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 relatively 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 lively rotation away from Ethereum and into choose decentralized finance tokens. The transfer follows Hayes’ public feedback on December 20, the place he flagged enhancing international liquidity circumstances and hinted at tactical repositioning relatively than broad threat discount.
We’re rotating out of $ETH and into high-quality DeFi names, which we imagine 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 velocity and dimension of the transactions level to deliberate execution relatively 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 biggest 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 inclined to outperform throughout early easing cycles.
Ethereum Value Prediction – Technical Indicators 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 counsel stabilization relatively than power, with the RSI hovering in impartial territory and the value consolidating under key transferring averages.
Against this, a number of DeFi tokens have already damaged short-term downtrends or reclaimed essential 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 Indicators for Merchants
Hayes is positioning for relative outperformance relatively than a directional market name. Ethereum stays structurally essential, however near-term capital might favor protocols that immediately monetize yield, liquidity, and on-chain exercise.
The on-chain proof removes ambiguity. This isn’t narrative positioning. It’s capital transferring forward of a possible liquidity flip.
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The put up Ethereum Value Prediction: Hayes Strikes $3M as ETH Loses Momentum to DeFi appeared first on Cryptonews.