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Arthur Hayes· 2025-10-09 00:06
RT MR SHIFT 🦁 (@KevinWSHPod). @ethena_labs is the fastest-growing USD stablecoin in crypto history@cryptohayes is placing his highest conviction bet on the stablecoin meta - specifically Ethena, which is now the fastest growing USD stablecoin in crypto history.As the US monetary strategy leans into exporting dollar stablecoins, there’s a macro tailwind few are pricing in.And with buybacks underway and the token now listed on Binance, this isn’t just a product bet - it’s a full macro thesis in motion.Podcast ...