吴说获悉，据 @EmberCN 监测，BitMEX 联合创始人 Arthur Hayes 今日清仓了其于去年 12 月斥资 935 万美元买入的 4 种 DeFi 代币，总计亏损约 348 万美元。具体操作包括：以 0.42 美元卖出 LDO（亏损 31 万美元）、以 0.13 美元卖出 ENA（亏损 154 万美元）、以 1.34 美元卖出 PENDLE（亏损 99 万美 元）以及以 0.47 美元卖出 ETHFI（亏损 63 万美元）。 （来源：吴说） ...

吴说获悉，据 Lookonchain 监测，Arthur Hayes 卖出 PENDLE、ENA 及 LDO 后买入 HYPE。过去 24 小 时买入 57,881 枚 HYPE（价值约 191 万美元），当前持仓 131,807 枚 HYPE（价值约 433 万美元）。 来源：市场资讯 （来源：吴说） ...

BitMEX co-founder Arthur Hayes is transferring his crypto holdings to a brokerage platform, despite short-term gains in the broader market. On-chain data shows that all of these transfers involve assets acquired at higher price levels and now moved at lower market prices. Hayes recently transferred 327,869 PENDLE tokens, worth around $502,000, to crypto prime broker FalconX at an average price of $1.53. Interestingly, Hayes previously acquired around 1.4 million PENDLE at a higher price of $2.06. The ...

Group 1 - Arthur Hayes, co-founder of BitMEX, is making significant investments in decentralized finance (DeFi) tokens, indicating a shift from Ethereum to other protocols expected to recover by 2026 [1][2] - Hayes has invested over $3.4 million in four DeFi assets: $1.97 million in ENA, $735,330 in ETHFI, $515,360 in PENDLE, and $259,960 in LDO [1][3] - The tokens are currently trading well below their all-time highs, reflecting a broader downturn in the DeFi sector, with Hayes converting an additional $5.5 million in Ethereum into these assets [2][3] Group 2 - Hayes' strategy involves accumulating these assets during price dips, suggesting a belief in their long-term value rather than short-term speculation [3] - The allocation is heavily weighted towards PENDLE, which accounts for over 50% of his investments, indicating a focus on yield tokenization [2][4] - Each token in Hayes' portfolio is linked to specific growth narratives, such as ENA potentially benefiting from institutional inflows due to Bitwise's recent ETF filing [4] Group 3 - PENDLE has shown strong revenue generation despite low token prices, providing consistent quarterly cash flow to its holders [4] - The total holdings include 4.86 million ENA tokens valued at approximately $986,000 and 697,851 ETHFI tokens worth around $485,000 [5]

Whale Activity - Whale "0xBC64" purchased approximately $13.9 million worth of 10 assets during a market dip and transferred them to an on-chain wallet [1] - Another whale acquired $35.7 million worth of 8 assets during the market dip and subsequently moved them on-chain [1] Specific Asset Acquisitions by Whale "0xBC64" - The whale "0xBC64" acquired 22.7 million ENA tokens, valued at $5.92 million [1] - The whale "0xBC64" acquired 1,898 ETH tokens, valued at $5.79 million [1] - The whale "0xBC64" acquired 38,614 LINK tokens, valued at $527 thousand [1] - The whale "0xBC64" acquired 74,217 UNI tokens, valued at $413 thousand [1] - The whale "0xBC64" acquired 134,005 PENDLE tokens, valued at $323 thousand [1] - The whale "0xBC64" acquired 753,625 CRV tokens, valued at $295 thousand [1] - The whale "0xBC64" acquired 521,061 ONDO tokens, valued at $242 thousand [1] - The whale "0xBC64" acquired 12,665 ENS tokens, valued at $141 thousand [1] - The whale "0xBC64" acquired 754 AAVE tokens, valued at $140 thousand [1] - The whale "0xBC64" acquired 149,593 AERO tokens, valued at $98 thousand [1] Specific Asset Acquisitions by Other Whale - Another whale acquired 3,175 ETH tokens, valued at $10.13 million [1] - Another whale acquired 557,937 LINK tokens, valued at $7.99 million [1] - Another whale acquired 20.14 million ENA tokens, valued at $5.82 million [1] - Another whale acquired 25,396 AAVE tokens, valued at $4.9 million [1] - Another whale acquired 6.53 million ONDO tokens, valued at $3.27 million [1] - Another whale acquired 340,849 UNI tokens, valued at $2.05 million [1] - Another whale acquired 22.59 million SKY tokens, valued at $1.09 million [1] - Another whale acquired 384,075 LDO tokens, valued at $244 thousand [1]

Arthur Hayes(@CryptoHayes) bought 218,000 $PENDLE($536K) today.https://t.co/loeYKUb9rN https://t.co/SWlbHy8waz ...

User Activity - Pendle Finance's Q4 monthly active users have surpassed previous quarters in 2023 [1] - Q4 active users exceeded 50 thousand [1] Platform Performance - Arbitrum, hyperEVM, and Plasma played a major role after Ethereum in Q4 [1] Resources - Token Terminal provides more information on $PENDLE [2]

Whale Activity & Price Deviation - Whale activity, defined as transfers of $100K+, significantly increases the likelihood of coin prices deviating from the altcoin pack [1] Coins with Highest Percentage Increase in $100K+ Transfers - Trust Wallet ($TWT) experienced a high percentage increase in $100K+ transfers [1] - Synthetix ($SNX) experienced a high percentage increase in $100K+ transfers [1] - Virtuals ($VIRTUAL) experienced a high percentage increase in $100K+ transfers [1] - Renzo Protocol ($EZETH) experienced a high percentage increase in $100K+ transfers [1] - Mantle ($MNT) experienced a high percentage increase in $100K+ transfers [1] - Fetch.ai ($FET) experienced a high percentage increase in $100K+ transfers [1] - Pendle ($PENDLE) experienced a high percentage increase in $100K+ transfers [1] - World Liberty Coin ($USD1) experienced a high percentage increase in $100K+ transfers [1] - ENS Domains ($ENS) experienced a high percentage increase in $100K+ transfers [1] - Usual ($USD0) experienced a high percentage increase in $100K+ transfers [1]

Market Trends - Whale activity significantly increases the likelihood of coin prices deviating from the altcoin pack [1] Cryptocurrency Transfers - Lists cryptocurrencies with the highest percentage increases in $100K+ transfers, including TWT, SNX, VIRTUAL, EZETH, MNT, FET, PENDLE, USD1, ENS, and USD0 [1]

New Token Listings - $CAKE, $CVX, $LDO & $PENDLE are now available on a specific platform [1] - These tokens offer yield optimization, liquid staking, future-yield trading & DeFi governance opportunities [1] DeFi Opportunities - The listed tokens unlock new ways to enhance portfolio in the DeFi space [1]