Ethena готовит интеграцию с Hyperliquid: что стоит за слухами?

cryptonews.ruPublicado em 2023-09-19Última atualização em 2025-03-19

Рынок активно обсуждает возможное развертывание Ethena на блокчейне Hyperliquid. Слухи усилились после того, как тикер $USDe был куплен на Hyperliquid, что может указывать на подготовку интеграции.

Некоторые считают, что Ethena держит планы в секрете, а данные ончейн-анализа указывают на возможную подготовку инфраструктуры на новом блокчейне.

Ончейн-аналитики нашли следы Ethena на Hyperliquid

Аналитик Ericonomic заметил покупку тикера $USDe на Hyperliquid 18 марта. Он провел ончейн-анализ и выяснил, что покупка была совершена кошельком 0x47581b, который финансировался адресом 0x643Dbbc, связанным с Ethena Deployer.

Дальнейший анализ показал, что 0x643Dbbc получал средства от 0x796Ee28, который управляется Ethena Multisig и имеет ENS-имена, связанные с страховым фондом Ethena и ее операционными кошельками.

Еще один адрес 0xFF0458E, финансируемый Ethena, перевел средства в Hyperliquid, чтобы развернуть мультиподпись 4-8, что может свидетельствовать о подготовке инфраструктуры для разворачивания на новом блокчейне.

Эти данные заставили Ericonomic сделать вывод, что Ethena действительно готовится к развертыванию на Hyperliquid, но, возможно, ждет активации моста между HyperEVM и HyperCore для полной интеграции.

Ethena обсуждала интеграцию с Hyperliquid еще в 2024 году

Слухи о сотрудничестве появились еще в октябре 2024 года, когда в форуме Ethena появилось предложение «Hyperliquid Ethena Liquidity and USDe Integration».

Документ предлагал добавить Hyperliquid в список площадок для хеджирования. Однако с тех пор Ethena перестала обсуждать этот вопрос, что вызвало еще больше догадок.

Почему Ethena замолчала? Это технические или юридические сложности? Или команда намеренно работает в тени, готовясь к внезапному запуску?

Почему Hyperliquid может стать идеальной платформой для USDe?

Hyperliquid — это не просто новый блокчейн, а полноценная перспективная DEX с мощной ликвидностью и высокой скоростью транзакций.

  • 200 000 пользователей, среднесуточные объемы — $1-4 млрд.
  • Более $1 млрд в открытом интересе (OI) — один из крупнейших показателей среди ончейн-платформ.
  • 40% доли рынка ончейн-перпетуалов (данные Artemis за октябрь 2024).

Ethena может использовать Hyperliquid как платформу для массового распространения своего стейблкоина USDe. Обе платформы ориентированы на инновационные технологии и удобство пользователей, что делает сотрудничество логичным шагом.

Что дальше?

Пока официального подтверждения от Ethena нет. Но ончейн-данные указывают на активную подготовку. Если Ethena действительно развернется на Hyperliquid, это может усилить позиции USDe, привлечь новую ликвидность и открыть новые возможности для трейдеров.

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