According to the source, Pendle stated that no protocol hack occurred; instead, a single user wallet was compromised and the attacker minted and sold PT and YT on Sep 30, 2025 (source: Pendle public statement on X, Sep 30, 2025). For traders, the incident is characterized as wallet-level rather than a protocol breach, with activity centered on PT/YT issuance and sell pressure (source: Pendle public statement on X, Sep 30, 2025).

According to @EmberCN, whale address 0x1fc75ad0511ddc3a23b9583ba1c285b8292faed5 bought 21,597 ETH (~$87.86M) in the past hour at an average price of $4,068 during today’s ETH pullback. Source: @EmberCN on X; DeBank profile https://debank.com/profile/0x1fc75ad0511ddc3a23b9583ba1c285b8292faed5 The same address withdrew 2,400 ETH (~$10M) from Binance last night and redeemed roughly $87.86M in USDC, USDe, and USDf from Pendle to fund the spot purchases. Source: @EmberCN on X; DeBank profile https://debank.com/profile/0x1fc75ad0511ddc3a23b9583ba1c285b8292faed5 Over the last 15 hours, total ETH buys reached 23,997 ETH (~$96.36M) with a blended average of $4,078, providing a clear on-chain cost basis for traders to monitor. Source: @EmberCN on X; DeBank profile https://debank.com/profile/0x1fc75ad0511ddc3a23b9583ba1c285b8292faed5

According to Onchain Lens, a dormant whale address 0xa945e9cd8e44C5DC148e6b22786Caa3b8F83CEA0 withdrew 1,000,000 PENDLE worth about $5.05M from Binance and sent the tokens to Pendle Finance for staking, recorded on Sep 20, 2025; source: Onchain Lens. The shift from an exchange wallet to a staking contract removes 1M PENDLE from immediate exchange liquidity, implying thinner near-term sell-side depth for PENDLE trading pairs; source: Onchain Lens. Traders can monitor subsequent Binance PENDLE netflows, staking inflows to Pendle Finance, and order book depth for signs of tightening float that may affect slippage and execution; source: Onchain Lens.

According to @EmberCN, an address withdrew 1,000,000 PENDLE (about $5.05 million) from Binance and deposited the tokens into Pendle with a six-month lock, indicating the assets moved from a centralized exchange to a time-locked on-chain position. Source: @EmberCN on X, Sep 20, 2025. The referenced wallet is 0xa945e9cd8e44c5dc148e6b22786caa3b8f83cea0, which the author linked for verification. Source: debank.com/profile/0xa945e9cd8e44c5dc148e6b22786caa3b8f83cea0. The post states the update was sponsored by Bitget. Source: @EmberCN on X.

According to @EmberCN, Pendle’s multisig wallet 0x8119EC16F0573B7dAc7C0CB94EB504FB32456ee1 transferred 1.2 million PENDLE, worth about $6.44 million, to Binance roughly 10 minutes ago, with the transaction visible on Arkham Intelligence explorer. @EmberCN added that this was another repeat transfer from the same multisig to Binance, indicating continued exchange-bound flows from this address. Exchange inflows to centralized venues are commonly used as a proxy for potential sell pressure or liquidity provisioning, according to research from Glassnode and Binance Research. To validate whether inflows convert into actual selling, monitoring exchange inflow metrics alongside price and volume is recommended by CryptoQuant.

According to @ambergroup_io, a $4M exploit hit Nemo Protocol on the Sui network after attackers manipulated the py_index parameter in a Pendle fork, source: @ambergroup_io. According to @ambergroup_io, sector-wide stress remains elevated, with the firm noting reported DeFi losses exceeding $163M in August 2025 and a separate $230M attack on Sui’s Cetus in May, highlighting persistent smart contract risk in Sui DeFi, source: @ambergroup_io. According to @ambergroup_io, traders can monitor potential de-risking via Sui TVL flows, DEX liquidity depth, spread behavior, and yield adjustments on Pendle-style markets to gauge impact on SUI spot and perps as well as PENDLE-related assets, source: @ambergroup_io. According to @ambergroup_io, security updates and incident response from affected Sui protocols may act as near-term catalysts for positioning and liquidity shifts, source: @ambergroup_io.

