According to @lookonchain, Arthur Hayes bought 4.89M ENA valued at USD 1.37M over the past two days; source: x.com/lookonchain/status/1993971772245606839. He also purchased 436,000 PENDLE worth USD 1.13M and 696,000 ETHFI worth USD 543,000 in the same period; source: x.com/lookonchain/status/1993971772245606839. Based on the reported figures, total buys across ENA, PENDLE, and ETHFI were about USD 3.04M over two days, concentrated in these tokens; source: x.com/lookonchain/status/1993971772245606839.

According to @OnchainLens on X https://twitter.com/OnchainLens/status/1993868428315381985, Arthur Hayes received 2.01M ENA valued at 571.6K USD, 218K PENDLE valued at 589.8K USD, and 330.99K ETHFI valued at 257.4K USD from Cumberland within the past 30 minutes, indicating fresh accumulation in these tokens by a known whale address (source: @OnchainLens on X). Based on those reported figures, the combined value of the transfers is approximately 1.42M USD (source: @OnchainLens on X). The receiving wallet address is provided in the cited post for on-chain verification, offering traders a direct handle to track subsequent flows in ENA, PENDLE, and ETHFI (source: @OnchainLens on X).

According to @EmberCN, on-chain traces show Arthur Hayes sent 503,000 USDC to Wintermute and Flowdesk and later withdrew 218,000 PENDLE at an average purchase price of $2.31, implying roughly $503,000 in notional exposure, source: X post by @EmberCN (Nov 26, 2025). The activity follows earlier sales of ETH and related ecosystem tokens by Hayes and indicates rotation into PENDLE based on the recorded transfers, source: X post by @EmberCN (Nov 26, 2025). For traders, the reported $2.31 average fill provides a reference level for order flow tracking and risk calibration in PENDLE while monitoring any spillover effects on ETH sentiment, calculation from figures reported and source: X post by @EmberCN (Nov 26, 2025).

According to @lookonchain, Arthur Hayes (@CryptoHayes) bought 218,000 PENDLE for about USD 536,000 on Nov 26, 2025 based on on-chain tracking of the transaction, source: @lookonchain on X. The attribution of the buyer to Arthur Hayes is supported by the ARKM Intelligence entity page for Arthur Hayes that links the relevant addresses and activity, source: ARKM Intelligence. For traders, this whale accumulation event adds a timely data point for monitoring PENDLE order flow and liquidity in the near term, source: @lookonchain and ARKM Intelligence.

According to @OnchainLens, Arthur Hayes purchased 105,000 PENDLE valued at $260.5K from Flowdesk, with the activity tied to address 0x6cd66dbdfe289ab83d7311b668ada83a12447e21 per @OnchainLens. According to @OnchainLens, the same address deposited $3.04M USDC into Kraken, Wintermute, Cumberland, and Flowdesk yesterday, and @OnchainLens characterized these transfers as likely intended to buy assets again. According to @OnchainLens, traders can monitor this flagged address and the cited venues to gauge potential execution pace and near-term PENDLE liquidity shifts based on the reported flows.

According to @CryptoCoinCoach, PENDLE is trading inside a Descending Broadening Wedge, a pattern the source says often signals a major trend reversal once a breakout happens (source: @CryptoCoinCoach on X, Nov 23, 2025). According to @CryptoCoinCoach, this is presented as a breakout-triggered trading setup with further details directed to t.me/coach (source: @CryptoCoinCoach). According to the source post, no price levels or timeframes were disclosed (source: @CryptoCoinCoach).

According to Onchain Lens, a whale sent 1.19M UNI worth about $10.54M to Binance and also deposited 74,281 LINK (~$1.07M), 764,376 PENDLE (~$1.85M), and 8,936 AAVE (~$1.66M), all below cost basis (source: Onchain Lens; data: Nansen). According to Onchain Lens, the losses versus cost basis are about $752K on LINK, $1.77M on PENDLE, and $570K on AAVE (data: Nansen). According to Onchain Lens, the same wallet sold 220,351 AERO for $186,086 USDC and still holds 150,000 AERO valued near $125K (data: Nansen). According to Onchain Lens, the address is 0x4c6452F18D5967F1f7e9884BC5cDFC60452E015A (data: Nansen). According to Onchain Lens, based on the reported figures the total assets deposited to Binance are approximately $15.1M, with aggregate losses on LINK, PENDLE, and AAVE near $3.09M relative to cost basis (data: Nansen).

