralized exchange liquidity. According to @lookonchain citing Arkham Intelligence, Trend Research now holds 636,819 ETH on-chain.

According to @hamster_kombat, Alphabet reached a $4 trillion market value on AI momentum, putting a spotlight on AI-linked narratives in digital assets and prompting traders to monitor liquidity and volatility in risk-on crypto pairs for potential follow-through; source: @hamster_kombat on X, Jan 13, 2026. According to @hamster_kombat, World Liberty Financial launched a new crypto lending platform, directing attention to DeFi lending benchmarks and stablecoin funding rates to gauge shifts in on-chain borrowing demand; source: @hamster_kombat on X, Jan 13, 2026. According to @hamster_kombat, Donald Trump said he will not pardon Sam Bankman-Fried, underscoring ongoing legal and regulatory overhang that traders track for headline risk around FTX-related developments and exchange compliance narratives; source: @hamster_kombat on X, Jan 13, 2026.

According to @LexSokolin, uncollateralized DeFi currently mirrors traditional finance but could evolve into AI-driven credit where agents underwrite loans in milliseconds, predictive models replace collateral, and behavioral economics executes on-chain, source: Lex Sokolin on Twitter, Dec 20, 2025. For traders, this thesis highlights on-chain credit and AI-in-DeFi infrastructure as areas to monitor as the primitive exists and enabling infrastructure is coming, source: Lex Sokolin on Twitter, Dec 20, 2025.

According to @EmberCN, Multicoin Capital bought 60,000 AAVE about 4 hours ago through Galaxy Digital OTC for about 10.68 million USD (source: @EmberCN). Over the past one and a half months, the firm accumulated 338,000 AAVE totaling about 60.46 million USD at a 219 USD average cost, showing an unrealized loss of about 13.5 million USD (source: @EmberCN). The purchases included 210,000 AAVE at 244 USD after the October 11 sell-off and 61,637 AAVE for about 10.94 million USD on November 25 (source: @EmberCN).

According to @EmberCN, a large AAVE holder who was partially liquidated during the 10/11 crash repurchased 24,000 AAVE for 4,000,000 USDC today and now holds 276,000 AAVE at a $165 average cost, source: @EmberCN. The same address accumulated 284,000 AAVE over the past two years via looping loans at an average entry of $165, source: @EmberCN. During the 10/11 wick, 32,000 AAVE were liquidated at $101, totaling approximately $3.22 million, source: @EmberCN. The implied buyback execution price is about $166.7 per AAVE based on 4,000,000 USDC divided by 24,000 AAVE, calculated from figures reported by @EmberCN. Address reference: debank.com/profile/0x372cae7fa19b81a9786a9081704ea1e2dad576b7, source: @EmberCN and Debank profile. Key reference levels for traders are $165 as the reported average cost and $101 as the reported liquidation price, source: @EmberCN. The post also tags #OKX, source: @EmberCN.

According to @stonecoldpat0, traders are asking why Aave has dominated on-chain lending; as of October 2024, Aave’s TVL was over $10B versus roughly $2B for Compound, highlighting a persistent market share gap, source: DeFiLlama. A key driver is Aave v3’s E-Mode, which raises LTVs for highly correlated assets like stETH/ETH to boost capital efficiency and borrowing activity, source: Aave v3 documentation (E-Mode). Aave’s Isolation Mode enables listing of more collateral while capping risk per asset, attracting broader integrations and deposits without compromising systemic safety, source: Aave v3 documentation (Isolation Mode). Multi-chain expansion across major L2s and the Portal feature for cross-chain liquidity have widened Aave’s liquidity funnel relative to Compound, source: Aave v3 documentation and Aave Portal documentation. Additional fee lines from flash loans and the GHO stablecoin strengthen Aave DAO revenues and liquidity stickiness, supporting utilization and market depth, source: Aave Flash Loans documentation and Aave GHO documentation. By contrast, Compound v3 concentrates each market on a single borrow asset (commonly USDC) with slimmer collateral menus, reducing strategy surface area and cross-asset leverage relative to Aave, which has limited TVL expansion despite efficiency gains, source: Compound v3 documentation. For trading, track Aave fee flows, Safety Module staking, and GHO circulation as activity proxies, and watch Compound’s USDC utilization and reserves as gauges for parameter-driven dynamics affecting COMP governance outcomes, source: Aave Safety Module documentation, Aave GHO documentation, and Compound Protocol documentation.

