LlamaRisk secures fourth term on Ethena Risk Committee
๐/@LlamaRisk โข
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Ethena proposes USDe reserve overhaul, adding institutional lending, RWAs, equity & commodity basis, and prime lending to reduce concentration and boost resilience
๐/@ethena ยท
Ethenaโs USDe supply could reach $100Bโ$350B by 2030 as tokenized assets drive institutional derivatives demand, boosting value for ENA holders
๐/@tedchenCPC ยท
Ethenaโs deployed capital has fallen to about $791M, the lowest in years, signaling weak excess demand for leveraged long exposure in crypto markets
๐/@SoskaKyle ยท
Brazil advances Bill 4308 banning algo stables like USDe and FrxUSD, requiring segregated reserves and 8-year jail terms for issuers
Coindesk ยท
DeFi lending is searching for the next leverage flywheel as ETH looping yields continue to compress. Ethena USDe showed how a high-demand stablecoin can drive significant borrow demand and revenue for Aave, while RWAs are emerging as the next promising asset class despite challenges with liquidity, duration risk, and liquidation.
๐/@SilvioBusonero ยท
Ethena is quietly becoming institutional infrastructure as USDe backing shifts from perp-heavy trades to billions in stablecoins and DeFi assets, alongside a proposal to add Kraken, Anchorage Digital, and Zodia as regulated custody partners with institutional-grade standards.
๐/@GoldDefi ยท
Ethena proposes USDe reserve overhaul, adding institutional lending, RWAs, equity & commodity basis, and prime lending to reduce concentration and boost resilience
๐/@ethena ยท
Ethenaโs USDe supply could reach $100Bโ$350B by 2030 as tokenized assets drive institutional derivatives demand, boosting value for ENA holders
๐/@tedchenCPC ยท
Ethenaโs deployed capital has fallen to about $791M, the lowest in years, signaling weak excess demand for leveraged long exposure in crypto markets
๐/@SoskaKyle ยท
Brazil advances Bill 4308 banning algo stables like USDe and FrxUSD, requiring segregated reserves and 8-year jail terms for issuers
Coindesk ยท
DeFi lending is searching for the next leverage flywheel as ETH looping yields continue to compress. Ethena USDe showed how a high-demand stablecoin can drive significant borrow demand and revenue for Aave, while RWAs are emerging as the next promising asset class despite challenges with liquidity, duration risk, and liquidation.
๐/@SilvioBusonero ยท
Ethena is quietly becoming institutional infrastructure as USDe backing shifts from perp-heavy trades to billions in stablecoins and DeFi assets, alongside a proposal to add Kraken, Anchorage Digital, and Zodia as regulated custody partners with institutional-grade standards.
๐/@GoldDefi ยท