According to @OnchainLens, the whale labeled 0xfb7 purchased 20,000 ETH (about $60M) from Wintermute and FalconX and now holds 50,094 ETH valued around $147.14M; related addresses include 0xfb78aa8f38843629e89951d9db6fdc398d75e0a3 and 0xd4584bf988c9e8994688b56484e2f74ceaeefb20 (source: @OnchainLens). According to @OnchainLens, this address previously closed a BTC long position with a $3.7M loss, withdrew funds, deposited $31.7M USDC to Wintermute to buy 10,000 ETH, later converted the ETH to stETH, and transferred it to another wallet that now holds 40,060 stETH worth about $126.48M (source: @OnchainLens).

According to @ai_9684xtpa, address 0x81D…74246 has accumulated 103,994.37 stETH and posted it as collateral on Aave while borrowing 200M USDT with a health factor of 1.36 (source: @ai_9684xtpa; on-chain link: https://debank.com/profile/0x81d0ac9a5f91188074fd753a03885162bec74246). According to @ai_9684xtpa, address 0x7b6…135ec performed a similar strategy two days earlier, borrowing 75.01M USDT and building a 38,782.57 stETH position (source: @ai_9684xtpa; on-chain link: https://debank.com/profile/0x7b6520b6a7500ae011faa035337a07c8ec3135ec). According to @ai_9684xtpa, the two addresses have bought a combined 142,776.94 stETH since Jan 7, totaling about $459M in value (source: @ai_9684xtpa). According to @ai_9684xtpa, in the past hour 0x81D…74246 bought wstETH at an average price of $3,932.8, unwrapped to stETH and spent $44.66M, while the past 24 hours saw 66,107.49 stETH added worth $212M, with 15.93M USDT still on-chain (source: @ai_9684xtpa; on-chain link: https://debank.com/profile/0x81d0ac9a5f91188074fd753a03885162bec74246).

According to @OnchainLens, whale 0x81D borrowed $155M in USDT and purchased 65,700 stETH in the last 4 hours, source: https://twitter.com/OnchainLens/status/2013235826109616187 and https://intel.arkm.com/explorer/entity/88641e10-f810-4846-aba8-a015a7aa3aa6. According to @OnchainLens, the entity now holds 142,777 ETH worth $460.11M across two wallets, source: https://twitter.com/OnchainLens/status/2013235826109616187 and https://intel.arkm.com/explorer/entity/88641e10-f810-4846-aba8-a015a7aa3aa6. According to @OnchainLens, the whale also withdrew 32,495 ETH ($104.07M) from Binance, and one wallet now holds 94,795 ETH valued at $303.65M, source: https://twitter.com/OnchainLens/status/2013160758419620215 and https://intel.arkm.com/explorer/address/0x81D0AC9a5F91188074Fd753A03885162bEC74246. According to @OnchainLens, these on-chain flows confirm increased ETH-linked positioning via direct ETH and stETH accumulation by the same entity, and traders can monitor further movements via the Arkham entity and address pages, source: https://intel.arkm.com/explorer/entity/88641e10-f810-4846-aba8-a015a7aa3aa6 and https://intel.arkm.com/explorer/address/0x81D0AC9a5F91188074Fd753A03885162bEC74246.

According to Ai 姨, wallet 0x81d...74246 bought 11,355.06 wstETH in the past hour at an average price of $3,932.8, immediately unwrapped to stETH, spending $44.66M. Source: X post by Ai 姨 on Jan 19, 2026 https://twitter.com/ai_9684xtpa/status/2013209943885926565; wallet data via DeBank https://debank.com/profile/0x81d0ac9a5f91188074fd753a03885162bec74246. Over the past 24 hours, the address accumulated a total of 66,107.49 stETH valued at $212M. Source: X post by Ai 姨 https://twitter.com/ai_9684xtpa/status/2013209943885926565; DeBank wallet profile https://debank.com/profile/0x81d0ac9a5f91188074fd753a03885162bec74246. The wallet still holds $15.93M USDT on-chain, and prior activity includes Binance withdrawals totaling 42,452.79 ETH, a $45M USDT borrow, and a reported health factor of 1.35. Source: X posts by Ai 姨 https://twitter.com/ai_9684xtpa/status/2013209943885926565 and https://x.com/ai_9684xtpa/status/2013162310605681102; DeBank wallet profile https://debank.com/profile/0x81d0ac9a5f91188074fd753a03885162bec74246. The author reports an average cost of $3,237.26 for the 42,452.79 ETH stack with an unrealized loss of $1.477M at the time of posting. Source: X post by Ai 姨 https://x.com/ai_9684xtpa/status/2013162310605681102; DeBank wallet profile https://debank.com/profile/0x81d0ac9a5f91188074fd753a03885162bec74246.

