Awesome Hivemind with @gdog97_ and the usual crew Mandatory viewing for all ENA bulls and bears (ngmi) alike
ICYMI: New episode with @Delphi_Digital’s Hivemind! 🔥 We discuss: - Ethena’s 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 👇
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