According to @OnchainLens, whale address 0x373704e394ef150241aee836115d78aba3fc5c76 bought 9.08M ENA for $6.68M in September at an average price of $0.735 by selling PEPE and PENDLE (source: @OnchainLens; data: Nansen). The wallet now holds 21.82M ENA valued at $17.53M, with a larger ENA position than PEPE in its portfolio (source: @OnchainLens; data: Nansen).

According to @ai_9684xtpa, Arthur Hayes has deployed $15.412M into ETH ecosystem tokens since Aug 10 and added $1.042M of ENA in the last 8 hours, source: twitter.com/ai_9684xtpa/status/1965225748119388563 and intel.arkm.com/explorer/address/0x6cd66DbdFe289ab83d7311B668ADA83A12447e21. The wallet is reported to be holding six tokens with PENDLE suspected fully exited, while the remaining tokens show no sales or transfers and an aggregate unrealized loss of $119k, source: twitter.com/ai_9684xtpa/status/1965225748119388563 and intel.arkm.com/explorer/address/0x6cd66DbdFe289ab83d7311B668ADA83A12447e21. Traders tracking whale flows can monitor ENA and broader ETH ecosystem liquidity around this address for order flow cues based on the reported accumulation and positioning, source: twitter.com/ai_9684xtpa/status/1965225748119388563 and intel.arkm.com/explorer/address/0x6cd66DbdFe289ab83d7311B668ADA83A12447e21.

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

According to @EricCryptoman, PEAS TVL is rising parabolically during a quiet on-chain period, source: @EricCryptoman. According to @EricCryptoman, users can park coins in PEAS for consistent and non-ponzi-like APR across the cycle, source: @EricCryptoman. According to @EricCryptoman, PEAS TVL could reach $1B faster than it reached $100M, highlighting a potential near-term growth milestone that traders may watch, source: @EricCryptoman. According to @EricCryptoman, PEAS is compared to this cycle’s PENDLE, while PENDLE is described as still cheap, outlining a yield and valuation thesis for DeFi traders to track, source: @EricCryptoman.

According to @EmberCN, whales/institutions have been consistently withdrawing and accumulating PENDLE from Binance since late March (source: @EmberCN). In the past hour, this cohort withdrew 483,000 PENDLE, roughly $2.2 million (source: @EmberCN). Across six addresses, they have accumulated a total of 4.071 million PENDLE worth about $18.56 million, starting when price was ~$2.7, with an average cost of $3.16 (source: @EmberCN). The group currently shows an unrealized profit of approximately $5.7 million, or +44% (source: @EmberCN).

According to @secondswap_io, USDe’s market cap has reached $12B and is described as the fastest digital dollar to achieve that scale, indicating rapid adoption velocity for Ethena Labs’ stablecoin product; source: @secondswap_io. Cumulative interest revenue tied to the product is reported at over $500M, highlighting sizable yield flows within the ecosystem; source: @secondswap_io. Rewards distributed in the last 30 days exceed $30M, signaling sustained incentive emissions relevant for yield strategies; source: @secondswap_io. TVL connected to USDe on Pendle is reported at over $7B with 70% dominance, underscoring market share concentration and liquidity depth on that venue; source: @secondswap_io. These data points are directly relevant for traders tracking USDe liquidity, Pendle yield opportunities, and reward-driven flows across DeFi; source: @secondswap_io.

According to @OnchainLens, two wallets linked to @Trend_Research_ deposited 1,000,000 PENDLE valued at $4.8M and 203,100 ENS valued at $4.73M into Binance, with reported losses of $1.12M and $808K respectively (source: @OnchainLens; data: @nansen_ai). According to @OnchainLens, the wallets are 0x8b0e4a56b3bc5ecbbaff8c64b06967c25af1f319 and 0x4F62bF3A8ef0383a2df8Effe08c6595433f4BC2E, totaling approximately $9.53M in inflows and about $1.93M in reported losses (source: @OnchainLens; data: @nansen_ai).