According to @stonecoldpat0, there is a call for an infographic that explains collateralized lending for protocols like Aave (AAVE) and Compound (COMP) with the same clarity as popular AMM diagrams, reflecting user interest in clearer visual tools for DeFi borrowing and lending (source: @stonecoldpat0 on X).

According to @kwok_phil, a crypto-backed loan can be structured with no maturity, allowing the borrower to keep the crypto collateral and sustainably draw cash so long as the asset’s annual appreciation exceeds the interest owed, creating a positive carry spread, source: @kwok_phil. For traders, this outlines a carry-based approach where the viability hinges on the appreciation-minus-interest spread remaining positive each year to live off borrowed funds without repaying principal, source: @kwok_phil.

According to @Celo, DeFi Deep Dive is highlighting Aave v3 on the Celo network, with Celo Markets having launched on Aave in March and expanding access to DeFi for millions globally, source: @Celo. According to @Celo, the thread focuses on how Celo's community is using Aave, source: @Celo.

According to @binance, DeFi is transforming finance across four verticals: lending, DAOs, stablecoins, and gaming, source: @binance post dated Nov 9, 2025. The @binance post is an overview and does not provide specific tokens, performance data, or timelines, limiting direct trading signals, source: @binance post dated Nov 9, 2025.

According to @OnchainLens, roughly two hours before the report, address 0xb16c60e0a93b73cd96bca5b0811715146b3f6fb4 linked to @theunipcs supplied 1,737,000 ASTER (about $3.34M) on Euler Finance and borrowed $1.03M USDT, then transferred the USDT to a new wallet (source: @OnchainLens; data: @nansen_ai). According to @OnchainLens, the borrower is still holding the USDT with no additional on-chain activity observed at the time noted (source: @OnchainLens; data: @nansen_ai). For trade monitoring, track address 0xb16c60e0a93b73cd96bca5b0811715146b3f6fb4 and the Euler position for any changes in collateral or debt as flagged by @OnchainLens (source: @OnchainLens; data: @nansen_ai).

According to the source, Crypto.com has partnered with Morpho and Cronos to integrate DeFi lending on the Cronos blockchain, enabling stablecoin yields on wrapped BTC and ETH (source: social media report). Independent confirmation from Crypto.com, Morpho, or Cronos has not been published at the time of writing; traders should await an official announcement before positioning (source: official company channels). If confirmed, watch for a TVL uptick on Cronos, CRO spot and perp volume changes, and any on-chain growth in wBTC/wETH supplies that could tighten basis and influence BTC and ETH funding on Cronos-linked venues (source: on-chain analytics dashboards and exchange data once released).

According to Paolo Ardoino, Tether's Wallet Development Kit (WDK) Template Wallet is built 100% on WDK with encapsulated reusable UI components, is fully non-custodial with multiple seed backup strategies, runs across mobile and desktop platforms, is security audited, and implements USDT, USDT0 and DeFi primitives including lending and swapping. Source: Paolo Ardoino on X, Sep 29, 2025. He stated the code will be open-sourced soon and can be cloned, customized, built, and released by teams to their communities, with the Template Wallet implementing on-chain lending and swapping for USDT. Source: Paolo Ardoino on X, Sep 29, 2025. Ardoino added that WDK will be the building block for billions of wallets. Source: Paolo Ardoino on X, Sep 29, 2025.

According to @paoloardoino, Tether’s Wallet Development Kit (WDK) Template Wallet is built entirely on WDK with encapsulated reusable UI components, is planned to be open-sourced, and has undergone a security audit. source: https://twitter.com/paoloardoino/status/1972656691545006345 It is fully non-custodial with multiple seed backup strategies, available on both mobile and desktop platforms, and implements USDT, USDT0, and comprehensive DeFi primitives such as lending and swapping. source: https://twitter.com/paoloardoino/status/1972656691545006345 The toolkit is presented as clone-and-customize infrastructure for communities and positioned as a building block for large-scale wallet deployments, directly aligning with USDT-focused DeFi trading workflows. source: https://twitter.com/paoloardoino/status/1972656691545006345

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.