🚹 Arthur Hayes Makes a Bold DeFi Move — On-Chain Data Confirms It đŸ˜±đŸ”„

After the recent Ethereum sell-off, Arthur Hayes appears to be redirecting his capital toward DeFi, and on-chain data is backing this shift.

📊 Blockchain activity tracked by Lookonchain shows that Hayes has begun building clear positions in select DeFi projects.

🔍 Lido DAO Enters the Spotlight

👉 1,855,000 $LDO tokens acquired

đŸ’” Estimated value: ~$1.03 million

This purchase stands out as one of Hayes’ most direct allocations to DeFi following his reduction in ETH exposure, signaling growing confidence in protocol-based plays rather than the base asset itself.

đŸ”„ The Bigger Bet: Pendle

The move that’s drawing the most attention is on Pendle:

👉 549,868 $PENDLE tokens purchased

đŸ’” Approximate cost: ~$973,000

With this allocation, Pendle now ranks among Arthur Hayes’ most heavily weighted DeFi positions, highlighting his interest in yield-focused and structured DeFi products.

🧠 Strategy Behind the Shift

Hayes recently shared his broader outlook, stating:

đŸ—Łïž “We are rotating into high-quality DeFi tokens as we exit Ethereum. We anticipate an increase in fiat liquidity.”

These transactions suggest he’s not just expressing an opinion—he’s putting capital behind it.

📈 What This Could Signal

👀 Here’s what stands out from these moves:

A strategic rotation from $ETH into DeFi tokens

Expectations of rising liquidity in the market

Increased confidence in select DeFi protocols

Early signs of renewed institutional interest in DeFi

👑 When smart money moves, the market pays attention.

⚠ Disclaimer:

This content is not financial advice. It is based on publicly available on-chain data and market commentary. Always conduct your own research.