According to @EmberCN, Plume’s tokenized vault platform Nest has listed the institutional-grade strategy vault Nest Basis nBASIS on Pendle on the Ethereum mainnet, enabling users to access the vault’s yield directly on ETH. Source: @EmberCN on X. According to @EmberCN, the nBASIS vault runs a market-neutral allocation with roughly 75 percent in crypto basis arbitrage and 25 percent in U.S. Treasuries, targeting stable on-chain yield. Source: @EmberCN on X. According to @EmberCN, Pendle’s yield splitting allows low-risk investors to buy PT to lock fixed returns, while higher-risk investors can buy YT for variable returns. Source: @EmberCN on X. According to @EmberCN, current demand may skew toward YT because Nest issues PNP points to YT holders, adding expected airdrop value on top of yield. Source: @EmberCN on X. According to @EmberCN, this nBASIS listing is positioned as a trial, and if market reception is positive, Nest could onboard more compliant tokenized vaults sourced from traditional institutions. Source: @EmberCN on X.

According to @ai_9684xtpa, altcoins that did not sell off during the 10.11 flash crash warrant caution as they may reflect high control or deep market-maker participation, while projects that held up under stress merit closer monitoring for resilience, source: @ai_9684xtpa on X, Oct 12, 2025. According to @ai_9684xtpa, the DWF Labs founder publicly praised Falcon Finance, and Falcon Finance’s stablecoin withstood mint, redeem, and depeg stress tests on 10.11, source: @ai_9684xtpa on X and @ag_dwf on X status 1976880076617867741. According to @ai_9684xtpa, the Falcon Finance $FF airdrop claim window runs from 09.28 to 10.28, staking offers additional Miles Season 2 rewards, and staking over 1000 FF may confer Falcon NFT whitelist eligibility with allocation details pending, source: @ai_9684xtpa on X. According to @ai_9684xtpa, some unclaimed allocations were for Pendle, and on-chain verification shows Pendle has already claimed 2.32 million FF; traders should monitor upcoming Pendle announcements and on-chain FF flows for timing and liquidity signals, source: Etherscan transaction 0x853bd3fb393c363bc5be4e68121f326caf7e689bc2c45e2ba8f2f974f9d29584 as cited by @ai_9684xtpa on X.

According to @EmberCN, a Pendle multisig wallet claimed 2,322,000 FF worth about $294,000 from FalconStable on Oct 10, 2025, source: @EmberCN X post; Arkham Intel https://intel.arkm.com/explorer/address/0xC328dFcD2C8450e2487a91daa9B75629075b7A43. The claimed tokens are associated with address 0xC328dFcD2C8450e2487a91daa9B75629075b7A43, giving traders a direct on-chain handle to track any subsequent movements that could affect FF liquidity, source: @EmberCN X post; Arkham Intel https://intel.arkm.com/explorer/address/0xC328dFcD2C8450e2487a91daa9B75629075b7A43. The airdrop was distributed by FalconStable to a Pendle-linked multisig, a fact relevant for monitoring concentration and transfer risk in $FF flows at the referenced address, source: @EmberCN X post; Arkham Intel https://intel.arkm.com/explorer/address/0xC328dFcD2C8450e2487a91daa9B75629075b7A43.

According to @lookonchain, Pendle claimed 2.32M FF valued at approximately $294,000 from Falcon Finance's Airdrop Miles Season 1 on Oct 10, 2025, with the action evidenced by Ethereum transaction 0x853bd3fb393c363bc5be4e68121f326caf7e689bc2c45e2ba8f2f974f9d29584. Source: X post by @lookonchain https://twitter.com/lookonchain/status/1976562281107587245 and Etherscan transaction https://etherscan.io/tx/0x853bd3fb393c363bc5be4e68121f326caf7e689bc2c45e2ba8f2f974f9d29584.

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