Ethena 与 TON 合作,向 10 亿 Telegram 用户提供 USDe

marsbitPublished on 2025-05-01Last updated on 2025-05-02

Ethena 将以 tsUSDe 的名义将其 sUSDe 稳定币原生集成到 TON 中,为托管和非托管钱包提供支持。

去中心化稳定币平台 Ethena 已与开放网络 (TON) 合作,向 Telegram 超过 10 亿的用户群提供其稳定币。

此次合作于 5 月 1 日在迪拜 Token2049 上宣布,将在 TON 区块链上原生部署 Ethena 的 USDe和 Ethena Staked USDe (sUSDe)。

sUSDe 变体将以 tsUSDe 的名义进行整合,使 Telegram 用户能够直接在 Telegram 内访问以美元计价的储蓄。

Telegram


资料来源:Kirill Malev

此次部署涉及两个主要的 Ethena 集成,一个是 Telegram 中的托管钱包,另一个是TON Space 钱包(集成在信使中的自托管钱包)。

Ethena“最有意义的发布”之一

Ethena 在 X 上宣布这一消息时,将其与 TON 的整合描述为“迄今为止 Ethena 最有意义的发布之一”。

该公司补充道:“Telegram 拥有真正意义上的全球分布,用户数量达十亿,在亚洲、非洲和拉丁美洲等新兴经济体都有业务。”

Telegram


Ethena 表示,此次整合将于 5 月份分阶段逐步推出,部署涉及三大产品线,包括Telegram 中的 Wallet支持、TON Space 和 TON Keeper 等非托管钱包以及TON 上的去中心化金融(DeFi) 应用程序。

USDe 将通过 LayerZero 登陆 TON

此次合作标志着 Ethena 与 TON 基金会长期合作的开始,未来计划可能针对 Ethena 支持的新银行业务、点对点支付以及DeFi 借贷和交易。

虽然 Ethena 的 sUSDe 已被完全重新开发为 TON 原生智能合约,但在名为 tsUSDe 的新资产中,计划通过LayerZero 互操作性协议在 TON 上引入原生 USDe 稳定币。

Telegram


资料来源:Ethena

此外,主要 TON 钱包中的合格 tsUSDe 持有者将获得 TON 10% 的年收益率,以及每个钱包最高 10,000 tsUSDe 余额的 Ethena 奖励。

Ethena 是市场上第四大稳定币

此次公告发布之际,Ethena 的 USDe 稳定币按市值排名位居第四大稳定币,仅次于 Sky(前身为 Maker)的 USDS(USDS)、Circle 的 USDC和全球最大的稳定币 Tether 的 USDT。

根据CoinGecko 的数据,在撰写本文时,USDE 的市值为 47 亿美元,比 USDC 的市值低 39%,仅占 USDT 市值的 3% 。

Telegram市值排名前五的稳定币。来源:CoinGecko

TON 基金会一直与 Tether 密切合作,并于 2024 年 2 月通过 LayerZero将 TON 连接到 Tether 的 USDt 生态系统。

作为其雄心勃勃的扩展计划的一部分,TON 希望将其生态系统连接到至少 100 条链,包括以太坊、Tron 和 Solana。



Related Reads

A Former ByteDance Employee's Account: How I Started with Two Pinduoduo Hard Drives and Made a 600% Profit with Seagate to Achieve Financial Freedom?

Summary: A former ByteDance employee describes how a personal observation led to a highly profitable investment in Seagate Technology ($STX). Needing hard drives for a personal data project in August, he noticed their prices on Pinduoduo were rising consistently. Investigating further using price-tracking tools, he confirmed a broader, sustained price increase for high-capacity HDDs. He traced this to surging AI demand, as data centers require massive, cost-effective storage for model training and data, favoring high-capacity enterprise HDDs like those from Seagate. This demand was squeezing consumer supply. After initial research and a small purchase, he waited for confirmation from institutional 13F filings. Seeing a clear multi-quarter trend of increasing institutional ownership in Seagate, he significantly increased his position. From an entry around $150, Seagate's stock price rose over sixfold to approximately $965. He attributes the success to a methodology of identifying anomalies in everyday life (e.g., product shortages/price hikes), researching the underlying structural cause, identifying the publicly-traded beneficiary, and using 13F data to confirm institutional interest over multiple quarters. He cautions that this was one successful case among others that failed and is not offering investment advice.

