If you were wondering why the Ethena shills have been so loud lately lol The VCs have tokens to offload

Theek thak lagrha hai lelo thoda bohot kuch na kuch mai toh kehta hoon , thoda Bohot Bardasht krlena short term mai bss baaki saab bhadiya hoga Ghost month mai or kya expect kiya tha ? Dariye mat thoda sa dca kriye , all in nhi krna samajhdari dikhao Aise ummeed hai

There’s too much glorification on CT of predicting exactly where we are in the cycle or what exactly is going to happen based on what month it is. There is no use or alpha in these things apart from hoping to gain some Twitter clout by taking wild guesses. Just stop predicting future and start reacting to the present and you’ll be better off

Enjoying silent posting these days Tped anyways cheers Keeping moonbags and moving on

$ENA is the cheapest it has ever been relative to its fundamentals. There is a DAT company now buying significant amounts $ENA on the open market which offsets VC sell pressure. USDtb is the first stablecoin which has a clear path to full compliance with the Genius Act. And we are just at the beginning of this mega stablecoin trend, which which is very likely at an inflection point now with the legislative changes in the US. I think it is ok to be quite bullish here.

Pavilion eating as always

Pavilion eating as always

Whole feed vocally bullish on $ENA which was not so long ago the “farm&dump crypto” for them Classic price leads narrative Information asymmetry 101

Ethena is just a farming coin which has more TVL and adoption and traction and yield on there stablecoin than there FDV The markets need more farming coins like this

$USDe just pulled in $2B in a week. What was the reason? The simple explanation is yield. @ethena_labs’ offering 10% on sUSDe. Money flows to the highest risk-adjusted return, & right now that's clearly Ethena > USDC, USDT make money when Treasury rates are high > Ethena makes money when crypto markets are volatile & perpetual funding rates spike > It has paid out the most amount of yield ($39M sUSDe) in the last 90D > $30.85M fees generated over the past 30D > $USDtb becoming GENIUS Act compliant is institutional onboarding infra. > They recently called their $260M goes toward $ENA buybacks over six weeks (8% of CS getting absorbed) > Fee switch is a major catalyst Look, 10% yields don't last forever in crypto. Someone always comes along offering 12%, then 15%. But @ethena_labs’ revenue model is different enough that it might have staying power. The institutional money flowing through @convergeonchain & the ecosystem plays around @Terminal_fi, @etherealdex, @strata_money shows real capital is taking positions.