SDEV wallets hold 2.135B SKY worth $156M after Coinbase Prime on-chain buy

Published: 2026-03-26 01:23:05 |

Blockchain monitoring firm identified Sky treasury company SDEV as holding 2.135 billion SKY tokens, worth about $156 million. The stake includes 31.6 million SKY from staking rewards (about $2.31 million). SDEV’s average SKY buy cost is around $0.065. A recent activity was recorded last night: SDEV withdrew 184 million SKY (about $14 million) from Coinbase Prime to its on-chain wallet. This indicates continued accumulation and potential changes in near-term SKY liquidity depending on whether tokens are later staked, sold, or moved again. Key data points: total SKY holdings (2.135B), estimated value ($156M), staking rewards portion (31.6M), and the latest Coinbase Prime transfer (184M). The report is for market information only and not investment advice.

Bullish

该消息偏多，核心在于“持续增持 + 从交易所提币到自有链上钱包”。SDEV总持仓规模达到21.35亿枚SKY（约1.56亿美元），且包含新增质押利息（3160万枚），说明其资产管理更偏向长期持有/资金再配置。更重要的是，昨晚从Coinbase Prime提取1.84亿枚SKY（约1400万美元）到链上，通常会减少短期可在交易所直接形成抛压的流动性。与历史上类似的“交易所流出（尤其是机构/大额Prime账户出金）”事件相比，这类资金若不立刻回流交易所，往往会提升市场对供给端偏紧的预期，从而对价格形成支撑。短期上，若市场将其解读为增持信号，可能带来情绪性买盘与成交活跃；但也要留意：这些代币未来仍可能用于二级市场卖出或进一步质押，因此长期影响取决于后续是否出现再次大量转回交易所、或质押/锁仓比例持续上升。综合来看，目前信息更多指向持有与配置而非兑现抛售，因此对交易者更偏利多（bullish），但需跟踪后续转账去向以确认可持续性。