AAVE (AAVE) Price, Analysis, Predictions, and Calculator

According to @ai_9684xtpa, wallet 0x44e8c2451e916C87ddE3977DC80F6fB8a1E33B1D withdrew 99.9 WBTC (about $8.68M) from Binance, indicating on-chain accumulation by this address (source: X post https://twitter.com/ai_9684xtpa/status/2003725469825507482). The address now holds 173.5 WBTC with an average entry of $62,703 and an unrealized profit of $4.232M as reported by the author (source: X post https://twitter.com/ai_9684xtpa/status/2003725469825507482). The author also states the WBTC position was deposited as collateral on Aave and 2,000,000 USDC was borrowed and sent to Binance for the same address (source: X post https://twitter.com/ai_9684xtpa/status/2003725469825507482). The wallet’s on-chain details and transfers can be reviewed on Arkham Intelligence at intel.arkm.com/explorer/address/0x44e8c2451e916C87dde3977dc80f6fb8a1e33b1d (source: Arkham Intelligence wallet page).

According to @OnchainDataNerd, wallet 0xB85 withdrew 12,287 ETH from Binance, deposited it to AAVE, and borrowed 20M USDT to accumulate another 6,787 ETH. According to @OnchainDataNerd, the address now holds a total of 40,974 ETH valued around 121M USD and carries 63M USDT debt on AAVE, with the address link provided in the source. Based on the figures reported by @OnchainDataNerd, the implied average entry is approximately 2,953 USD per ETH (121M divided by 40,974) and the current debt-to-collateral value ratio is about 52 percent (63M divided by 121M), reflecting a leveraged long achieved by borrowing stablecoins to buy ETH, consistent with AAVE borrowing mechanics described in Aave documentation. Per Aave documentation, position risk is governed by the health factor and liquidation occurs if it falls below 1, while ongoing costs come from the variable USDT borrow rate published on Aave markets. The 12,287 ETH moved off Binance reduces exchange balances by that amount according to @OnchainDataNerd.

According to @lookonchain, the #66kETHBorrow whale added 40,975 ETH (~$121M) in the past 5 hours, lifting cumulative purchases since Nov 4 to 569,247 ETH (~$1.69B) (source: Lookonchain). @lookonchain reports that $881.5M of the funds used were borrowed from Aave, indicating the position is materially leveraged with roughly 52% loan-funded buying based on the stated figures (source: Lookonchain). The entity can be tracked via Arkham Intelligence under explorer entity e3f9ef15-6571-481b-b185-7fecbd21a935 for real-time on-chain inflows and transfers that traders monitor for liquidity signals (source: Arkham Intelligence). Borrowed positions on Aave are liquidatable if the health factor drops below 1, making collateral and market volatility key risks for leveraged ETH buys (source: Aave documentation).

According to @OnchainLens, a newly created wallet purchased 40,975 ETH worth $121.05M from Binance within the past two hours, supplied the ETH into Aave V3, and borrowed $63M in USDT, with the address referenced as 0xB8551abD2BB66498f6D257AE181d681Fd2401E8A via Arkham Intelligence, source: Onchain Lens on X; Arkham Intelligence. According to @OnchainLens, the wallet is likely linked to the entity known as the 66,000 ETH Borrowed Whale on Arkham Intelligence, which is presented as an attribution by the analyst rather than a confirmed identity, source: Onchain Lens on X; Arkham Intelligence. According to Aave V3 documentation, depositing ETH and borrowing USDT increases reserve utilization, which typically raises variable borrow rates and can tighten on-chain dollar liquidity for leverage-related strategies, source: Aave V3 documentation. According to Aave risk documentation, borrowing against volatile collateral like ETH carries liquidation risk if ETH price declines and the health factor drops below 1, which traders can monitor via protocol data, source: Aave risk documentation.

According to @pedrouid, the current Aave DAO situation shows Crypto Twitter is full of AI agents. Source: @pedrouid on X. He adds that replies are generic virtue signaling from bots that lack an actual opinion. Source: @pedrouid on X. He calls for enforcing Proof of Personhood on social media. Source: @pedrouid on X.

According to @OnchainDataNerd, roughly 7 hours ago a wallet, reported by the source as possibly linked to the Ethena team, withdrew 26.8k AAAVE (~$4.03M) and then deposited 17.9k AAVE (~$2.68M) to Binance and Bybit; address: https://t.co/ed7UCFOEd6. Source: @OnchainDataNerd. Exchange deposits of this magnitude are commonly interpreted by traders as potential sell-side supply that can pressure near-term AAVE price and increase volatility. Source: Glassnode research on exchange inflows and sell pressure (2023). The claimed Ethena association is unverified and is relayed as reported by the original on-chain analyst; traders should treat the label as tentative. Source: @OnchainDataNerd.

According to @lookonchain, wallet 0xa339 sold 5,306 ETH at $2,970 for $15.76M within 20 minutes to fully repay all loans, then withdrew the remaining 24,700 ETH worth $74.41M from Aave, source: x.com/lookonchain/status/2003295470874165511 and intel.arkm.com/explorer/address/0xA339d279E0A3a9EDe11ecEAC2ec9529EeBDAE12C. According to @lookonchain, this follows earlier sales over the past two days of 20,599 ETH at $2,869 totaling $59.1M to reduce debt, source: x.com/lookonchain/status/2001576483945693231. According to @lookonchain, combined sales reached 25,905 ETH for about $74.86M and the address has cleared the previously noted $15.7M USDT debt, removing Aave liquidation risk for this wallet while 24,700 ETH now sits off Aave per Arkham address data, sources: x.com/lookonchain/status/2003295470874165511, x.com/lookonchain/status/2001576483945693231, and intel.arkm.com/explorer/address/0xA339d279E0A3a9EDe11ecEAC2ec9529EeBDAE12C.

According to @ai_9684xtpa, an ETH whale withdrew 3,365.5 ETH (about $10.2M) from Bybit and OKX 7 hours ago, after accumulating 30,210 ETH between Dec 5–12 at an average price of $3,167 for a total of $95.67M, based on the linked Arkham entity; source: @ai_9684xtpa. According to @ai_9684xtpa, the primary wallet 0xce9…57c69 has 29,103.1 ETH staked across Spark and Aave and has borrowed 41.12M USDT, consistent with a leveraged loop-long setup; source: @ai_9684xtpa. According to @ai_9684xtpa, an additional update notes that during Dec 5–15 the entity withdrew 21,850.15 ETH at a $3,231 average, with an unrealized loss of $6.246M, and the latest transfer was 2,000 ETH (~$5.84M) 6 hours ago; source: @ai_9684xtpa. According to @ai_9684xtpa, the holdings are spread across 5 wallets, with wallet 0xce9…57c69 showing 18,706.9 ETH as collateral, $31.34M USDT debt, and a health factor of 1.41 on Aave/Spark, indicating ongoing leveraged positioning that traders may track for potential on-chain risk signals; source: @ai_9684xtpa.

According to @lookonchain, Aave founder Stani Kulechov purchased 32,660 AAVE for approximately $5.15M at $158 about seven hours prior to the post, providing a near-term reference fill for traders tracking large on-chain orders; source: @lookonchain on X, data reference: Arkham Intelligence entity page intel.arkm.com/explorer/entity/stani-kulechov. According to @lookonchain, he accumulated a total of 84,033 AAVE over the past week for about $12.6M at an average cost of $176, and is currently showing an unrealized loss of roughly $2.2M on those positions; source: @lookonchain on X. According to @lookonchain, the reported $158 latest buy and $176 weekly average cost create clearly visible cost-basis levels for market participants monitoring potential liquidity reactions around whale entries; source: @lookonchain on X, on-chain reference: Arkham Intelligence intel.arkm.com/explorer/entity/stani-kulechov.

According to @EmberCN, after a 12% drop in AAVE triggered by a large seller yesterday, Aave founder Stani Kulechov withdrew 1,699 ETH (about $5.17 million) from Kraken roughly seven hours ago and swapped on-chain into 32,658 AAVE at an average price of $158 (source: @EmberCN, Twitter, Dec 23, 2025). According to @EmberCN, Kulechov also conducted AAVE purchases on Dec 16, indicating prior accumulation activity visible on-chain (source: @EmberCN, Twitter, Dec 23, 2025).

