A Smart Investor's Strategic Portfolio Shift
An investor, who has been prominently featured in the notable moves of crypto terrorists, has recently made headlines again with his transactions. According to on-chain analytics platform Lookonchain, the investor with the address 0x3737 purchased 4,831
$AAVE ($1.58 million) and 3.09 million
$ENA ($2.25 million) with funds raised from the sale of 388.72 billion
#pepe ($3.84 million) and 75,413 Pendles ($355,000).
This move indicates a significant shift away from memecoins and DeFi tokens, and towards less successful and more reliable projects. AAVE, in particular, has been considered a leading protocol in the DeFi sector for many years, while ENA stands out as one of the next-generation projects that has recently entered the institutional spotlight.
The Meaning of Strategic Transformation
In crypto markets, risk exposure is considered one of the most crucial factors for long-term success. This investor's move represents a shift away from a "high risk - high reward" strategy toward more established, institutionally accepted projects.
Pepe and Pendle sales: While meme coins and volatile DeFi tokens offer limited opportunities for short-term currencies, they are more likely to be sustainable in the long term.
Aave and
#ENA purchases: AAVE offers stability as one of DeFi's most reliable lending protocols. ENA, on the other hand, is rapidly gaining popularity among new-generation projects and attracting institutional interest.
This shift can be interpreted as an investor's reflex to move their profits to safe havens after achieving "early gains."
Portfolio Success: 3X Growth in 1 Year
According to Lookonchain systems, the same investor grew their portfolio from $23 million to $65 million in a single year.
Key earnings items:
PEPE $60 million (+1203%)
ONDO $5.8 million (+288%)
BEAM $1.85 million (+72%)
These figures demonstrate that investors are particularly skilled at capturing trending projects and exiting at the right time.
Social Media and the Small Investor Influence
The movements of such addresses are widely reflected on social media. While investors are perceived as guiding small-scale growth in on-chain growth, analysts warn that these methods can entail high risks.
Following the moves of these thieves, who engage in short-term, anomalous transactions, doesn't guarantee the same results for the individual investor, even if only a small number do. Many of the market's leading investors, driven by their driving psychology, can face the risk of loss when imitating these "whale movements."
Conclusion: Risk Aversion or Strategic Repositioning?
This investor has diversified his portfolio from volatile assets like PEPE and Pendle to safer, institutionally backed projects. This is an example of the "seeking safe haven after early profit" strategy often seen in the crypto world.
The performance of futures AAVE and ENA will be a key development not only for this investor but also for many market watchers.
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