Ethena (ENA) 费用上涨，而 Pantera Capital 增加代币储备
由于Ethereum(ETH) 保持在 3,500 美元区间上方且前景看涨，Ethena (ENA) 受到关注。过去几天，随着最近 Pantera Capital 的收购，人们对 ENA 的兴趣有所增加。
随着Ethereum（ETH）价格上涨，人们对 Ethena（ENA）的兴趣也随之增长。 Ethena 的 ETH 基差交易及其获胜融资率正受益于这种情况，从而提高了对 ENA 代币敞口的需求。
最近，Pantera Capital 又购买了 800 万美元的 ENA，以补充其储备。正如 Nansen 指出的那样，Pantera 除了在过去一个月增加了储备之外，还成为 ENA 最大的日常买家之一。
。 @PanteraCapital在过去 24 小时内随意充值了 800 万美元的$ENA 。
在过去的三周里，他们一直在稳步堆积。 pic.twitter.com/mHHnEJeMMp
—南森🧭 (@nansen_ai) 2024 年 11 月 29 日
The fund’s inflow into Ethena follows buying from crypto influencer Arthur Hayes, who rolled over $11.21M from ATH tokens into ENA. For Hayes, this is the second purchase since November 26, when he rolled over $2.8M into ENA.
Ethena gets boost from positive market outlook
The shift of highly visible buyers into ENA may be linked to the token’s long-term outlook, which depends on a bullish outlook for ETH. The whale buying is close to the initial funding of Ethena, which reached $25M in several rounds.
Sudden interest in the protocol also raised its daily fees, surpassing even the Solana ecosystem. Increased inflows into USDe boosted Ethena’s activity and fees. In the past 24 hours, the protocol produced $16M in fees, becoming one of the most active DeFi apps.
The Ethena protocol has been expanding its activity in the past six weeks, as reflected by the growth of its USDe stablecoin. The supply of USDe expanded from a low of 2.43B up to over 4.16B, suggesting more confidence in the market. In September, Ethena faced a temporary period of negative funding rate, cutting into its yield and causing it to diminish the supply of USDe.
The recent favorable market conditions allow Ethena to offer a yield of up to 29%. This has brought more holders to its yield-bearing stablecoin, in return expanding its supply aggressively.
ENA tokens trade near a one-month high
As a result of the sudden interest in the yield-bearing asset, ENA tokens also rallied to a one-month high. ENA traded at $0.74, with expectations of extending its rally or even breaking out into a new range. ENA only reached an all-time high at $1.46, setting expectations for a bigger rally.
ENA open interest is also at an all-time high at $346M, though lagging behind other DeFi tokens. The Ethena protocol locks in $4.17B in value, based on DeFi Llama statistics, which hinge on the minted USDe. The ENA token has a valuation of around $2B, lower than the protocol’s total locked liquidity. Ethena protocol also entered the top 10 of DeFi based on its value locked, getting ahead of Pendle.
The success of Ethena would depend on its ability to continue providing the promised yield. During favorable conditions, USDe may keep expanding, while mostly remaining staked for passive income. USDe has a limited spread to other DeFi protocols, calming the fears of contagion.
Recently, Bitget, one of the leading DEX for meme tokens, added new pairs against USDe. The pairs include BTC, ETH, and SOL, enjoying a no-fee trading promotion.
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