加密市场的重大转变，因为领先的鲸鱼0x3d6执行大规模交易

这个人将720 Steth（价值约167万美元）转换为两个主要资产：AAVE和MKR。

A major shift has occurred within the last six hours, executed by a leading crypto whale known as 0x3d6, who undertook large-scale trading, converting 720 stETH (valued at roughly $1.67 million) into two major assets: AAVE and MKR. These trades clocked in at 460 stETH for 5,288 AAVE and 260 stETH for 365.5 MKR.

在过去的六个小时内发生了重大转变，由一条名为0x3d6的领先加密鲸执行，他进行了大规模交易，将720 Steth（价值约167万美元）转换为两个主要资产：AAVE和MKR。这些交易以5,288 AAVE为460的Steth，以365.5 MKR的速度付出了5,288的AAVE和260 Steth。

The post A Huge DeFi Whale Is Buying More AAVE and MKR After Nearly $600K Profit on Last MKR Trade—Here’s the Breakdown and Analysis

一条巨大的鲸鱼是在上次MKR贸易中获得近60万美元的利润后，购买了更多的AAVE和MKR，这是细分和分析

This individual’s trading activity gives a lot of people (including us) in the crypto market pause to think. Why? Because 0x3d6 is clearly using some sort of concentrated accumulation strategy in the DeFi space.

这个人的交易活动使许多人（包括我们）在加密货币市场中停下来思考。为什么？因为0x3d6显然使用了Defi空间中的某种集中积累策略。

First, the whale swapped 460 stETH—roughly $1.07 million—for 5,288 AAVE at an average price of $201.96 per token. This was the whale’s first purchase of AAVE, which many consider a core asset in decentralized finance (DeFi) protocols. With the swap, 0x3d6 now holds 6,635 AAVE, which is valued at about $1.35 million.

首先，鲸鱼交换了460辆斯特斯（总额为107万美元），为5,288 AAVE，平均价格为201.96美元。这是鲸鱼首次购买AAVE，许多人认为它是分散融资（DEFI）协议中的核心资产。随着互换，0x3d6现在持有6,635 AAVE，价值约为135万美元。

The price point was advantageous, and analysts estimate the whale’s current unrealized profit on the AAVE is around $216,000, for a gain of approximately 13.8%.

价格点是有利的，分析师估计鲸鱼目前在AAVE上的未实现利润约为216,000美元，收益约为13.8％。

After the AAVE swap, the whale turned its attention to MKR, the governance token of the MakerDAO ecosystem. In this trade, 0x3d6 swapped 260 stETH—worth $604,000—for 365.5 MKR at an average price of $1,652 per token.

批量交换后，鲸鱼将注意力转移到了Makerdao生态系统的治理令牌MKR上。在这项交易中，0x3d6将260 steth交换为365.5 MKR，平均价格为1,652美元。

This is the whale’s second MKR purchase and follows a previous trade made between August 31, 2023, and July 22, 2024, where the whale made an estimated profit of $603,000, or 101%, on its MKR holdings. The whale’s continued interest in MKR is a sign of strong belief in the long-term value of the MakerDAO ecosystem, which has continued to show resilience in the DeFi sector.

这是鲸鱼的第二次MKR购买，并在2023年8月31日至2024年7月22日之间进行的先前交易之后，鲸鱼估计在其MKR控股中估计利润为603,000美元，即101％。鲸鱼对MKR的持续兴趣表明对Makerdao生态系统的长期价值有着强烈的信念，后者继续表现出在挑战行业中的韧性。

A glimpse into the sophisticated trading strategy behind these transactions can be gleaned from the whale’s track record. The last MKR trade, which earned over $600,000, underscores 0x3d6’s knack for unearthing the kinds of golden DeFi opportunities that many miss. In its chase of the MKR profits, this whale moved in and out of positions with inhuman grace and perfect timing. Now, it’s buying more Maker and reinforces our read of this increasingly confident whale as one that is staking a big bet on the DeFi ecosystem.

可以从鲸鱼的往绩中收集到这些交易背后的复杂交易策略的一瞥。最后一项MKR贸易赚了60万美元，强调了0x3d6的诀窍，因为它发掘了许多人错过的金色defi机会。在追逐MKR利润的过程中，这鲸带着不人道的恩典和完美的时机进出位置。现在，它正在购买更多的制造商，并加强了我们对这种越来越有信心的鲸鱼的阅读，因为它是对Defi生态系统进行大量赌注的批准。

For AAVE, this is the whale’s first foray into the asset, but the size of the trade and the strategic nature of the purchase point toward a well-calculated entry into the DeFi lending protocol. AAVE has long been one of the leading assets in the DeFi space, and with its extensive use case in decentralized borrowing and lending, it is no surprise that 0x3d6 has chosen to build a substantial position in the token.

对于AAVE而言，这是鲸鱼对资产的首次尝试，但是贸易规模和购买点的战略性指向了进入Defi贷款方案的良好条件。长期以来，AAVE一直是Defi领域的主要资产之一，并且在分散借贷和贷款中广泛的用例中，0x3D6选择在代币中建立实质性位置也就不足为奇了。

The recent developments with whale 0x3d6 have important effects for AAVE and MKR.

鲸鱼0x3d6的最新发展对AAVE和MKR具有重要影响。

The whale’s actions are particularly interesting because it’s a very large investor in these two tokens. When it makes a move, it’s of interest not only for what it could mean for AAVE and MKR individually but also because it might signal a trend for other big institutional investors or traders to follow. (And to be clear, the kind of move 0x3d6 just made is definitely one that could inspire other market participants to go in the same direction.)

鲸鱼的行动特别有趣，因为它是这两个令牌中的大型投资者。当采取行动时，这不仅是对AAVE和MKR的意义，还因为它可能标志着其他大型机构投资者或交易者遵循的趋势。 （要明确的是，刚刚进行的0x3d6移动绝对可以激发其他市场参与者朝着相同的方向发展。）

Whales concentrating on DeFi-related tokens such as AAVE and MKR indicates a trend where the biggest players in the space are taking decentralized finance seriously. This development is also signaling that some of the very largest and very smartest money in the world is acquiring serious DeFi tokens. In the Fi side of things, this is also just a sign that institutional players are in the cryptocurrency markets and either on their way or have arrived already.

专注于与Defi相关的令牌（例如AAVE和MKR）的鲸鱼表明，该领域最大的参与者正在认真对待分散的财务。这一发展也表明，世界上一些最大，最聪明的钱正在获得严重的Defi令牌。在FI方面，这也只是一个迹象表明机构参与者处于加密货币市场，要么在途中或已经到达。

The trades highlight the importance of liquid staking tokens like stETH, which are increasingly used for large-scale trades. When the whale converted stETH into assets like AAVE and MKR, it maintained exposure to the broader DeFi ecosystem and secured potentially higher returns than what traditional assets could offer.

这些交易突出了液体静止代币（如斯特斯）的重要性，斯特斯（Steth）越来越多地用于大规模交易。当鲸鱼将Steth转换为AAVE和MKR之类的资产时，它保持了更广泛的Defi生态系统的影响，并获得了比传统资产所能提供的更高的回报。