Artículos Relacionados con ENA

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Arthur Hayes: Awaiting Fed Signal, Replenishing Ammo to Position for Crypto Bull Market

Arthur Hayes, co-founder of BitMEX, argues that the yen is significantly undervalued and analyzes three potential paths for its appreciation. He dismisses the first two options—the Bank of Japan raising interest rates or Japanese institutions selling foreign assets—as politically or economically unfeasible. Instead, he identifies the preferred method: Japan's Ministry of Finance (MOF) using the Federal Reserve's FIMA (Foreign and International Monetary Authorities) repo facility to borrow dollars against its U.S. Treasury holdings, then selling those dollars to buy yen in the forex market. Hayes explains that U.S. Treasury Secretary "Besant" has already called for removing the FIMA per-counterparty limit to enable this. The execution depends on Fed Chair "Warsh" convening a subcommittee to adjust the FIMA rules. Hayes is confident this will happen, signaling a major shift in USD/JPY dynamics and the end of the "cheap" yen era. He connects this potential massive dollar liquidity injection directly to a surge in asset prices, particularly Bitcoin, physical gold, and gold miners' stocks, drawing parallels to the Fed's balance sheet expansion during COVID-19. Within crypto, besides Bitcoin, he views Ethereum as undervalued and highlights Ethena (ENA) as a high-potential, speculative altcoin that could see 5-10x returns if liquidity increases and boosts Bitcoin basis trade yields. Hayes concludes he is waiting for the Fed's signal to fully deploy capital, anticipating a significant crypto bull market.

marsbit08/20 03:57

Arthur Hayes: Awaiting Fed Signal, Replenishing Ammo to Position for Crypto Bull Market

marsbit08/20 03:57

This Public Company Quietly Controls 20% of Ethena's ENA Token Supply

A publicly traded company, StablecoinX, has disclosed it controls approximately 20% of the ENA governance token supply from the stablecoin issuer Ethena. Following a merger that took it public, StablecoinX holds a substantial treasury of 284.95 million ENA tokens, valued at over $218 million as of June 30. This represents a concentrated strategic bet on the success of Ethena and its USDe stablecoin. The company reported a significant quarterly loss, largely due to an impairment charge on its ENA holdings, highlighting the balance sheet volatility from holding such crypto assets. Despite this, its adjusted operational loss was minimal. StablecoinX is expanding beyond being a mere ENA wrapper, developing infrastructure services like its cross-chain verification node and the Harness platform for enterprise stablecoin management. The investment thesis ties StablecoinX's public market fortunes directly to Ethena's ecosystem growth, USDe adoption, ENA token price, and evolving stablecoin regulations. Future performance will depend on whether its operational revenue grows sustainably, USDe maintains stability and user trust, and how the gap between its stock price and the value of its digital asset treasury evolves.

cryptonews.ru08/16 20:44

This Public Company Quietly Controls 20% of Ethena's ENA Token Supply

cryptonews.ru08/16 20:44

ArthurHayes新文：押注日元升值，ENA未来几月或涨5至10倍

Arthur Hayes argues that the Japanese Yen is significantly undervalued and posits that its appreciation against the US Dollar is imminent. He outlines three potential mechanisms for this shift, dismissing the first two—the Bank of Japan raising interest rates and domestic institutions selling foreign assets—as politically or economically unfeasible. He identifies the third and preferred method: the Japanese Ministry of Finance (MOF) using its holdings of US Treasuries as collateral in the Fed's FIMA repo facility to borrow US dollars, then selling those dollars to buy Yen in the forex market. Hayes believes US Treasury Secretary Bessant has signaled support for this approach, which requires the Fed's Foreign Currency Subcommittee, led by Chairman Walsh, to remove lending limits on the FIMA tool. Hayes asserts that implementing this "Scheme 3" would lead to a significant expansion of US dollar liquidity. He predicts this surge in liquidity will act as a catalyst, driving up the prices of assets like Bitcoin and physical gold. Within the crypto space, he views Ethereum (ETH) as undervalued and singles out Ethena's ENA token as a speculative play with potential for 5-10x gains in the coming months, contingent on a recovery in Bitcoin basis trades that would boost demand for its USDe stablecoin. He concludes that investors should watch for the Fed's rule change as the key trigger for these market movements.

marsbit08/12 03:45

ArthurHayes新文：押注日元升值，ENA未来几月或涨5至10倍

marsbit08/12 03:45

Arthur Hayes Steps Up Purchases of This Altcoin, Investing $2 Million Over the Past Five Days!

