Bitcoin trades at a key juncture as Arthur Hayes rotates greater than $3 million out of Ethereum and into DeFi, signalling a tactical shift tied to liquidity expectations fairly than risk-off sentiment. On-chain information confirms deliberate reallocations into yield-focused tokens as ETH stalls under resistance.
The transfer highlights a broader market dynamic the place capital is rotating inside crypto, shaping near-term Bitcoin and altcoin value trajectories.
Arthur Hayes Shifts $3M From Ethereum to DeFi as Charts Sign Rotation
A notable shift is unfolding in Arthur Hayes’s portfolio, as on-chain information confirms an energetic rotation away from Ethereum and into choose decentralized finance tokens. The transfer follows Hayes’ public feedback on December 20, the place he flagged bettering international liquidity circumstances and hinted at tactical repositioning fairly than broad threat discount.
We’re rotating out of $ETH and into high-quality DeFi names, which we consider can outperform as fiat liquidity improves.
— Arthur Hayes (@CryptoHayes) December 20, 2025
Knowledge shared by Lookonchain exhibits this was not symbolic. Greater than 1,100 ETH was moved and redeployed, marking a capital-backed technique shift involving a number of million {dollars}.
Arthur Hayes(@CryptoHayes) simply transferred one other 680 $ETH($2.03M) to promote and rotate into high-quality DFi tokens.https://t.co/jifQkMFtiO pic.twitter.com/xYIW9o7xSK
— Lookonchain (@lookonchain) December 20, 2025
Ethereum Turns into the Funding Asset
Hayes hasn’t deserted Ethereum as a long-term asset. As an alternative, the rotation suggests ETH is getting used as a funding layer whereas capital is redirected towards higher-beta alternatives inside DeFi.
Between December 19 and 20, Hayes transferred ETH to exchanges and market-making venues, the place it was promptly transformed into DeFi publicity. The pace and measurement of the transactions level to deliberate execution fairly than portfolio testing or hedging. This framing issues. Hayes is rotating inside crypto threat, not stepping away from it.
Ethena, Pendle, and ether.fi in Focus
The most important allocation has gone to Ethena (ENA), the place Hayes added roughly 1.22 million tokens in a single session, bringing his whole holdings above 6 million ENA. He has additionally amassed Pendle (PENDLE) and ether.fi (ETHFI), each tied to yield tokenization and liquid restaking.
Arthur Hayes(@CryptoHayes) simply purchased 1.22M $ENA($257.5K) 30 minutes in the past.https://t.co/loeYKUb9rNhttps://t.co/3j5DkVtzD1 pic.twitter.com/ft4csng5e9
— Lookonchain (@lookonchain) December 20, 2025
Collectively, these positions align with Hayes’ long-standing thesis that liquidity-sensitive protocols are likely to outperform throughout early easing cycles.
Ethereum Value Prediction – Technical Alerts Reinforce the Shift
The rotation additionally aligns with Ethereum’s present technical posture. ETH has been buying and selling inside a descending channel on the 4-hour chart, repeatedly failing to reclaim the $3,100–$3,150 resistance zone.
Momentum indicators recommend stabilization fairly than power, with the RSI hovering in impartial territory and the value consolidating under key shifting averages.
In contrast, a number of DeFi tokens have already damaged short-term downtrends or reclaimed crucial EMAs, suggesting relative power versus ETH. From a dealer’s perspective, this divergence helps Hayes’ transfer to hunt alpha in yield-driven belongings whereas Ethereum digests its current correction.
What are the Rotation Alerts for Merchants
Hayes is positioning for relative outperformance fairly than a directional market name. Ethereum stays structurally vital, however near-term capital could favor protocols that straight monetize yield, liquidity, and on-chain exercise.
The on-chain proof removes ambiguity. This isn’t narrative positioning. It’s capital shifting forward of a possible liquidity flip.
PEPENODE: A Mine-to-Earn Meme Coin Nearing Presale Shut
PEPENODE is gaining momentum as a next-generation meme coin that blends viral tradition with interactive gameplay. With over $2.37 mn raised and the presale approaching its cap, curiosity is constructing quick because the countdown enters its ultimate stretch.
What makes PEPENODE stand out is its mine-to-earn digital ecosystem. As an alternative of passive holding, customers can construct digital server rooms utilizing Miner Nodes and services, incomes simulated rewards via a visible dashboard. The idea brings gamification and competitors into the meme coin house, giving holders one thing to do earlier than launch.
The challenge additionally presents presale staking, permitting early individuals to earn boosted rewards forward of the token technology occasion. Leaderboards and bonus incentives are deliberate post-launch to maintain engagement excessive.
With 1 $PEPENODE priced at $0.0012016 and restricted allocation remaining, the presale is getting into its ultimate alternative window for early consumers.
Click on Right here to Take part within the Presale
The submit Ethereum Value Prediction: Hayes Strikes $3M as ETH Loses Momentum to DeFi appeared first on Cryptonews.