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

According to @OnchainDataNerd, about 4 hours ago the WLFI team withdrew 162.69 BTC (approximately $15M) from Aave and swapped the entire amount for 4,611 WETH, source: @OnchainDataNerd on X (Jan 7, 2026). According to @OnchainDataNerd, the referenced wallet is listed at intel.arkm.com/explorer/entity/worldlibertyfi, source: @OnchainDataNerd. Based on the reported amounts, the executed cross-rate implies roughly 28.34 WETH per 1 BTC and an ETH/BTC ratio near 0.0353, derived from @OnchainDataNerd’s figures. This flow indicates a net position rotation in that wallet of -162.69 BTC and +4,611 WETH, with the ~$15M figure implying an approximate $3,253 per WETH at execution, source: @OnchainDataNerd.

According to @ai_9684xtpa, the WLFI Strategic Reserve address fully exited its WBTC position by swapping roughly $15.07 million of WBTC to WETH after withdrawing from Aave on Jan 7, 2026, shifting exposure from BTC to ETH; source: @ai_9684xtpa on X and DeBank wallet 0x5be9a4959308a0d0c7bc0870e319314d8d957dbb. The WBTC had been acquired in Jan–Feb 2024 at an average price of $104,710.55, with the sale realizing a $1.978 million loss; source: @ai_9684xtpa on X. The rotation yielded 4,611.65 WETH at an average cost basis of $3,260.88, with trade details noting an initial 27.1 WBTC to 770.6 WETH executed via CowSwap; source: @ai_9684xtpa on X and DeBank wallet 0x5be9a4959308a0d0c7bc0870e319314d8d957dbb. Before completing the swap, the address withdrew 162.69 WBTC from Aave, with the initial tranche around $2.5 million; source: @ai_9684xtpa on X.

According to @ai_9684xtpa, a WLFI Strategic Reserve–labeled wallet at 0x5be9a4959308a0d0c7bc0870e319314d8d957dbb withdrew 162.69 WBTC (approximately $15.07 million) from Aave. source: @ai_9684xtpa on X; Debank profile debank.com/profile/0x5be9a4959308a0d0c7bc0870e319314d8d957dbb/history The same address then used CowSwap to sell 27.1 WBTC for 770.6 WETH, valued near $2.5 million. source: @ai_9684xtpa on X; Debank profile debank.com/profile/0x5be9a4959308a0d0c7bc0870e319314d8d957dbb/history Based on those reported figures, roughly 135.59 WBTC from the withdrawal remains unswapped at the address, which traders can verify via the wallet’s history. source: @ai_9684xtpa on X; Debank profile debank.com/profile/0x5be9a4959308a0d0c7bc0870e319314d8d957dbb/history This on-chain BTC-to-ETH rotation and DEX execution are relevant for monitoring cross-asset flows between BTC and ETH liquidity across Aave and CowSwap. source: @ai_9684xtpa on X; Debank profile debank.com/profile/0x5be9a4959308a0d0c7bc0870e319314d8d957dbb/history

According to @PeckShieldAlert, the multisig drainer who stole $27.3M from a compromised wallet withdrew 1,000 ETH ($3.24M) from Aave and laundered it via Tornado Cash, bringing total deposits to Tornado Cash to 6,300 ETH ($19.4M). According to @PeckShieldAlert, the drainer controls the compromised multisig and holds a $9.75M leveraged long position, backed by $20.5M in ETH collateral against $10.7M in DAI debt.

According to @AggrNews, a strategy discussion titled How Aave will win is live on the official Aave Governance Forum at governance.aave.com/t/how-aave-will-win/23792, shared via tweet on Jan 2, 2026, which confirms the thread’s visibility to the market (source: @AggrNews on Twitter; source: Aave Governance Forum). For trading, monitor whether this discussion progresses into a formal AIP, as Aave Governance can adjust risk parameters, interest rate models, new asset listings, emissions, and fee flows that directly affect borrowing costs, liquidity incentives, and Safety Module dynamics relevant to AAVE (AAVE) supply and demand (source: Aave Governance documentation). Traders should track the forum thread for a draft AIP and subsequent on-chain vote creation to assess timing and potential impacts on protocol yields and stkAAVE staking metrics (source: Aave Governance Forum; source: Aave Governance documentation).