According to @OnchainLens, whale address 0x81D withdrew 32,495 ETH worth 104.07 million dollars from Binance and now holds 94,795 ETH valued at 303.65 million dollars, based on Arkham Intelligence explorer data cited by @OnchainLens. According to @OnchainLens, the same entity bought 10,057 ETH worth 33.68 million dollars from Binance, supplied it to Aave V3, then borrowed 45 million USDT to purchase 13,461 stETH, as shown in Arkham Intelligence data cited by @OnchainLens. According to @OnchainLens, in another wallet attributed to the whale, 129 million USDT was withdrawn and spent to buy 38,780 stETH, totaling 52,241 stETH accumulated across these transactions, per Arkham Intelligence data cited by @OnchainLens. According to @OnchainLens, these flows imply a 32,495 ETH net outflow from Binance tied to this whale and 174 million USDT deployed or borrowed to gain stETH exposure, with all transaction details corroborated by Arkham Intelligence.

According to @lookonchain, wallet 0x81d0 withdrew 10,057 ETH (~$33.68M) from Binance, staked via Lido for stETH, deposited stETH to Aave, borrowed 45M USDT, bought 13,461 additional stETH, and redeposited the stETH to Aave. According to @lookonchain, the same whale then withdrew another 32,395 ETH (~$103.75M) from Binance. According to Aave documentation, large USDT borrowing increases market utilization and raises variable borrow rates as utilization rises, making USDT funding costlier when heavy leverage is deployed. According to Lido and Curve Finance documentation, sustained buying and depositing of stETH can shift stETH-ETH pool balances in secondary markets, which affects the observed exchange rate between stETH and ETH. According to @lookonchain, the DeBank profile linked in the post enables traders to monitor this address’s subsequent on-chain actions for potential market catalysts.

According to @OnchainLens, a whale bought 10,057 ETH for about $33.68M from Binance, supplied it to Aave V3, then borrowed $45M USDT to purchase 13,461 stETH, while a separate wallet spent $129M USDT to acquire 38,780 stETH, totaling 52,241 stETH funded by $174M USDT. Source: @OnchainLens; Arkham Intelligence intel.arkm.com/explorer/entity/88641e10-f810-4846-aba8-a015a7aa3aa6 The reported sizes imply an average entry near $3,331 per stETH based on $174M divided by 52,241 stETH, and roughly $3,348 per ETH based on $33.68M divided by 10,057 ETH. Source: @OnchainLens; Arkham Intelligence intel.arkm.com/explorer/entity/88641e10-f810-4846-aba8-a015a7aa3aa6 Gross capital referenced across the wallets sums to approximately $207.68M when combining the $33.68M ETH buy and $174M stETH purchases. Source: @OnchainLens; Arkham Intelligence intel.arkm.com/explorer/entity/88641e10-f810-4846-aba8-a015a7aa3aa6 For trading, the flows highlight concentrated on-chain demand for stETH alongside elevated USDT borrowing via Aave V3 tied to this address; monitoring Aave V3 WETH supply and USDT borrow utilization, and stETH liquidity around these cost levels can help assess execution and slippage risk based on the reported activity. Source: @OnchainLens; Arkham Intelligence intel.arkm.com/explorer/entity/88641e10-f810-4846-aba8-a015a7aa3aa6

According to @lookonchain, a newly created wallet 0x81d0 withdrew 10,057 ETH valued at 33.68 million dollars from Binance. According to @lookonchain, the wallet staked the ETH on Lido to receive stETH and deposited the stETH into Aave. According to @lookonchain, the address then borrowed 45 million USDT on Aave, bought 13,461 stETH, and deposited the stETH back into Aave. According to @lookonchain, these transactions resulted in stETH collateral supplied on Aave and a 45 million USDT borrow outstanding.

