子时(@silverfang88 ):稳定币仍然是主流叙事之一这点大佬们都是用脚投票了咱甚至不用看他们怎么说看他们怎么做就行了川皇CZ孙哥都往这方面使劲属于是我看USDe在上周内新增了3亿美元的供应量这点应该主要是由于资金费率的改善但也让我闻到了 Ethena即将开启下一阶段的高速增长还记得去年上一轮里不到两个月 $ENA从$0.25翻了5倍飙升到$1.25 破了历史新高属实猛 USDe好像也多了3-40亿美元的供应记得比所有以太坊ETF的总和还多也是赢麻了这一轮似乎也有那么点味道来了看看现在和Hyperliquid Telegram达成合作并且将上线Converge Ethena能不能复刻辉煌吧增长路径至少还是挺清晰的晚安玛卡巴卡

2025.05.20 11:22

稳定币仍然是主流叙事之一这点大佬们都是用脚投票了咱甚至不用看他们怎么说看他们怎么做就行了川皇CZ孙哥都往这方面使劲属于是我看USDe在上周内新增了3亿美元的供应量这点应该主要是由于资金费率的改善但也让我闻到了 Ethena即将开启下一阶段的高速增长还记得去年上一轮里不到两个月 $ENA从$0.25翻了5倍飙升到$1.25 破了历史新高属实猛 USDe好像也多了3-40亿美元的供应记得比所有以太坊ETF的总和还多也是赢麻了这一轮似乎也有那么点味道来了看看现在和Hyperliquid Telegram达成合作并且将上线Converge Ethena能不能复刻辉煌吧增长路径至少还是挺清晰的晚安玛卡巴卡

G | Ethena@gdog97_

2025.05.18 15:23

The growth profile for USDe has always been non-linear and hard to forecast with periods of parabolic expansion, followed by months of flat or bleeding supply that sets higher lows through time USDe supply is back into growth for the first time in ~3 months with $300m added in the last few days to get back to ~$5b The last growth period for USDe in October last year added ~$4b of supply in under 8 weeks where inflows outpaced the majority of BTC ETFs and all ETH ETFs combined That period of growth was with a fraction of the current distribution channels we have put in place since then I expect this next leg up will be more violent than the last