According to Aggr News, Aave Labs will bring an upcoming governance proposal to distribute non-protocol revenue to token holders and to address IP rights, noting this comes amid controversy in the governance process (source: Aggr News on X, Jan 2, 2026). According to Aggr News, traders should monitor the Aave governance proposal publication and any voting schedule to evaluate the specific revenue distribution mechanics and IP rights terms once disclosed (source: Aggr News on X, Jan 2, 2026).

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.

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, 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 @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 @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 @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 @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 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 @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 @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 @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 @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 @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 @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 @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 @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 @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 @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 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 @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 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 @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 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 @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 @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 @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.

According to @EmberCN on X, the ETH whale nemorino.eth sold 8,000 ETH at $3,609 after the overnight drop and repaid $24.83 million in USDC borrowings on Aave, fully removing leverage and realizing a $7.58 million profit (+98%). According to @EmberCN on X, the trader accumulated 10,914 ETH at a $2,946 average from May to October using looping loans starting with $7.7 million USDC. According to @EmberCN on X, the exit was motivated by concern over liquidation risk amid further downside. According to the DeBank wallet page for 0x8aecc5526f92a46718f8e68516d22038d8670e0d, the address activity aligns with the reported de-leveraging and Aave repayments.

According to @ai_9684xtpa, Aave looping-long address 0xC26...7869C sold 2,500 ETH (about $9.67M) roughly 8 hours ago to reduce leverage (source: @ai_9684xtpa; on-chain view via DeBank). According to @ai_9684xtpa, the same wallet bought 2,989 ETH between Oct 13 and Oct 27 at an average price of $4,197, implying an estimated realized loss of about $820,000 on this sale (source: @ai_9684xtpa; DeBank). According to @ai_9684xtpa, the address still collateralizes 13,504.56 ETH and has borrowed $37.24M in stablecoins on Aave with a health factor of 1.16 (source: @ai_9684xtpa; DeBank). Positions on Aave become eligible for liquidation when the health factor falls below 1.0, making 1.16 a relatively narrow buffer by protocol design (source: Aave documentation).

According to @PANewsCN, analyst JackMandin stated that in Q3 Aave generated nearly 4 million dollars in interest income from GHO lending, marking an all time high for the protocol. Source: PANews on X https://twitter.com/PANewsCN/status/1984084271271964819; JackMandin on X https://x.com/JackMandin/status/1983921534684016883 @PANewsCN reported that because Aave issues GHO, the protocol can recognize the full interest as protocol revenue. Source: PANews on X https://twitter.com/PANewsCN/status/1984084271271964819 JackMandin added that as GHO scales, it will become an increasingly important driver of Aave revenue growth. Source: JackMandin on X https://x.com/JackMandin/status/1983921534684016883; PANews on X https://twitter.com/PANewsCN/status/1984084271271964819

According to @OnchainDataNerd, a large holder withdrew 12,100 AAVE (about $2.71M) from Binance roughly 9 hours ago, citing on-chain tracking of the address 0x0a0FA2B02aE73bD9eb4c1E086458099ECA42476e (source: @OnchainDataNerd on X). According to Arkham Intelligence, the same address currently holds 39,278 AAVE valued around $8.92M, with an unrealized loss of approximately $2.05M as referenced by the post and visible wallet data at https://intel.arkm.com/explorer/address/0x0a0FA2B02aE73bD9eb4c1E086458099ECA42476e (source: Arkham Intelligence, @OnchainDataNerd). Based on those figures, the implied current mark is about $227 per AAVE and the average entry price is about $279, reflecting roughly an 18.6% unrealized drawdown for the wallet (source: calculations from @OnchainDataNerd’s reported amounts). The 12.1k AAVE withdrawal equals about 30.8% of the wallet’s current AAVE holdings, a size traders may monitor by tracking subsequent flows on the Arkham Intelligence address page for potential changes in positioning (source: @OnchainDataNerd, Arkham Intelligence).