Arthur Hayes, the founder of BitMEX, has significantly increased his investment in $ENA, the native token of the Ethena ecosystem, by purchasing approximately 2 million dollars' worth over the past five days. His most recent transaction involved acquiring 10.9 million $ENA tokens, valued at around $985,000, bringing his total recent purchases to 22.64 million tokens. This buying activity has drawn renewed investor attention to Ethereum-based projects and the DeFi sector. Hayes is known for his macroeconomic analyses and positive outlook on the crypto market. His substantial investment in $ENA is being interpreted as a sign of his confidence in the long-term prospects of Ethereum and specific DeFi projects. Ethena is noted for developing synthetic dollar products on the blockchain, with its $ENA token used for governance and within its ecosystem. While such large-scale purchases by prominent figures are seen as a key market indicator, experts caution that they alone are insufficient to drive price increases. Multiple factors, including overall market conditions, liquidity, investor demand, and macroeconomic events, continue to influence price movements. Analysts suggest Hayes's actions may reflect sustained interest from institutional and large investors in Ethena, but they emphasize that investment decisions should not rely solely on whale activity. A thorough evaluation of a project's fundamentals, utility, and broader market trends remains essential.

cryptonews.ru08/06 08:36

Arthur Hayes Steps Up Purchases of This Altcoin, Investing $2 Million Over the Past Five Days!

cryptonews.ru08/06 08:36

Arthur Hayes Conducts Major Sales of Ethereum and Two Altcoins!

Reports indicate that BitMEX co-founder Arthur Hayes has sold a significant portion of his Ethereum ($ETH) holdings following a nearly 3% price decline. Blockchain data reveals that over the past two weeks, Hayes acquired a total of 3,298 ETH via over-the-counter deals at an average price of $1,916. However, approximately two hours ago, an address believed to belong to him transferred 2,364 ETH to addresses associated with Cumberland and Galaxy Digital. Following these transfers, 4.30 million USDC was sent to Hayes's wallet, with transaction analysis suggesting the ETH was likely sold. If Hayes sold the 2,364 ETH, the transaction is estimated to have resulted in a loss of approximately $220,000. Furthermore, blockchain data showed Hayes recently sold $658,000 worth of SYN and $248,000 worth of ENA. This news comes after BitMEX, the cryptocurrency exchange he founded, recently announced its decision to permanently shut down.

cryptonews.ru08/01 15:23

Arthur Hayes Conducts Major Sales of Ethereum and Two Altcoins!

cryptonews.ru08/01 15:23

Assessing ENA’s target price after Ethena bulls extend post-Coinbase rally

Ethena (ENA) has seen a strong post-Coinbase rally, with on-chain and market data pointing to continued bullish momentum. The ratio of profitable to loss-making transaction volumes recently surged to 1.41, its highest level this month, indicating a large portion of holders are in profit and may choose to hold rather than sell. Whale activity, as shown by rising futures order sizes, has increased alongside growing retail participation, suggesting a unified bullish bias across market participants. Technically, ENA's price action remains within an ascending trend, having bounced from support near $0.0770 and breaking above the key 20-day Simple Moving Average. The widening of the Bollinger Bands also signals increased volatility. If the current buying pressure is sustained, the next key resistance target is seen at $0.0985. The alignment of profitable holders, whale interest, retail activity, and positive technical indicators supports the potential for further upward movement.

ambcrypto07/15 05:03

Assessing ENA’s target price after Ethena bulls extend post-Coinbase rally

ambcrypto07/15 05:03

Ethena price prediction: Will the $0.08 zone keep ENA’s recovery alive?

