Arthur Hayes Deploys $3.4 Million into 4 DeFi Tokens: Bet on 2026 Comeback?
BitMEX co-founder Arthur Hayes has made daring strikes into decentralized finance (DeFi) tokens, signaling a transparent rotation from Ethereum into protocols he believes are poised for a 2026 restoration.
On-chain information exhibits Hayes deployed over $3.4 million in 4 DeFi property: $1.97 million in ENA, $735,330 in ETHFI, $515,360 in PENDLE, and $259,960 in LDO.
Which Tokens Is Arthur Hayes Accumulating for 2026?
The accumulation comes as these tokens commerce considerably under their all-time highs, reflecting a broader downturn within the DeFi sector.
Lookonchain experiences that Hayes transformed one other $5.5 million in Ethereum into a basket of DeFi protocols, together with:
- 4.86 million ENA tokens valued at $986,000
- 697,851 ETHFI tokens price $485,000.
The largest share of his allocation, over 50%, is concentrated in PENDLE, a yield tokenization protocol.
Arthur Hayes has been steadily accumulating these property throughout worth dips, indicating a perception of their long-term worth. Ted Pillows, a crypto analyst, has confirmed the current withdrawals.
“Arthur Hayes continues to purchase DeFi tokens. Today, he has withdrawn $1,969,780 in ENA, $735,330 in ETHFI, $515,360 in PENDLE, and $259,960 in LDO,” wrote Ted.
This constant accumulation displays a portfolio technique grounded in elementary worth quite than short-term hypothesis.
Catalysts Behind Arthur Hayes’ Bets Range from ETF Prospects to Strong Revenues
Each token in Hayes’ new allocation is tied to a particular development narrative.
ENA may benefit from Bitwise’s current ETF filing, which incorporates 11 cryptocurrencies, doubtlessly opening the door for institutional inflows.
Pendle has demonstrated sturdy income technology regardless of low token costs, delivering constant quarterly money move to token holders.
“The earnings statements present money move nonetheless flowing, and accelerating within the locations that matter. For Pendle, 2025 follows a transparent cycle. Revenue got here in at $12.88 million in Q1, $7.52 million in Q2, $16.17 million in Q3, and $8.02 million in This autumn,” wrote market analyst Neo Nguyen.
Ether.fi (ETHFI) is seeing report income via its Neobank pivot, with month-to-month card fee volumes nearing $50 million.
Protocol buybacks, at present between $500,000 and $1.5 million weekly, are set to mix with decreased token emissions in 2026, addressing ongoing promote stress.
Lido’s LDO publicity gives entry to Ethereum staking, with the protocol controlling almost 25% of staked ETH. This is greater than double that of main rivals.
Additionally, Ether.fi’s treasury reserves and main market share place it to capitalize on rising demand for staking yields.
While Hayes’ strikes spotlight confidence in a DeFi rebound, the market stays subdued. Regulatory approvals for ETFs, token emission schedules, and competitors in staking may all affect efficiency.
Concentration danger is notable, as greater than 60% of his portfolio rests on a sector nonetheless rising from a downturn.
Still, Hayes’ methodical accumulation throughout low-price durations suggests a long-term technique. By rotating out of Ethereum and focusing on DeFi protocols with income, market share, and institutional catalysts, Hayes seems to be positioning for a possible sector resurgence in 2026.
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