According to @CoinMarketCap, Ethereum staking has reached an all-time high of roughly 36 million ETH, about 30% of total supply, with the validator entry queue at 2.4 million ETH; Source: CoinMarketCap, Jan 14, 2026. Based on 32 ETH per validator and an 8-per-epoch activation cap under EIP-7514 with ~225 epochs per day, the 2.4 million ETH queue (~75,000 validators) implies an estimated ~42 days to activate, affecting when new deposits start earning; Sources: Ethereum.org (Staking basics, Epoch timing), EIP-7514. As total staked ETH rises, the protocol’s reward curve reduces base consensus APR, pressuring yields for staking and liquid staking tokens (LSTs) like stETH, rETH, and cbETH; Source: Ethereum.org (Proof-of-stake rewards). During staking, validator balances are not freely transferable and require an exit and withdrawals to become liquid, temporarily constraining movable ETH supply; Source: Ethereum.org (Withdrawals and exits). For traders, the prolonged entry queue and lower base APR can shift LST pricing, yield spreads, and restaking returns, influencing basis and carry trades across LST/LRT markets; Sources: Ethereum.org (mechanics), Lido Finance documentation (APR methodology).

According to @lookonchain, whale address 0xa923 sold 230,350 AAVE (about $37.8M) for 5,869 stETH (about $17.62M) and 228 WBTC (about $20.2M) within the past 4 hours, realizing an estimated $13.75M loss and triggering a roughly 10% decline in AAVE's price, source: Lookonchain on X https://twitter.com/lookonchain/status/2002910202673365049. The wallet’s full transaction history confirming the swaps and timing is visible on DeBank at the 0xa923 profile, source: DeBank https://debank.com/profile/0xa923b13270f8622b5d5960634200dc4302b7611e.

According to @ai_9684xtpa, on-chain address 0xa923b13270f8622b5d5960634200dc4302b7611e sold 230,350 AAVE in multiple batches over roughly three hours for about $38 million and rotated proceeds into stETH and WBTC, with an estimated cost basis of $223.4 per AAVE implying realized losses over $13.44 million, source: @ai_9684xtpa on X, Dec 22, 2025. According to @ai_9684xtpa, AAVE fell to a session low of $156.2 during the liquidation, marking a maximum drawdown of 11.48 percent before rebounding to $162.6 by the time of the post, source: @ai_9684xtpa on X, Dec 22, 2025. The wallet’s rotations into stETH and WBTC can be verified via the DeBank profile for address 0xa923b13270f8622b5d5960634200dc4302b7611e shared in the post, source: DeBank profile for 0xa923b13270f8622b5d5960634200dc4302b7611e as referenced by @ai_9684xtpa on X, Dec 22, 2025. For traders, the observed AAVE price range from 156.2 to 162.6 defined the immediate reaction zone during the event, derived from the reported prices, source: @ai_9684xtpa on X, Dec 22, 2025.

According to @OnchainLens, a whale at address 0xa923b13270f8622b5d5960634200dc4302b7611e sold 230,350 AAVE for 5,869.46 stETH (about USD 17.52 million) and 227.8 WBTC (about USD 20.07 million) within the past 3 hours, based on Nansen data. Per @OnchainLens, AAVE fell about 10 percent during the selling window, coinciding with the reported on-chain outflows from the address via Nansen. Traders may monitor subsequent transfers from 0xa923b13270f8622b5d5960634200dc4302b7611e to gauge near-term impact on AAVE liquidity and volatility, as highlighted by @OnchainLens using Nansen data.

According to Lookonchain, two wallets 0xD908 and 0x0BB9 swapped 13,365 stETH for 13,356 ETH valued at about 36.7 million dollars roughly 8 hours before the post and deposited the ETH to Kraken, signaling a sizable exchange inflow (source: Lookonchain on X, Dec 2, 2025). Lookonchain added that the two addresses are likely controlled by the same whale, with both address pages visible on Arkham Intelligence as shared in the post (source: Lookonchain on X; Arkham Intelligence explorer for 0x0BB9 and 0xD908). Based on the Lookonchain-reported amounts, the executed swap rate equates to approximately 0.9993 ETH per stETH, reflecting about a 0.07 percent discount at execution (source: Lookonchain on X).

According to @PANewsCN, losses from the Balancer exploit have risen to $116.6 million, citing on-chain tracker Lookonchain as the source. According to Lookonchain data relayed by @PANewsCN, the attack spans multiple chains and involves transfers of WETH, stETH, and wstETH. According to @PANewsCN, the incident is ongoing and further details have not yet been disclosed.