According to @OnchainLens, Stani Kulechov spent 1,699 ETH (about $5.15M) to acquire 32,660 AAVE at an average execution price of $157.78, based on Nansen on-chain data. Source: @OnchainLens; data: @nansen_ai. He currently holds 84,033 AAVE valued near $12.6M with an unrealized loss of about $2.29M, providing a clear on-chain reference for positioning size and entry level. Source: @OnchainLens; data: @nansen_ai. The address is 0x47cA539b3F546078d97bD851130741c6bF370100, offering traders a concrete handle to monitor subsequent transfers and any changes in holdings tied to this position. Source: @OnchainLens; data: @nansen_ai.

According to @lookonchain citing Arkham Intelligence explorer data, whale address 0xDDC4eAb490469f073Ab8Cd5937B1a0f585687931 returned after six months and spent 500 ETH (about $1.53M) to buy 9,629 AAVE. According to @lookonchain, the address has accumulated 39,213 AAVE over the past year for $6.2M at an average cost of $264 and currently shows an unrealized loss of $4.15M. According to @lookonchain’s figures, the latest 9,629 AAVE buy equals roughly 24.6% of the past-year accumulation and implies an estimated fill near $159 per AAVE on this tranche, providing a clear on-chain cost reference for traders.

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 @EmberCN, a large AAVE holder sold 230,350 AAVE on-chain between 05:40 and 07:05 for roughly $38M, driving AAVE down 12% from $176 to $156; source: @EmberCN. This seller reportedly realized a $13.45M loss on AAVE positions during the dump; source: @EmberCN. Based on the reported sale value and size, the average execution price is roughly $165 per AAVE during the sale window, underscoring the concentrated on-chain flow’s immediate price impact; inputs source: @EmberCN. For traders, the observed intraday range of $176–$156 and the single-wallet sell pressure are key levels and flows to monitor for near-term volatility and liquidity risk in AAVE; source: @EmberCN.

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, wallet 0xa339 sold 20,599 ETH ($59.1M) at $2,869 over the last two days to repay loans (source: @lookonchain). According to @lookonchain, the address still holds 30,000 ETH (~$85.2M) on Aave with $15.7M in USDT debt outstanding (source: @lookonchain). According to @lookonchain, the whale also sold 5,094 ETH (~$7.5M) at $1,471 today to further reduce debt (source: @lookonchain). According to @lookonchain, historical activity shows the wallet borrowed 80.91M USDT on July 5, 2024 to buy 26,235 ETH at $3,084, and on March 11 sold 25,800 ETH for 47.8M USDT at $1,853 to repay part of the debt (source: @lookonchain; DeBank address shared by @lookonchain). According to @lookonchain, cumulative losses on ETH are estimated at roughly $40M (source: @lookonchain). Based on the reported collateral and debt from @lookonchain, the implied LTV is about 18% (15.7M/85.2M), derived from those figures (source: @lookonchain).

According to @Celo on X (Dec 17, 2025), SelfProtocol launched a zk-powered proof-of-humanity and identity layer at ETHDenver that leverages government-issued biometric passports and IDs, source: @Celo on X. According to @Celo, the announcement names partnerships with Google Cloud, Aave AAVE, and Velodrome VELO, source: @Celo on X. According to @Celo, the product now supports India's Aadhaar ID, source: @Celo on X. Tokens directly referenced in the announcement include AAVE and VELO, source: @Celo on X.

According to Celo, the network integrated Aave v3, VelodromeFi, and Uniswap v4, strengthening its DeFi building blocks (source: Celo on X, Dec 17, 2025). These integrations join existing support from Chainlink, Curve Finance, and Bancor, consolidating protocol availability on Celo (source: Celo on X, Dec 17, 2025). Celo stated that self-verified pools have pushed stablecoin liquidity even deeper on the network (source: Celo on X, Dec 17, 2025). For traders, the update centers on broader protocol integrations and deeper stablecoin liquidity on Celo, as characterized by Celo (source: Celo on X, Dec 17, 2025).

According to @ai_9684xtpa, new wallet 0xDE2b2f5D55EcC64d7D3A55D4FC7247041b9E4613 withdrew a $17.8 million basket from Binance two hours ago comprising ETH, LINK, AAVE, UNI, POL, and COMP, with ETH accounting for 95% or $16.93 million at a withdrawal price of $2,935.55, source: @ai_9684xtpa. The wallet address is listed on the Arkham Intelligence explorer for verification of holdings and further on-chain tracking, source: Arkham Intelligence explorer. A small test transfer was executed yesterday before the larger withdrawal, indicating staged movement of funds, source: @ai_9684xtpa. With 95% of the position in ETH, the wallet’s exposure is predominantly tied to ETH price moves from the noted entry level, source: @ai_9684xtpa.

According to @OnchainLens, a newly created wallet withdrew assets from Binance that include 5,770 ETH valued at USD 16.92 million, 9,870 LINK valued at USD 125.59 thousand, 140.62 AAVE valued at USD 26.03 thousand, 1,950 UNI valued at USD 9.9 thousand, 75,450 POL valued at USD 8.44 thousand, and 9.99 COMP valued at USD 270, with data sourced from Nansen. According to @OnchainLens, these figures total about USD 17.1 million and are dominated by ETH at roughly 99 percent of the withdrawn value, based on the same Nansen dataset. According to Glassnode research, net withdrawals from exchanges reduce on-exchange balances and can tighten immediate sell-side liquidity for the withdrawn assets, a dynamic traders monitor during large outflows; this context is relevant to the ETH-heavy nature of the flow reported by @OnchainLens using Nansen data.

According to @AltcoinDaily, the U.S. SEC has ended its probe into Aave after four years. Source: twitter.com/AltcoinDaily/status/2001145765801156694. The post does not provide an SEC order, litigation release number, or an official statement from Aave for verification. Source: twitter.com/AltcoinDaily/status/2001145765801156694. Traders seeking confirmation should check the SEC enforcement and press pages and Aave’s official channels before repositioning around AAVE exposure. Sources: sec.gov/litigation/litreleases, sec.gov/news/press, x.com/AaveAave, aave.com. Based on the four-year duration cited, the purported probe would date to roughly 2021. Source: twitter.com/AltcoinDaily/status/2001145765801156694. For execution readiness, monitor AAVE spot liquidity, perpetual funding rates, and open interest around any official confirmation. Sources: binance.com, bybit.com, coinglass.com.

According to @santimentfeed, BTC is dominating social discussions around the digital gold narrative with focus on the $85,000-$90,000 price analysis, ETF developments, whale accumulation, institutional adoption including pension funds, and ongoing $100K predictions, alongside mentions of MetaMask integration and supply dynamics (source: Santiment/@santimentfeed on X, Dec 16, 2025). According to @santimentfeed, USDT is trending as exchanges and projects announce new trading pairs, listings, airdrops, and competitions, underscoring its role for secure and fast payments and active trading across Twitter and Telegram communities (source: Santiment/@santimentfeed on X, Dec 16, 2025). According to @santimentfeed, SOL chatter highlights high throughput, low fees, recent price moves, NFT minting and selling on Telegram, significant ETF inflows, a reported DDoS challenge, StraitsX’s upcoming stablecoin launch on Solana, institutional products such as the Invesco and Galaxy Solana ETP, Visa enabling USDC transactions on Solana, and active promotional flash sales (source: Santiment/@santimentfeed on X, Dec 16, 2025). According to @santimentfeed, AAVE is surging in discussion after the SEC concluded a four-year investigation without enforcement action, with community focus on Aave’s TVL leadership, governance proposals, Aave Labs’ legal and financial responsibilities, and DAO treasury management topics (source: Santiment/@santimentfeed on X, Dec 16, 2025). According to @santimentfeed, ETH discussion centers on 2024-2025 bear market performance versus prior cycles, JPMorgan launching a $100 million tokenized money market fund on Ethereum, rising institutional interest and market dominance, Layer 2 and DeFi activity, staking and AI integrations, and notable outflows from Ethereum ETFs with technical price insights (source: Santiment/@santimentfeed on X, Dec 16, 2025). According to @santimentfeed, AXL is trending after Circle acquired Interop Labs (Axelar’s core developer) while excluding Axelar Network, the Foundation, and the AXL token, sparking controversy over governance and tokenholder rights and a significant AXL price drop (source: Santiment/@santimentfeed on X, Dec 16, 2025).

