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Fluid Co-founder Admits Vaults Rehypothecate Collateral and Are Not Fully Isolated↗
Alert01:34

Fluid Co-founder Admits Vaults Rehypothecate Collateral and Are Not Fully Isolated

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Crypto

Arthur Hayes Rotates Capital into PENDLE; Institutions Expand Crypto Exposure

11/26/2025, 08:06
11/26/2025, 10:07
AI SUMMARY
●• Arthur Hayes rotates capital, buying 218k PENDLE ($2.31 avg) after a $7.4M sell-off of ETH and altcoins
●• JPMorgan launched a structured note tied to BlackRock's IBIT ETF and Bitcoin's halving cycle
●• Ark Invest added exposure to crypto equities, purchasing shares in Block and Coinbase during dips
On-chain data indicates that BitMEX co-founder Arthur Hayes has resumed accumulating PENDLE tokens. He purchased approximately 218,000 PENDLE tokens (valued at over $536,000) at an average price of ~$2.31. To execute this, 503k USDC was transferred to Wintermute and Flowdesk before the PENDLE withdrawal. This accumulation is particularly notable as it follows a significant selling spree where Hayes offloaded approximately $7.42 million worth of ETH and ecosystem tokens, including LDO, AAVE, and UNI. This shift signals a potential portfolio rotation from broader ecosystem assets to specific high-conviction DeFi plays. In broader institutional news, JPMorgan has launched a structured note tied to BlackRock's IBIT ETF and Bitcoin's halving cycle, while Ark Invest has added exposure to crypto equities, purchasing shares in Block and Coinbase during recent market dips. [Update 1] Additional details clarify the mechanics of Hayes' trade: the 218,000 PENDLE purchase was funded after moving over 500,000 USDC to market makers Wintermute and Flowdesk. This move explicitly follows his recent $7.4M liquidation of major assets like ETH and LDO.

Sources (5)

01@EmberCN↗02@lookonchain↗03@ChainCatcher_↗04@PANews↗05@RoundtableSpace↗
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