News linked to both this project and an event.
according to Lookonchain monitoring, an ENA whale that had been dormant for over a year sold another 37.725 million ENA through BitGo 12 hours ago, worth $9.25 million; it currently still holds 119.82 million ENA, worth $29.6 million.
Odaily News: A wallet suspected to be associated with the Ethena team has withdrawn a cumulative $68.26 million worth of ENA from centralized exchanges. Approximately 2 hours ago, it withdrew $13.1 million worth of ENA from Bybit and $55.16 million worth of ENA from Coinbase. The Ethena project team posted a series of transaction hashes on X 8 hours ago, though the specific details have not yet been disclosed.
According to Lookonchain monitoring, a whale deposited 30 million ENA worth $6.98 million to Binance via BitGo today after being dormant for over a year. The whale still holds 157.55 million ENA, worth $36.74 million.
according to Lookonchain monitoring, a whale bought 30 million ENA with $8.3 million 3 days ago, and today bought another 7.96 million ENA with $1.99 million.
According to Onchain Lens monitoring, a Hyperliquid whale closed multiple profitable long positions an hour ago, including $941,000 profit on an AAVE long, $400,000 on a ZEC long, $216,000 on a JUP long, and $47,000 on an ENA long. The cumulative profit reached $12.65 million.
Odaily News: According to on-chain analyst Ai Yi's monitoring, an address opened a position of 18.84 million ENA at $0.2607, worth $4.91 million. ENA has risen 56% over the past month.
Odaily News: According to Lookonchain monitoring, whale address 0xd0A4 withdrew a total of 18.34 million ENA from Gate, Bybit, OKX, and Binance today, worth approximately $5.13 million.
Odaily reports: Several partnership plans previously announced by the Trump family's crypto project World Liberty Financial have yet to materialize, including having Aave support its lending market, using Ethena's stablecoin as collateral, and bringing tokenized U.S. Treasuries and equities onto the World Liberty platform through Ondo.According to Nansen and Arkham data, the "strategic token reserve" previously established by World Liberty has also undergone significant changes, with most of its holdings of LINK, AAVE, ENA, and MOVE subsequently transferred or disposed of, and some assets moved into centralized exchange accounts. Nansen analysis shows that after World Liberty's token purchases were detected on-chain, the relevant tokens typically rose 10% to 26% within a day, but most of those gains failed to hold.World Liberty stated that the company continuously adjusts its strategy based on market changes and business priorities, and emphasized that it has no connection to decision-making by the Trump administration. (Bloomberg)
Odaily News: According to monitoring by on-chain analyst Ai Yi, two wallets suspected to be associated with the Ethena project team (0x2993...7383, 0x969f...16aF) have cumulatively transferred $6.75 million worth of ENA to exchanges since September 3. In the past 15 hours, they deposited 19 million ENA, approximately $3.29 million, into Bybit. Both addresses received tokens from an Ethena multi-signature address two years ago and had not moved them since. Following the recent price increase, they have begun batch deposits.
According to on-chain analyst Ai Yi, an address affiliated with the Ethena project, 0x891…e4041, appears to have cleared its ENA position after being dormant for approximately two years. In July 2024, the address received 14 million ENA tokens transferred from an Ethena multisig address, then valued at approximately $6.89 million at a price of roughly $0.4928. Six hours ago, the address deposited all of its ENA into Bybit. The holdings are currently worth approximately $2.41 million, down roughly $4.48 million from when they were received and a drop of over $8.735 million from their peak.
According to on-chain analyst Ai Yi (@ai_9684xtpa), amid improving market conditions, a new address, 0x980…19c9D, withdrew 44.19 million $ENA from Coinbase four hours ago, worth approximately $6.82 million, and staked all the tokens into the Ethena protocol three hours later.
According to Crowdfund Insider, the Ethena Foundation has announced a series of adjustments to mitigate selling pressure from early investor unlocks. The foundation has completed over-the-counter buybacks of the remaining locked ENA tokens held by certain large seed round investors and agreed with major investors to terminate their remaining vesting schedules early. Starting October 5, no investor tokens will remain subject to lock-up, while team tokens will maintain their original lock-up and vesting terms.
