Arthur Hayes Supercharges Crypto Portfolio: Adds $1.4M in ENA, PENDLE, and ETHFI holdings.

BitMEX co-founder Arthur Hayes has resumed accumulating key DeFi tokens Ethena (ENA), Pendle (PENDLE), and Ether.fi (ETHFI), adding roughly $1.4 million worth of these assets in a fresh on-chain move after previously selling part of his position at a loss. On-chain analytics account OnchainLens, citing blockchain data, reported that in a short window Hayes’ wallet received about 2.01 million ENA (~$571.6k), 218,000 PENDLE (~$589.8k), and 331,000 ETHFI (~$257.4k) from market maker Cumberland, totaling around $1.4 million in new exposure to these tokens. This activity forms part of a broader pattern where Hayes has actively traded these same DeFi names: earlier in 2026 he sold ENA, LDO, PENDLE, and ETHFI at an overall loss of roughly $3.5 million, and separate analyses note that he sold a basket of ENA, ETHFI, and PENDLE during market weakness only to buy back more than $3 million of the same assets later at 30–40% lower prices. Arkham- and Lookonchain-based reporting also shows Hayes rotating out of Ethereum and into DeFi protocols like Ethena, Pendle, Ether.fi, and Lido DAO, making Pendle one of his largest thematic bets. The latest accumulation underscores Hayes’ ongoing conviction in restaking-, yield-, and points-oriented DeFi protocols, even after realizing losses on earlier trades. ENA is the token of synthetic dollar and yield platform Ethena, PENDLE powers yield-trading protocol Pendle Finance, and ETHFI belongs to liquid restaking project Ether.fi, all central to current narratives around onchain yields, restaking, and structured DeFi products. By reloading these positions via a major liquidity provider like Cumberland, Hayes is once again signaling preference for this segment of the market, a move closely watched by traders who track whale wallets for indications of shifting sentiment and capital rotation across DeFi.

✨ AI-generated background, compiled from web sources — not editorial content.

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