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@tomwanhh
"Our Final Ethena Dashboard is out Check out the thread below to learn more about their financials and the upcoming fee switch Below is for all the pivot table lovers" @tomwanhh on X 2025-03-04 14:05:47 UTC 15.5K followers, 28.8K engagements
"Tagging ENA bulls: @CryptoHayes @Rewkang @RyanWatkins_ @alpha_pls @ZeMariaMacedo @blknoiz06 @ConorRyder @0xhopydoc @crypto_linn @ConvergeIntern @n2ckchong" @tomwanhh on X 2025-07-25 14:02:48 UTC 15.5K followers, XXX engagements
"Phase X Growth for USDe @ethena_labs has started with $547M in net creation in May. If Phase X mirrors the previous growth cycle USDe's supply could rise by 8.8B from now until August 2025 reaching a $14B market cap. Note: Past performance does not guarantee future results" @tomwanhh on X 2025-05-27 09:02:47 UTC 15.5K followers, 16.9K engagements
"2nd Largest Weekly Creation ($700M) for USDe pushing the supply back to $6B" @tomwanhh on X 2025-07-20 15:08:02 UTC 15.5K followers, 1977 engagements
"1/ USDe has reached $7B Market Cap As I mentioned in May USDe is entering into another expansion phase. Geopolitical conflicts impacted the market in Jun but I remain optimistic that by the end of this phase (Guessing Sep/Oct) USDe can reach $11B-$14B Market Cap" @tomwanhh on X 2025-07-25 13:56:13 UTC 15.5K followers, XXX engagements
"Circle announced the acquisition of Hashnote the issuer of USYC (Tokenized MMF) on January XX 2025. Back then USYC still had an AUM of $1.2B. Currently the AUM of USYC has dropped to $XXX million representing a XX% decrease since the acquisition announcement" @tomwanhh on X 2025-07-18 09:35:24 UTC 15.5K followers, 8499 engagements
"USDe is now closed to $6.5B Market Cap The supply on @ton_blockchain grew by XX% in the past week currently with $122M on TON" @tomwanhh on X 2025-07-23 10:30:17 UTC 15.5K followers, XXX engagements
"USDe market cap has hit a new ATH at $6.11B" @tomwanhh on X 2025-07-22 07:15:49 UTC 15.5K followers, 1004 engagements
"@liamnomoore @Dune @LidoFinance My bad here you go" @tomwanhh on X 2025-07-23 10:17:59 UTC 15.5K followers, XXX engagements
"5. ENA Fee Switch is inching closer sUSDe historically struggled to maintain a 5%+ 7D MA yield spread due to bearish funding environments. But with sustained 10%+ APY one key metric is now within reach. Whats left: grow the reserve fund and integrate with top CEXs for deeper derivative liquidity both critical for turning on the fee switch" @tomwanhh on X 2025-07-25 13:56:16 UTC 15.5K followers, XXX engagements
"@MystiqueMide @Dune there are more superior products out there and the drop in AUM also stem from the Usual stablecoin which is using USYC as collateral backing" @tomwanhh on X 2025-07-18 10:15:50 UTC 15.5K followers, XXX engagements
"Record daily netflow for ETH ETFs at $726M 1.7x higher than the previous ATH in Dec 2024 XX% of the new flows go to the top X issuers: Blackrock Fidelity and Grayscale. Institutional appetite for ETH has been strong following announcements from @RobinhoodApp and @arbitrum" @tomwanhh on X 2025-07-17 10:30:04 UTC 15.5K followers, 1826 engagements
"@CryptoZen_PK @EntropyAdvisors @Dune @gdog97_ @ethena_labs thank you ser" @tomwanhh on X 2025-07-25 16:59:24 UTC 15.5K followers, XX engagements
"sUSDe APY - XXX% Higher than USDC Supply Rate on Aave - XXX% Higher than T-Bill - XXX% Higher than sUSDS" @tomwanhh on X 2025-07-23 13:26:44 UTC 15.5K followers, XXX engagements
"9. Pre-Deposit Vaults launched by Converge's ecosystem projects have reached $900M TVL - @etherealdex (83%) L3 Perp DEX Build on top of Converge - @Terminal_fi (15%) Spot DEX for institutional and yield-bearing assets - @strata_money (2%) perpetual yield tranching protocol build on top of sUSDe Data from @Jonasoeth" @tomwanhh on X 2025-07-25 13:56:19 UTC 15.5K followers, XXX engagements
"6. ENA is still trading at an attractive FDV/Revenue at XXXXX despite ENA jumping for XX% in the past month. The monthly revenue is at $35M in July so far which is XX% higher than the previous month. For reference CRCL is trading at a XXXXX P/S ratio" @tomwanhh on X 2025-07-25 13:56:17 UTC 15.5K followers, XXX engagements
"10 Catalysts for Ethena brought to you by @EntropyAdvisors's Data (✍/10)" @tomwanhh on X 2025-07-25 13:56:12 UTC 15.5K followers, 4940 engagements
