According to @OnchainDataNerd, in the last 24 hours Arthur Hayes withdrew 9.68M ENA (about $1.97M), 1.06M ETHFI (about $735k), 441k LDO (about $260k), and 2.774M PENDLE (about $515k) on-chain, source: @OnchainDataNerd on X, Dec 31 2025, post 2006328282783023414. According to @OnchainDataNerd, Bitmine withdrew 32,938 ETH (about $97.6M) from FalconX, source: @OnchainDataNerd on X, Dec 31 2025, post 2006328282783023414. According to @OnchainDataNerd, the referenced addresses were shared at https://t.co/DW5p7OM7dZ and https://t.co/fXAVaARN4I for verification, source: @OnchainDataNerd on X, Dec 31 2025, post 2006328282783023414.

According to @lookonchain, Arthur Hayes’s tracked wallet bought 4.86M ENA worth about $986K and 697,851 ETHFI worth about $485K, with attribution via Arkham’s Arthur Hayes entity page; source: x.com/lookonchain/status/2006291267182018726 and intel.arkm.com/explorer/entity/arthur-hayes. According to @lookonchain, over the past two weeks the same address sold 1,871 ETH worth about $5.53M and then bought 961,113 PENDLE worth about $1.75M, 2.3M LDO worth about $1.29M, 6.05M ENA worth about $1.24M, and 491,401 ETHFI worth about $343K, indicating continued accumulation of DeFi tokens; source: x.com/lookonchain/status/2006194094331290009 and intel.arkm.com/explorer/entity/arthur-hayes.

According to @lookonchain, over the past 2 weeks Arthur Hayes sold 1,871 ETH (about $5.53M) and bought 961,113 PENDLE ($1.75M), 2.3M LDO ($1.29M), 6.05M ENA ($1.24M), and 491,401 ETHFI ($343K), for total reported DeFi purchases of roughly $4.62M (source: Lookonchain post on X, Dec 31, 2025). The wallet attribution to Arthur Hayes is listed on Arkham Intel’s entity page for Arthur Hayes (source: Arkham Intel entity page).

According to @OnchainLens, Arthur Hayes (@CryptoHayes) withdrew 4,826,944 ENA (~$984.82K), 274,127 PENDLE (~$515.83K), 440,832 LDO (~$260.22K), and 358,671 ETHFI (~$250.34K) on Dec 31, 2025. According to @OnchainLens, the movements are attributed to Ethereum address 0x6cd66dbdfe289ab83d7311b668ada83a12447e21. According to @OnchainLens, the reported withdrawals total approximately $2.01 million based on the provided USD values.

According to Lookonchain, the total stablecoin market cap fell by 977 million dollars during Dec 22-28, 2025, and DEX activity weakened. source: Lookonchain on X, Dec 29, 2025 Institutions increased BTC holdings by 1,550.84 BTC worth about 135.93 million dollars across five companies last week. source: Lookonchain on X, Dec 29, 2025 Large buyers accumulated over 136,000 ETH, including Bitmine buying 44,463 ETH and Trend Research buying 92,415 ETH. source: Lookonchain on X, Dec 29, 2025; Arkham Intel Trend Research entity Bitmine now holds 4,110,525 ETH valued at roughly 12.02 billion dollars. source: Lookonchain on X, Dec 29, 2025 Flows attributed to Arthur Hayes show ETH sold to buy LDO, PENDLE, and ENA. source: Lookonchain on X, Dec 29, 2025; Arkham Intel Arthur Hayes entity

According to @ai_9684xtpa, since Dec 20 Arthur Hayes shifted from ETH into DeFi tokens and cumulatively withdrew approximately $2.52 million from exchanges, referencing Arkham Intelligence wallet data for the Arthur Hayes entity, which traders often track for whale flows; source: https://twitter.com/ai_9684xtpa/status/2004550896852590734 and https://intel.arkm.com/explorer/entity/arthur-hayes. The reported allocations are 687,000 PENDLE valued at $1.232 million, 1.85 million LDO valued at $1.03 million, and 1.22 million ENA valued at $257,000, with PENDLE representing 48.9% of the disclosed portfolio, indicating a heavy tilt toward PENDLE among the DeFi holdings; source: https://twitter.com/ai_9684xtpa/status/2004550896852590734 and https://intel.arkm.com/explorer/entity/arthur-hayes. The original post notes it is sponsored by Gate Exchange, and provides the Arkham Intel link for direct on-chain verification, which traders can use to monitor subsequent movements and potential exchange inflows or outflows; source: https://twitter.com/ai_9684xtpa/status/2004550896852590734 and https://intel.arkm.com/explorer/entity/arthur-hayes.

