According to @ai_9684xtpa, Arthur Hayes received 4.85 million ENA from Galaxy Digital valued at 0.985 million USD, source: https://x.com/ai_9684xtpa/status/2006291287012761734. The same source reports that since Dec 20 he has accumulated 10.905 million ENA totaling 2.227 million USD at an average price of 0.2042 USD, source: https://x.com/ai_9684xtpa/status/2006291287012761734. The post also details a DeFi basket purchase five days earlier totaling 2.009 million USD: 274k $PENDLE (0.515M USD), 440k $LDO (0.259M USD), 4.82M $ENA (0.984M USD), and 358k $ETHFI (0.250M USD), source: https://x.com/ai_9684xtpa/status/2006291287012761734. Cumulative token purchases since Dec 20 are cited at 4.529 million USD with $PENDLE the largest position at 1.747 million USD, source: https://x.com/ai_9684xtpa/status/2006291287012761734. The wallet address for verification is provided via Arkham Intel, source: https://intel.arkm.com/explorer/entity/arthur-hayes. For traders, these wallet inflows and the cited average $ENA price offer concrete reference levels for order-flow tracking and liquidity monitoring around the reported sizes, source: https://x.com/ai_9684xtpa/status/2006291287012761734 and https://intel.arkm.com/explorer/entity/arthur-hayes.

According to @EmberCN, BitMEX co-founder Arthur Hayes resumed DeFi accumulation at end-November after trimming positions in mid-November. Source: @EmberCN. Over roughly one month, he bought four DeFi tokens totaling $7.77M. Source: @EmberCN. Disclosed positions include 1.397M PENDLE valued at $2.87M with a stated average entry of $2.05. Source: @EmberCN. He also acquired 10.94M ENA valued at $2.61M with an average entry of $0.24. Source: @EmberCN. He holds 1.32M ETHFI, while the value and the fourth asset were not fully specified in the provided excerpt. Source: @EmberCN. From the figures shown, the three detailed purchases total about $5.48M, implying roughly $2.29M is allocated across ETHFI and the unnamed fourth token. Source: @EmberCN. For trade planning, the cited cost bases highlight $2.05 for PENDLE and $0.24 for ENA as clear reference levels. Source: @EmberCN.

According to @ai_9684xtpa, Arthur Hayes purchased $2.009 million of DeFi tokens after five days, including 274,000 PENDLE worth $515,000, 440,000 LDO worth $259,000, 4.82 million ENA worth $984,000, and 358,000 ETHFI worth $250,000. Source: @ai_9684xtpa on X, Dec 31, 2025. Based on these reported values, the latest tranche is weighted about 49% ENA, 26% PENDLE, 13% LDO, and 12% ETHFI. Source: @ai_9684xtpa on X, Dec 31, 2025. According to @ai_9684xtpa, cumulative buys since Dec 20 total $4.529 million, with PENDLE the largest position at $1.747 million. Source: @ai_9684xtpa on X, Dec 31, 2025. According to @ai_9684xtpa, withdrawals from exchanges since Dec 20 amount to $2.52 million with PENDLE accounting for 48.9% by value. Source: @ai_9684xtpa on X, Dec 31, 2025. Wallet attribution and on-chain traceability are provided by the Arkham Intelligence Arthur Hayes entity page. Source: Arkham Intelligence explorer entity for Arthur Hayes.

According to @ai_9684xtpa, on-chain address 0xa312114B5795dFF9B8db50474dD57701AA78aD1E has maintained a basket short strategy against 21 altcoins since June, now showing $6.417M in unrealized profit across those shorts (source: @ai_9684xtpa on X, Dec 2, 2025; hyperbot.network/trader/0xa312114B5795dFF9B8db50474dD57701AA78aD1E?ic=6792001762). After the 10/11 flash crash, the address’s profits increased significantly, with total account PnL exceeding $78.86M (source: @ai_9684xtpa on X, Dec 2, 2025; hyperbot.network/trader/0xa312114B5795dFF9B8db50474dD57701AA78aD1E?ic=6792001762). The address currently holds 22 positions: only $ENA is a long and is in a floating loss, while all 21 short positions are profitable; the top PnL short is $ASTER with $1.955M unrealized profit (source: @ai_9684xtpa on X, Dec 2, 2025; hyperbot.network/trader/0xa312114B5795dFF9B8db50474dD57701AA78aD1E?ic=6792001762). Traders can review the live position breakdown via the provided dashboard link to track this short-focused exposure (source: hyperbot.network/trader/0xa312114B5795dFF9B8db50474dD57701AA78aD1E?ic=6792001762).

