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Buy pressure proxies (exchange outflows → bonders)

Most LPT buying happens off-chain (CEX order books), so on-chain we use proxies:

  • L1 LPT transfers from labeled exchange wallets → recipient wallets (exchange outflows).
  • Whether those recipients bond on Arbitrum, and how soon after the first exchange inflow.
  • Best-effort overlap with cashout-heavy wallets (sell-pressure proxies).

This is not proof of buyers or hedges; treat it as a reproducible signal to combine with other packs.

Summary

  • Generated: 2026-01-22T02:19:47.491403+00:00

  • Ethereum RPC: https://rpc.flashbots.net

  • Arbitrum RPC: https://arb1.arbitrum.io/rpc

  • L1 window: 1460000024287265

  • Arbitrum window (Bond scan): 0423885844

  • Labeled exchange wallets scanned: 23

  • Unique unlabeled recipients (any size): 11,637

  • Total unlabeled recipient inbound: 127,182,765.742 LPT

  • Selected recipients (≥ 10000 LPT): 200

  • Selected inbound total: 90,746,628.915 LPT

  • Selected recipients in Arbitrum delegator set: 5

  • Bonded within 30d of first exchange inflow: 4

  • Selected delegator inbound total: 2,067,366.020 LPT (2.28%)

  • Bonded-within-window inbound total: 1,792,981.745 LPT (1.98%)

Top recipients (selected)

Columns: inbound from labeled exchanges on L1, whether the address is known as an Arbitrum delegator, and (best-effort) whether it bonded soon after the first inflow.