链捕手4m ago

A Former ByteDance Employee's Account: How I Started with Two Pinduoduo Hard Drives and Made a 600% Profit with Seagate to Achieve Financial Freedom?

链捕手4m ago

BTC Hits Its Lowest Point Since 2024, But Is It Still Not the Right Time to Buy the Dip?

**Summary:** Bitcoin (BTC) has plunged to new lows in 2024, dropping over 50% from its all-time high to around $57,800, while Ethereum and Solana also show significant weakness. The market sentiment is at "extreme fear." The primary headwinds are identified as massive and sustained net outflows from US spot Bitcoin ETFs since May 2026, creating significant selling pressure, and the evaporation of expectations for a US Federal Reserve interest rate cut in 2026, which makes holding cash and bonds more attractive than risk assets like crypto. Analysts are actively debating the potential bottom. Key predictions include: * **glassnode's Rafael:** Suggests a bottom between $46,000 and $54,000, based on on-chain metrics like Realized Price and CVDD. He notes that institutional demand (via ETFs) is currently a net seller, not a buyer. * **BIT Analysis:** Argues the bear market is in its final stage, with a potential bottoming zone between $50,000 and $55,000, possibly aligning with the 2026 FIFA World Cup period (June-July). * **Wintermute:** Believes the market is in the late stages of a bear market but cautions the true bottom may not arrive until September-October 2026, contingent on renewed capital inflows. * **Liquid Capital's JackYi:** Posits that July-August 2026 could be the final capitulation and the best accumulation window, with potential bottom prices ranging from $51,000 to $43,000. * **Jiang Zhuo'er (BTC.TOP):** Predicts a bottom between $42,000 and $44,000 in October-December 2026, based on cycle analysis and MSTR's mNAV metric. * **Prediction Markets:** Polymarket data indicates a 79% chance BTC falls below $55,000 in 2026, a 65% chance below $50,000, and a 30% chance below $40,000. The consensus is that while bearish conditions are severe, the exact timing and price level of the ultimate bottom remain uncertain and depend on factors like ETF flows, macroeconomic policy, and potential market shocks.

Foresight News5m ago

BTC Hits Its Lowest Point Since 2024, But Is It Still Not the Right Time to Buy the Dip?

Foresight News5m ago

YouTube Crypto Channel Views Drop 70% by 2026, Retail Attention Crisis Reshaping Next Cycle

Major cryptocurrency YouTube channels are experiencing a severe decline in viewership, signaling a potential crisis in retail investor attention for the next market cycle. Analysis of six top channels shows monthly view counts have plummeted 27% to 79% compared to January 2025, with four channels down approximately 75%. While subscriber counts remain high (e.g., Coin Bureau with 2.72M, Altcoin Daily with 1.65M), current engagement tells a different story. Recent 30-day view counts are significantly lower: Coin Bureau at 1.24M views, Crypto Banter at 1.06M, with Altcoin Daily and Benjamin Cowen performing relatively better at 1.79M and 1.8M respectively. The core issue is that subscriber numbers are cumulative and reflect past interest, while views measure current demand. The dramatic drop indicates a fragmented and more selective retail audience. This contrasts sharply with the 2021 bull market, where channels reportedly garnered 3-4 million daily views. Now, daily views for major channels range from roughly 35,000 to 60,000. This divergence suggests a new type of market cycle. Bitcoin's price can be sustained by ETFs and institutional activity, but without strong retail engagement via content channels, the dynamics of the next bull run will be fundamentally different. The real signal for a retail resurgence will be a sustained increase in daily and monthly view counts, not subscriber growth. If viewership fails to recover, long-form YouTube content may become a lagging indicator, with retail attention shifting to other, faster formats.

marsbit1h ago

YouTube Crypto Channel Views Drop 70% by 2026, Retail Attention Crisis Reshaping Next Cycle

marsbit1h ago

Trading

Spot
活动图片