According to @OnchainDataNerd, one hour ago whale address 0xaf3 received 3.4 million ENA (about $953,000) from Wintermute (source: @OnchainDataNerd). Over the past 10 months, the address accumulated a total of 10.59 million ENA (about $6.5 million) at an average entry price of $0.614 (source: @OnchainDataNerd). The position shows an unrealized loss of about $2.97 million with ROI at -45.7% (source: @OnchainDataNerd).

According to @OnchainLens, a newly created wallet withdrew $4M USDC from Coinbase over the past two days and opened high-leverage short positions on ETH at 15x and ENA at 10x, indicating significant directional exposure in the derivatives market, source: @OnchainLens. The same account reports the positions are currently showing an unrealized loss of $1.44M, source: @OnchainLens. The wallet address is 0xDf752BB2BD06FDbEe1579CC0FFbF522dd1bFF460 as identified on-chain, source: Hypurrscan.

According to @lookonchain, YZi Labs deposited 54M ENA (about $37.8M) to Binance over the past three weeks and still holds 321M ENA (about $218.2M), citing Arkham Intelligence on-chain data. According to @lookonchain, Maven 11 Capital withdrew 30.08M ENA (about $21.3M) from Binance during the past two days, based on Arkham Intelligence address trackers. According to @lookonchain, the combined flow from these entities results in a net +23.92M ENA to Binance across the observed periods when comparing the 54M deposit versus the 30.08M withdrawal, per Arkham Intelligence.

According to @adriannewman21, he disclosed personal investments in ENA ($ENA) and BasedOneX and stated that Basedapp received a strategic investment from Ethena Labs. Source: Adrian (@adriannewman21) on X, Sep 8, 2025. The post links ENA and BasedOneX exposure to the investment announcement, with no financial terms or timelines provided in the post. Source: Adrian (@adriannewman21) on X, Sep 8, 2025.

According to @ReetikaTrades, $PUMP and $ENA have been among the easiest recent trades by tailing well-telegraphed, multi-million-dollar token buybacks. Source: @ReetikaTrades on X, Sep 6, 2025. The author states that focusing on 1% BTC pullbacks missed the better risk-reward that came from tracking these buyback flows. Source: @ReetikaTrades on X, Sep 6, 2025. The post indicates that fading typical seasonality underperformed versus aligning with the buyback-led trend in these tokens. Source: @ReetikaTrades on X, Sep 6, 2025. The trading takeaway is to prioritize clearly communicated buyback activity in $PUMP and $ENA over minor BTC volatility when seeking near-term edge, per the author’s view. Source: @ReetikaTrades on X, Sep 6, 2025.

According to @MilkRoadDaily, ENA is up 26% over the past 30 days despite the broader crypto market dumping, highlighting clear relative strength for traders monitoring momentum and market breadth. Source: @MilkRoadDaily. According to @MilkRoadDaily, Ethena Labs generated $53M in revenue over the last 7 days, nearly 2x Hyperliquid, underscoring strong protocol cash flow that can underpin fundamentals-focused positioning. Source: @MilkRoadDaily. According to @MilkRoadDaily, USDe supply has grown 4.6x year over year to $12.4B, signaling expanding stablecoin scale within the Ethena ecosystem that traders may track as a liquidity indicator. Source: @MilkRoadDaily.

