Regarding the $FF opening prediction analysis tonight👉 Analyst @ChloeTalk1 wrote an analysis about tonight's Falcon $FF, and 无畏 translated and shared it. Falcon Finance will open at 9 PM tonight on BN, and the pre-market price on Whale market is 0.29, close to a market cap of 3B. So, is it worth getting in after the opening? From the product form, we all know that $FALCON @FalconStable is a clone of $ENA @EthenaLabs. Currently, the issuance of $USDE for $ENA has reached 14B, while the issuance of $USDF for $FALCON is only 1.8B. In terms of stablecoin issuance scale, $USDF is only 12.8% of $USDE, which shows a significant gap. The reasons for this large gap are as follows: First, $ENA, as the project that first proposed the concept of "derivative synthetic stablecoins," has always been at the forefront of market development, attracting the most attention and liquidity in the derivative synthetic stablecoin space. Second, the timing is different. $ENA entered the market at the...
Tomorrow 21:00 HK time, $FALCON goes live. Pre-market price: ~$0.29 → ~3B FDV. Is it worth aping in? From product design, Falcon Finance is basically a fork of @EthenaLabs @gdog97_ . $USDE supply = 14B vs $USDF only 1.8B (12.8% of $USDE). Why such a big gap? First, $ENA was the first to propose “perp synthetic stablecoins,” capturing most liquidity + attention. Second, $ENA launched at peak LSDfi hype, attracting huge LSD collateral to mint $USDE. Third, as BTC recovered, perp volume + funding fees surged, rewarding early $USDE stakers—$ENA caught the earliest bull wave. For $FALCON to close the gap, it must differentiate: 1) $FALCON supports more altcoin collateral vs. $ENA’s BTC/ETH/SOL. Backer @DWF_Labs specializes in alts, and alt perps usually pay higher funding fees, boosting $USDF yields. Recently, I’ve been trading a lot of new coin perps, and I keep thinking about what kind of data is most important for retail users when it comes to altcoin perp products. Just like the...
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