According to @lookonchain, Arthur Hayes (@CryptoHayes) purchased another 549,868 PENDLE for approximately $973,000 on Dec 26, 2025, with the transaction flagged via on-chain tracking; source: x.com/lookonchain/status/2004517108361879835, intel.arkm.com/explorer/entity/arthur-hayes. @lookonchain also reported an earlier buy of 1,855,000 LDO worth about $1.03 million attributed to the same entity, with attribution and flows viewable on Arkham Intelligence; source: x.com/lookonchain/status/2003724771184517144, intel.arkm.com/explorer/entity/arthur-hayes. For trading, the wallet-level inflows identify concentrated demand in PENDLE and LDO that market participants actively monitor via whale-tracking feeds to gauge flow-driven setups; source: x.com/lookonchain, intel.arkm.com/explorer/entity/arthur-hayes.

According to @lookonchain, Arthur Hayes bought 1.855 million LDO valued at about 1.03 million dollars, citing Arkham Intelligence entity data. According to @lookonchain, he also deposited another 682 ETH, about 2 million dollars, to Binance to sell and rotate into high-quality DeFi tokens. According to @lookonchain, over the past week he sold a total of 1,871 ETH, about 5.53 million dollars, and purchased 1.22 million ENA, about 257.5 thousand dollars, 137,117 PENDLE, about 259 thousand dollars, and 132,730 ETHFI, about 93 thousand dollars, based on Arkham Intelligence data referenced by @lookonchain.

According to @santimentfeed, the top Ethereum ecosystem coins by filtered GitHub development activity this month are LINK, SNT, ETH, MANA, INXT, HOT, LDO, CRV, LPT, and GRT, with all showing upward positioning versus last month, source: Santiment on X, Dec 8, 2025. According to @santimentfeed, development activity is measured via Santiment’s methodology that filters notable commits to avoid noise and is presented as a signal useful for crypto trading, source: Santiment Medium methodology article. According to @santimentfeed, traders can monitor the live ETH-based project watchlist to track momentum changes in development activity across these ERC-20 and ETH-associated projects, source: Santiment app watchlist. According to @santimentfeed, the rankings highlight LINK at #1, SNT at #2, and ETH at #3, signaling strong builder engagement in oracle, messenger, and base-layer categories relevant to liquidity and infrastructure narratives, source: Santiment on X, Dec 8, 2025. According to @santimentfeed, this metric reflects developer progress rather than price performance and is intended as a fundamental activity indicator for risk assessment and discovery, source: Santiment Medium methodology article.

According to @OnchainLens, a whale or institution moved 6.2M LDO worth approximately 3.6M dollars to Binance after 1 to 2 years of dormancy, implying an unrealized loss of about 6.26M dollars versus a 9.86M dollar cost basis sourced from an Anchorage Digital custodian wallet; one reported address is 0x4df669c19a622c6980f5634e2a1d771d626dee09 (source: @OnchainLens). According to Glassnode research, large exchange inflows frequently coincide with higher sell side liquidity, making such whale deposits a tactically bearish signal that traders often monitor in the short term for LDO order books and liquidity depth (source: Glassnode). According to CryptoQuant, tracking exchange reserves and subsequent on-chain outflows helps assess whether inflows convert into actual selling, so traders can watch LDO exchange balances and spot volumes on Binance for confirmation or invalidation of sell pressure risk (source: CryptoQuant).

According to @lookonchain, Arthur Hayes sold another 320,000 LDO for approximately $227,000 on Nov 19, 2025, with the alert referencing Arkham Intelligence’s entity page for the on-chain source. Based on those figures, the transaction implies an average execution price near $0.71 per LDO, calculated from the amounts reported by @lookonchain. @lookonchain characterizes this as an additional sale and points to the Arkham Intelligence entity link for tracking the same wallet’s subsequent movements, citing Arkham Intelligence as the source.

According to @EmberCN on X, Arthur Hayes sold 700 ETH valued at $2.22 million and 320,000 LDO valued at $240,000 through B2C2 and Wintermute, with the counterparties specified in the source post. According to @EmberCN, cumulative sales since yesterday reached $7.42 million across ETH, ENA, LDO, AAVE, UNI and ETHFI via multiple institutional business platforms. According to Arkham Intelligence, the wallet referenced is 0x6cd66DbdFe289ab83d7311B668ADA83A12447e21 on the Arkham explorer. According to @EmberCN, no additional pricing impact details were provided in the post, and the update focuses on the volumes, tokens and venues involved.

According to @OnchainLens, Arthur (@CryptoHayes) transferred 320,000 LDO worth 239K to Wintermute from address 0x6cd66dbdfe289ab83d7311b668ada83a12447e21, source: @OnchainLens. Over the past 2 days, the same address sold approximately $7.4 million worth of ETH, ENA, LDO, AAVE, UNI, and ETHFI, source: @OnchainLens. These sales span both major assets and DeFi tokens, and the address to monitor is 0x6cd66dbdfe289ab83d7311b668ada83a12447e21, source: @OnchainLens.

