Recent on-chain activity shows significant portfolio repositioning in the DeFi sector. Over a 2-week window, a major player liquidated 1,871 ETH worth approximately $5.53M, then strategically deployed capital across multiple DeFi tokens. The new positions include 961,113 PENDLE tokens ($1.75M), 2.3M LDO ($1.29M), 6.05M ENA ($1.24M), and 491,401 ETHFI ($343K). This shift from Ethereum to diversified DeFi exposure—spanning yield infrastructure, liquid staking derivatives, and emerging protocols—signals growing conviction in the DeFi ecosystem's recovery trajectory. The concentrated buying across multiple blue-chip DeFi names within such a short timeframe suggests institutional interest in this market cycle.
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AirdropAnxiety
· 20h ago
This move by the big players really looks like they're betting on a DeFi rebound. They are directly going all-in on several blue chips after smashing ETH... The combination of PENDLE, LDO, and ENA is quite particular.
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HappyMinerUncle
· 20h ago
The big whales are starting to rebalance again, it feels like DeFi is about to rise.
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NestedFox
· 20h ago
Selling ETH to chase DeFi yields? I like this move.
Recent on-chain activity shows significant portfolio repositioning in the DeFi sector. Over a 2-week window, a major player liquidated 1,871 ETH worth approximately $5.53M, then strategically deployed capital across multiple DeFi tokens. The new positions include 961,113 PENDLE tokens ($1.75M), 2.3M LDO ($1.29M), 6.05M ENA ($1.24M), and 491,401 ETHFI ($343K). This shift from Ethereum to diversified DeFi exposure—spanning yield infrastructure, liquid staking derivatives, and emerging protocols—signals growing conviction in the DeFi ecosystem's recovery trajectory. The concentrated buying across multiple blue-chip DeFi names within such a short timeframe suggests institutional interest in this market cycle.