Austin Barack
@AustinBarack
CIO @RockawayX Liquid. Fundamentals driven, directional long/short fund. Previously Founder & Managing Partner @RelayerCapital, Partner @CoinFund. nfa/dyor
加入 February 2017
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$ENA is one of the most reflexive assets as yields come back (and the one with the best distribution). In my opinion people got too bullish in the 2024 bull market and too bearish in 2025/2026. Great setup especially as the token is starting to show real price momentum
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The basis trade is already back to 20% of USDe’s backing. Expect that share to rise gradually as this rolls out.
Incredibly bullish for Ethena.
