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[Strategy Transfers 6,536 BTC to Fidelity, 28% of Holdings Now Custodied by Fidelity] Within the past 48 hours, Bitcoin treasury company Strategy transferred 6,536 BTC, valued at over $600 million, to Fidelity Custody Deposit, Fidelity's asset custody address. As of now, Strategy has transferred 183,887 BTC to Fidelity for custody, accounting for 28.2% of its total holdings of 650,000 BTC.
[Whale Purchases $13.89 Million in Assets from Binance and Kraken, Total Holdings Reach $74.83 Million] According to monitoring by Onchain Lens, a whale has purchased $13.89 million worth of assets from Binance and Kraken. Its total holdings now amount to $74.83 million, including: 1.62 million LINK ($22.01 million), 6,050 ETH ($18.29 million), 43.53 million ENA ($11.27 million), 32,910 AAVE ($6.02 million), 8.08 million ONDO ($3.75 million), 1.49 million PENDLE ($3.60 million), 596,510 UNI ($3.26 million), 6.47 million ARB ($1.30 million), 22.59 million SKY ($1.18 million), and 3.16 million OP ($950,500).
On chain data shows that the address 0xbc64bde4c3b70147c47c16dd9277aaef7e0f02 purchased assets worth $13.89 million from Binance and Kraken, with a total holding of $74.83 million, including 1.62 million LINK ($22.01 million), 6050 ETH ($18.29 million), 43.53 million ENA ($11.27 million), 32900 AAVE ($6.02 million), 8.08 million ONDO ($3.75 million), 1.49 million PENDLE ($3.6 million), 596500 UNI ($3.26 million), 6.47 million ARB ($1.3 million). 22.59 million SKY ($1.18 million) and 3.16 million OP ($950500). （Onchain Lens）
[Analyst: Bitcoin Risk-Avoidance Model Indicates High Risk of Pullback] On December 6, CryptoQuant's multi-indicator risk-avoidance oscillator approached the 'high-risk' zone. Historical data shows that this level typically signals a market pullback and reduces the likelihood of sustained upward momentum. The model evaluates market vulnerability by combining six indicators: downside volatility, upside volatility, exchange inflow volume, funding rates, futures open interest, and market cap performance. Bitcoin researcher Axel Adler Jr pointed out that the profit and loss score has dropped to -3, indicating a high concentration of losing UTXOs. The current -32% drawdown exceeds the normal cycle level but has not reached the threshold for panic selling. Adler believes that if macroeconomic conditions and on-chain profitability indicators do not improve, even if Bitcoin stabilizes near $90,000, the risk of further downside remains high.
[DeFi Development Q3 Unrealized Gains Exceed $74 Million, No Increase in SOL Holdings] Nasdaq-listed company DeFi Development (DFDV) released its November performance update, revealing that it has not increased its SOL holdings recently. As of the end of the month, the SOL holdings amounted to 2,195,926 tokens, with a market value of approximately $293.2 million. The supply of SOL invested in liquid staking tokens, dfdvSOL, was 530,286.72 tokens. Unrealized gains for the third quarter exceeded $74 million, with a SOL holding yield of 11.4%. Chief Operating Officer Parker White and Chief Strategy Officer Dan Kang have started repurchasing DFDV shares from the open market.