Episode Details
| Title | How Ethena is Redefining Digital Finance | Guy Young |
|---|---|
| Date | 4/21/2025 |
| Podcast | 0xResearch ↗ |
Key Insights
Bullish:
- 🟢 $ATHENA - Athena is expected to grow significantly in the next few years, potentially reaching a valuation of $20-50 billion. The company's strategy focuses on simplifying DeFi products and tailoring them for institutional investors.
- “I genuinely believe this product is gonna be 20 to $50,000,000,000 in the next few years.” - Guy (49:46)
- “I think the different view that we had was actually just that simplicity and telling a better an easier story to distribution partners who could actually help you scale it from five to 20.” - Guy (45:52)
- 🟢 $CEFI - 🔒
- 🟢 $DEFI - 🔒
- 🟢 $STABLES - 🔒
Bearish:
- 🔻 $DEFI - 🔒