According to @CryptoKing4Ever, CoinShares reported $864 million of weekly inflows into digital asset investment products, marking the third consecutive week of inflows (source: CoinShares via @CryptoKing4Ever on X, Dec 16, 2025). According to @CryptoKing4Ever, BTC-focused funds led with $522 million of inflows, while ETH products saw $338 million (source: CoinShares via @CryptoKing4Ever on X, Dec 16, 2025). According to @CryptoKing4Ever, AAVE attracted $5.9 million and LINK took in $4.1 million, while HYPE registered $14.1 million of outflows (source: CoinShares via @CryptoKing4Ever on X, Dec 16, 2025). According to @CryptoKing4Ever, the flow breakdown indicates large-cap leadership by BTC and ETH in institutional products this week, with selective altcoin participation and net redemptions in HYPE (source: CoinShares via @CryptoKing4Ever on X, Dec 16, 2025).

According to @ai_9684xtpa, address 0xA339d279e0A3A9EDE11eCEAc2ec9529EEBDAE12c sold 9,999.95 ETH at an average price of $2,921.35 over the past two hours, realizing approximately $11.92 million in profit, source: Ai 姨 (@ai_9684xtpa) on X. The same address previously bought 19,973 ETH on April 23, 2025 for roughly $34.54 million and had looped its ETH long up to 50,000 ETH at that time, source: Ai 姨 (@ai_9684xtpa) on X. The address did not exit when ETH reached around $4,700 earlier, per the author, source: Ai 姨 (@ai_9684xtpa) on X. The wallet currently has 40,597 WETH posted as collateral on Aave with about $39.05 million borrowed, source: Ai 姨 (@ai_9684xtpa) on X and DeBank profile https://debank.com/profile/0xa339d279e0a3a9ede11eceac2ec9529eebdae12c. An earlier update cited a liquidation level of $1,586.84 for the prior 50,000 ETH looped-long structure, source: Ai 姨 (@ai_9684xtpa) on X. These on-chain flows confirm profit-taking near the $2,900 level while significant leverage remains on Aave, source: sale and Aave stats reported by Ai 姨 (@ai_9684xtpa) on X and DeBank profile.

According to Lookonchain, a newly created wallet 0x47cA withdrew 3,300 ETH worth about $9.67M from Kraken and swapped the entire amount into 51,373 AAVE valued around $5.67M based on the shared on-chain details, source: Lookonchain. The purchase concentrates roughly $5.67M in AAVE in a single address, implying an average acquisition price near $110.4 per AAVE using the reported figures, with Lookonchain citing the Arkham Intelligence page for 0x47cA for verification, source: Lookonchain.

According to @lookonchain, wallet 0xE9D0 borrowed 1M USDC to purchase 5,211 AAVE and now holds 338,544 AAVE valued at $69.08M on Aave while carrying $30.8M in USDC debt. According to the Arkham Intelligence address explorer cited by @lookonchain, these balances and liabilities are visible on-chain and reflect continued use of recursive borrowing by this address.

According to @ai_9684xtpa, address 0x931...3c721 sold 150 BTC on-chain over the past 3 hours at an average price of $92,276 and used the proceeds to repay Aave debt, realizing a $75,000 loss on that tranche, source: @ai_9684xtpa on X. The same address began a WBTC long in April 2025, accumulating 340.2 WBTC at $92,777.36 for $31.56 million, source: @ai_9684xtpa on X. The address currently has 225.07 WBTC posted as collateral on Aave against $8.74 million borrowed with a health factor of 1.85, source: DeBank profile of address 0x931433324e6b0b5b04e3460ef3fb3f78dda3c721.

According to Pedro Gomes, tokenized stocks are moving on-chain with key second-order effects for traders: DEXs capturing fees on billions in daily trading volume, Aave-like lending protocols enabling cash borrowing against tokenized equity such as Tesla shares, and Ethereum rollups handling stock settlements 24/7—implications that point to fee accrual, collateral demand, and throughput scaling across DeFi infrastructure. Source: Pedro Gomes on X, Dec 11, 2025 https://twitter.com/pedrouid/status/1999226570586677308; Source: James “Snapcrackle” on X https://x.com/Snapcrackle/status/1999204084537016743

According to @EmberCN, a looping-loan whale was liquidated for 32,000 AAVE at 101 USD during the Oct 11 drawdown; source: @EmberCN on X. The same address resumed accumulation on Nov 24, spending 14 million USDC to buy 80,900 AAVE at a 173 USD average; source: @EmberCN on X. Per the DeBank profile for address 0x372cae7fa19b81a9786a9081704ea1e2dad576b7, the address currently holds approximately 333,000 AAVE; source: DeBank 0x372cae7fa19b81a9786a9081704ea1e2dad576b7. According to @EmberCN, the blended cost is 167 USD and the liquidation price is 117.7 USD, with position value around 62.59 million USD; source: @EmberCN on X.

According to @OnchainDataNerd, whale address 0x1D1 deposited its remaining 2,459 AAVE, valued at roughly $465,000, to the Gate exchange about an hour ago, source: @OnchainDataNerd on X. The holder accumulated these tokens last year at an average entry near $117 and now shows an estimated total realized profit of approximately $3.3 million with ROI around 145 percent, source: @OnchainDataNerd on X. The reported verification address is provided by the source: https://t.co/f9rQWGXPpF, source: @OnchainDataNerd on X.

According to @EmberCN, a whale borrowed 5,000 ETH (about $15.66 million) from Aave in the past two hours, sending 4,000 ETH to Binance and 1,044 ETH to Bybit, signaling an intended short via centralized exchange deposits. Source: @EmberCN on X; DeBank wallet debank.com/profile/0xfc09d8c9a63670702c2de876ff95608ab971dcd6. After the ETH hit CEXs, the entity withdrew 12.45 million USDT from Binance roughly 40 minutes later, matching the value of the 4,000 ETH deposit, which the author interprets as the sale likely executed. Source: @EmberCN on X. For trading impact, this reflects at least $12.49 million of spot sell flow on Binance and up to $3.26 million routed to Bybit as reported, levels traders can track against order book liquidity for ETH. Source: @EmberCN on X. Traders can also monitor the DeBank address for loan activity and subsequent ETH or USDT movements to assess if the short is being adjusted. Source: DeBank wallet debank.com/profile/0xfc09d8c9a63670702c2de876ff95608ab971dcd6.

According to @lookonchain, a single whale bought 3,175 ETH ($10.13M), 557,937 LINK ($7.99M), 20.14M ENA ($5.82M), 25,396 AAVE ($4.9M), 6.53M ONDO ($3.27M), 340,849 UNI ($2.05M), 22.59M SKY ($1.09M), and 384,075 LDO ($244K), totaling $35.7M during the market dip (source: @lookonchain on X, Dec 4, 2025). According to @lookonchain, these assets have been moved on-chain to wallet 0xBC64BDE4C3b70147C47c16dD9277a6Aaef7e0f02 (source: @lookonchain on X; ARKM Intel explorer intel.arkm.com/explorer/address/0xBC64BDE4C3b70147C47c16dD9277a6Aaef7e0f02). According to the source, traders can monitor address 0xBC64BDE4C3b70147C47c16dD9277a6Aaef7e0f02 for subsequent transfers across ETH, LINK, ENA, AAVE, ONDO, UNI, SKY, and LDO to track on-chain flows (source: ARKM Intel explorer link above).

According to @OnchainDataNerd, whale address 0xE9D withdrew 17.78k AAVE, about 3.31 million dollars, from Kraken 7 hours ago and transferred it to 0x372 to stake, according to @OnchainDataNerd. The whale has accumulated a total of 200k AAVE, about 45.26 million dollars, with an average entry around 226 dollars, according to @OnchainDataNerd. This update documents an AAVE exchange outflow followed by staking activity tied to addresses 0xE9D and 0x372, according to @OnchainDataNerd.

According to @lookonchain, wallet 0xE9D0 purchased 17,779 AAVE valued at about 3.31 million dollars around 7 hours ago and now holds 310,617 AAVE valued at about 59.3 million dollars, source: @lookonchain. The new buy equals roughly 5.7 percent of the wallet’s reported AAVE stack, a material size for on-chain tracking by traders, source: @lookonchain. Traders can monitor address 0xE9D0 for any transfers to exchanges or DeFi protocols to evaluate liquidity and supply dynamics in AAVE, source: @lookonchain.