RankRecipientInbound (LPT)TxsFirst inflowArbitrum delegatorBond ≤ windowBonded now (LPT)Cashout fp
10x2110e5ed88b0489797f6a1d997815d2b360fe43b5,144,219.624662022-05-110.000
20x2d6ee5c8a3b2370cbc0de309bf5d1a4aa09c39183,569,484.0108542022-08-170.000
30xe3792a9c235d434b702023b33f03c48c416310903,244,302.7056702022-06-240.000
40x9c3b2c8fa50fa171ba438433b4908bde8922935c2,878,402.2505422022-04-180.000
50x0084dfd7202e5f5c0c8be83503a492837ca3e95e2,706,594.0546872022-06-150.000
60xc1c4a5c41b62989acdbb9a11bbab668158f5d4812,159,847.63819652024-02-170.000
70xab782bc7d4a2b306825de5a7730034f8f63ee1bc1,810,165.2146582024-01-090.000
80x41fbba5cb38d22b2d80606406944cedd7c97f6f91,671,120.3902342023-05-270.000
90x7e6af92df2aecd6113325c0b58f821ab1dce37f61,452,755.0638912023-10-090.000
100x8048498c795c15f6471161ae029f6c888f43cb541,358,889.02810682024-09-120.000
110x3c5883c650d600bd543a9b5c8d9a3a6f5d16b8f41,270,899.9912642022-04-210.000
120x21debfa81fc74415383cfbc597f77ccf6b61334b1,257,224.3132452024-10-230.000
130x3acedc6f89c65a288f25e80d9080898c3ca667761,229,446.04213582022-06-250.000
140xd8d6ffe342210057bf4dcc31da28d006f253cef01,212,171.9196782022-08-180.000
150x22e0b8dd688f34a0cc21709ee64f52fe4de4d5991,077,861.8152512022-07-190.000
160x95b564f3b3bae3f206aa418667ba000afafacc8a1,001,446.7002652022-04-210.000
170x91d40e4818f4d4c57b4578d9eca6afc92ac8debe911,758.37822025-03-190.000
180x002e1798bff1ea5bcd703133eb61706070080c19876,234.9072582022-06-040.000
190xfee86db2b983a5c4418c314c9bc1d724c0abf929872,562.8812132023-09-050.000
200x5d0492749595406812001ee163b00f1a0506e4a0857,619.4242662022-12-030.000
210x8389f4f008c3a3d72662d2b77f6bee3ca6cc6174827,689.1402342023-08-230.000
220xf217f7facf4e53b334217d3dcb3e86d32974c7c4814,654.9081032023-07-100.000
230xd8b9f62de8b8217ab997df060a47c020c81f9997812,509.00022024-08-160.000
240x962b029508b1054e2af4184bbaeb5d0c796f7526812,507.00022025-03-12yesyes0.000#6
250xbdc7b3526f593f6ccbf620efb0c972bea707a941812,434.83042022-12-190.000
260x1c2a393e3e7d14f4b8b9e9819217c2e8dfdb10d6808,664.3212092022-12-220.000
270x39e274cb173999eca1cc3daf0c3e938d2cd69a50780,857.1354092023-12-200.000
280x20a3a4ae2aacb8bbcfd89dc71280dd18cd9a0cb4768,612.1138012023-12-280.000
290x47513e36b088a366e6fe7aab2c67b37957c35005756,700.16082023-08-230.000
300x989a69a3e608483ae3f6fb21e2874f5c8fb98697751,628.2063432022-04-210.000
310x9dc54226c0f86245707396255d4fcd87eb55b676689,837.52812023-04-260.000
320x8fef490d614fce8b93bd6f28835dd35a8b3229a9682,311.0901872023-06-300.000
330x0bec9f000860c03383757265c952969fa6f9a090678,508.5021132023-08-290.000
340xd1305fbda97c035f86fdaa7785fb568c203174e1646,306.3453482022-04-250.000
350xe66baa0b612003af308d78f066bbdb9a5e00ff6c634,583.3502592024-10-240.000
360x22a709eece6ee82293e5fcdeea7ceefdefd499cd587,043.993112024-07-09yesyes0.000#19
370x771713755f5a887ef7a455220cb493e0aca73120582,124.797432023-08-100.000
380x3aff86656a65f3d81b3e0b4c4f8d4199f3b3fbde579,822.8606662023-08-090.000
390xa7a5c7602bd8a0b156980b9c41efa781e1af208f572,560.0301092025-08-180.000
400xf733c29e2918271490d8318846f617b16e613be0567,555.490912025-08-260.000
410x5fa485b644fba4335fdabc820752038c0dcb8cdb557,895.64922022-12-280.000
420x478271c960137418c9d90082dddbf68aa72e4367535,011.4272362022-05-150.000
430x5d550635f87e21337462b582dff589f552e609ae521,269.5615492022-11-020.000
440xe129188380d48fa09a6a89ac91adc761afdc1612511,923.4477622024-03-260.000
450xfc9161b99a3b0691477e12737163d007600ac262503,262.6631472025-05-300.000
460x37ec907ec1f200fa6b86522d27ba2af478652aa0502,385.81032023-09-040.000
470xecda6cec1fcf38429138ca06a7bcbbc4415f9586500,000.00012024-05-140.000
480x5770815b0c2a09a43c9e5aecb7e2f3886075b605485,452.5688382022-11-230.000
490x07a48c5a537d9c7ac079aefe875b209dc8360704484,061.0902002022-05-020.000
500xe5bd360c2336066482324a0298235850eb39da9c470,397.300682023-04-110.000

Delegator overlap (selected)

The selected recipients that overlap with the Arbitrum delegator set are rare and skew toward cashout-heavy wallets.

RankDelegatorInbound (LPT)First inflowBond after inflow (d)To Livepeer L1 contracts (LPT)To labeled exchanges (LPT)Cashout fp
240x962b029508b1054e2af4184bbaeb5d0c796f7526812,507.0002025-03-120.285821812,507.0000.000#6
360x22a709eece6ee82293e5fcdeea7ceefdefd499cd587,043.9932024-07-090.072662587,043.9930.000#19
910x0b13315bc1638ce38805c827f308cb2f1a2be45b274,384.2752023-02-2066.37692274,384.2750.000
1210xc69381073814920d1ce2bb009ac9982a74679814214,959.9202025-04-040.016944214,959.9200.000
1520x0a776abbaae0e2161d0e131f57e605efbea4b99b178,470.8322024-06-280.014432178,470.8320.000

Notes + limitations

  • “Exchange” coverage is label-set based; many exchange wallets are unlabeled.
  • Exchange outflows include internal wallet management as well as customer withdrawals; we exclude labeled destinations from the candidate set.
  • Seeing an exchange outflow followed by a bond is suggestive, but does not prove that the inflow funded the bond (bridging and wallet reuse can vary).
  • Recipient outflows are computed only for the top-N selected recipients and only to labeled exchanges/bridges (best-effort).

Raw output: see research/buy-pressure-proxies.json.