2026-01-08 06:25:14

A major whale has recently been busy bottom-fishing. A few hours ago, they transferred 3.17 million USDC to Wintermute to accumulate 10,000 ETH, which was then fully staked into LDO.

What does this whale's current asset allocation look like? They still hold 350 million USDC in cash, along with over 40,000 ETH (worth approximately $126.5 million). All of these ETH and USDC are staked and earning yields in AAVE and LDO.

From this operational logic, they are continuously increasing their core assets and are quite optimistic about the returns from mainstream DeFi protocols. As leading projects in DeFi, LDO and AAVE have indeed seen rising attractiveness recently.

ETH-1,2%

LDO0,56%

AAVE-1,03%

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OnChain_Detective

· 22h ago

ngl this whale's move reeks of classic accumulation patterns... 317M USDC through wintermute then straight into LDO? pattern analysis screams coordinated positioning. that 3.5B sitting liquid is what concerns me tho—flagged transactions like this usually precede aggressive dumps. not fud but let me pull the data on recent ldo whale activity fr

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CrossChainMessenger

· 22h ago

Whale's move... $350 million USDC and still so calm, truly ruthless --- LDO is really being favored this time, big players are all lurking --- 40,000 ETH, I guess I have no chance in this lifetime --- Staking for interest? Or still betting on future gains? With such a large volume, it can't be just for that small return --- Wintermute bought in all at once 10,000 tokens, does anyone want to discuss the market reaction? --- No, this guy still holds $350 million in cash, isn't he afraid of dumping the market? --- AAVE and LDO are both heavily accumulated, this is the all-in move for top DeFi projects --- Bottom fishing? Is this still the bottom? I can't get in --- The key question is, how is this guy so confident?

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NotFinancialAdviser

· 22h ago

The big player’s move, it really seems like they think the bottom is in, with 350 million USDC still in the wallet—feels quite top-tier. --- Regarding the LDO staking wave, I’m also considering adding a bit; the returns are indeed sweet. --- Over 40,000 ETH... I probably won’t be able to accumulate that in my lifetime, envy. --- Wintermute has appeared again; such intermediary institutions make big moves. --- Staking in both AAVE and LDO, this guy is a steady player. --- Looking at this move, I really feel like someone is waiting for the wind to come; throwing 3.17 million directly into LDO is quite aggressive. --- Still holding so much cash, indicating he’s not afraid at all and has plans for the market. --- AAVE and LDO are indeed becoming more attractive now, but putting in so much still takes some guts.

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AirdropHunter

· 23h ago

350 million USDC still can't be moved, this whale really believes in DeFi --- Wait, is the LDO staking yield really that attractive? Why are all the big players rushing in? --- Holding 40,000 ETH isn't enough, they have to go all in on DeFi. How big is their gamble? --- Bottom fishing, in the end, it's still betting on DeFi to rise. Alright, I’ll also do some research. --- 350 million in cash still can't be moved, indicating he’s not confident either, haha --- AAVE is a stable top protocol, but what about LDO's risk? These big players are a bit aggressive. --- Looks like they're betting on DeFi Summer 2.0. When will it be our turn to hear stories of sudden wealth?

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