News linked to both this project and an event.
Odaily reports: According to on-chain analyst Ember's monitoring, 25 minutes ago, Arthur Hayes transferred another 14 million ENA (approximately $2.73 million) to Cumberland, suspected to be for sale.Since yesterday, Arthur Hayes has cumulatively transferred tokens worth approximately $28.81 million to multiple trading platforms, involving ETH, ENA, UNI, ETHFI, AERO, PENDLE, and ZAMA. Currently, he has received a total of approximately 14.15 million USDC from the relevant trading platforms.
Odaily reports: According to monitoring by on-chain analyst Yu Jin, Arthur Hayes is bearish on the market outlook and has reduced positions worth $26.08 million across multiple tokens, including:8,000 ETH, at a unit price of $2,369.18, worth $19 million;14 million ENA, at a unit price of $0.191, worth $2.76 million;323,000 UNI, at a unit price of $6.85, worth $2.24 million;1.89 million ETHFI, at a unit price of $0.635, worth $1.23 million;547,000 AERO, at a unit price of $0.716, worth $400,000;120,000 PENDLE, at a unit price of $2, worth $240,000;3 million ZAMA, at a unit price of $0.0706, worth $210,000.
according to Lookonchain monitoring, Arthur Hayes (0xaE...214D, @CryptoHayes) is selling tokens worth $22.28 million, including 6,400 ETH worth $15.2 million; 14 million ENA worth $2.76 million; 323,000 UNI worth $2.24 million; 1.89 million ETHFI worth $1.23 million; 546,609 AERO worth $398,000; 120,000 PENDLE worth $244,000; and 3 million ZAMA worth $214,000.
that, according to Lookonchain monitoring, a certain whale bought tokens worth approximately $7.22 million in the past 24 hours, including 378,129 LIT worth $1.4 million; 6.61 million ENA worth $1.34 million; 3 million ONDO worth $1.34 million; 1.154 million AERO worth $948,000; 241.8 ETH worth $591,000; 2,944 QNT worth $589,000; 61,252 UNI worth $443,000; 1,387 TAO worth $368,000; and 43.3 billion PEPE worth $195,000.
According to on-chain analyst Onchain Lens (@OnchainLens), an Arthur Hayes-associated wallet deposited 115,453 HYPE tokens—worth approximately $6.33 million—and 1.76 million AERO tokens—worth approximately $785,000—into Bybit. Data shows that Arthur Hayes currently still holds 247,334 HYPE tokens, valued at approximately $13.6 million.
Castle Labs (@castle_labs) published a post stating that the current crypto market is undergoing a profound paradigm shift—speculative models prioritizing extraction are gradually giving way to investment logic oriented toward revenue generation. The article notes that since 2026, the broader crypto market has performed poorly: most assets have seen sustained price declines, ETF funds have continued flowing out, project shutdowns have intensified, and institutional VC investments have grown increasingly conservative. The key catalysts for this shift were last October’s large-scale liquidation event and the ongoing market reflection triggered by gold consistently outperforming Bitcoin. On the revenue data front, among the roughly 5,700 protocols tracked by DeFiLlama, only 3.5% generated over $100,000 in revenue over the past 30 days—and fewer than 1% actually distributed earnings to token holders. The article focuses on top revenue-generating protocols—including Hyperliquid (HYPE), Pumpdotfun (PUMP), Tron (TRON), Sky (SKY), Jupiter (JUP), Aave (AAVE), and Aerodrome (AERO)—analyzing their price-to-sales ratios (P/S) and token holder return metrics. It argues that protocol revenue—and its capacity to feed value back to token holders—is becoming the core metric investors use to evaluate and select projects. Regarding institutionalization trends, traditional financial giants—including NYSE, Robinhood, BlackRock, and Franklin Templeton—
According to CoinDesk, Bitcoin is currently trading at approximately $71,200, while Ethereum trades at $2,185; the broader market remains range-bound. Bloomberg analyst Mike McGlone warned that if Bitcoin fails to reclaim $75,000, it risks falling as low as $10,000; conversely, Fundstrat founder Tom Lee believes the market bottom has already been established. In derivatives markets, Bitcoin futures open interest rose to 726,000 BTC, with the 24-hour Cumulative Volume Delta (CVD) remaining positive for two consecutive days and funding rates slightly above zero—indicating an overall bullish bias. In contrast, CVD and funding rates for ETH, XRP, and Solana are marginally negative. The volatility index continues to decline, with the market anticipating price swings of only about 2.5% around Friday’s inflation data release. Among altcoins, MANA and AERO each rose roughly 6%; however, MANA’s gain coincided with a 25% surge in open interest, suggesting leveraged trading drove much of the move. Market participants are closely watching whether Bitcoin can decisively break above and hold $75,000—if achieved, it could trigger capital rotation into oversold altcoin sectors.