Core Insights - MEXC Ventures has increased its investment in Ethena's governance token ENA to a total of $30 million, reflecting a commitment to support the Ethena ecosystem beyond mere financial backing [1][7]. Investment Details - The latest investment follows an earlier commitment of $16 million, indicating a strong belief in Ethena's potential [1][2]. - MEXC Ventures has invested over $100 million into 40 blockchain projects over the past two years, showcasing its active role in the industry [8]. Strategic Positioning - MEXC Ventures aims to be an "industry enabler," providing not only capital but also operational and technical support to its portfolio companies [3][10]. - The investment strategy is designed to build ecosystems rather than act as a passive investor, combining exchange operations with strategic investments [10]. Ethena's Expansion Efforts - Ethena is focused on expanding its synthetic dollar protocol and increasing the adoption of its governance token ENA [2][7]. - The company is partnering with Based to enhance the Hyperliquid ecosystem, which will include the adoption of USDe and other unreleased products [4]. Market Context - Ethena's aggressive expansion and treasury-backed buying strategy have been noted as potential catalysts for ENA price increases, although caution is advised due to market conditions [5].

当然，也需要提示一下。近期看到不少有关稳定币协议的 FUD，又有一个稳定币协议 @yalaorg 刚刚被盗。从 Falcon 的角度来说虽然大，但也不至于到大而不倒的地步。如果后续行情走熊或者大幅震荡，也会给稳定币协议产生一定风险敞口。我自己可能还是建议存 1 个月的，并不贪图过高的倍数增幅 ...