According to @OnchainLens on X citing Nansen data, a whale withdrew 17,779 AAVE (about $3.3M) from Kraken and supplied the tokens to Aave V3 (source: @OnchainLens on X; data: Nansen). The same source reports the entity has accumulated a total of 310,617 AAVE (about $59.34M) across addresses 0xe9d05440ed65d6bf7ccf44d0f1a747b11f31259b and 0x372cAE7fA19b81A9786A9081704EA1e2DAD576b7 (source: @OnchainLens on X; data: Nansen).

According to @OnchainLens, within the last 3 hours a Bitcoin OG whale supplied 180,438 ETH to Aave V3 and borrowed $220 million in USDT, with the borrowed USDT subsequently deposited to Binance (source: Onchain Lens citing Arkham Intelligence and Etherscan). According to @OnchainLens, the supplied ETH was valued around $512 million based on a stated ETH price of $2,843, implying an approximate 43 percent loan-to-value against the Aave collateral (source: Onchain Lens; amounts and price as reported). According to @OnchainLens, a newly created wallet linked to the same entity then withdrew 77,385 ETH (about $218 million) from Binance at a price of $2,843, consistent with the Arkham Intelligence entity clustering referenced by the post (source: Onchain Lens citing Arkham Intelligence).

According to @lookonchain, a wallet labeled BitcoinOG (1011short) borrowed 220M USDT on Aave using ETH as collateral and deposited the funds into Binance, with the intent characterized as most likely to buy more ETH. Source: @lookonchain on X. According to @lookonchain, during the same period a newly created wallet 0x36ED withdrew 42,225 ETH (about $120M) from Binance, indicating a large on-exchange outflow that traders track for liquidity shifts. Source: @lookonchain on X.

According to Lookonchain, the wallet labeled BitcoinOG (address 0x4116812b89749563d40B0ffC187Db7ce668711Cb) deposited 55,340 ETH (approximately $157.2M), borrowed $50M USDT on Aave, and transferred the USDT to Binance (source: Lookonchain; Arkham). The reported figures imply an initial loan-to-value near 31.8% using the stated ETH valuation, indicating moderate leverage relative to collateral for now (source: Lookonchain). Lookonchain flagged the possibility of a looped borrowing strategy; on Aave, looping typically means borrowing stablecoins against ETH, buying more ETH, and redepositing to increase collateral and exposure (source: Lookonchain; Aave documentation). Such leverage increases liquidation risk if ETH price declines and can amplify upside if ETH rallies, as outlined in Aave’s risk framework where positions can be liquidated if the health factor falls below threshold (source: Aave documentation). No on-chain evidence of ETH purchases from the transferred USDT was provided in the disclosure, so the buy-side intent remains unconfirmed at this time (source: Lookonchain). Given the USDT was sent to Binance, monitoring Binance ETH spot flows, any changes to the address’s Aave health factor, and subsequent on-chain swaps would be key for confirmation of follow-through (source: Lookonchain).

According to @ai_9684xtpa, a wallet deposited 55,340 ETH (about $157 million) to Aave, then borrowed 50,000,000 USDT and transferred the funds to a Binance deposit address, with the purpose not disclosed, source: @ai_9684xtpa on X and DeBank profile for 0x4116812b89749563d40b0ffc187db7ce668711cb. This implies an estimated borrow-to-collateral ratio of roughly 31.8% based on the reported USD amounts (50,000,000 divided by 157,000,000), source: calculation from figures reported by @ai_9684xtpa. Aave positions are subject to liquidation if the health factor falls below 1 as collateral value declines or debt rises; traders can monitor the health factor and risk metrics on the Aave app, source: Aave protocol documentation and Aave app. Traders seeking execution clues can track subsequent transfers from the Binance deposit and the wallet’s on-chain history for exchange inflow patterns, source: DeBank transaction history for 0x4116812b89749563d40b0ffc187db7ce668711cb and Etherscan exchange labels.

According to @OnchainLens, a whale sent 15,396 AAVE worth about $2.57M to FalconX after holding for 1.5 months, with the position facing a loss of approximately $1.54M (source: @OnchainLens). According to @OnchainLens, the address had initially received 20,396 AAVE worth about $4.89M from FalconX, of which 5,000 AAVE was sold for $779,056 USDC (source: @OnchainLens). According to @OnchainLens, the address also holds a 25x long position in ETH (source: @OnchainLens).

According to @CoinMarketCap, the UK government is proposing a no gain, no loss tax framework for DeFi that defers capital gains tax until users execute a true disposal. Source: CoinMarketCap on X, Nov 28, 2025. Aave CEO Stani Kulechov described the proposal as a major win for UK DeFi users, signaling constructive sector sentiment. Source: CoinMarketCap on X, Nov 28, 2025. For traders, deferring CGT until disposal shifts taxable events to exits rather than in-protocol actions, which can simplify position management and timing of after-tax returns for UK taxpayers if implemented. Source: CoinMarketCap on X, Nov 28, 2025.

According to @lookonchain, AAVE whale address 0xE9D05440ED65D6BF7Ccf44d0f1a747B11F31259b bought 40,433 AAVE (about $7.1M) over the past 5 days during the market decline. source: @lookonchain; Arkham Intelligence. The same source reports the whale has accumulated 292,838 AAVE (stated as $54.5M) over the last three years at an average cost near $170, currently showing roughly $4.6M in unrealized profit. source: @lookonchain; Arkham Intelligence. @lookonchain cites the following addresses for verification: 0xE9D05440ED65D6BF7Ccf44d0f1a747B11F31259b and 0x372cAE7fA19b81A9786A9081704EA1e2DAD576b7. source: @lookonchain; Arkham Intelligence.

According to @ai_9684xtpa, address 0x931...3c721 borrowed 5.5 million USDT on Aave in the past 3 hours, moved funds to 0x276...23E87, and purchased 60.07 WBTC at a $91,242.6 average price, indicating a continued bullish stance on WBTC; source: @ai_9684xtpa on X. The address has cumulatively supplied 375.07 WBTC as collateral on Aave and holds 22.48 million USDT in debt; sources: @ai_9684xtpa on X; Arkham Intelligence wallet explorer for 0x931433324e6b0b5b04e3460ef3fb3f78dda3c721. For traders, this reflects fresh leveraged long exposure in WBTC via Aave as characterized in the post, with the $91,242.6 average fill serving as a near-term reference for position tracking; source: @ai_9684xtpa on X.

According to @OnchainDataNerd, whale address 0x791 bought another 60,000 AAVE worth about $10.68 million roughly 9 hours ago from Galaxy Digital. Source: @OnchainDataNerd on X. According to @OnchainDataNerd, the same address has accumulated a total of 338,000 AAVE over the past month, valued at about $60 million, with a reported average entry price of $219. Source: @OnchainDataNerd on X. According to @OnchainDataNerd, traders can reference the whale’s stated $219 average as a cost-basis benchmark when evaluating AAVE risk and liquidity around that level. Source: @OnchainDataNerd on X. According to @OnchainDataNerd, the counterparty is cited as Galaxy Digital, indicating the flow involved a major trading firm that market participants may monitor for further activity. Source: @OnchainDataNerd on X.

According to @lookonchain, whale address 0x7915 purchased another 60,000 AAVE worth $10.68M via Galaxy Digital OTC about 9 hours ago. According to @lookonchain, since Oct 13 the address has accumulated 338,005 AAVE worth $59.93M through Galaxy Digital OTC at an average entry near $218, with the position currently showing approximately $13.8M in unrealized losses.

According to @EmberCN, Multicoin Capital bought 60,000 AAVE about 4 hours ago through Galaxy Digital OTC for about 10.68 million USD (source: @EmberCN). Over the past one and a half months, the firm accumulated 338,000 AAVE totaling about 60.46 million USD at a 219 USD average cost, showing an unrealized loss of about 13.5 million USD (source: @EmberCN). The purchases included 210,000 AAVE at 244 USD after the October 11 sell-off and 61,637 AAVE for about 10.94 million USD on November 25 (source: @EmberCN).

