$480B Janus Henderson Bets on Ethena's ENA and USDe
Janus Henderson bought ENA and may route USDe into treasury cash and exchange-traded products, giving Ethena a major TradFi bridge.
Jun 14, 20265 min read0 reactions0 comments
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May 24, 2026
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USDe and sUSDe on TON: Ethena and the Synthetic Dollar
How Ethena's USDe and sUSDe work, how they arrived on TON via LayerZero OFT, what the delta-neutral model is, and which risks the holder takes on.
May 24, 20268 min read0 reactions0 comments
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May 17, 2026Ethena's $450M Solana Surge Exposes Critical DeFi Concentration Risks
Ethena's USDe supply on Solana jumped over $450M in four days, raising concerns about network concentration and collateral strategy risks in decentralized finance.
May 17, 20263 min read0 reactions0 comments
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Jun 9, 2026ENA Inflation Analysis · September 2026 · Supply growing, projected to keep growing
Ethena mints zero ENA and burns none, yet its calendar opened 803.9M of float in 90 days and releases 1,406.3M investor coins at once on Oct 5 2026. Net +7.96%, +19.57% ahead.
Jun 9, 20269 min read0 reactions0 comments