Andrew Kang
Andrew Kang
$ENA
+0.59%
$AAVE
-0.31%
$PENDLE
+0.3%
$SPK
+2.17%
$SYRUP
+4.44%
You will see public companies hold wrapped USDe instead of cash or treasuries by next year Yield > depreciating fiat and their stablecoin equivalents $ENA
G | Ethena
G | Ethena @gdog97_ · 
One of the most important themes in the next 12 months will be widening crypto credit spreads to falling risk free rates, discussed 45min in the link below. DeFi in the last cycle lived in a vacuum with no real connective tissue to legacy fixed income markets. Now as rates fall
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