According to @EmberCN, the address 0x6cd66DbdFe289ab83d7311B668ADA83A12447e21 attributed to Arthur Hayes moved additional ETH, ENA, LDO, AAVE, and UNI to FalconX and Cumberland about one hour before the post, citing on-chain labels and activity (source: @EmberCN on X; source: Arkham Intelligence explorer for address 0x6cd66DbdFe289ab83d7311B668ADA83A12447e21). According to @EmberCN, approximately 4.96 million dollars of assets were likely sold OTC across institutional platforms today, including 780 ETH about 2.48 million dollars, 5.024 million ENA about 1.38 million dollars, 640 thousand LDO about 0.48 million dollars, 1,630 AAVE about 0.29 million dollars, 28 thousand UNI about 0.21 million dollars, and 132 thousand ETHFI about 0.12 million dollars (source: @EmberCN on X). Arkham Intelligence shows recent outbound transfers from the cited address to entities labeled FalconX and Cumberland, aligning with the movements described by @EmberCN (source: Arkham Intelligence explorer for address 0x6cd66DbdFe289ab83d7311B668ADA83A12447e21).

According to @OnchainLens, Arthur Hayes transferred 260 ETH (~$820K), 2.4M ENA (~$657K), 640,000 LDO (~$480K), 28,670 UNI (~$211K), and 1,630 AAVE (~$290K) to Cumberland from address 0x6cd66dbdfe289ab83d7311b668ada83a12447e21, with figures based on Nansen on-chain data (source: @OnchainLens; data: @nansen_ai). @OnchainLens characterized the move as likely to sell, citing Nansen as the data source (source: @OnchainLens; data: @nansen_ai). @OnchainLens also noted this was a further tranche of tokens sent to Cumberland (source: @OnchainLens).

According to @lookonchain, Arthur Hayes sold 260 ETH about 820,000 USD, 2.4M ENA about 651,000 USD, 640,000 LDO about 480,000 USD, 1,630 AAVE about 289,000 USD, and 28,670 UNI about 209,000 USD in recent transactions posted on X on Nov 16, 2025, source: @lookonchain. Based on these figures, the combined notional sold is roughly 2.45 million USD, source: @lookonchain. The sales span majors and DeFi tokens including ETH ENA LDO AAVE UNI and were characterized as heavy dumping by the tracker, source: @lookonchain. Traders monitoring whale flows can reference the cited X post for precise sizes and timing of the offloads, source: @lookonchain.

According to @EmberCN, BitMEX co-founder @CryptoHayes moved 520 ETH (~$1.66M), 2.624M ENA (~$0.73M) and 132,000 ETHFI (~$0.12M) about five hours ago to Flowdesk, FalconX and Wintermute, and also sent a 10 LDO test transfer to FalconX about 50 minutes earlier. Source: @EmberCN. The post provides an Arkham Intelligence wallet link and interprets these transfers as potential selling that could pressure ETH, ENA, ETHFI and possibly LDO in the near term, while noting Hayes has recently been vocal about ZEC. Source: @EmberCN.

According to @PANewsCN, Arkham data shows Justin Sun withdrew 45,000 ETH valued at 154.5 million dollars from Aave and deposited it into Lido for staking this morning, source: Arkham Intelligence via PANews. Arkham further reports the publicly tagged wallet associated with Justin Sun now holds about 534 million dollars in ETH, surpassing his TRX holdings of roughly 519 million dollars, source: Arkham Intelligence via PANews. This single transfer adds 45,000 ETH to Lido deposits and removes the same amount from Aave from this address, directly affecting on-chain liquidity profiles for ETH, LDO, and AAVE tracked by Arkham, source: Arkham Intelligence via PANews.

According to the source, VanEck submitted an S-1 registration statement to the U.S. SEC for a Lido Staked Ethereum ETF. source: the source The source did not provide an SEC EDGAR accession number or filing link, so traders should verify the filing on the SEC EDGAR database before positioning. source: U.S. Securities and Exchange Commission If confirmed, the ETF would reference Lido’s stETH, a liquid staking token that accrues staking rewards and represents staked ETH with a variable exchange rate to ETH. source: Lido Finance documentation For trading, monitor ETH spot and perpetual liquidity, LDO price and volumes, and the secondary market spread between stETH and ETH for any discount or premium shifts around ETF headlines. source: Lido Finance documentation; U.S. Securities and Exchange Commission An S-1 submission does not imply approval; a launch requires the SEC to declare the registration effective and exchanges to approve listing. source: U.S. Securities and Exchange Commission

According to @OnchainLens, six wallets likely linked to a single entity spent 1,130 stETH valued at 4.29 million USD to purchase 626,778 UNI, 86,807 LDO, and 885,933 SUSHI, based on Nansen on-chain data. The wallets flagged were 0x1de1834839f6b201aa7f59e657acaee4ef613e46, 0xf2e2f8666a941a23acf19cb5391a76112c401f51, 0xecb5d9fc4cfb5496643e8f585f39bb3a649d473d, 0xb1b32328509552bde5df35a7e1ed5e66e57bc9a8, 0x18f6f2d530ce37a267ba88b6ce4f0f20d9207d85, and 0x5f2ad7385da24acda0b3730094dab5fba40b315d, as reported by @OnchainLens using Nansen data.