According to @CoinMarketCap, Bitwise has filed with the U.S. SEC to launch 11 single-token, altcoin-focused strategy ETFs that would provide regulated exposure to Aave, Uniswap, Hyperliquid, Zcash, Bittensor and others; source: @CoinMarketCap on X, December 31, 2025. The post identifies these as single-token strategy ETFs offering regulated exposure to individual assets named, including Aave AAVE, Uniswap UNI, Zcash ZEC, and Bittensor TAO; source: @CoinMarketCap on X, December 31, 2025. No filing identifiers, proposed tickers, fees, timelines, or approval status were disclosed in the post; source: @CoinMarketCap on X, December 31, 2025.

According to @OnchainDataNerd, roughly 10 hours ago a 21Shares ETP fund deposited its last 8,900 AAVE (about $1.34M) to a Coinbase Prime address, indicating a material token transfer to an exchange-linked venue (source: @OnchainDataNerd on X, Dec 30, 2025). Arkham Intelligence labels the entity as 21Shares and shows the Coinbase Prime destination address for the transfer, corroborating the wallet attribution (source: Arkham Intelligence, 21shares entity explorer). Coinbase Prime is Coinbase’s institutional custody and execution platform, meaning the assets are now positioned on an institutional trading venue or custody environment (source: Coinbase Institutional documentation). On-chain analytics commonly track exchange inflows as a short-term sell-side liquidity indicator, so traders may monitor AAVE net exchange flows and Coinbase order book depth for near-term liquidity shifts following this deposit (source: CryptoQuant, Exchange Inflows metric overview).

According to @EmberCN, Trend Research, affiliated with Jackyi_ld, added 20,850 ETH (~62.8M USD) this afternoon. source: https://x.com/EmberCN/status/2005541721715925478 The firm borrowed an additional 40M USDT on Aave and transferred it to Binance, indicating leveraged ETH accumulation is continuing. source: https://x.com/EmberCN/status/2005541721715925478 Their levered position now totals 601,076 ETH (~1.82B USD) with an estimated average entry of 3,202 USD and an unrealized loss of about 110M USD. source: https://x.com/EmberCN/status/2005541721715925478 Outstanding borrowing on Aave stands at 958M USDT. source: https://x.com/EmberCN/status/2005541721715925478 Address cluster for verification is provided via Arkham. source: https://intel.arkm.com/explorer/entity/16090b03-b744-484a-8a6d-b1c62b21fd95 An earlier update the same day noted 46,379 ETH bought via leverage since early November, citing a cumulative 580,000 ETH (~1.72B USD) at a 3,208 USD average and 887M USDT borrowed, roughly 2x leverage. source: https://x.com/EmberCN/status/2003647952729104865

According to @lookonchain, Trend Research has accumulated 601,074 ETH valued at $1.83B and borrowed a total of $958M in stablecoins on Aave to fund continued ETH purchases, with the average on-chain withdrawal price near $3,265 based on Binance data (source: @lookonchain, Arkham entity page). According to @lookonchain, the activity reflects ongoing USDT borrowing to buy ETH, confirming persistent on-chain spot accumulation by this entity (source: @lookonchain). Based on @lookonchain’s figures, the implied loan-to-value is approximately 52% ($958M debt vs. $1.83B in ETH), indicating a leveraged long ETH positioning that traders can track for risk and flow impacts (source: @lookonchain). According to @lookonchain, the average cost basis of ~$3,265 offers a clear breakeven reference for monitoring this whale’s positioning as further on-chain movements appear on Arkham and related trackers (source: @lookonchain).

According to @OnchainLens, a whale withdrew 2,218 ETH ($6.52M), 37.1M SKY ($2.36M), and 4,772 AAVE ($730.36K) from Kraken about 7 hours ago, with tracking address 0xcd9eb5783e2620762f47bf0a7d09c531225b5507, source: @OnchainLens. According to @OnchainLens, the same wallet received 519 ETH ($1.62M) from WinterMute 19 days ago and now holds a total of 2,738 ETH ($8.07M), source: @OnchainLens.

According to @bubblemaps, a live case on the Bubblemaps Intel Desk is tracking an AAVE governance dispute, source: Bubblemaps on X Dec 27, 2025 and intel.bubblemaps.io/cases/85/aave-governance-dispute. The post states that users can vote with BMT to push the case into the spotlight on the Intel Desk, source: Bubblemaps on X Dec 27, 2025.

According to @bubblemaps, ParaFi transferred approximately 30 million dollars worth of AAVE to Coinbase, representing about 1 percent of AAVE’s supply, source: Bubblemaps. According to @bubblemaps, the transfer took place during what it describes as Aave’s biggest crisis, source: Bubblemaps. According to @bubblemaps, the size and timing of the transfer were highlighted to underscore the scale of the move into a centralized exchange, source: Bubblemaps.

