Overview
- Blockchain trackers recorded transfers to Flowdesk, FalconX and Wintermute totaling about $2.5 million, including 520 ETH, roughly 2.62 million ENA and 132,000 ETHFI.
- Subsequent sales included approximately $480,000 in LDO, $289,000 in AAVE and $211,000 in UNI, with Lookonchain later counting 1,480 ETH sold for about $4.7 million over two days.
- CoinCentral reported that his single-day disposals neared $5 million as Arkham Intelligence estimated his portfolio fell over 30% in November to roughly $42.2 million.
- Hayes publicly amplified his ZEC thesis, saying he "aped more," asserting "ZEC > XRP," and urging holders to withdraw to self-custody.
- Analysts floated that proceeds could be rotated into ZEC, though no on-chain buys were confirmed, while separate data showed a 700-ETH deposit to market maker B2C2.