ENA holders, I encourage you to include Kairos in your votes.
As one of many relevant counterparties, I can sleep easier with their responsive and thoughtful team at the helm as Ethena continues to develop its yield sources.
Would also look at K3 and LlamaRisk too!
Ethena's Risk Committee elections are live and we're standing for a third consecutive term
What we shipped over the last term for ENA holders:
• Whitelabel stablecoin backing framework that helped supply peak above $620m
• Solana lending assessment that unlocked markets on Kamino & Jupiter which grew past $ 1bn within days of launch
• Tokenized gold and commodity backing framework, opening USDe to basis on gold and commodity perps
If you hold ENA or sENA, be sure to vote for Kairos Research!
Closes 9 Aug, 23:59 UTC
snapshot.box/#/s:ethenagover…
Annualizing revenue on less than a week into a feeding frenzy brings shame to @Blockworks's brand
Labelling this obviously insidered launchpad as the most undervalued token is between pernicious and malignant - though he has not sold any (yet)
Meat <> Grinder
🚨 ATH 24-HOUR REVENUE FOR @ponsdotfamily 🚨
By my rough math, Pons accrued ~$169K in protocol revenue over the last 24 hours, shattering yesterday's revenue of ~$100K! Annualized, Pons revenue now stands at $25M, yet $PONS is only trading at $26M FDV.
PONS is the most undervalued token in crypto.
Vladposting as art, exhibit A
We've heard your feedback, and it's time for @base to give the trenches the support they deserve.
To kick it off, I'm launching my creator coin. With infinite content coins to follow.
Base trenches you are heard, and we are coming
$JohnnyTVL
river retweeted
H1 2026, in receipts.
1- hyperliquid:native 46 calls, May expiry. $34K in, $736K out. One structure, settled on @DeriveXYZ , screenshot straight from the venue.
2- ethereum:native 2700 puts, 800x, Feb expiry. $610,728 settlement via @flowdesk_co OTC under ISDA. TradFi rails unlocked with $SPY options in May
3- @CapApp said $13.5M ARR. The chain said otherwise. When the gap between claim and receipts is this consistent, it stops being an error and starts being a pattern.
4- @Main_St_Finance claimed 12% APY from CME box spreads. Actual CME E-mini box rate: 2.79%. We pulled the Bloomberg data so allocators didn't have to.
Same desk prints the trades and runs the forensics. On-chain data is the whole point.
H2 loading. 🫡
Fade D2 at your own risk.
Excited to see something new going on in the AMM space. One worth paying attention to!
We're excited to be a @RobinhoodCrypto Chain launch partner.
We've worked closely with the team on stock token mechanics, onchain liquidity, and execution, and will soon offer 24/7 trading of stock tokens to eligible users and geographies.
Date idea: one monitor w/ @zaheerebtikar, one with Subway Surfers, one 20x xyz:DRAM
See you at 7?