Notes
Today’s profit is yesterday’s preparation.😎
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$BTC $ETH $SOL $XRP $DOGE $TRUMP $ENA $USDE $NPC $TEL $SYRUP $ONDO $CRV $CVX $XLM $LTC $LISTA $FART $PENGU $CFX $NEO $JASMY $AAVE $AI
Results > promises. Always.😇
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$BTC $ETH $BNB $SOL $XRP $DOGE $TRUMP $ENA $USDE $USDT $USDC $CRV $SYRUP $CVX $IXS $FART $BONK $PEPE $CFX $NEO $JASMY $FET $RENDER $TAO $DOT $NEAR $AVAX
$BTC
+0.45%
$ETH +3.65%
$BNB +1.29%
$SOL +5.59%
$XRP +2.95%
$DOGE +3.58%
$TRUMP +1%
$ENA -3.62%
$USDE -0.01%
$USDT -0%
$USDC +0.01%
$CRV +2.47%
$SYRUP +1.69%
$CVX +0.12%
$IXS +9.35%
$FART +3.84%
$BONK -2.34%
$PEPE +2.53%
$CFX +1.75%
$NEO +5.5%
$JASMY +0.76%
$FET +3.51%
$RENDER +2.91%
$TAO -0.75%
$DOT +2.13%
$NEAR +2.84%
$AVAX +4.44%
🎙️ MEXC X Space AMA 🎙️
🔹MEXC x @ethena_labs x @ton_blockchain: Stablecoin for You & Me
🔹Guest: @WinnieMEXC, @gdog97_, @crownmax
⏰ Time: July 25, 2:00 pm UTC
🔔 Set a reminder now:
🎁 Win up to 30 $USDe each:

🎙️ MEXC X Space AMA 🎙️
🔹MEXC x @ethena_labs x @ton_blockchain: Stablecoin for You & Me
🔹Guest: @eleZhang, @gdog97_, @crownmax
⏰ Time: July 25, 2:00 pm UTC
🔔 Set a reminder now:
🎁 Win up to 30 $USDe each:

为什么说牛市更容易亏钱?
如图所示 —— 「曾用 282 万美金撬动 1481 万枚 USDe 收益的聪明钱」做空一揽子山寨已浮亏 1248 万美元🥲
今年五月之前「做空」就是版本密码,但只要撞上一次类似近期的猛烈拉升,就会迅速回吐利润;很明显这位聪明钱执行了「高市值大仓位,小市值小仓位」的做空打法,只有 BTC / AAVE 是做多的,其他共计做空的 26 个仓位中只有 38% 是浮盈状态,累计浮亏 1248 万美元,仅 XRP 单币亏损就高达 900 万美元
传送门 👉 https://t.co/FgnJeTy8TN

刚好看到 @cmdefi 也写了 $ENA ,发现作为DEFI老鸟的他与我感觉完全一样。
专门为 @ethena_labs 写一篇帖子的原因是因为它的机制很大程度上是市场狂热情绪的一种体现,完全可以认为是稍微滞后的市场温度计/晴雨表。
也就意味着:
DEFI这架机器已经被上好了油,像是开始轰隆隆的转动起来了。
如果之前大家还觉得 $BTC $ETH 涨仅仅只是资本市场的填鸭式灌血,并没有什么牛市的感觉,那现在是过去大半年来第一次DEFI有正经启动的征兆。
希望能持续下去


