News linked to both this project and an event.
According to Odaily, monitoring by Lookonchain shows that 3 days ago, Ethena transferred 170 million ENA to FalconX, valued at $14.09 million. Just now, Ethena reclaimed the 170 million ENA from FalconX, valued at $23.68 million. The token's value increased by $9.59 million within 3 days, a surge of 68%.
According to Onchain Lens monitoring, a wallet suspected to be associated with the Ethena team deposited 170 million ENA into FalconX 1 hour ago, valued at approximately $14.09 million, possibly for an OTC sale. This wallet previously received ENA from Ethena's Gnosis Safe last year.
据 BitMEX 联合创始人、Maelstrom 首席投资官 Arthur Hayes 在其 Substack 专栏发文，美国财政部长贝森特（Bessent）已公开呼吁扩大美联储 FIMA（外国及国际货币当局）回购便利机制，允许日本财务省（MOF）将其持有的美国国债作为抵押，从美联储借入美元，再将美元兑换为日元，从而在不抛售美债的前提下实现日元升值。 Hayes 认为，这一机制本质上是美联储直接印钞，其规模上限取决于日本政府及 GPIF（日本政府养老金投资基金）合计约 1.37 万亿美元的美债持仓。一旦美联储外汇货币小组委员会（Foreign Currency Subcommittee）召开会议并修改 FIMA 规则，这一"印钞开关"即可启动，且无需国会批准或公开听证。 Hayes 指出，日元廉价时代已近尾声，新一轮美元流动性扩张将推动比特币、黄金及黄金矿企股价上涨。他特别点名以太坊（ETH）为"大市值沉睡标的"，并看好 Ethena（ENA）在比特币价格回升后有望实现 5 倍涨幅。目前 Maelstrom 已重仓比特币，并等待 FIMA 规则修改落地后进一步加仓。
According to monitoring by on-chain analyst Ember, an address suspected to be linked to Amber Group (0x2a79...51b) withdrew multiple tokens worth $9.97 million from Binance 5 hours ago, including 38.89 million ENA, worth $3.58 million; 28,262 AAVE, worth $2.52 million; 1,140 ETH, worth $2.18 million; 2,017 BNB, worth $1.2 million; and 59,202 LINK, worth $490,000.
According to on-chain analysis platform Lookonchain, Arthur Hayes purchased another 2.69 million ENA tokens 2 hours ago, worth approximately $246,000. Over the past 4 days, he has cumulatively purchased 11.74 million ENA tokens, with a total value of approximately $1.02 million and an average buy price of $0.087.
Odaily News: A new address opened a position of 40 million ENA approximately 3 hours ago, valued at around $3.69 million, with an average buy price of about $0.09269. Subsequently, the address staked all of its ENA into the Ethena protocol. Market data shows that ENA has risen by 18.13% over the past month.
According to Cointelegraph, ARK Invest researcher Lorenzo Valente noted in a post on July 30 that the cryptocurrency industry is entering the largest consolidation phase in history. As investors become increasingly strict in screening projects, revenue is accelerating towards concentration among a few top protocols—Hyperliquid and Pump.fun collectively account for approximately 67% of the industry's application revenue, and with Ethena included, the combined share of the top three approaches 80%. Valente expects this trend to accelerate in the coming months, triggering more M&A, bankruptcies, and project closures. Meanwhile, BitMEX and BitMart recently announced the shutdown of trading services in succession, further confirming the consolidation trend. Valente believes that this round of consolidation is "extremely beneficial" for the long-term development of the crypto industry.
According to Onchain Lens monitoring, a certain address withdrew 16 million ENA, worth approximately $1.37 million, from its Gnosis multi-signature wallet and subsequently transferred it to Binance, possibly for selling.
Tom Wan, Head of Data at Entropy Advisors and former analyst at 21.co, stated on platform X that the total market cap of stablecoins on the Robinhood Chain has surpassed $200 million. He noted that a key factor driving this growth is Ethena. Data shows that Ethena currently holds $50 million USDG on Robinhood Chain, along with another $50 million USDG in the Ethena × Steakhouse USDG treasury, totaling nearly $100 million in assets under management, which accounts for approximately 50% of the total USDG supply on the Robinhood Chain.
Coinbase released a monthly review on July 1, stating that in the first half of the year, it advanced its product layout around the strategy of "every asset, every market, one platform," covering tokenized stocks, pre-IPO perpetual contracts, stock options, crypto options, stock index perpetual futures, AI tools, payments, stablecoins, and on-chain infrastructure. Coinbase stated that the tokenized stocks are 1:1 backed shares of US companies, expected to include dividends, on-chain trading, holding, and redemption functions, and are not available to US persons. Coinbase also noted that its pre-IPO perpetual contracts will start with SpaceX and then expand to OpenAI and Anthropic, and will offer crypto options through integration with Deribit. Coinbase CEO Brian Armstrong said on July 3 that Coinbase is one of the companies with the highest level of AI application globally. Coinbase also stated that it has launched a direct INR on-ramp in India, become the official deployer of the USDC treasury wallet for Hyperliquid, partnered with Ethena across over $50 billion in assets, and mentioned transferring approximately $4.4 billion USDC to the Hyperliquid deployer. (Bitcoin.com News).
that, according to Onchain Lens monitoring, a whale deposited 17.566 million ENA tokens, worth $1.78 million, into Wintermute. The whale had previously withdrawn these ENA tokens from Wintermute and Binance at a cost of $5.38 million, resulting in a loss of $3.6 million from this transaction.