2025-12-31 06:21:31

Well-known investor Hayes recently completed a round of asset allocation adjustment—selling 1,871 ETH, worth approximately $5.53 million. Meanwhile, his holdings in the DeFi sector have increased, adding an exposure of about $4.6 million in related tokens.

This move is quite interesting. From a trading logic perspective, Hayes is not entirely bearish on Ethereum, but rather optimizing his investment structure. While reducing his ETH spot exposure, he is increasing his DeFi ecosystem token holdings, which suggests he believes the growth opportunities in the DeFi sector may be more worth paying attention to. This shift from a single asset to the ecosystem application layer also reflects market participants' continued optimism about DeFi development.

ETH0,6%

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RektRecovery

· 12h ago

ngl, hayes dumping eth for defi tokens is such a predictable move... dude's basically admitting the base layer's cooked and everything interesting happens in the apps now. i called this like two years ago lol

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SchrodingerAirdrop

· 12h ago

Hayes's move is actually betting on the ecosystem rather than simply shorting ETH. Smart people play it this way.

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ColdWalletGuardian

· 12h ago

Hayes's move this time is indeed clever. The top players still want to hold ETH but are looking for quick profits in DeFi. Smart people are quietly reallocating their positions.

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RetiredMiner

· 12h ago

I think Hayes's move this time is okay, switching from ETH to DeFi ecosystem tokens, which indicates that the growth expectations for ETH might not be as exciting anymore. There is indeed room for imagination in DeFi, but on the other hand... will selling these 1871 ETH cause a market dump? I'm optimistic about DeFi, just don't regret it later.

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Anon4461

· 12h ago

Hayes's recent move seems to be telling us that ETH is no longer viable and DeFi is the future? So should we small retail investors follow or wait and see?

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ponzi_poet

· 13h ago

Hayes' move here looks like he's precisely betting on the explosion of DeFi, selling ETH to increase DeFi holdings... I really respect this logic.

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bridge_anxiety

· 13h ago

Hayes's move is really showy, shifting from ETH spot to the DeFi ecosystem. Basically, it's betting on a breakthrough at the application layer. Still a bit hard to understand, selling 5.53 million ETH and turning to 4.6 million DeFi. Where's the price difference... Are they waiting for a correction? Is DeFi really that valuable? It seems like the hype has been declining over the past two years. Hey, wait a minute, is he hinting at something? Does Ethereum's base layer have no future? I just want to know which DeFi tokens he's adding. Copying without losing money, haha. I've seen this move too many times—selling ETH to fleece the retail investors, then moving on to DeFi. I don't understand how people still believe in it. From Bitcoin dropping to ETH and then to DeFi, it feels like they're looking for the next hot trend.

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