According to @ai_9684xtpa, Trend Research transferred 1,000,000 PENDLE to Binance about 10 minutes before the post, valuing the deposit at roughly $4.78M at a $4.78 per-token price (source: @ai_9684xtpa on X, Aug 31, 2025). According to @ai_9684xtpa, the position was initiated about a week earlier with a $5.83 withdrawal price, so sending at $4.78 implies a $1.05 per-token or about $1.05M loss if sold at the deposit price, and the source characterizes it as another loss-making sell while questioning broader altcoin de-risking (source: @ai_9684xtpa on X, Aug 31, 2025).

According to @EmberCN, Trend_Research_ transferred 1,000,000 PENDLE valued at approximately 4.78 million dollars to Binance, with the tokens reported as purchased about one week earlier, source: X post by @EmberCN on 2025-08-31 https://twitter.com/EmberCN/status/1962165089118953915. The on-chain address for the transfer was shared by the author at https://t.co/gSMByU8PPZ, source: X post by @EmberCN on 2025-08-31 https://twitter.com/EmberCN/status/1962165089118953915.

According to @lookonchain, wallet 0x3737 sold 128.87B PEPE for about $1.45M and bought 2,517 AAVE for about $923K and 61,567 PENDLE for about $367K roughly 11 hours ago, indicating a rotation from PEPE into AAVE and PENDLE. Source: @lookonchain on X. According to @lookonchain, the wallet’s reported holdings now stand at 2.35T PEPE about $26.64M, 12.74M ENA about $9.44M, 21,298 AAVE about $7.6M, and 734,289 PENDLE about $4.45M. Source: @lookonchain on X. According to @lookonchain, based on these figures the reported portfolio value is roughly $48.1M, with the largest exposures in PEPE and ENA. Source: @lookonchain on X.

According to @EmberCN, a Trend Research-labeled address withdrew 1,000,000 PENDLE (about $5.83 million) from Binance roughly 20 minutes before the post, signaling a notable CEX outflow (source: @EmberCN). According to @EmberCN, the same address holds approximately 108,000 ETH (around $516 million) with an estimated cost basis near $2,250 (source: @EmberCN). According to @EmberCN, the address also holds about 670,000,000 NEIROETH, reported as 67% of total supply, with an estimated cost basis of roughly $0.0828 and an indicated value near $87.55 million (source: @EmberCN). According to @EmberCN, the address further holds roughly 5,411,000 UNI, with the post noting quantity while the dollar value line is truncated (source: @EmberCN).

According to @OnchainLens, a wallet likely linked to @Trend_Research_ withdrew 1,000,000 PENDLE worth $5.83M and 28,220,000 NEIRO worth $3.53M from Binance and Gate in the past hour to address 0x4F62bF3A8ef0383a2df8Effe08c6595433f4BC2E, totaling about $9.36M and implying per-token values near $5.83 for PENDLE and $0.125 for NEIRO; source: @OnchainLens on X.

According to @coinsph, as of 12:15 pm on Aug 22, 2025, the top gainers on Coins.ph are RUNECOIN, OOBIT, OMNI, PENDLE, PIRATE, and FANC; source: Coins.ph official X post (Aug 22, 2025). These tokens are available to trade on Coins.ph via the link provided; source: @coinsph.

According to @ai_9684xtpa, an address attributed to Arthur Hayes allegedly accumulated 7.66 million BIO roughly 30 minutes before the post, valued at about 1.1 million dollars, with the specific wallet address provided by the source, source: @ai_9684xtpa. According to @ai_9684xtpa, since Aug 10 he has spent a total of 14.37 million dollars acquiring six Ethereum ecosystem tokens, source: @ai_9684xtpa. According to @ai_9684xtpa, among these positions only PENDLE appears to have been partially sold via market maker activity, leaving the final flow unconfirmed, while the remaining tokens are reportedly still held in the wallet, source: @ai_9684xtpa. According to @ai_9684xtpa, traders may focus on on-chain flows of BIO and PENDLE from the referenced wallet for positioning and liquidity signals given the reported accumulation pattern, source: @ai_9684xtpa.