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@Woah_Vickyy Avatar @Woah_Vickyy Victor

Victor posts on X about $ena, ena, $usde, crypto the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence cryptocurrencies finance

Social topic influence $ena #82, ena #341, $usde #14, crypto #6158, carry, perp, to the, balance sheet, health, defi

Top accounts mentioned or mentioned by @shaams @shaamszn @lei_ba @leiba @nfl @chudventures @priv8code @ftius @mbcconference @leapxyz @0xslayerrrr @college_xyz

Top assets mentioned Ethena (ENA) Ethena USDe (USDE) Bitcoin (BTC)

Top Social Posts

Top posts by engagements in the last XX hours

"Had the chance to pitch in the finals of the @FTI_US Research Competition at @MBC_Conference with X of my bros + took home $2500. We presented a short on $ENA treating it like a real asset with fundamentals + regime analysis (1/14) A quick thread on our $ENA short thesis"
X Link 2025-12-10T23:54Z XXX followers, XXX engagements

"4/14 In my mind $ENA is the "equity" portion on the balance sheet of Ethena Labs Reasoning: - Value is tied to the size and health of Ethenas asset base - As TVL / backing grows Ethena can generate more fees and carry - $USDe holders are the liabilities that must be kept whole (hence redemption and collateral) $ENA is implicitly a bet on TVL + product growth"
X Link 2025-12-10T23:54Z XXX followers, XX engagements

"10/14 How do we get an idea of price targets I ran a multiples comps analysis (I know very TradFi thing to do): Used FDV/TVL for a couple reasons: - Equity portion of BS - Cleanest DeFi infra comp - Revenue for $ENA is hypercyclical (so if the rest of the year looks good but Q4 doesn't revenue comps would be heavily skewed) Findings were that $ENA FDV/TVL 0.52x way richer than peers (0.16x) Math detailed in slides but to summarize our results show $XXXX PAP ( XX% vs spot)"
X Link 2025-12-10T23:54Z XXX followers, XX engagements

"11/14 Like with every other trade of course there are risks: - $USDe is fully backed and slightly overcollateralized - Regime reversals can happen. Ethena still has $7B TVL and $USDe supply with sUSDe still generating meaningful yield - Supply steps up in lumps but realized sell pressure is a bit hard to pin Entry price & timing is important"
X Link 2025-12-10T23:54Z XXX followers, XX engagements

"5/14 Why are we short $ENA X. It behaves like a high-beta bet on perp funding + risk-on crypto not a stable governance asset X. Since 10/10 the synthetic dollar carry trade is unwinding: $USDe supply and daily protocol earnings have both trended down X. BIG unlocks upcoming for the forseeable future $ENA is overpriced for its risk short the unlock window"
X Link 2025-12-10T23:54Z XXX followers, XX engagements

"12/14 Conclusion: $ENA is mispriced for its risk - Value mostly tied to perp funding + market beta - Collapsing earnings + net redemptions - Dense insider unlocks into a weakening backdrop Yet still carrying a multi-billion FDV and rich FDV/TVL vs peers"
X Link 2025-12-10T23:54Z XXX followers, XX engagements

"2/14 Before we begin this presentation lined up super closely with how Ive been thinking (and what I said on a @leap_xyz space discussing markets): If the numbers dont make sense I dont care how good the story sounds (I got jumped by some $BTC maxis during the space lol)"
X Link 2025-12-10T23:54Z XXX followers, XX engagements

"3/14 Firstly a quick intro on Ethena Labs: Derivatives-based stablecoin protocol building an internet-native dollar $USDe: Ethena's flagship product - synthetic dollar backed by crypto collateral + delta-hedged perps $ENA = governance + incentive token"
X Link 2025-12-10T23:54Z XXX followers, XXX engagements

"@shaams I was arguing with her whether on the point that BTC had hit XXX in the peak bruh. I kept asking "give me one reason why it should have hit 126k and not 127k or 125k specifically.""
X Link 2025-12-12T20:55Z XXX followers, XX engagements

"@lei_ba @shaams No yeah I genuinely have no idea what his point is though lol"
X Link 2025-12-12T21:23Z XXX followers, XX engagements