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Bonk Eco continues to show strength amid $USELESS rally
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Pump.fun to raise $1B token sale, traders speculating on airdrop
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Boop.Fun leading the way with a new launchpad on Solana.
This would be the equivalent of MSTR raising $200B to buy BTC
Ethena is one of the few legit projects in crypto that still has massive growth potential
Perps will expand beyond crypto and eat finance, and $ENA will be one of the top benefactors
23.7.2025
Capital with conviction
With $260 million of committed cash financing, TLGY's latest PIPE round reflects the highest cash-to-asset-market-cap among any other publicly listed crypto treasury company
Definitely highest risk/reward position in the market by far.
Downside protected by guaranteed long term spot buying upside guaranteed by long term spot buying
Two fundamental theses
1. Perps are coming to a $120T global equity market that could 30x the yield TAM for Ethena
2. Hey I recognize this pattern
30x Stablecoin supply would make USDe the largest stablecoin in the world
29.7.2025
July has been good to @ethena_labs
USDe has posted its fastest growth on record, hitting an all-time high total supply of $7.54bn
This month set new records in supply increases across 1, 3, 5, 7, 10, and 15-day windows, marking the most aggressive expansion phase in the asset’s history
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