According to @EmberCN, a wallet suspected to be linked to Bitfinex collateralized 300,000 ETH (about $1.17B) on Aave and borrowed $500M USDT before transferring the funds, based on on-chain tracking. Source: @EmberCN on X, Oct 24, 2025. The specific address highlighted is 0xc6badce2f5e10db90d74dbe023768259ec4699c7 as referenced via Debank. Source: @EmberCN on X; Debank profile cited by @EmberCN. The $500M USDT was then pre-deposited into Stable’s $825M USDT program ahead of the public announcement. Source: @EmberCN on X; Stable official post on X referenced by @EmberCN. The same wallet had previously supplied $200M USDT to Plasma at its late-September mainnet launch and redeemed it yesterday to fund the Stable deposit. Source: @EmberCN on X. @EmberCN also notes that Plasma and Stable are backed by Bitfinex through investment and support. Source: @EmberCN on X. Such a large USDT borrow typically lifts Aave’s USDT pool utilization and variable borrow APRs under Aave’s utilization-based rate model, which can affect funding costs for leveraged traders. Source: Aave documentation. The $200M rotation out of Plasma implies a corresponding TVL reduction there and a short-term liquidity concentration toward Stable’s pre-deposit pool. Source: @EmberCN on X.

According to @OnchainDataNerd, within 12 hours market maker GSR deposited to Binance 405,000 UNI (~$2.64M), 6,000 AAVE (~$1.38M), 16,000,000 USDC, and 682,000 WLD (~$636k). According to @OnchainDataNerd, the transfers were sent from an address referenced in the source post as GSR on Arkham. According to @OnchainDataNerd, the reported amounts imply an aggregate transfer value of roughly $20.7M based on the valuations provided in the post. According to @OnchainDataNerd, these transactions constitute exchange inflows to Binance by a market maker across UNI, AAVE, USDC, and WLD within a short time window.

According to @EmberCN, Sei’s recent official messaging centers on real‑world asset (RWA) collaborations with traditional asset managers including BlackRock, Apollo, Hamilton Lane, and Brevan Howard, positioning SEI to differentiate among L1s via tokenization strategy (source: @EmberCN). The approach described is to tokenize select funds managed by these firms and deploy them on Sei, enabling on‑chain investing, holding, and trading of those tokenized funds for users (source: @EmberCN). The author highlights that RWA’s key trading edge is DeFi composability—such as pledging tokenized fund positions to borrow while retaining fund yield—creating multiple structured yield paths (source: @EmberCN). To activate liquidity for these assets, Sei has introduced the lending protocol Morpho on Sei; Morpho reportedly holds $12B in user deposits and ranks third among lending protocols after Aave and Sky, setting the stage for on‑chain liquidity flywheel effects (source: @EmberCN). For traders, the setup implies watching for RWA listings on Sei, Morpho market utilization on Sei, and chain‑level liquidity/TVL traction as near‑term catalysts, as framed by the source (source: @EmberCN).

According to @EmberCN, an unidentified whale or institution withdrew 700 million USDC from Binance into four on-chain wallets about a week ago. Source: x.com/EmberCN/status/1980282037216133453 According to @EmberCN, three of these wallets later supplied a combined 610 million USDC as collateral on Aave and borrowed a total of 66,000 ETH (about $262 million), then transferred the ETH to Binance. Source: x.com/EmberCN/status/1980282037216133453; Debank: debank.com/profile/0x6e9e81efcc4cbff68ed04c4a90aea33cb22c8c89, debank.com/profile/0xe5c248d8d3f3871bd0f68e9c4743459c43bb4e4c, debank.com/profile/0x85e05c10db73499fbdecab0dfbb794a446feeec8 According to @EmberCN, the fourth wallet still holds 91.2 million USDC unutilized for collateral as of the post. Source: x.com/EmberCN/status/1980282037216133453; Debank: debank.com/profile/0xfaf1358fe6a9fa29a169dfc272b14e709f54840f According to @EmberCN, address-level breakdown shows 190M USDC collateral borrowing 20,000 ETH at 0x6e9e..., 200M USDC borrowing 22,000 ETH at 0xe5c2..., and 220M USDC borrowing 24,000 ETH at 0x85e0.... Source: Debank: debank.com/profile/0x6e9e81efcc4cbff68ed04c4a90aea33cb22c8c89, debank.com/profile/0xe5c248d8d3f3871bd0f68e9c4743459c43bb4e4c, debank.com/profile/0x85e05c10db73499fbdecab0dfbb794a446feeec8 According to @EmberCN, this borrow-and-transfer pattern may be positioning for a short or hedge, which, if executed, could add near-term sell-side liquidity in ETH; traders can monitor Binance ETH net inflows and funding rate shifts for confirmation. Source: x.com/EmberCN/status/1980282037216133453

