Native_0x
Native_0x
AAVE+2.96%
Fundamentally yes but even with the ENA public treasury company I wonder if we will struggle to reach escape velocity until public markets have pure ability to express views directly into the asset? Same goes for DeFi in general, quality companies such as AAVE etc
SB
SB
CIRCLE is $40B mcap on $150M earnings and set to shrink. Meanwhile, USDe is growing fast, $300M+ rev on $10M costs, with room to hit $2B earnings. If investors rotate from CIRCL to USDe and Ethena continues flywheel, this could 10x to $100B FDV. The stablecoin HYPE play is here
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