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Ansem 🧸💸· 2025-08-11 01:19
RT niko (@nikokampouris)the first time i mentioned “user generated markets” (some might say creator capital markets) was june 20248 likes, 386 viewsnow zora is hitting escape velocity and everyone can’t stop talking about thisnot sure what the lesson is here, but feels good to think about where the puck might be heading and then seeing it become reality ...
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Ansem 🧸💸· 2025-08-11 01:13
RT Bullpen Pro (@BullpenFi)'The name's Traveler, @degentraveler."The man can't be stopped, he continues to do the impossible by winning his 4th Bullpen Open this summer.$1,500 will be deposited into your wallet shortly, sir.Let's see if he can bring it home this next week. https://t.co/i4gendaTw0 ...
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Ansem 🧸💸· 2025-08-10 15:24
Ethena's Potential Upsides - Ethena's fee switch activation positions it as a significant revenue generator, potentially benefiting $ENA holders [1] - The anticipated listing of StablecoinX on Nasdaq in Q4 could drive further $ENA accumulation [1] - Decreasing FED funding rates are expected to positively impact crypto funding rates, boosting Ethena's revenue [1] - Strong fundamentals, with USDE supply reaching 10 billion, highlight Ethena's robust position in the crypto market [2] - Ethena's stablecoin supply doubled in the last 30 days, indicating substantial growth [2] - At an $11 billion valuation, $ENA is considered relatively undervalued compared to competitors [2] TradFi and Investor Sentiment - Anticipation of TradFi FOMO, drawing parallels with Circle's demand, suggests potential for StablecoinX [2] - Investors may choose to hold $ENA in anticipation of the TradFi flywheel effect [3] Risks - Token unlocks pose a significant challenge to $ENA's price [2]