According to @lookonchain, a whale holding 610M USDC borrowed a total of 66,000 ETH valued at $265.32M from Aave and deposited the ETH into Binance. Source: @lookonchain on X, Oct 20, 2025, x.com/lookonchain/status/1980322095335874773. According to @lookonchain, the addresses linked to this activity are 0x85e05C10dB73499fbDeCAb0dfbB794a446feEeC8, 0xE5C248D8d3F3871bD0f68E9C4743459C43BB4e4c, and 0x6e9e81EfCC4CBff68eD04c4a90AeA33cB22c8c89. Source: @lookonchain on X, Oct 20, 2025.

According to @EmberCN, a wallet deposited 200 million USDC on Aave as collateral, borrowed 22,000 ETH (~$89 million), and transferred the ETH to Binance. Source: x.com/EmberCN/status/1980282037216133453; on-chain wallet pages: debank.com/profile/0xe5c248d8d3f3871bd0f68e9c4743459c43bb4e4c and debank.com/profile/0x6e9e81efcc4cbff68ed04c4a90aea33cb22c8c89. According to @EmberCN, combined with related flows last week, the entity now has 390 million USDC collateralized and 42,000 ETH (~$169 million) borrowed and moved to Binance, described by the author as a whale or institution with a suspected short bias. Source: x.com/EmberCN/status/1980282037216133453; on-chain wallet pages: debank.com/profile/0xe5c248d8d3f3871bd0f68e9c4743459c43bb4e4c and debank.com/profile/0x6e9e81efcc4cbff68ed04c4a90aea33cb22c8c89. For trading, monitor these wallets’ Aave health factor and liquidation thresholds to gauge position risk and potential market impact. Source: Aave documentation docs.aave.com and DeBank wallet overviews debank.com.

According to @lookonchain, a newly created wallet 0x6e9e withdrew 190.21M USDC from Binance about a week ago, deposited the same 190.21M USDC into Aave roughly 30 minutes ago, borrowed 20,000 ETH valued at $80.62M, and then deposited the 20,000 ETH to Binance, source: @lookonchain. Based on the figures reported, the borrow-to-collateral ratio is approximately 42.4 percent using $80.62M borrowed value against $190.21M USDC collateral, source: @lookonchain. The implied ETH valuation in the post is roughly $4,031 per ETH calculated as $80.62M divided by 20,000, source: @lookonchain. The wallet address referenced is 0x6e9e81EfCC4CBff68eD04c4a90AeA33cB22c8c89, source: @lookonchain.

According to @EmberCN, a single address deposited 190 million USDC as collateral on Aave, then roughly 15 minutes before the post borrowed 20,000 ETH valued at $80.62 million and transferred the ETH to Binance. source: @EmberCN on X, Oct 20, 2025; debank.com/profile/0x6e9e81efcc4cbff68ed04c4a90aea33cb22c8c89

According to @MilkRoadDaily, their PRO researcher @m0xt_ has delivered accurate trade calls on COIN, HOOD, GLXY, AAVE, and PUMP, and will continue issuing new calls, source: @MilkRoadDaily on X, Oct 19, 2025, https://twitter.com/MilkRoadDaily/status/1979951945571078500.