➥ Why USDe will never become UST 2.0 ? Every cycle, someone asks the same question: “Is this stablecoin just another UST waiting to collapse?” "Is @ethena_labs can be @terra_money 2.0 ?" The short answer: no not even close. And here’s the simple, clear breakdown of why

If someone asks which project will lead the Modular Infrastructure sector in the future, the most common answer is now → @EspressoSys Espresso progress has been impressive → fast finality and real adoption across major rollups. Consistent growth is visible across the

$SPAACE is one of the strongest pre TGE ecosystems right now Let’s be honest → the NFT market has been desperate for a new model something that isn’t just fees, farming, or hype cycles dying every 3 months. Most marketplaces rely on: • Mercenary volume • Whale incentives •

➥ Which team is executing the best this cycle? For me, @ethena_labs is easily in the top tier. People talk a lot about Hyperliquid and they should but Ethena deserves the same level of attention. Even though the idea of a stablecoin isn’t new, Ethena has executed at a speed

HeyElsa → A New Way to Execute DeFi Most people look at DeFi actions and think they need multiple tabs, routing knowledge, or the ability to manually optimize every transaction. ➥ @HeyElsaAI is removing that barrier entirely. The idea is simple → Your intent becomes

➥ The thing about rollups almost everyone gets wrong and where @EspressoSys actually fits 🚨 Most people think rollups work like mini L1: you see a block on the explorer → assume it’s final → move on. But it’s completely wrong ! Here’s the truth: 👉 Rollups don’t finalize

3/ Direct comparison: Why USDe is safer than UST ? TL;DR > USDe and UST are not even in the same design category. ▸ UST was a reflexive algorithm with no backing. ▸ USDe is a hedged, collateral-based synthetic dollar with market-driven yield. One collapsed because it was

2/ USDe - “Bulletproof” Architecture USDe is built in a completely different way. 2.1/ Delta-neutral hedging actual risk management ▸ For each USDe, there is real crypto collateral behind it (BTC, ETH, staked ETH, and stablecoins). ▸ Ethena then opens short perpetual futures

Why USDe will not repeat UST’s collapse ? 1/ UST - A Design That Destroyed Itself 1.1/ Algorithmic model with no real backing ▸ UST used a “burn and mint” system with LUNA. ▸ If UST > $1 → burn LUNA to mint UST. ▸ If UST < $1 → burn UST to mint $1 of LUNA. There were no

➥ My morning routine as an onchain nerd, espresso edition ☕ Wake up → open X → Find Espresso Community ☕️ GOAT dopamine. I’m instantly bullish on their devs (real ones don’t build without confirmations nowadays) Only difference is one of them pays me in $ESP @EspressoSys

➥ My bullish plan for @HeyElsaAI > farm usage every day like it’s religion > swap/bridge/perps exclusively through Elsa > climb Based Trading Arena > watch DAU hit 50K > mute all guys say “Elsa is just a chatbot” > write a thread why the intent layer is the next big unlock

➥ Kyle Samani (Multicoin) going public about accumulating $ENA wasn’t random at all It’s basically a statement that Ethena has crossed from “interesting experiment” to “real infrastructure” What @ethena_labs actually has so far: - A synthetic dollar that scaled to

So, what is the best one for us ? > Short Term (3–6 months): Solstice ▸Strongest growth momentum (+45.88% TVL in 30 days). ▸ Ongoing airdrop with potential 4–5 figure upside for early users. ▸ Benefits from the Solana DeFi wave, with Solana stablecoin market cap up 200% this

➥ Detailed Comparison: Three Major Yield-Bearing Stablecoins 1/ Solstice – The Rising Star Strengths ▸ Fast growth: TVL has jumped from $160M to $316M in just 2 months. ▸ Solana advantage: Very low transaction fees. Very high throughput (up to 65,000+ transactions per

➥ Stablecoin Yield Wars: Where Is the Real Opportunity? In the 2025 “yield war” between stablecoins (tokens that try to stay around $1): ▸ @ethena_labs is the current giant with $7.44B locked, but growth is slowing. ▸ Solsticefi is rising fast as the “Ethena of Solana”, with

➥ @EspressoSys fixes the way chains talk, not just the way they transact Fyi, how rollups communicate today = slow bridges, delayed finality, state desync, and apps waiting minutes for “truth.” Espresso gives rollups a clean, direct path to coordination: - fast confirmations

➥ Narratives @EspressoSys sits in 1/ Modular Infrastructure - The shift from “big L1s” to specialized layers execution, DA, confirmation, sequencing. - Espresso is the layer that helps all of them talk to each other. 2/ Shared Sequencing - A core piece of the future rollup

➥ Threats 1/ Regulation - New stablecoin rules: Governments might prefer simple fiat-backed models over synthetic ones. - Higher compliance costs: More complex reporting and control requirements could reduce margins or slow down growth. 2/ Technical Risks - Smart contract

➥ Opportunities 1/ Big Catalyst From Interest Rate Cycle Reversal - Central bank policy changes (e.g., the Fed): More volatility in crypto markets usually means higher funding rates and higher yields for Ethena. - New wave of crypto adoption: As more institutions enter, they

➥ Weaknesses 1/ Dependency on Market Conditions - Sensitive to funding rates: Yields depend on perpetual futures funding. When these rates fall, yields shrink. - Supply contraction: Circulating USDe fell from $15B to $7.44B as funding rates decreased. - Short term