刚才 @ethena_labs 发推庆祝USDe 突破60亿。顺手看了defilama 过一个月数据, $USDe 的确是前10大稳定币里增长最快的。
过去7天增加了11.7% 过去一天增加了2.93%,果然牛市就是 $USDe 的主场。
所以近期 $ENA 开始爆拉,也是有基本面数据支撑的。
Ethena 的核心收入来自于:
永续合约空单资金费率(Funding Rate)为正值 → 平仓时赚取这部分收益。
所以一旦牛市到来,@ethena_labs 的左脚踏右脚模式就开始启动:
•市场多数人看多,导致多单挤入永续市场;
•永续合约的多头支付空头资金费率;
•Ethena 持空单 → 获得资金费收入;
•资金费率越高,USDe 机制越稳健、年化收益越可观;
•吸引更多用户持有 $USDe(享受 sUSDe 收益);
•市场对其增长的信心增强,形成良性循环。
之所以说 @ethena_labs 是过去一个周期里最值得夸赞的创新之一就是这个体系(其他几个我个人认为还有 @pendle_fi @HypeliquidX @KaitoAI )
~~~~~~~~
BTW,
最近把资金再放简单赚币里已经不香了,懂哥们已经都开始调仓了。
熟悉的牛市味道又来啦,爱死这个季节

其实我是不太想主动聊这个话题的,因为会得罪很多人,简单说一下吧,之前说过了,稳定币在美国主要是支付型和证券型这两种,这两种都是基于合规目的产生的。主要解决的就是稳定币在支付和生息领域合规性。
但链上的稳定币因为和合规没有关系了,所以本质上来说 $USDe 本身并不是合规稳定币,但期间有一个灰色地带,就是天才法案也就是稳定币法案限制的是支付型稳定币,而 USDe 只要不涉及到“支付”这个层面,在美国来说就是灰色的。
而 SEC 主要管理的是“证券”类型的,那么如果 USDe 不去做生息或者是其它证券化的事,那么本质上 SEC 也不会去管理。
目前来看唯一可能会对 USDe 有监管的应该就是 CFTC ,但因为 USDe 的总部是在新加坡,所以 CFTC 也管不到,除非是有美国投资者去投诉了,不过新加坡目前新的加密货币规定来说 USDe 的合规性也是受到挑战的。
所以简单来说加密货币法案以后,美国本土的稳定币必然会受到限制,而链上的算法稳定币或者是合成稳定币目前还是处于监管的盲区,只要不去挑战稳定币法案,目前来看问题并不大。
本文由 #Bitget | @Bitget_zh 赞助
Numbers don’t lie. Profit is the loudest flex.🤫
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$BTC $ETH $BNB $XRP $SOL $DOGE $TRUMP $ENA $USDE $USDT $USDC $CFX $NEO $ONE $AUDIO $FART $PENGU $SHIB $PEPE $FLOKI $WIF $AAVE $CRV $AI
Profit isn’t luck—it’s proof.😎
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$BTC $ETH $BNB $XRP $DOGE $TRUMP $CAKE $UNI $ENS $SUI $SUSHI $BAKE $PEPE $SHIB $FLOKI $MEME $FART $ENA $USDE $USDT $USDC $AI $IMX $AR $CRV $LTC $SYRUP
$BTC
+0.45%
$ETH +3.65%
$BNB +1.29%
$XRP +2.95%
$DOGE +3.58%
$TRUMP +1%
$CAKE +2.81%
$UNI +6.37%
$ENS +3.28%
$SUI +3.39%
$SUSHI +3.19%
$BAKE -9.24%
$PEPE +2.53%
$SHIB +1.16%
$FLOKI +0.42%
$MEME -2.94%
$FART +3.84%
$ENA -3.62%
$USDE -0.01%
$USDT -0%
$USDC +0.01%
$AI -42.59%
$IMX +4.83%
$AR +10.12%
$CRV +2.47%
$LTC +14.17%
$SYRUP +1.69%
Is anyone paying attention to what’s happening with TON Wallet on Telegram?
They are getting ready to onboard millions into web3, including the US soon 🇺🇸
Everything in one place:
• Trade Crypto, Fiat, NFT Gifts, Stickers
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Start with our visual guide, covering the trending RWAs:
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Risk managed. Reward secured. 🫰
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$BTC $ETH $SOL $XRP $DOGE $MAGIC $TRUMP $DUSK $LOKA $RAY $CRV $INJ $AVAX $NEAR $SUI $ENA $USDE $DOT $TIA $ZRO $CFX $ONE $VET $NEO $JASMY $PEPE $SHIB
$BTC
+0.45%
$ETH +3.65%
$SOL +5.59%
$XRP +2.95%
$DOGE +3.58%
$MAGIC +20.55%
$TRUMP +1%
$DUSK -8.24%
$LOKA -0.31%
$RAY +5.99%
$CRV +2.47%
$INJ +3.65%
$AVAX +4.44%
$NEAR +2.84%
$SUI +3.39%
$ENA -3.62%
$USDE -0.01%
$DOT +2.13%
$TIA +5.56%
$ZRO +3.49%
$CFX +1.75%
$ONE +3.2%
$VET +3.35%
$NEO +5.5%
$JASMY +0.76%
$PEPE +2.53%
$SHIB +1.16%
#MEXC Learn & Earn: $USDe Phase 3 is LIVE!
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✅ Like + RT + Tag 3 friends
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🔥 $TON Triumph on #MEXC has officially wrapped, and the results are in @ton_blockchain
As of June 23:
📊 110K+ participants
📊 $1.4B+ in $TON spot volume
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📊 2.2M+ $TON staked
📊 102M+ $USDe held
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Risked it. Owned it. Cashed out like a Queen. 👑
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$BTC $ETH $BNB $SOL $XRP $DOGE $ENA $USDE $TRUMP $SHIB $PEPE $FLOKI $BOME $BONK $WIF $MEME $NEIRO $SUNDOG $GOAT $FART $T $SEI $MAGIC
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Hyperwave(@Hyperwavefi)がHyperliquidのHLP利回りを維持したままDeFi運用できる流動トークンを公開。
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Season2狙いでHLP積みたい人や資産回転効率を求める人に◎
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While they watched, we worked. Now they’re watching us win. 💪
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$BTC $ETH $SOL $BNB $XRP $DOGE $AAVE $ONDO $TRUMP $SYRUP $ENS $CFX $NEO $JASMY $PENDLE $ENA $USDE
Are you riding the $TON wave yet? 🌊
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👥 90,000+ participants
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🧠 USDe Pop Quiz Time!
❓ What do you need to do if you want to earn 8% APR daily on your $USDe
A. Staking
B. Lock it up
C. Just hold it in your #MEXC Spot wallet
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3️⃣ Tag #MEXC + your MEXC UID
🎁 20 lucky winners will split 1,000 $USDT
⏰ Now ~ June 8
👇 Hint:
https://t.co/wPvnUKs0FQ
#MEXCxTON #MEXCxUSDe #MEXC0fee

整挺好,Telegram 也有「余额宝」了💰
Ethena 在 Ton 网络搞了个 $USDe 质押活动 —— 活动共维持 16 周,在 tsUSDe 8% 的年化的基础上做额外提升,前四周年化高达 18%,后续年化会逐渐递减;参与方式也可以参考余额宝
1️⃣ 找到钱包: TON Space(Telegram Wallet) / MyTonWallet / TonHub / TonKeeper 任选其一
2️⃣ 准备资金:可以将 USDe 通过 stargate 跨链到 Ton,从 CEX 提现,或者直接在 TON 钱包中购买 USDe,选择自己方便的方式就行
3️⃣ 立即质押:根据不同钱包的操作提醒将 USDe 质押为 tsUSDe 就 ok 了
需要注意的是,参与门槛为「10 TON + 10 tsUSDe」,单个钱包年化提升的上限为 10000 tsUSDe,如果是奔着 10% 的额外年化去的那就不用存太多了;详见博客 👉 https://t.co/eWhiut4Zgc