According to @EmberCN, Multicoin Capital purchased 61,637 AAVE today via Galaxy Digital at $177 for approximately $10.94 million, highlighting continued whale accumulation in AAVE (source: @EmberCN). According to @EmberCN, the firm previously bought 210,000 AAVE on Oct 11 at $244 for about $51.32 million, indicating two major tranches reported over the past 1.5 months (source: @EmberCN). According to @EmberCN, total AAVE accumulated over roughly 1.5 months is 278,000 tokens with a reported average entry of $228 and an unrealized loss of $13.9 million, with key reported price levels at $177, $228, and $244 for cost-basis tracking (source: @EmberCN). According to @EmberCN, the sum of the two tranche values ($51.32M and $10.94M) exceeds the stated cumulative $49.52M, indicating a possible data discrepancy in the reported totals (source: @EmberCN).

According to @OnchainDataNerd, 10 hours ago Wintermute withdrew 24,124 AAVE (about $4.1 million) from Kraken, with the referenced address shared in the post: https://t.co/NewZs1rQMy source: @OnchainDataNerd According to @OnchainDataNerd, within the last 5 days a whale withdrew a total of 0.84 million ASTER (about $3.44 million) from Binance, with the address link provided here: https://t.co/o3MPKnOwBH source: @OnchainDataNerd

According to @EmberCN, a large AAVE holder who was partially liquidated during the 10/11 crash repurchased 24,000 AAVE for 4,000,000 USDC today and now holds 276,000 AAVE at a $165 average cost, source: @EmberCN. The same address accumulated 284,000 AAVE over the past two years via looping loans at an average entry of $165, source: @EmberCN. During the 10/11 wick, 32,000 AAVE were liquidated at $101, totaling approximately $3.22 million, source: @EmberCN. The implied buyback execution price is about $166.7 per AAVE based on 4,000,000 USDC divided by 24,000 AAVE, calculated from figures reported by @EmberCN. Address reference: debank.com/profile/0x372cae7fa19b81a9786a9081704ea1e2dad576b7, source: @EmberCN and Debank profile. Key reference levels for traders are $165 as the reported average cost and $101 as the reported liquidation price, source: @EmberCN. The post also tags #OKX, source: @EmberCN.

According to @ai_9684xtpa, wallet 0xaFA8a3a41379dC0275EBdC1B6D6bE97b878f7731 withdrew 150 WBTC from Binance about three hours prior, deposited the WBTC into Aave, borrowed 6,000,000 USDC, and is long WBTC with a total position value of $25.75M at an average entry of $85,376.5; the address and flows are visible on Arkham at intel.arkm.com/explorer/address/0xaFA8a3a41379dC0275EBdC1B6D6bE97b878f7731. Sources: @ai_9684xtpa on X, Arkham address explorer.

According to @wallisi, the term Aave DAT was highlighted with a direct link to an X post by @lemiscate on Nov 22, 2025, without any added context on scope, timing, or technical details in the cited posts (source: https://twitter.com/wallisi/status/1992367659300860260; source: https://x.com/lemiscate/status/1992223079804830188). For trading purposes, the lack of confirmed specifications or an official governance proposal in the cited posts means there is no verifiable catalyst to incorporate into AAVE positioning right now, and traders should wait for official disclosures before taking directional exposure on a DAT narrative to avoid event risk from incomplete information (source: https://twitter.com/wallisi/status/1992367659300860260; source: https://x.com/lemiscate/status/1992223079804830188).

According to @EmberCN, a whale who accumulated 700 WBTC via looped USDT borrowing on Aave during May–July at an average entry of USD 116,603 for a total of USD 81.62 million saw the position approach liquidation amid a deep BTC pullback (source: @EmberCN on X, Nov 22, 2025). The whale closed the position today and realized a USD 21.68 million loss as the liquidation threshold neared (source: @EmberCN on X, Nov 22, 2025).

According to @lookonchain, the #66kETHBorrow whale bought 114,684 ETH worth about $319.4M over the past two days and now holds 489,696 ETH worth about $1.35B, source: @lookonchain on X. The whale currently has $647.7M in debt on Aave with an ETH liquidation price near $1,594, providing a precise liquidation threshold to watch, source: @lookonchain on X.

According to @EmberCN, a whale/institution that flipped from a $24.48M profitable ETH short to a long withdrew 23,994 ETH (~$65.13M) from Binance about 6 hours ago and now holds 489,000 ETH (~$1.35B) at an average cost of $3,273, with an unrealized loss of about $243M. According to @EmberCN, the entity financed the ETH purchases with leverage and currently has $647M USDT debt on Aave, implying roughly a 48% LTV versus the reported ~$1.35B current valuation, signaling a sizable leveraged long exposure in ETH. Based on figures reported by @EmberCN, the $3,273 average cost is a key pivot for positioning and a $100 move in ETH would swing PnL by roughly $48.9M on the 489,000 ETH stack, while traders can monitor the wallet’s Aave health metrics and on-chain flows for potential forced-unwind signals cited by @EmberCN.

According to @ai_9684xtpa, Arthur Hayes deposited 7.66 million BIO to Binance, valued at about $460,000, two days after his prior transfer, with the move flagged by the source as a suspected sell, source: @ai_9684xtpa on X; Arkham Intel entity: intel.arkm.com/explorer/entity/arthur-hayes. Over the past week, the same labeled wallet reportedly offloaded roughly $3.409 million in altcoins across multiple channels, including LDO, UNI, AAVE, ENA, and ETHFI, source: @ai_9684xtpa on X citing Arkham Intel at intel.arkm.com/explorer/entity/arthur-hayes.

According to PeckShieldAlert, an Aave whale address 0xdaf5...3f55 was liquidated for 7.83 million USD amid a continued market downturn, bringing total liquidations tied to the wallet to roughly 9 million USD; the position was long WBTC used as collateral to borrow USDT (source: PeckShieldAlert). The liquidation follows Aave’s process where liquidators repay the borrower’s USDT debt and receive WBTC collateral at a discount, which can add near-term sell pressure to WBTC markets during deleveraging phases (source: Aave Protocol Docs). The event underscores active deleveraging risk for WBTC-backed loans on Aave during price drawdowns, relevant for traders tracking on-chain liquidity and liquidation cascades (source: PeckShieldAlert; source: Aave Protocol Docs).

According to @PeckShieldAlert, an Aave whale address 0xd2a...2ec6 was liquidated for a total of $3.88M during the market downturn, with losses from $1.58M in ETH and $2.30M in LINK posted as collateral to borrow USDT, source: @PeckShieldAlert. The liquidation confirms on-chain forced unwinds of ETH and LINK collateral against USDT debt totaling $3.88M, source: @PeckShieldAlert.

According to @PeckShieldAlert, an additional $11.41 million liquidation struck Aave whale address 0x94de...940a after BTC fell to around $80,000. source: @PeckShieldAlert The position involved a long WBTC used as collateral to borrow USDT, bringing cumulative liquidations to $20 million. source: @PeckShieldAlert In Aave liquidations, liquidators seize collateral to repay debt plus a bonus, which can lead to short-term sell flows in the collateral asset such as WBTC during unwind events. source: Aave documentation

According to @lookonchain, the #66kETHBorrow whale purchased 57,725 ETH worth $162.77M on Nov 21, 2025, bringing holdings to 432,721 ETH valued at $1.21B, source: @lookonchain. The address has borrowed a total of $602.6M in stablecoins on Aave, source: @lookonchain.

According to @PeckShieldAlert, as BTC fell below $87K, an AAVE whale address (0x94de...940a) with a long WBTC position was liquidated, source: @PeckShieldAlert. The position used WBTC as collateral to borrow USDT, resulting in a $8.59M liquidation, source: @PeckShieldAlert.

According to @OnchainLens, the "66,000 Borrowed Whale" bought $162.77M in ETH from Binance and supplied it to Aave V3 (source: @OnchainLens). Five days earlier, the entity deposited 70,000 ETH worth $222.72M into Binance (source: @OnchainLens). The wallet now holds 432,718 ETH valued at $1.23B (source: @OnchainLens). These nine-figure ETH flows highlight significant on-chain liquidity movements across Binance and Aave V3 that traders tracking ETH lending and exchange activity may monitor (source: @OnchainLens for flow data).

