今天才看到 Coinbase 上线 $ENA 的新闻，之前和 Kimi 哥 聊过很多，他开始重仓 ENA 的时候就和我讲过 ENA 的逻辑，我对 ENA 的理解也是从 Kimi 哥这里开始的，然后也投入了一些 ENA ，确实前一段时间的走势不好，希望随着 $BTC 价格的越来越好，ENA也能有一些起色，确实资金费率套利的方式还是挺好的。

今天才看到 Coinbase 上线 $ENA 的新闻，之前和 Kimi 哥 聊过很多，他开始重仓 ENA 的时候就和我讲过 ENA 的逻辑，我对 ENA 的理解也是从 Kimi 哥这里开始的，然后也投入了一些 ENA ，确实前一段时间的走势不好，希望随着 $BTC 价格的越来越好，ENA也能有一些起色，确实资金费率套利的方式还是挺好的。
https://twitter.com/Phyrex_Ni/status/1929835332607897691

$ENA 是我BTC/eth/bnb 之外的第四持仓，也是唯一规模化持仓的山寨币。我觉得它是有潜力的项目，同时USDe现在是排名第三的稳定币，算是一种特殊的算法稳定币。 x.com/PANewsCN/statu…

Kimi Huang

Twitter

Phyrex：ENA“资金费率套利”的方式还是挺好的

I just saw the news about <Coinbase> listing $<ENA>. I had previously discussed it with Kimi, and when he started heavily investing in <ENA>, he explained the logic behind it to me. My understanding of <ENA> began from those conversations with Kimi, and I also invested some in <ENA>. Indeed, its trend was not good for a while. I hope that as the <BTC> price improves, <ENA> can also show some improvement. The funding rate arbitrage method is indeed quite good.

I just saw the news about <ENA> listing on Coinbase. I had previously discussed it with Kimi, who told me about the logic behind <ENA> when he started heavily investing in it. My understanding of <ENA> began from those conversations, and I also invested some in <ENA>. Indeed, its trend was not good for a while, but I hope that as the $BTC price improves, <ENA> might also see some improvement. The funding rate arbitrage method is indeed quite good.

Phyrex: ENA’s “funding rate arbitrage” method is still quite good

Coinbase announced on X that it has added Ethena (ENA) to its listing roadmap.

Coinbase adds Ethena (ENA) to listing roadmap

USDC's IPO in the US stock market is a super big event in the crypto.

With a valuation of $7.2 billion, considering that ENA has previously exceeded $10 billion, the opening is expected to be very hot.

In the crypto, several cryptocurrencies are likely to be correlated, such as Ondo and MKR. Considering the market value and connection with USDC, MKR is more worth paying attention to.

BTC Daewoo: Usdc US stock IPO is a super event in the crypto, and ondo and mkr and other currencies are likely to be linked

Large wallets and old wallets represent the top-tier smart money in the crypto track to a certain extent. They are mostly insensitive to price fluctuations, with thousands of BTC sitting in wallets for years without moving. Therefore, when occasional movements occur, they can provide effective references.

Just like when BTC whales started adding positions around $80,000 in early April this year, my analysis of their entry points might not be precise. In the short term, they may not have bought at the lowest point, but if the long-term direction is correct, they are rarely trapped. Conversely, when some smart money chooses to take profits, they may not sell at the highest point. However, this "fuzzy correctness"...