According to on-chain analyst Ai Yi (@ai_9684xtpa), an address suspected of being affiliated with venture capital firm Hack VC (0x2a5…590CF) transferred 21.85 million ENA tokens to Wintermute's deposit address approximately 4 hours ago via multiple intermediary transfers, amounting to approximately $3 million at current prices.
According to Odaily, monitoring by Lookonchain shows that 3 days ago, Ethena transferred 170 million ENA to FalconX, valued at $14.09 million. Just now, Ethena reclaimed the 170 million ENA from FalconX, valued at $23.68 million. The token's value increased by $9.59 million within 3 days, a surge of 68%.
According to Onchain Lens monitoring, a wallet suspected to be associated with the Ethena team deposited 170 million ENA into FalconX 1 hour ago, valued at approximately $14.09 million, possibly for an OTC sale. This wallet previously received ENA from Ethena's Gnosis Safe last year.
据 BitMEX 联合创始人、Maelstrom 首席投资官 Arthur Hayes 在其 Substack 专栏发文，美国财政部长贝森特（Bessent）已公开呼吁扩大美联储 FIMA（外国及国际货币当局）回购便利机制，允许日本财务省（MOF）将其持有的美国国债作为抵押，从美联储借入美元，再将美元兑换为日元，从而在不抛售美债的前提下实现日元升值。 Hayes 认为，这一机制本质上是美联储直接印钞，其规模上限取决于日本政府及 GPIF（日本政府养老金投资基金）合计约 1.37 万亿美元的美债持仓。一旦美联储外汇货币小组委员会（Foreign Currency Subcommittee）召开会议并修改 FIMA 规则，这一"印钞开关"即可启动，且无需国会批准或公开听证。 Hayes 指出，日元廉价时代已近尾声，新一轮美元流动性扩张将推动比特币、黄金及黄金矿企股价上涨。他特别点名以太坊（ETH）为"大市值沉睡标的"，并看好 Ethena（ENA）在比特币价格回升后有望实现 5 倍涨幅。目前 Maelstrom 已重仓比特币，并等待 FIMA 规则修改落地后进一步加仓。
According to monitoring by on-chain analyst Ember, an address suspected to be linked to Amber Group (0x2a79...51b) withdrew multiple tokens worth $9.97 million from Binance 5 hours ago, including 38.89 million ENA, worth $3.58 million; 28,262 AAVE, worth $2.52 million; 1,140 ETH, worth $2.18 million; 2,017 BNB, worth $1.2 million; and 59,202 LINK, worth $490,000.
According to on-chain analysis platform Lookonchain, Arthur Hayes purchased another 2.69 million ENA tokens 2 hours ago, worth approximately $246,000. Over the past 4 days, he has cumulatively purchased 11.74 million ENA tokens, with a total value of approximately $1.02 million and an average buy price of $0.087.
Odaily News: A new address opened a position of 40 million ENA approximately 3 hours ago, valued at around $3.69 million, with an average buy price of about $0.09269. Subsequently, the address staked all of its ENA into the Ethena protocol. Market data shows that ENA has risen by 18.13% over the past month.
According to Cointelegraph, ARK Invest researcher Lorenzo Valente noted in a post on July 30 that the cryptocurrency industry is entering the largest consolidation phase in history. As investors become increasingly strict in screening projects, revenue is accelerating towards concentration among a few top protocols—Hyperliquid and Pump.fun collectively account for approximately 67% of the industry's application revenue, and with Ethena included, the combined share of the top three approaches 80%. Valente expects this trend to accelerate in the coming months, triggering more M&A, bankruptcies, and project closures. Meanwhile, BitMEX and BitMart recently announced the shutdown of trading services in succession, further confirming the consolidation trend. Valente believes that this round of consolidation is "extremely beneficial" for the long-term development of the crypto industry.