According to @ai_9684xtpa, a WBTC whale that looped long via Aave has begun deleveraging for the first time in six months. Source: @ai_9684xtpa on X, Nov 20, 2025. According to @ai_9684xtpa, the address withdrew a cumulative 700.19 WBTC from Binance between May–July 2025 at an average long price of $116,593, totaling about $81.63M. Source: @ai_9684xtpa on X, Nov 20, 2025. According to @ai_9684xtpa, three hours ago the wallet deposited 150 WBTC to Binance; if sold at current levels the position would realize a $3.734M loss. Source: @ai_9684xtpa on X, Nov 20, 2025. According to @ai_9684xtpa, the wallet still has 550.2 WBTC posted as collateral on Aave against $28.09M in stablecoin borrows with a health factor of 1.4 and a reported liquidation trigger at $65,436. Source: @ai_9684xtpa on X, Nov 20, 2025; Debank profile 0x3e3868f5e6fd1b2c2b91b234436b46c0a5b1140c. According to @ai_9684xtpa, key trading levels reported are the $116,593 average entry and the $65,436 liquidation threshold for WBTC pairs on Binance. Source: @ai_9684xtpa on X, Nov 20, 2025.

According to @EmberCN, a whale who used a looping-loan strategy to accumulate WBTC and ETH sold 9,516.8 ETH for $29.36M USDT at an average price of $3,085 to repay debt on Aave (source: @EmberCN on X). The address cut its Aave borrowings from $150M to $121M and lifted its health factor from 1.04 to 1.12, moving the account above the immediate liquidation threshold of 1.0 on Aave (source: @EmberCN on X; source: Aave Docs). The position still holds 1,560 WBTC as collateral on Aave, indicating sizeable on-chain exposure to monitor for further balance changes (source: @EmberCN on X). On Aave, positions are eligible for liquidation when the health factor falls below 1.0, so the rise to 1.12 indicates temporary relief from forced selling risk tied to protocol mechanics (source: Aave Docs; source: @EmberCN on X).

According to @bobbyong, Aave has incorporated insurance enabled by default in its app with coverage up to 1 million dollars, source: X post by @bobbyong on Nov 18, 2025. The post adds that DeFi insurance has been available for some time and calls the default enablement meaningful progress, source: X post by @bobbyong on Nov 18, 2025. The post does not specify the insurer, pricing, chains, or rollout scope, which are not detailed in the shared update, source: X post by @bobbyong on Nov 18, 2025.

According to @EmberCN, a whale that loop-borrowed to accumulate about $263 million in WBTC and ETH roughly three months ago is now nearing liquidation on Aave as prices fall, source: @EmberCN on X; DeBank profile debank.com/profile/0x4ed0b41dff79e0e53a054903873899bc32abc853. Four hours ago the address sold 1,316.8 ETH for 4.017 million USDT to repay debt, source: @EmberCN on X; DeBank profile debank.com/profile/0x4ed0b41dff79e0e53a054903873899bc32abc853. The position still carries $146 million in USDT debt on Aave with a health factor of 1.05, meaning a further 5 percent drop in BTC and ETH without more deleveraging would trigger forced collateral sales, source: @EmberCN on X. Entry prices were WBTC 116,762 and ETH 4,415, implying an unrealized loss of about $65.49 million, source: @EmberCN on X. Traders can monitor repayments and health factor changes at the DeBank address to gauge liquidation risk and potential order flow pressure on WBTC, BTC, and ETH, source: DeBank profile debank.com/profile/0x4ed0b41dff79e0e53a054903873899bc32abc853; @EmberCN on X.

According to @stonecoldpat0, traders are asking why Aave has dominated on-chain lending; as of October 2024, Aave’s TVL was over $10B versus roughly $2B for Compound, highlighting a persistent market share gap, source: DeFiLlama. A key driver is Aave v3’s E-Mode, which raises LTVs for highly correlated assets like stETH/ETH to boost capital efficiency and borrowing activity, source: Aave v3 documentation (E-Mode). Aave’s Isolation Mode enables listing of more collateral while capping risk per asset, attracting broader integrations and deposits without compromising systemic safety, source: Aave v3 documentation (Isolation Mode). Multi-chain expansion across major L2s and the Portal feature for cross-chain liquidity have widened Aave’s liquidity funnel relative to Compound, source: Aave v3 documentation and Aave Portal documentation. Additional fee lines from flash loans and the GHO stablecoin strengthen Aave DAO revenues and liquidity stickiness, supporting utilization and market depth, source: Aave Flash Loans documentation and Aave GHO documentation. By contrast, Compound v3 concentrates each market on a single borrow asset (commonly USDC) with slimmer collateral menus, reducing strategy surface area and cross-asset leverage relative to Aave, which has limited TVL expansion despite efficiency gains, source: Compound v3 documentation. For trading, track Aave fee flows, Safety Module staking, and GHO circulation as activity proxies, and watch Compound’s USDC utilization and reserves as gauges for parameter-driven dynamics affecting COMP governance outcomes, source: Aave Safety Module documentation, Aave GHO documentation, and Compound Protocol documentation.

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 @stonecoldpat0, there is a call for an infographic that explains collateralized lending for protocols like Aave (AAVE) and Compound (COMP) with the same clarity as popular AMM diagrams, reflecting user interest in clearer visual tools for DeFi borrowing and lending (source: @stonecoldpat0 on X).

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 Lookonchain, the wallet labeled 66kETHBorrow accumulated 444,895 ETH worth about 1.39 billion dollars at an average cost near 3,437 dollars and is currently down roughly 125 million dollars. Source: Lookonchain on X https://x.com/lookonchain/status/1989855739494695335 and https://x.com/lookonchain/status/1989309046361616449 Eight hours before the post, the wallet withdrew 177,000 ETH about 561.3 million dollars from Aave and deposited 44,000 ETH about 140.2 million dollars to Binance. Source: Lookonchain on X https://x.com/lookonchain/status/1989855739494695335 and https://x.com/lookonchain/status/1989309046361616449 Lookonchain highlighted the Binance deposit and asked whether the whale has started selling. Source: Lookonchain on X https://x.com/lookonchain/status/1989855739494695335 and https://x.com/lookonchain/status/1989309046361616449

According to @OnchainLens, the address labeled as the 66,000 ETH borrowed whale withdrew 199,720 ETH worth about $632.47M from Aave V3, indicating a major position change (source: Onchain Lens). The same source reports the whale transferred 44,000 ETH worth about $140.24M to Binance shortly after (source: Onchain Lens). @OnchainLens adds that the whale appears to be starting to close its ETH long and is currently facing an estimated ~$70M loss (source: Onchain Lens). Traders often monitor large exchange-bound inflows because they can increase near-term sell-side liquidity if sold, a relationship frequently highlighted by on-chain analytics firms such as Glassnode (source: Glassnode).

According to @CoinMarketCap, Aave Labs' new Push service is authorized under the EU's MiCA framework to offer stablecoin on- and off-ramps across the European Economic Area, positioning it among the first major DeFi products operating under MiCA compliance (Source: @CoinMarketCap). The announcement specifies MiCA authorization for stablecoin conversions across the EEA, highlighting a regulated access path that aligns DeFi infrastructure with EU crypto regulation (Source: @CoinMarketCap).

According to @Celo, DeFi Deep Dive is highlighting Aave v3 on the Celo network, with Celo Markets having launched on Aave in March and expanding access to DeFi for millions globally, source: @Celo. According to @Celo, the thread focuses on how Celo's community is using Aave, source: @Celo.

According to @OnchainLens, the address labeled as the 66,000 ETH borrowed whale purchased 39,658 ETH worth $125.09M from Binance and supplied the ETH to Aave V3. Source: Onchain Lens on X, Nov 14, 2025; Debank profile 0x6e9e81efcc4cbff68ed04c4a90aea33cb22c8c89. The same address withdrew $10M USDT and repaid the outstanding loan, reducing leverage for the position. Source: Onchain Lens on X; Debank profile 0x6e9e81efcc4cbff68ed04c4a90aea33cb22c8c89. Net effect: higher ETH supplied on Aave V3 by this address and lower debt, confirming active accumulation and deleveraging by the whale. Source: Onchain Lens on X; Debank profile 0x6e9e81efcc4cbff68ed04c4a90aea33cb22c8c89.

