2025-12-17 09:21:24

Recently noticed an interesting wallet movement. A major exchange yesterday proposed a token portfolio worth $17.8 million to an on-chain address, and the action was quite decisive — completed within two hours.

Breaking down this holdings list is quite interesting: a mix of ETH, LINK, AAVE, UNI, POL, and COMP, but the allocation logic is very clear. ETH is the absolute main force, with a position of $16.93 million accounting for 95%, and the price at the time of proposal was around $2935.55.

The remaining 5% is spread across LINK, AAVE, UNI, POL, and COMP. This portfolio essentially covers the core projects of the Ethereum DeFi ecosystem — lending, oracles, DEX, governance tokens. In other words, it’s a bet on the future of established Ethereum DeFi.

However, based on the size of the proposal and the choice of tokens, this seems more like a long-term strategic layout rather than a short-term trade. So the question is: do they find the current price attractive, or are they preparing to participate in certain liquidity mining or governance voting on-chain?

ETH1,48%

AAVE0,91%

UNI2,1%

POL6,27%

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PuzzledScholar

· 2025-12-20 01:56

Damn, this combination looks so familiar, I feel like I've seen it somewhere... Could it be that another big player is copying homework again?

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OnchainSniper

· 2025-12-17 09:44

Investing 17.8 million, this is a real show of confidence in ETH, with a 95% allocation—unusual strength. --- Taking profits in just two hours, this pace... feels like more than just a typical position adjustment. --- Buying all the classic DeFi projects, this guy is really betting on the Ethereum ecosystem. --- Daring to enter with a big move now? Or has this been a planned layout for a while? The timing is interesting. --- The question is whether LINK, AAVE, and others still have room to grow, with ETH already accounting for 95%. --- When mentioning on-chain governance participation, could it involve some projects' voting rights battles? --- This allocation strategy looks more like a long-term institutional target. --- Really daring to go all-in with 95% ETH allocation.

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MEV_Whisperer

· 2025-12-17 09:30

$17.8 million on-chain in just two hours—this pace is definitely something else. With ETH accounting for 95%, and still daring to operate like this, either they are very confident or it's really time to buy the dip. This combination looks like a bet on DeFi recovery, but what I'm more curious about is—if you're really participating in liquidity mining, this amount is a bit unconventional. People always try to find some clues from large transfers, but it might just be about securing a safe address. The 95% share is indeed interesting, but from another perspective—this could be just waiting for that decisive moment.

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