ICYMI: New episode with @Delphi_Digitalâs Hivemind! đ„
We discuss:
- Ethenaâs new $360M ENA vehicle
- How USDe outcompetes other stables
- Impact of the GENIUS Act
- Overvaluation of L1s
- update & more!
Timestamps:
0:00 Introduction
1:27 Ethena & its New Treasury Vehicle
8:26 Competing with Other Stables
18:38 The Genius Act & Its Implications
35:18 ETH & Treasury Vehicles
40:20 The Future of Altcoins & L1s
42:24 Ethena & the Futures Market
44:16 L1 Valuations
52:17 ICO
1:10:10 Final Thoughts
@ceterispar1bus @ZeMariaMacedo
@YanLiberman @FloodCapital @gdog97_
Links below đ
Apple đïž:
Spotify đïž:
YouTube đ„:
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