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, a whale/institution that flipped long after realizing $24.48M profit from shorting ETH borrowed an additional $90M USDT on Aave, sent funds to Binance, and withdrew 36,445 ETH worth about $115M, indicating continued aggressive dip-buying activity; source: @EmberCN; Arkham Intelligence. Since Nov 5, across 9 days, the entity cumulatively transferred $1.187B to Binance and withdrew 422,000 ETH (about $1.44B) at an average acquisition price of $3,413; source: @EmberCN; Arkham Intelligence. Based on the stated average cost, the position currently shows an unrealized loss of approximately $101M; source: @EmberCN; Arkham Intelligence. Total leverage includes up to $485M USDT borrowed from Aave by this entity, with the address tracked on Arkham Intelligence Explorer; source: @EmberCN; Arkham Intelligence.

According to Onchain Lens, an address labeled the 66,000 ETH borrowed whale bought 19,508 ETH (~$61.03M) from Binance, supplied the ETH to Aave V3, borrowed $170M USDT, transferred the USDT to Binance, and now holds 405,252 ETH valued at about $1.28B. Source: Onchain Lens, x.com/OnchainLens/status/1989196494495424995. Aave V3 supports supplying ETH as collateral to borrow stablecoins such as USDT, consistent with the reported on-chain flows. Source: Aave Docs, docs.aave.com/faq. Binance lists the ETH/USDT spot market, so deposited USDT can be used for ETH trades. Source: Binance spot market, binance.com/en/trade/ETH_USDT.

According to @lookonchain, whale #66kETHBorrow has accumulated 385,718 ETH worth about $1.33B based on on-chain tracking, source: Lookonchain. According to @lookonchain, the same entity just borrowed another $120M USDT from Aave and deposited the funds to Binance, source: Lookonchain. According to @lookonchain, this flow likely indicates preparation to buy more ETH, which is a trading-relevant signal for ETH markets, source: Lookonchain.

According to @CoinMarketCap, the October 2025 review highlights JPMorgan, Citibank, MUFG, and Mastercard advancing custody and tokenization, signaling ongoing institutional participation in crypto market infrastructure. Source: CoinMarketCap According to @CoinMarketCap, Grayscale launched the first staking ETPs and 21Shares filed HYPE ETFs, expanding the lineup of exchange-traded crypto products tracked in the period. Source: CoinMarketCap According to @CoinMarketCap, BTC closed the month above 100,000 dollars despite approximately 20 billion dollars in mid-month liquidations, marking a strong monthly finish in the face of deleveraging. Source: CoinMarketCap According to @CoinMarketCap, protocol developments included the Aave v4 transition and zkSync’s Atlas upgrade, adding notable DeFi and L2 milestones to the month’s market drivers. Source: CoinMarketCap

According to Lookonchain, address 0x9992 borrowed 10M USDC from Aave roughly two hours prior to the post and purchased 2,909 ETH; source: Lookonchain on X https://x.com/lookonchain/status/1988501287936422209. According to Lookonchain, the whale currently has 83,816 ETH valued at approximately $288.6M deposited on Aave and has borrowed $122.89M in stablecoins; source: Lookonchain on X https://x.com/lookonchain/status/1988501287936422209. According to Lookonchain, the related addresses can be monitored for position changes via Arkham Intelligence; sources: https://intel.arkm.com/explorer/address/0x99926Ab8E1B589500aE87977632f13cF7f70F242 and https://intel.arkm.com/explorer/address/0x54d250405d22e858D125Ce2c1aFFC7D73AFe6029. According to Lookonchain, this flow indicates leveraged long ETH exposure via Aave borrowing and spot accumulation; source: Lookonchain on X https://x.com/lookonchain/status/1988501287936422209.

According to @lookonchain, a whale tied to the “66k ETH Borrow” cluster purchased 30,548 ETH (about USD 105.36M) in the past hour. Source: @lookonchain on X, Nov 12, 2025. According to @lookonchain, cumulative buys since Nov 4 reached 385,718 ETH (about USD 1.33B), with USD 270M of the purchasing funds borrowed from Aave. Source: @lookonchain on X, Nov 12, 2025. According to @lookonchain, related addresses disclosed for monitoring are 0x85e05C10dB73499fbDeCAb0dfbB794a446feEeC8, 0x6e9e81EfCC4CBff68eD04c4a90AeA33cB22c8c89, 0xE5C248D8d3F3871bD0f68E9C4743459C43BB4e4c, and 0xFaf1358Fe6a9FA29A169Dfc272B14E709f54840f. Source: @lookonchain on X, Nov 12, 2025.

According to @EmberCN, a single whale or institution pivoted long after a $24.48M profit from shorting ETH, borrowing roughly 190M USDT on Aave, sending it to Binance, and withdrawing 163,680 ETH (~$581M) to on-chain wallets on Nov 11–12, 2025; source: @EmberCN on X and Arkham Intelligence entity https://intel.arkm.com/explorer/entity/16090b03-b744-484a-8a6d-b1c62b21fd95. According to @EmberCN, when combined with Nov 5 flows of 702M USDT into Binance and 191,477 ETH (~$638M) withdrawn, the entity accumulated about 355,000 ETH (~$1.22B) within one week; source: @EmberCN on X and Arkham Intelligence entity https://intel.arkm.com/explorer/entity/16090b03-b744-484a-8a6d-b1c62b21fd95. According to @EmberCN, the average acquisition price for these Binance withdrawals is approximately $3,436 per ETH based on withdrawal-time prices; source: @EmberCN on X. According to @EmberCN, the tracked wallet cluster and on-chain flows are viewable via Arkham Intelligence and align with the described Aave borrow, Binance funding, and subsequent ETH withdrawals to self-custody; source: @EmberCN on X and Arkham Intelligence entity https://intel.arkm.com/explorer/entity/16090b03-b744-484a-8a6d-b1c62b21fd95.

According to @OnchainLens, a whale withdrew 60,000 ETH valued at $213.73M from Binance and deposited it into Aave V3, and the wallet now holds 326,902 ETH worth $1.16B (source: @OnchainLens; Arkham address 0xE5C248D8d3F3871bD0f68E9C4743459C43BB4e4c). According to Arkham’s transaction explorer, the on-chain path shows funds leaving Binance to the whale address and then moving into Aave V3 (source: Arkham). According to @OnchainLens and Arkham data, this flow shifts 60,000 ETH from a centralized exchange to a DeFi lending protocol for this wallet, a data point traders track when monitoring exchange supply and DeFi collateral flows (source: @OnchainLens; Arkham).

According to @OnchainLens, the whale borrowed an additional $90M USDT and bought 31,131 ETH (~$113M) on Binance, taking totals to 75,418 ETH (~$269.46M) purchased, 109,576 ETH (~$393M) supplied to Aave V3, and $190M USDT borrowed. According to @OnchainLens, these figures imply an on-chain LTV near 48% (190M debt vs 393M collateral) and an average Binance purchase price near $3,573 per ETH (269.46M divided by 75,418). According to @OnchainLens, the activity is tied to Arkham Intelligence explorer address 0xE5C248D8d3F3871bD0f68E9C4743459C43BB4e4c, which consolidates the wallet’s transfers. Based on the sequence reported by @OnchainLens, the loop of borrowing USDT, buying ETH, and supplying ETH to Aave V3 indicates a leveraged long structure that traders can monitor for changes in collateral and debt levels via the linked Arkham address.

According to @ai_9684xtpa, whale address 0xE5C...B4e4c supplied 78,444.11 ETH to Aave and borrowed 100,000,000 USDT with a reported health factor of 2.33 (source: @ai_9684xtpa; on-chain reference: Debank address 0xe5c248d8d3f3871bd0f68e9c4743459c43bb4e4c). According to @ai_9684xtpa, the entity then sent funds to Binance and withdrew 44,287.8 ETH worth about $156M at an average acquisition price of $3,532.6 (source: @ai_9684xtpa; on-chain reference: Debank address 0xe5c248d8d3f3871bd0f68e9c4743459c43bb4e4c). Based on Aave documentation, borrowing USDT against ETH collateral to acquire additional ETH constitutes a leveraged long, and declines in ETH price reduce the health factor toward 1.0 and increase liquidation risk (source: Aave Docs). Based on Aave liquidation mechanics, monitoring this address’s Aave health factor and transfer activity offers visibility into position stability and potential forced-selling thresholds, with the reported $3,532.6 cost basis serving as a key reference level for traders (source: Aave Docs; source: @ai_9684xtpa; on-chain reference: Debank address 0xe5c248d8d3f3871bd0f68e9c4743459c43bb4e4c).

