Markets
ETHENA
I’m interested in ENA bukan karena berharap balik ke ATH, tapi karena Ethena sudah punya real product, real users, dan real revenue. USDe terus berkembang, sementara valuasi ENA sudah jauh turun dari masa hype. Kalau growth Ethena terus jalan dan valuenya mulai capture ke ENA lewat mechanism seperti buyback, menurutku gap ini menarik. Risikonya tetap ada unlock, dilution, dan USDe growth. Personally, I’d rather wait for BTC correction and accumulate ENA at a better valuation. I’m buying the business growth, not the old ATH.
Last updated September 22, 2026
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