Aave whales scoop 8% of supply amid sell-off – A move to $210 possible IF…

ambcryptoPublicado a 2026-01-11Actualizado a 2026-01-11

Resumen

Amid a governance crisis that caused a 20% price drop to $143, Aave's largest holders (whales) seized the opportunity to accumulate, increasing their holdings to control 80% of the total supply. The top 100 addresses now hold 12.92 million AAVE, adding approximately 8% of the supply during the sell-off. Whale wallets with over $1 million surged by 66%, indicating strong demand from large investors while retail exited. Concurrently, selling pressure on exchanges declined from a peak of 1.43 million tokens to 1.31 million. For a price recovery to occur, bulls must reclaim the $174 resistance level. Success could lead to a 30% rally toward $210, but losing the $160 support would invalidate the bullish outlook and potentially push the price back to $140.

The recent Aave governance drama presented smart money with a perfect opportunity to scale exposure to the DeFi platform at a discounted rate. AAVE dumped 20% to lows of $143 and wiped out over $500 million from the altcoin’s market.

However, during the chaos, the Top 100 Addresses increased their holdings to 12.92 million AAVE, adding approximately 8% of the total supply.

Now the Top 100 Addresses control 80% of the overall AAVE supply.

Whales or large holders also increased by 66% over the same period between early and late December. The whale wallets with holdings of over $1 million surged from 120k to 200k, underscoring massive whale demand as other retail investors backed out during the governance drama.

But most importantly, the selling pressure across exchanges also declined substantially.

AAVE selling pressure declines

Santiment data showed that during the peak of the Aave Labs-DAO drama and the Christmas week voting period, AAVE tokens on exchanges surged from 1.22 million to 1.43 million coins.

This resulted in a surge in selling pressure, coinciding with the sharp decline from $182 to $143.

However, the selling pressure eased to 1.31 million AAVE at the time of writing as tracked by Supply on Exchanges (red).

Worth pointing out that the selling pressure also eased after Aave Labs and Aave founder Stani Kulechov promised to share non-protocol revenue with tokenholders.

Although the hostilities were de-escalated, the drama is not yet over unless the different factions finalize negotiations in a binding and enforceable agreement.

That said, the derivatives market demand remained flat at around $130-$150 million in Open Interest, the same level seen during the muted market in Q4 2025.

AAVE could rally 30% if...

On the price charts, AAVE bulls have attempted to reclaim the 50-day Moving Average ($174) for the second time since December. Although they failed again, a successful reclaim would reinforce a bullish market structure shift and potentially lead to a sustainable recovery.

As such, consolidation between $160 and $174 could allow bulls to regroup and attempt another push at the crucial level. Should they clear the hurdle, a potential 30% upside to $210-$220 could be likely.

However, losing the $160 support would invalidate the bullish outlook and likely drag the altcoin back down to $140 again.

Final Thoughts

AAVE has recorded massive whale interest and aggressive bidding from smart money.
Overall selling pressure also tapered and could allow a potential recovery, but only if $160 support holds.

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Preguntas relacionadas

QWhat percentage of the total AAVE supply do the Top 100 Addresses now control after the recent buying activity?

AThe Top 100 Addresses now control 80% of the overall AAVE supply.

QWhat was the key factor that eased the selling pressure on AAVE after the governance drama?

AThe selling pressure eased after Aave Labs and Aave founder Stani Kulechov promised to share non-protocol revenue with tokenholders.

QWhat is the crucial price level that AAVE bulls need to reclaim to signal a potential bullish market structure shift?

AAAVE bulls need to successfully reclaim the 50-day Moving Average, which is at $174, to signal a potential bullish market structure shift.

QAccording to the article, what is the potential price target for AAVE if it successfully reclaims the $174 level?

AIf AAVE price successfully reclaims the $174 level, a potential 30% upside to $210-$220 could be likely.

QWhat would invalidate the bullish outlook for AAVE's price according to the technical analysis?

ALosing the $160 support level would invalidate the bullish outlook and could drag the price back down to $140.

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