Arkham tracks Kelsier Ventures wallets from nearly $300 million to $2 million
Published Updated 1 new report since it was first published
Arkham tracked wallets tied to Kelsier Ventures and Hayden Davis as holding about $2 million, after they had held nearly $300 million in February 2025. The earlier holdings were spread across more than 1,000 addresses and were mostly in LIBRA tokens. Arkham linked the lower balance to wallets it followed after LIBRA’s launch.
What this rests on
What it means
Users and market participants who follow the Kelsier-linked wallets see a much smaller balance today than in February 2025, when more than 1,000 addresses held nearly $300 million and most of it was in LIBRA tokens. That makes the wallet set a visible marker for people watching the LIBRA-related flow of assets now.
In practice, the tracked wallet group is no longer shown as sitting on a near-$300 million stash; the figure now sits at about $2 million. What stays the same is that the addresses are still identified as tied to Kelsier Ventures and Hayden Davis, and they are still being tracked as a group.
Market reaction
The move was larger before the first headline than after. That is an observation, not an explanation: the market also moves on things nobody publishes.
How the story was built
Every piece in order, with the time its news medium declares — if it is not believable we use ours and say so — and what it added to what was already known at that point. Arriving first is not the same as adding something.