Episode Details

0xResearch Cross-Post: How Ethena is Redefining Digital Finance | Guy Young
4/22/2025
Bell Curve

Key Insights

Bullish:

  • 🟢 $USDE - USDE, a product by Athena, is expected to grow significantly in the coming years, potentially reaching a market cap of $20-50 billion. The founder expresses high conviction in its potential, likely due to its unique features and market positioning.
    • I genuinely believe this product is gonna be 20 to $50,000,000,000 in the next few years.” - Guy (43:26)
  • 🟢 $INSTDEFI - 🔒
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  • 🟢 $CONVERGE - 🔒
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  • 🟢 $CRYPTODERIV - 🔒
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  • 🟢 $CRYPTOINS - 🔒
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Bearish:

  • 🔻 $STABLES - 🔒
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