According to @EmberCN, a whale or institution that previously shorted ETH for a $24.48M profit pivoted to long by buying 191,477 ETH at $3,335 on Nov 5, now showing $47.87M in unrealized gains. Source: @EmberCN on X; debank.com/profile/0xe5c248d8d3f3871bd0f68e9c4743459c43bb4e4c; x.com/EmberCN/status/1988053052059009220. According to @EmberCN, the same address borrowed 100M USDT from Aave about 7 hours ago, transferred it to Binance, and withdrew 44,288 ETH worth about $156M to self-custody, indicating leveraged accumulation activity. Source: @EmberCN on X; debank.com/profile/0xe5c248d8d3f3871bd0f68e9c4743459c43bb4e4c; x.com/EmberCN/status/1988053052059009220. According to @EmberCN, over the past week the address accumulated a total of 235,765 ETH valued around $795M at an average entry price of $3,372, establishing the reported cost basis for the position. Source: @EmberCN on X; debank.com/profile/0xe5c248d8d3f3871bd0f68e9c4743459c43bb4e4c; x.com/EmberCN/status/1988053052059009220.

According to @OnchainLens, the ETH whale who previously borrowed 66K ETH to sell and later bought 257,543 ETH ($896M) during the dip appears to be rebuilding exposure, corroborated by Arkham wallet explorer data for address 0xE5C248D8d3F3871bD0f68E9C4743459C43BB4e4c (intel.arkm.com/explorer/address/0xE5C248D8d3F3871bD0f68E9C4743459C43BB4e4c). According to @OnchainLens and Arkham, recent transactions include depositing 34,156 ETH ($120.3M) into Aave, borrowing $60M USDT and sending it to Binance, buying 23,500 ETH ($82.62M) and supplying it to Aave V3, borrowing $40M USDC and sending it to Binance, and buying 20,787 ETH ($73.81M) and supplying it to Aave V3 (intel.arkm.com/explorer/address/0xE5C248D8d3F3871bD0f68E9C4743459C43BB4e4c). According to @OnchainLens and Arkham, this sequence totals 78,443 ETH supplied as collateral on Aave V3 and $100M in stablecoins moved to Binance, aligning with @OnchainLens’s characterization that the wallet is building its position again (intel.arkm.com/explorer/address/0xE5C248D8d3F3871bD0f68E9C4743459C43BB4e4c). According to @OnchainLens and Arkham, the prior accumulation of 257,543 ETH ($896M) provides scale context for traders assessing order book liquidity and potential flow impact from this ongoing activity (intel.arkm.com/explorer/address/0xE5C248D8d3F3871bD0f68E9C4743459C43BB4e4c).

According to Lookonchain, the whale who previously borrowed 66K ETH to sell later accumulated 257,543 ETH valued at $896M during the market dip. According to Lookonchain, the same address just deposited 34,156 ETH ($120.3M) into Aave, borrowed 60M USDT, and transferred the funds to Binance. According to Lookonchain, this flow is likely intended to buy more ETH.

According to @AltcoinDaily, a SmartCon 2025 NYC panel featuring Chainlink and Aave founders claims that institutions will 10x crypto and that DeFi will win, with the full discussion available on YouTube, source: @AltcoinDaily on X; source: YouTube vj6yAs9Tp7w. The announcement explicitly highlights BTC, ETH, LINK, and AAVE, directing trader attention to these assets in the institutional DeFi narrative, source: @AltcoinDaily on X.

According to @CryptoMichNL, traders should stop labeling everything as Altcoins and reserve the term specifically for memecoins (source: @CryptoMichNL on X, Nov 8, 2025). He states that tokens from building projects such as LINK, AAVE, and NEAR should be treated as crypto company tokens rather than Altcoins in his framework (source: @CryptoMichNL on X, Nov 8, 2025). For trading workflows, this classification separates memecoin baskets from project tokens like LINK, AAVE, and NEAR when organizing watchlists and peer groups (source: @CryptoMichNL on X, Nov 8, 2025). The post was published on Nov 8, 2025, signaling his current taxonomy for market communication and analysis (source: @CryptoMichNL on X, Nov 8, 2025).

According to @lookonchain, address 0x540C withdrew 114.9M USDT from Aave, pushing USDT utilization on the core market to 92.83%, above the 92% optimal utilization threshold (source: @lookonchain; source: Etherscan tx 0x8427fc1c91a133c02f10999c089806ebff0296bae4c875f07ed379b649ba8549). According to Aave documentation, when utilization exceeds the optimal level, the kinked interest rate model increases variable borrow APRs sharply and lifts supply APYs due to the higher post-kink slope (source: Aave Docs – Interest Rate Strategy). Based on @lookonchain’s reported 92.83% utilization, USDT borrowing costs on Aave should rise while USDT suppliers see higher yields under the model mechanics (source: @lookonchain; source: Aave Docs – Interest Rate Strategy). For traders, monitoring Aave’s USDT variable borrow APR, supply APY, and available liquidity can inform decisions to repay variable USDT debt or supply USDT to capture elevated yields in line with the documented rate model (source: Aave Docs – Interest Rate Strategy; source: @lookonchain).

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 @CoinMarketCap, Monad will launch its Layer 1 mainnet and native MON token on Nov. 24, a key date for tracking initial liquidity and potential listings; source: @CoinMarketCap. According to @CoinMarketCap, approximately 225,000 verified users of Hyperliquid, Uniswap, Aave, and Pump.fun will receive MON distributions, signaling broad DeFi user coverage at genesis; source: @CoinMarketCap.

According to @OnchainDataNerd, MetaAlpha withdrew 6,800 ETH worth about 22.72 million dollars from Binance roughly 6 hours ago and deposited the entire amount into Aave, source: @OnchainDataNerd; ARKM Explorer address 0x96F49d0e9724dFD8780fa667ac37A993f005CB94. The on-chain transfers confirm the ETH moved off a centralized exchange and was supplied to the Aave lending pool under that wallet, source: @OnchainDataNerd; ARKM Explorer address 0x96F49d0e9724dFD8780fa667ac37A993f005CB94. On Aave, supplied ETH can be enabled as collateral to borrow other assets, which is standard protocol behavior, source: Aave documentation. For trading implications, this shift relocates 6,800 ETH from exchange order books to a lending venue that enables collateralized borrowing, a setup traders monitor when evaluating near-term ETH liquidity and leverage conditions, source: @OnchainDataNerd; Aave documentation.

According to @PeckShieldAlert, ETH falling below $3,200 triggered the liquidation of a whale’s long wstETH position on Aave, with approximately $23.44 million in wstETH liquidated across multiple transactions. According to @PeckShieldAlert, the address 0xa740...b5b6 had supplied wstETH as collateral to borrow USDT and USDC, and the breach of the $3,200 ETH price threshold activated liquidations on the Aave market.

According to @PeckShieldAlert, as BTC fell below $101K, a whale address 0x94de...940a that supplied WBTC to borrow USDT on Aave was liquidated, with a total of $31.47M wiped out (source: @PeckShieldAlert, Nov 5, 2025).

According to @EmberCN, an entity that borrowed 66,000 ETH on Oct 20 by posting roughly 700M USDC as collateral on Aave to short repaid the debt yesterday and realized a $24.48M profit, source: X post https://x.com/EmberCN/status/1985876023158980987 and Arkham data https://intel.arkm.com/explorer/address/0xFaf1358Fe6a9FA29A169Dfc272B14E709f54840f. From last night to this morning, the same wallets sent $482M USDC into Binance and withdrew 144,255 ETH with an estimated average execution near $3,341, indicating an active shift to ETH accumulation, source: @EmberCN on X https://x.com/EmberCN/status/1985876023158980987 and Arkham data https://intel.arkm.com/explorer/address/0xE5C248D8d3F3871bD0f68E9C4743459C43BB4e4c. For traders, the whale’s reported cost basis around $3,341 and the net exchange outflow of 144,255 ETH are levels and flows to monitor for liquidity and risk management, with figures taken from @EmberCN’s report and the referenced Arkham addresses, source: X post https://x.com/EmberCN/status/1985876023158980987 and Arkham data https://intel.arkm.com/explorer/address/0x6e9e81EfCC4CBff68eD04c4a90AeA33cB22c8c89.