Notes

The thesis is simple. $AMPL is the decentralized economic engine. $SPOT is a low-volatility collateral asset. $USDaf is the yield-generating stablecoin. Welcome to the new stable standard.
$AMPL $SPOT
-13.49%
$USDaf
A thesis on why institutional investors have more flexibility with @asymmetryfin $USDaf over @ethena_labs USDe - a thread: *Important to note; I admire both teams considerably* Context: @AmpleforthOrg $SPOT $AMPLE: **Distilling How It Works:** - $SPOT is a perpetual note
$USDaf
$USDaf is the long term utility to what stability protocols should have been aiming for on the #DeFi side. Outpace inflation presented simply as high yield, and let anyone earn it. SIMPLE. The ecosystem for rebase is set to explode… lets leverage it $AMPL $SPOT $USDaf $EEFI
$USDaf
Seems like the flywheel is getting started for $EEFI and people try to front run the inevitable pump once $AMPL truly takes off. Big wallets buying in already: 0x49Ec0bb2272E77Be9c3295C9fc12EF989696F590
$EEFI $AMPL $SPOT
-13.49%
$USDaf $ENA
-4.21%
The next Ethena / USDe is $USDaf powered by $AMPL and $SPOT. USDe current APY - 10% USDe / Ethena mcap - 2.5 billion USDe collateral / stETH mcap - 23 billion USDaf est APY - 14-40% USDaf mcap - 0 USDaf collateral / $AMPL + $SPOT mcap (combined) - 72 mil $AMPL = undervalued
$USDaf $AMPL $SPOT
-13.49%
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