According to Onchain Lens monitoring, a wallet address '0xD04' linked to Ethereum co-founder Vitalik Buterin has transferred 7,000 ETH (worth approximately $11.06 million) to a newly created address. Based on the address's historical transaction records, this ETH is very likely to be deposited into a centralized exchange (CEX) subsequently. Previously, the same wallet transferred 1,300 ETH (worth about $31.6 million) to Paxos, which were later deposited into an exchange. The wallet currently holds 20,001 ETH (worth approximately $31.6 million). The whale movement has drawn market attention to potential selling pressure.

While Bitcoin prices continue to fall and retail investors panic-sell, Wall Street institutions are seizing the opportunity to invest heavily in crypto financial infrastructure. Invesco has filed for a tokenized fund, Kraken is in talks to acquire Aave, Circle has partnered with Nomura to advance stablecoin cross-border settlements, and SBI has acquired Bitbank to build a full-stack financial group. These actions are driven by regulatory clarity and technological maturity, not short-term price swings, signaling a systemic transfer of crypto infrastructure ownership from crypto natives to traditional financial institutions.

The article analyzes the development and trends of internet capital markets in 2026. It points out that the US is promoting the formation of a new capital market based on public blockchains through regulatory breakthroughs (e.g., the GENIUS Act, joint SEC/CFTC guidance) and institutional practices (e.g., J.P. Morgan and State Street conducting real transactions on Solana). Asian institutions face a strategic window and should adopt a phased, pragmatic approach based on local regulatory maturity.

据Onchain Lens监测，某地址创建新钱包，向HyperLiquid存入63万枚USDC，并以10倍杠杆开设290万枚XRP的空单，显示巨鲸对XRP后市看空情绪。

According to Onchain Lens monitoring, a wallet linked to Vitalik Buterin (0xD04) has transferred 7,000 ETH (~$11.06M) to a newly created address. Based on historical patterns, the funds are likely to be deposited into a centralized exchange. The same wallet previously moved 1,300 ETH to Paxos and currently holds 20,001 ETH (~$31.6M). The movement adds to market speculation about potential selling pressure from Ethereum co-founder related entities.

Coinglass data shows Hyperliquid whale total positions of $4.201 billion, with longs at 49.72% and shorts at 50.28%. Overall longs are down $174M while shorts profit $62.38M. A whale address 0x082e..88 is 5x long HYPE at $38.6755 with $34.33M unrealized gain, contrasting the general short-side advantage.

Onchain Lens reports that a wallet linked to Vitalik Buterin (0xD04) transferred 7,000 ETH (~$11.06M) to a new address. Based on past behavior, these funds are likely headed to a centralized exchange. The same wallet previously moved 1,300 ETH to Paxos and still holds 20,001 ETH ($31.6M). This whale movement raises short-term liquidity concerns for Ethereum.

According to MarsBit, centralized exchange Kraken is planning a strategic investment in DeFi lending protocol Aave. This move signals CeFi institutions accelerating their entry into on-chain financial infrastructure to break through trading fee bottlenecks and capture high-value asset management access. Despite Aave experiencing capital outflows due to past black swan events, its robust architecture, sustained cash flow, and upcoming token buyback mechanism strengthen its long-term value, highlighting DeFi's shift toward value capture and real-world asset (RWA) expansion.