What do giant whales hoard
The accumulation of some currencies was even high in 2025。
Original by Bitpush Editor
Over the past month, bitcoin has been rocking for most of the time in the vicinity of $8-90,000, with a general return of 15-40 per cent, but it is the most comfortable “private silo” window for whales. According to real-time surveillance data from large households in the chain of tracking, such as Santiago, the whales are quietly building up the following tracks, with some currencies accumulating at even high levels in 2025。
I. PAYMENT/CROSS-BORDER SETTLEMENT TRACKS: XRP BECOMES THE FAVORITE WHALE
XRP ETF has also moved from expectations to reality, further stimulating the build-up of giant whales with the settlement of the SEC with Ripple. In the past 30 days, XRP has been the most exaggerated net inflow of whale species in all the country's capital:
- NET INCREASE OF 970 MILLION WITH 100-1 BILLION XRP ADDRESSES
- Net increase of 150 million with more than 1 billion addresses
- The combined flow of both types of address exceeds $2.4 billion
- EXCHANGE XRP BALANCES HAVE CONTINUED TO DECLINE, REACHING A NEW LOW SINCE 2023。
II. Old Layer 1: Inverse hoarding ADA
In the 12 days of November 24th to December 4th, Cardano (ADA) showed an extremely rare "Big Whale Wheel Buy":
- THE LARGEST PURSES (OVER 1 BILLION) WERE HELD ON NOVEMBER 24TH AND HAVE SINCE ACCUMULATED AN INCREASE OF 130 MILLION ADAS
- (A) THE WALLETS HELD BETWEEN 10 MILLION AND 100 MILLION WERE INCREASED ON NOVEMBER 26 BY 150 MILLION ADAS
- BOTH GROUPS ACHIEVED A NET INCREASE IN THE NUMBER OF DAYS, WHICH INDICATES GREATER HOUSEHOLD CONFIDENCE, EVEN IF THE ADA TRANSACTION PRICES ARE CLOSE TO RECENT LOWS
- Big whales have lower costs and are expected to rise to $0.52 if prices exceed 0.43 and, if they fall to $0.38, see that the rise pattern will diminish and the inverted signal may fail。
iii. DeFi Bluechondri: UNI was swept with AAVE
UNI: SOME 800,000 NEW WHALES HAVE BEEN ADDED OVER THE PAST WEEK (APPROX. $5 MILLION) AND, FOLLOWING THE ADOPTION OF THE COST SWITCH VOTE, THE TOP 100 ADDRESSES, WITH A TOTAL OF 898 MILLION UNIS, SHOW STRONG INSULATION, WHILE THE SUPPLY OF EXCHANGES CONTINUES TO DECLINE。
AAVE: THE PAST 30 DAYS HAVE SEEN AN INCREASE IN THE NUMBER OF GIANT WHALES HOLDING MORE THAN 50,000, REACHING A TOTAL OF 3.98 MILLION ATH。
COMMON TO BOTH: TVL CONTINUES TO RISE + REAL INCOME (COST) BEGINS TO RISE AND GIANT WHALES ARE READY TO MOVE AHEAD。
IV. MEME CURRENT: COMPREHENSIVE RESPONSE, INDIVIDUALLY ENTERPRISED BY COWS
Main battlefield:
FARTCOIN: SINGLE ADDRESS 3,243,000 ITEMS (US$ 10.7 MILLION)
PIPPIN: 40.45 MILLION (72.8 MILLION USD) REMOVED BY GIANT WHALES WITHIN 24 HOURS
PEPE: IN THE PAST 30 DAYS, GIANT WHALES HAVE GROWN BY 1.36 PER CENT, CUMULATIVELY EXCEEDING 10 MILLION. IN SHORT, TRAVEL MONEY + OLD MONEY ENTERS THE FIELD, AND WHEN MOBILITY IS DEPLETED, VIOLENCE CAN RISE。
V. AI+ DATA TRACK: ENA AND TIA ARE MOST FAVOURED
ENA (Ethena): In the past seven days, giant whales have grown by 2.84 per cent, top 100 addresses by over 50 million
TIA (Celestia): Exchange supply has declined by 5 per cent and the Staking ratio is double-high with TVL
AI NARRATIVE+MODULAR NARRATIVES ADDED AS ONE OF THE LONG-TERM TRACKS OF THE CURRENT ROUND WITH HIGH CERTAINTY。
VI. STOCKPILING TRAINS: FIL AND ICP
STARTING IN LATE NOVEMBER, THE FIL AND THE ICP WHALE ADDRESSES WERE ACCOMPANIED BY A LARGE SHIFT OUT OF THE EXCHANGE, WITH THE NUMBER OF ACTIVE ADDRESSES RISING IN STEP WITH TVL, AND THE DEMAND FOR DECENTRIZED STORAGE BY AI MEGAMODELS IS BEING MET。
FIL: IN THE PAST 30 GIANT WHALES WERE OVER 100,000, WITH A TOTAL VALUE OF ABOUT $50 MILLION; EXCHANGE SUPPLY DROPPED 15%
ICP: A 30 PER CENT INCREASE IN ACTIVE ADDRESSES ON THE CHAIN AND A SHIFT OF OVER 50,000 WHALES FROM THE EXCHANGE; TVL GOES BACK TO $120 MILLION
Summary
As can be seen, the current operational logic of the whale:
(b) Reverting is buying windows, falling and buying, with little regard for short-term prices
(b) Prioritize “real income” or “policy dividend certainty” tracks
Meme is still a “lotting area” with high-risk returns
LONG-TERMIST TRACKS (AI, MODULARIZATION, STORAGE, PRIVACY) HAVE BEEN DEPLOYED BY GIANT WHALES 2-3 SEASONS。
RISK TIPS: WHALE SILOS DO NOT NECESSARILY REPRESENT AN INCREASE, BUT MAY ALSO BECOME A SUBSEQUENT DISCHARGE. PLEASE MAKE SURE THAT DYOR IS CAREFULLY FOLLOWED AND STRICTLY CONTROLLED。