According to @PANewsCN, on-chain data shows Balancer’s treasury address transferred multiple assets totaling over $70 million to address 0xAa760D53...4675b8e3f (source: @PANewsCN). According to @PANewsCN, the moved assets include 6,587.44 WETH (~$24.48M), 6,851.12 Staked ETH (~$26.86M), 4,259.84 wstETH (~$19.27M), and other ERC-20 tokens (source: @PANewsCN). According to @PANewsCN, the transaction background is unclear and may be related to a potential attack (source: @PANewsCN).

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.

According to the source, a social media post claims VanEck has registered a Delaware entity for a Lido Staked Ethereum ETF, implying a formal SEC filing may follow soon (source: public social media post). Traders should seek primary confirmation via the Delaware Division of Corporations entity database and SEC EDGAR before positioning on the headline (source: Delaware Division of Corporations; SEC EDGAR). Under current U.S. approvals, spot ETH ETFs explicitly do not stake ETH and therefore do not distribute staking rewards, which frames the regulatory hurdle for any stETH-focused ETF (source: 2024 S-1 prospectuses for spot ETH ETFs filed with the U.S. SEC). Lido’s stETH accrues staking rewards and supports redemption to ETH through the protocol, factors that would affect NAV construction, liquidity management, and tax treatment in any prospective ETF (source: Lido Finance documentation). In prior crypto ETF rollouts, formation of Delaware statutory trusts has often preceded SEC submissions, so entity records can be an early signal but are not dispositive without EDGAR filings (source: SEC; Delaware Division of Corporations). Near term, traders can monitor ETH and stETH basis on centralized venues, the stETH/ETH Curve pool balance, LDO spot and options flow, and ETH implied volatility for signs of positioning around any confirmed filing (source: exchange order books and on-chain liquidity data providers).

According to @OnchainLens, a whale sold 163,990 LINK for $3.32M USDC at $20.24 and 1,074 stETH for $4.2M USDC at $3,917 from address 0xc6f7fc2735ef7eb0db201dd103f2f2e6cbcfe187 (@OnchainLens). According to @OnchainLens, the two fills total approximately $7.52M converted to USDC, establishing executed prints at $20.24 for LINK and $3,917 for stETH that traders can reference for recent on-chain liquidity levels (@OnchainLens).

According to @EmberCN, a whale who earned over $12M from Blast farming redeemed ETH from StakeStone and AO Protocol and transferred 4,412 ETH worth about $20.24M to Binance today. Source: @EmberCN on X, Sep 19, 2025, x.com/EmberCN/status/1968839189954429033 The same wallet had deposited 4,412 ETH into StakeStone and 8,168 stETH into AO Protocol last year when ETH traded near $3,800, and has now withdrawn all ETH and stETH, with the stETH currently redeeming to ETH. Source: @EmberCN on X, x.com/EmberCN/status/1968839189954429033 @EmberCN estimates the redeemed ETH will also be sent to Binance upon completion, implying additional exchange inflows to monitor. Source: @EmberCN on X, x.com/EmberCN/status/1968839189954429033 The ETH position shows around $10M profit versus the initial deposits, excluding staking airdrop rewards. Source: @EmberCN on X, x.com/EmberCN/status/1968839189954429033 Transfers and addresses for verification: 0x7Aba3F8b221E46a5D2F5A7ce382AF2a841c5A3FE and 0xf7394d9FA7dC72Bc1BF9Ca7F7AA1b3E80973242D. Source: Arkham Intelligence address pages, intel.arkm.com/explorer/address/0x7Aba3F8b221E46a5D2F5A7ce382AF2a841c5A3FE and intel.arkm.com/explorer/address/0xf7394d9FA7dC72Bc1BF9Ca7F7AA1b3E80973242D

According to the source, a wallet reportedly lost 6.28M in stETH and aEthWBTC after signing multiple phishing permit signatures (source: user-provided alert). This report cannot be independently verified here because no wallet address or transaction hash was supplied (source: assessment of provided information). For trading impact, if confirmed, such drains can precede on-chain liquidations; monitor the stETH-ETH spread, Curve stETH/ETH pool imbalance, and WBTC liquidity for abnormal flows that may affect ETH, stETH, and WBTC pricing (source: observable DeFi market mechanics). Risk management actions include reviewing and revoking token approvals or permit allowances on relevant protocols and tracking potential mixer or bridge outflows that could signal imminent selling (source: standard on-chain security practice).