According to @bubblemaps, on Dec 26 wallet 0x0e24 transferred about $27 million in AAVE to a Coinbase deposit address, and that deposit is shared with 0x1AC6, which Bubblemaps attributes as owned and funded by ParaFi Capital; sources: Bubblemaps X post https://twitter.com/bubblemaps/status/2004982484505919729 and Bubblemaps on-chain map https://v2.bubblemaps.io/map/kPxZmOeUUVmU3RyzyTVk. Traders can track subsequent movements from the Coinbase-linked deposit and the ParaFi-attributed 0x1AC6 cluster via the same Bubblemaps map to assess short-term exchange supply for AAVE; source: Bubblemaps on-chain map https://v2.bubblemaps.io/map/kPxZmOeUUVmU3RyzyTVk.

According to @bubblemaps, tensions between the Aave DAO and Aave Labs escalated this week into a dispute over control of the protocol’s intellectual property, code, and brand, and the fight remains unresolved, Source: Bubblemaps on X, Dec 27, 2025, https://twitter.com/bubblemaps/status/2004982464230695405. For AAVE traders, the unresolved status leaves the control of key assets such as IP, code, and brand in question, which keeps governance outcomes uncertain until an official resolution is communicated, Source: Bubblemaps on X, Dec 27, 2025, https://twitter.com/bubblemaps/status/2004982464230695405. Traders should monitor official communications from Aave DAO and Aave Labs for updates on the dispute and any decisions affecting protocol IP, codebase stewardship, or brand ownership that could influence AAVE’s governance profile, Source: Bubblemaps on X, Dec 27, 2025, https://twitter.com/bubblemaps/status/2004982464230695405.

According to @Celo, at TOKEN2049 Marek and Rene detailed Self Protocol delivering zk-powered proof-of-humanity on Celo to unlock trust without sacrificing privacy; source: @Celo. According to @Celo, the announcement specifies boosted yield for verified humans on Aave (AAVE) and VelodromeFi (VELO), highlighting eligibility-gated DeFi opportunities relevant for traders; source: @Celo. According to @Celo, the trading takeaway is that verification via Self Protocol is tied to access to those boosted yields on Aave and VelodromeFi; source: @Celo.

According to Onchain Lens, the wallet known for selling 255 BTC closed short positions on BTC, AAVE, and SOL with a realized profit of 1.13 million dollars, and the wallet’s cumulative realized profit exceeds 5.08 million dollars, source Onchain Lens and CoinMarketMan Hypertracker for wallet 0x94d3735543ecb3d339064151118644501c933814. According to Onchain Lens, the same address again opened shorts with 10x leverage totaling 353.37 BTC valued at 30.84 million dollars and 590.14 AAVE valued at 87.9 thousand dollars, source Onchain Lens and CoinMarketMan Hypertracker.

According to Lookonchain, whale address 0xDDC4 spent 1,086 ETH (about $3.13M) to acquire 20,375 AAVE roughly 9 hours ago, source: Lookonchain on X. According to Lookonchain, since Dec 3, 2024 the address has accumulated 59,588 AAVE totaling $13.47M at an average entry price of $226, source: Lookonchain. According to Lookonchain, the wallet is currently showing an unrealized loss of approximately $4.3M on this AAVE position, source: Lookonchain. Address reference for verification: 0xDDC4eAb490469f073Ab8Cd5937B1a0f585687931, source: Arkham Intel via Lookonchain.

According to @OnchainLens, a whale spent 1,086 ETH (~$3.17M) to buy 20,375 AAVE, and over the past 4 days spent a total of 1,586 ETH (~$4.7M) to acquire 30,003 AAVE at $156.65 (source: @OnchainLens; data: Nansen). The wallet now holds 59,955 AAVE (~$9.24M) with an unrealized loss of about $4.26M, linked to addresses 0xddc4eab490469f073ab8cd5937b1a0f585687931 and 0xc1ae9aa84fdaa2511139a6bc65fdd2c6dc5ccbd3 (source: @OnchainLens; data: Nansen).

According to @lookonchain, Winslow Strong withdrew 307 CBBTC (~$27.03M) and 1,900 ETH (~$5.6M) from Aave and deposited them to Coinbase about 8 hours before the post, an exchange inflow totaling roughly $32.63M [source: Lookonchain tweet: twitter.com/lookonchain/status/2004363107259597240]. Arkham Intelligence link in the alert points to address 0xa0f75491720835b36edC92D06DDc468D201e9b73 for on-chain details [source: Arkham Intelligence: intel.arkm.com/explorer/address/0xa0f75491720835b36edC92D06DDc468D201e9b73].

According to @OnchainLens, the same trader who previously shorted 255 BTC has opened new 10x leveraged shorts totaling 353.37 BTC (~$30.84M) and 590.14 AAVE (~$87.9K) on Dec 25, 2025 (source: @OnchainLens). According to the source, the activity is linked to wallet 0x94d3735543ecb3d339064151118644501c933814 as shown on CoinMarketMan HyperTracker, which lists the address and reported positions (source: CoinMarketMan HyperTracker).

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 @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.