According to Lookonchain, wallet 0x72F8 deposited all 16.86M ENA into Coinbase Prime, with the activity reported on Dec 23, 2025. Source: https://twitter.com/lookonchain/status/2003299368506712186 According to Lookonchain, these ENA tokens were accumulated about a year ago around $1.10 for a total cost of $18.53M and are now valued near $3.51M, implying a loss exceeding $15M (-81%). Source: https://twitter.com/lookonchain/status/2003299368506712186 The address history and related transaction details for 0x72F8, including exchange deposit traces, can be reviewed via Arkham Intelligence’s address page for verification. Source: https://intel.arkm.com/explorer/address/0x72F8a6947EbE59862c79a715cab9669A0aC97e6e

According to @ai_9684xtpa, address 0x72F8a6947EbE59862c79a715cab9669A0aC97e6e accumulated 16.85M ENA in Dec 2024 at an average price of $1.099, totaling about $18.52M, source: @ai_9684xtpa on X; Arkham address intel for 0x72F8a6947EbE59862c79a715cab9669A0aC97e6e. According to @ai_9684xtpa, the wallet deposited its entire ENA balance to Coinbase about 7 hours before the post; at a referenced price of $0.2079, a full sale would realize roughly a $15.02M loss, source: @ai_9684xtpa on X. According to @ai_9684xtpa, the on-chain activity and deposit destination are documented via Arkham’s address explorer for 0x72F8a6947EbE59862c79a715cab9669A0aC97e6e, source: @ai_9684xtpa on X; Arkham address intel.

According to @OnchainLens, Ethena Labs transferred 23.3M ENA worth about $4.74M to FalconX roughly 9 hours ago, citing Nansen data. According to @OnchainLens, the originating wallet still holds 123.4M ENA valued near $25M at address 0xf0465df588906d820f831970262bdcca0f2b3e2d, based on Nansen data. According to @OnchainLens, the transfer was described as likely to sell, as reported with Nansen data.

According to @OnchainLens, Ethena withdrew 1.59B ENA valued at $443.33M from Coinbase Prime to address 0xB805Ef84dd9c7DE96D8Fe79C1B6F2cA52E890936, based on Nansen on-chain data (source: Onchain Lens; data: Nansen). The figures imply an approximate transfer valuation of $0.279 per ENA derived from the reported totals (source: Onchain Lens; data: Nansen). The disclosed destination address provides a concrete reference for tracking subsequent ENA flows relevant to exchange liquidity monitoring (source: Onchain Lens; data: Nansen).

According to Lookonchain, Arthur Hayes bought 873,671 ENA at $0.281 in the past hour, spending about $245,000. Source: Lookonchain on X, Nov 27, 2025. Lookonchain also reports he sold 5.02 million ENA at $0.275 for roughly $1.38 million two weeks ago. Source: Lookonchain on X, Nov 27, 2025. Based on those Lookonchain figures, the new buy price is about 2.2% higher than the earlier sale price, and the buyback size equals roughly 17.4% of the previously sold amount. Source: Lookonchain on X, Nov 27, 2025. For traders, these on-chain prints define near-term reference levels around $0.275 to $0.281 for ENA liquidity mapping and risk placement. Source: Lookonchain on X, Nov 27, 2025.