"@MattFiebach The view of Aave being more battle tested is also something new lending markets cant compete with even they might be able to offer 1-3% more competitive in rates" @tomwanhh on X 2025-07-22 17:40:40 UTC 15.5K followers, XXX engagements
"Total Market Size of @aave has reached $50B which is roughly the size of a regional/mid-size bank" @tomwanhh on X 2025-07-14 08:28:05 UTC 15.5K followers, 1339 engagements
"Lido's Unfinalized Withdrawal queue is at a new ATH (excluding the first day when they first supported withdrawal) Over 235k stETH is pending for withdrawal. In the past X days these entities are trying to withdraw: - 80k stETH by HTX and Justin Sun; - 7k stETH by Abraxas Capital (0xed0c6079229e2d407672a117c22b62064f4a4312) - 5.5k stETH by Jump (0x98629555d323324b9415471033f2745c57b608c6) - 5.4k stETH by Etherefi (0xf0bb20865277abd641a307ece5ee04e79073416c)" @tomwanhh on X 2025-07-23 09:45:16 UTC 15.5K followers, 4446 engagements
"4. USDtb is on the path to be compliant with the U.S. GENIUS Act. This move could mark a major step toward regulatory legitimacy for USDtb enhancing trust and adoption across institutions. For Ethena it strengthens the credibility of USDes backing and opens the door to deeper integration with regulated DeFi and TradFi infrastructure" @tomwanhh on X 2025-07-25 13:56:15 UTC 15.5K followers, XXX engagements
"@totomanov @Dune @LidoFinance I wonder what would be the required size to repeg it close to 1:1 On curve this seems to be the trade you can execute with $37M ETH and earn XX ETH in return (After unstaking)" @tomwanhh on X 2025-07-23 11:21:27 UTC 15.5K followers, XXX engagements
"@Jonasoeth Their MSTR token launched on Arbitrum earlier than on Solana in fact haha" @tomwanhh on X 2025-07-22 13:23:20 UTC 15.5K followers, XXX engagements
"$4M USDe deposit in X Hour The power of @ethena_labs x @convergeonchain x @arbitrum" @tomwanhh on X 2025-07-22 17:08:46 UTC 15.5K followers, 3933 engagements
".@HyperliquidX has experienced a massive inflow in the past two weeks pushing the USDC TVL on the Arbitrum HL Bridge to reach a new milestone at $5B" @tomwanhh on X 2025-07-23 12:59:02 UTC 15.5K followers, XXX engagements
"USDC locked in the Hyperliquid Bridge on Arbitrum has reached $4B TVL" @tomwanhh on X 2025-07-11 14:33:18 UTC 15.5K followers, 1753 engagements
"ETH Spot ETFs continue to see huge inflows. July already has $4.1B in net inflows doubling the previous monthly all-time high from December 2024 and July isn't over yet. Institutions are coming for ETH" @tomwanhh on X 2025-07-23 08:36:57 UTC 15.5K followers, XXX engagements
"@0xminion @Dune I believe its either solo stakers or some large entities that havent disclosed their wallets like Coinbase" @tomwanhh on X 2025-07-24 08:31:31 UTC 15.5K followers, XXX engagements
"@filippoarman @EntropyAdvisors @Dune @gdog97_ @ethena_labs Excited to check it out" @tomwanhh on X 2025-07-25 16:58:57 UTC 15.5K followers, XX engagements
"2. Highest Yield in DeFi at 10%+ APY In July USDe has the largest monthly netflow at $1.7B with sUSDe APY outperforming other alternatives such as AAVE USDC Supply Rate T-Bill Rate and sUSDS APY" @tomwanhh on X 2025-07-25 13:56:14 UTC 15.5K followers, XXX engagements
"8. Top DeFi Protocols and Tokenized Assets are set to launch on Converge DeFi: - @pendle_fi (Both Permissioned and Permissionless) - @MorphoLabs (Both Permissioned and Permissionless) - @aave (Both Permissioned and Permissionless) - @maplefinance (Permissioned) Tokenized Assets: - Hamilton Lane - @centrifuge" @tomwanhh on X 2025-07-25 13:56:18 UTC 15.5K followers, XXX engagements
"7. The Big X Alliance for @convergeonchain Converge is powered by @ethena_labs and @Securitize. First one is the leader in DeFi and the latter is the leader in Tokenization for TradFi assets. They have $11B AUM combined. Building on top of one of the best tech stack partners @arbitrum and @celestia they can have all-rounded support for Converge including GTM Liquidity Tech and of course from @EntropyAdvisors as well" @tomwanhh on X 2025-07-25 13:56:17 UTC 15.5K followers, XXX engagements
"If you are interested in diving deeper into the data here is the list of dashboards: X. Ethena Overview metrics: X. USDe: X. sUSDe: X. USDtb: 5: Fee Switch:" @tomwanhh on X 2025-07-25 13:56:20 UTC 15.5K followers, XXX engagements
"Smart Collaterals and Smart Debt are powering the liquidity for Fluid DEX. XX% comes from Smart Collaterals and XX% from Smart Debts" @tomwanhh on X 2025-07-07 10:31:23 UTC 15.5K followers, 3124 engagements