What if Falcon is preparing for Season 2? I think the preparations related to the $FF TGE were really faster than I expected. I thought it would be announced around October at least. โโ I believe Falcon's current benchmark is probably ena. And ena just wrapped up Season 4 the other day and is preparing for Season 5. I expect @FalconStable might follow a similar path. Why? โโ @FalconStable is a new ecosystem. The state of the leaves is surprisingly good, and USDf is also an attractive stable project that is providing high interest through its own strategy. However, the utilization of USDf has not been significantly activated yet. (Compared to Athenna, that is.) Therefore, I think Falcon might be preparing for Season 2. It would be the easiest way to maintain USDf TVL and utilize the resulting reserves to generate more profit. (As the reserve TVL increases, the absolute Falcon profit naturally increases.) โโ Usually, the YT maturity dates of such new projects are closely...
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