According to @lookonchain, wallet 0x3737 sold 128.87B $PEPE for approximately $1.45M about 11 hours ago and purchased 2,517 $AAVE for about $923K and 61,567 $PENDLE for about $367K (source: @lookonchain). According to @lookonchain, the wallet now holds 2.35T $PEPE valued at $26.64M, 12.74M $ENA at $9.44M, 21,298 $AAVE at $7.6M, and 734,289 $PENDLE at $4.45M (source: @lookonchain). According to @lookonchain, based on the reported valuations this implies an approximate portfolio mix of $PEPE 55.4%, $ENA 19.6%, $AAVE 15.8%, and $PENDLE 9.2% by value, indicating added exposure to $AAVE and $PENDLE while maintaining a majority position in $PEPE (source: @lookonchain).

According to @lookonchain, Arthur Hayes sold 7.76M ENA at approximately $0.595 for $4.62M two weeks ago, realizing a $1.65M profit (source: @lookonchain; Arkham Intelligence wallet explorer). According to @lookonchain, he recently repurchased 2.14M ENA at $0.816 for $1.75M (source: @lookonchain; Arkham Intelligence). Based on these reported trades, Hayes’ net position change over the sequence is -5.62M ENA and net cash from the sequence is approximately +$2.87M (calculation from @lookonchain-reported figures; source: @lookonchain). The repurchase price is about 37% higher than the prior sale price, calculated from $0.595 to $0.816 using the reported figures (calculation from @lookonchain-reported figures; source: @lookonchain). These specific execution levels of roughly $0.595 and $0.816 are derived directly from the cited on-chain data (source: @lookonchain; Arkham Intelligence).

According to Miles Deutscher, he currently holds a diversified cryptocurrency portfolio, including $COIN, $ENA, $SOL, and $PENDLE, emphasizing the need for individual analysis of potential investments. He suggests that traders should conduct their own evaluations to determine suitable proxy bets rather than investing in every token mentioned. This approach highlights the importance of strategic portfolio diversification and personal research in crypto trading (source: Miles Deutscher on Twitter).

According to Miles Deutscher, José has made $ENA his largest holding due to its consistent performance and strategic partnerships that have increased its utility and demand in the cryptocurrency market. Deutscher highlights that $ENA's integration into multiple decentralized finance (DeFi) platforms has contributed to its price stability and growth potential, making it an attractive option for investors seeking long-term gains.

According to EmberCN, the Trump family-backed DeFi project WLFI sold 184,000 $ENA in the past day, converting it into 0.794 WBTC valued at $69,000. The proceeds from $WLFI sales were used to invest in a portfolio of 11 tokens, many of which were transferred to Coinbase Prime. However, it is unclear if these tokens have been sold or how many, as per EmberCN.

According to @doctortraderr, there are two active trading positions: a short on $ENA and a pending short on $Auction, which is expected to be triggered soon. This indicates a bearish outlook on these assets by the trader.

According to @doctortraderr, a short position on $ENA as part of the '100-1k$ challenge' was successfully closed with a profit of $4.37. The entry was precisely timed, showcasing effective trading strategy execution.

According to @doctortraderr, a trading strategy for $ENA involves a short entry at a limit price of $0.4650, with a target price of $0.0406. The margin for this trade is set at $15 using 10x leverage. Traders are reminded to place the order as a limit order and to respect the size and leverage used.

According to The Data Nerd, within the last 24 hours, 7 wallets have deposited a total of 34.111M $ENA (~$13.32M) into Binance. Notably, all these wallets received the tokens just yesterday, indicating a coordinated movement of funds.

According to Ai 姨 (@ai_9684xtpa), the $ENA token experienced a significant unlock of 2.07 billion tokens this week, leading to frequent large on-chain transactions. A new address, 0x320...1Efd4, received 9.34 million tokens on the day of the unlock (03.05) and deposited all of them into #Binance four hours ago, valued at $3.47 million. Additionally, Amber Group, one of the ENA market makers, transferred 14.61 million tokens (approximately $5.81 million) from #Binance 12 hours ago.