The Ethena (ENA) price has risen 14.11% from its July 8 low, recovering the $0.08 resistance zone to trade at $0.082. Despite this recent gain, the overall trend remains bearish, with the token down 94% from its all-time high. Positive developments include the launch of the Robinhood Earn feature, where ENA represented over 70% of user asset allocations, significantly boosting the Robinhood Chain's TVL. However, a large transfer of 1.231 billion ENA ($94 million) between unknown wallets created mixed signals. Technical analysis shows long-term bearish dominance, with price action below key former support. The ongoing bounce from $0.08 requires sustained buying pressure to continue. Key resistance is seen at the $0.105-$0.125 zone. Analysts suggest a potential bounce to that zone could present a selling opportunity, while current price levels offer unclear risk-reward for swing traders. The $0.08 level is crucial for keeping the recovery alive.

ambcrypto07/12 06:03

Ethena price prediction: Will the $0.08 zone keep ENA’s recovery alive?

ambcrypto07/12 06:03

SUI, ENA And EIGEN Lead $73M Token Unlock Wave This Week

SUI, ENA, and EIGEN are at the forefront of a significant wave of token unlocks this week, collectively releasing approximately $73 million in vested tokens. Specifically, SUI will unlock 13.72 million tokens (~$9.4M) and EIGEN 36.82 million tokens (~$8.7M) on July 1, while ENA unlocks tokens worth ~$3.12M on July 3. It is crucial to understand that these unlocks are supply events, not automatic sell signals. Market makers frequently hedge against such events in advance, meaning the released tokens do not necessarily trigger immediate sell-offs. For traders, the primary significance lies in how these events influence short-term market positioning, liquidity, and risk sentiment, especially for these actively traded assets. The story extends beyond the headline figures, as these unlocks can have ripple effects across related crypto trades and overall market structure. In the current environment driven by ETF flows and rotating liquidity, such events provide signals about shifting capital and confidence. However, they should be interpreted as one piece of a larger puzzle, viewed alongside broader on-chain metrics, derivatives data, and macroeconomic conditions to gauge whether they indicate a temporary scare or a more durable market theme.

bitcoinist06/30 22:37

SUI, ENA And EIGEN Lead $73M Token Unlock Wave This Week

bitcoinist06/30 22:37

StablecoinX begins Nasdaq trading with $275M ENA treasury after SPAC merger

StablecoinX has commenced trading on the Nasdaq Capital Market under the ticker USDE following its completed SPAC merger with TLGY Acquisition Corp. The company, positioning itself as the first publicly listed stablecoin infrastructure firm focused on the Ethena ecosystem, enters the market with a treasury of approximately 3.03 billion ENA tokens valued at around $275 million, representing about 20% of Ethena's total token supply. Beyond holding these tokens, StablecoinX plans to build operational businesses around three core segments: infrastructure services via a decentralized verifier node, middleware software for stablecoin integration, and institutional distribution services for Ethena's stablecoins. The move highlights the growing convergence of public equity markets and crypto infrastructure, amid a global stablecoin market exceeding $300 billion.

ambcrypto06/26 16:28

StablecoinX begins Nasdaq trading with $275M ENA treasury after SPAC merger

ambcrypto06/26 16:28

Ethena jumps 11.35% – As THIS turns positive, will ENA see a stronger breakout?

ENA surged 11.35% to $0.09702, rebounding from below $0.09 and signaling early recovery strength, though it remains within a broader weak structure. The price faces key resistance at $0.10, a historical supply zone where upward momentum has slowed. Technical indicators like the MACD turning positive and Parabolic SAR flipping bullish suggest improving short-term sentiment. Persistent outflows reduced sell-side pressure, but limited inflows indicate weak demand. The funding rate turned slightly positive, reflecting growing long positioning without overcrowding. Overall, ENA shows signs of recovery but lacks strong confirmation for a sustained breakout above $0.10.

ambcrypto04/10 11:02

Ethena jumps 11.35% – As THIS turns positive, will ENA see a stronger breakout?

ambcrypto04/10 11:02

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