Guy Young

Guy Young@gdog97_ · 5 天前观点输出

@chud_eth @ethena https://t.co/ePpCXtT6Rc

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Guy Young@gdog97_ · 24 天前赛道影响

We've never seen a stronger pipeline of fintechs and brokerages looking to integrate onchain earn functionality into their product offerings. Ethena's product suite will be the primary collateral on the new Robinhood crypto earn feature, with more to come.

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Guy Young@gdog97_ · 26 天前观点输出

RT @ethena: Excited to announce our collaboration with @Blackrock. →Integration of USDe into BlackRock's Aladdin platform →BUIDL as the pr…

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Guy Young@gdog97_ · 29 天前政策影响

RT @ethena: StablecoinX Inc. @stablecoin_x is now trading on Nasdaq Global Market under the ticker "USDE". As the first treasury company f…

AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。

Guy Young@gdog97_ · 2026/06/11市场影响

RT @ethena: The first product in the Ethena ✦ Coinbase collaboration is now live. The @SteakhouseFi High Yield Vault has officially launch…

AI：偏平台经营与生态扩张，强调交易平台和应用入口的长期位置。

Guy Young@gdog97_ · 2026/06/09赛道影响

As Ethena broadens its scope into RWAs excited to bring our first partner to market for USDe backing outside of BlackRock BUIDL with Janus Henderson JAAA. Importantly, as we continue to partner with asset managers like Janus Henderson as allocators into their products, we simultaneously broaden USDe distribution into their own institutional distribution channels we wouldn't otherwise have access to.

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Guy Young@gdog97_ · 2026/06/02市场影响

Excited to partner with Coinbase for the first time to support their dollar savings products. The upcoming integration next week will be the first time Ethena products are available for their 100m+ user base. Given the evolving nature of the Clarity Act, we expect further potential tailwinds for onchain native products like USDe from idle balances on exchanges, and Ethena is well positioned to support this transition.

AI：偏平台经营与生态扩张，强调交易平台和应用入口的长期位置。

Guy Young@gdog97_ · 2026/05/06观点输出

RT @litocoen: stoked to announce that im joining @ethena to lead a new product which will be revealed publicly soon after my last job, i t…

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Guy Young@gdog97_ · 2026/04/23观点输出

RT @ethena: Ethena has been working closely with affected parties this week in a supporting capacity and is participating with a contributi…

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Guy Young@gdog97_ · 2026/04/19赛道影响

Agree with this and would also encourage all asset issuers to consider rate limits at the mint & redemption level, as well as a custom rate limit configuration on top of LZ OFTs. We built a solution on top of the standard OFT to throttle cross chain transfers at $10m per hour for every DVN, in addition to the $10m per block rate limit on the mint contract. The former would have prevented Kelp, the latter Resolv. In a disaster scenario where the LZ DVN is compromised you can at least contain the damage to $10m per chain per hour before stepping in to shut down transfers entirely. Yes it’s a slightly annoying inconvenience for users 99% of the time, but a worthwhile trade off to avoid going to zero. If you would like support on adding the same custom OFT configuration please reach out directly to myself or the team.

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。