I've been adding these last few weeks all profits into $ENA USDe doubles it's ATH in 2027 or I'm gay Also I dont give a shit about your unlock fud, see you guys in Singapore for Token2049
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$MON is still ranging and going sideways until it doesn’t (I think soon uponly) Expecting some bullish news within a few weeks Comfy spot hold
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Ok fully filled ethereum:0x163f8c2467924be0ae7b5347228cabf260318753
Trying ethereum:0x163f8c2467924be0ae7b5347228cabf260318753
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Trying ethereum:0x163f8c2467924be0ae7b5347228cabf260318753
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Extremely bullish on basis yield projects Equity perps is a 41.5 trillion usd market opportunity: Ethena offchain and Renzo onchain The basis yield barbell ethereum:0x3b50805453023a91a8bf641e279401a0b23fa6f9
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Are you sidelined anon?
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I was too early with the thesis, almost a year ago ironically Ethena owns the stablecoin and now the neobank itself @EthenaPay GG ethereum:0x57e114b691db790c35207b2e685d4a43181e6061
Something I haven't seen people much talk about is that $ENA is positioned to be what USDT is to CEXs but for Neobanks in crypto The goal of USDe always has been providing the best yield for stables (savings account angle) Yes, if you pay for something, most of us use usdt (not USDe) But, if you want to park your stables in your crypto neobank, you park it in USDe as it's offering the best yield (and it's literally optimised for this purpose) It will take a while before the shovel play here get's priced in as we likely transition towards a neobanking bubble first I have been throwing money at some recent neobanking launches like $CYPR and others as I anticipate a hype rotation but the safest way to play this would be $ENA in the long run imo
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Zoomer Oracle retweeted
I have die hard conviction that @ethena will be the hyperliquid of this cycle
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The question was never if you gonna make profit: Do you own enough ethereum:0x57e114b691db790c35207b2e685d4a43181e6061 ?
Ethena is partnering with @Binance as our first venue for the extension of the basis trade into equity perpetuals, one of the most exciting updates to the USDe collateral backing since launch. This expands the addressable market of underlying collateral from $2.5 trillion of crypto to $150 trillion+ of real-world assets. As part of the partnership, bStocks will serve as tokenized spot collateral, hedged with Binance USDT-denominated equity perpetuals - the same delta-neutral structure Ethena has securely executed across crypto assets since inception. Importantly, Binance provides lower ADL priority for eligible delta-neutral accounts including Ethena's, adding another layer of risk mitigation for USDe holders. Binance equity basis has averaged ~11%+ annualized over the past 6 months, while open interest has grown on average ~30% per month in the last 3 month period. We expect the market opportunity size for equity perpetuals to far exceed the $15b+ of crypto perpetuals captured by Ethena last cycle. Allocations begin today.
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Zoomer Oracle retweeted
Chapter II
Ethena is partnering with @Binance as our first venue for the extension of the basis trade into equity perpetuals, one of the most exciting updates to the USDe collateral backing since launch. This expands the addressable market of underlying collateral from $2.5 trillion of crypto to $150 trillion+ of real-world assets. As part of the partnership, bStocks will serve as tokenized spot collateral, hedged with Binance USDT-denominated equity perpetuals - the same delta-neutral structure Ethena has securely executed across crypto assets since inception. Importantly, Binance provides lower ADL priority for eligible delta-neutral accounts including Ethena's, adding another layer of risk mitigation for USDe holders. Binance equity basis has averaged ~11%+ annualized over the past 6 months, while open interest has grown on average ~30% per month in the last 3 month period. We expect the market opportunity size for equity perpetuals to far exceed the $15b+ of crypto perpetuals captured by Ethena last cycle. Allocations begin today.
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Load ze revenge candle plasma:native
“B-b-but huge $XPL unlock end of month” Load ze revenge candle
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Just like how tokens with unlocks these next 7-14 days are pumping, we will see the same in october for $MON (november unlock) Target 0.05
Patience monad:native
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Zoomer Oracle retweeted
Quick update! @RenzoAI $REZ The team has been pushing hard, launching new functionality and assets weekly, with more in the pipeline. Despite a stronger product launch than $ezETH, which grew to $4B in TVL, conversion rates are lower than I’d like. Roughly 5.6% of users who connect their wallets deposit more than $50 into Renzo Basis. The yield is juicy and users love the product, but we need higher conversions before increase marketing spend to build a bigger funnel. We’re going to fix this and launch a few big updates in the coming days. Stay tuned. DMs are always open for feedback and ideas! 🤌🏻
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Xavi vs klopp debut today, looking for an upset
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Zoomer Oracle retweeted
5 new assets have been added to Renzo Basis with average APRs up to 41% 👀 You can now earn high USDC yields on $PURR, $FARTCOIN, $ENA, $PUMP & $SOL basis trades entirely in your own @HyperliquidX account. Deposit now & earn Basis Boost rewards: app.renzofinance.com
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And the @RenzoAI team keeps shipping again Absolute insane APRs: with these alts added you build a perfect hedge on it if you don’t want to short your spot positions. Keep your stables and get paid on top of it. A more conservative way which I like a lot higher ethereum:0x3b50805453023a91a8bf641e279401a0b23fa6f9
5 new assets have been added to Renzo Basis with average APRs up to 41% 👀 You can now earn high USDC yields on $PURR, $FARTCOIN, $ENA, $PUMP & $SOL basis trades entirely in your own @HyperliquidX account. Deposit now & earn Basis Boost rewards: app.renzofinance.com
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Study 'Bullish Unlock'
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Zoomer Oracle retweeted
I know Arthur local topped it, but $ENA looks quite decent here after the small throwback. One of the most stacked roadmaps among the majors. Next leg is coming soon, I think. Sticking by my thesis that mids and majors are where you want to have most of your capital allocated.
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GG solana:ARXwZkNAtzPfdcoqQiduJn8EPv9fKiDfGn2KyggyDrFs
Another play I like a lot is solana:ARXwZkNAtzPfdcoqQiduJn8EPv9fKiDfGn2KyggyDrFs as nobody talking about it, punted a spot position - Privacy/AI play (ZEC pumping) - Didn't go below .10 usd - Launched in bearmarket - Upbit/bithumb listings - Sol cabal invested (Mert, toly etc.) - Big treasury - Founder went to tucker carlson show as a guest (?) Sitting at sub 27m/130m fdv, type of coin that pulls a 5-10x from bottom
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Fundamentals haven’t been this good in a while Higher $ENA
Marked in the chart USDe supply growth when APY crossed 4.5%, up $1b since the lows Just printed 5% APY this week, with perp allocation up from 1% to 20% Higher
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