Ethena Labs proposes to include SOL as a backing asset for USDe

in hive-185702 •  25 days ago  (edited)

The inclusion of Solana could open new revenue opportunities and increase the protocol's competitiveness in the crypto ecosystem

Ethena Labs has submitted a proposal to allocate part of the USDe backing to Solana (SOL). This would be done using a mechanism similar to the one it already employs with BTC and ETH perpetual futures. This initiative seeks to take advantage of the growing liquidity and open interest in the SOL market, with the potential to increase the protocol's revenue.

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Bullish crossover of 25-day and 50-day exponential moving averages suggests a trend reversal in favor of buyers / TradingView

Context of the proposal

Since the launch of USDe in August, Ethena has been exploring the possibility of including SOL as a backing asset, subject to approval by the Risk Committee. The proposal is based on the remarkable opening interest of approximately $2 billion on platforms where Ethena performs hedging transactions, in addition to more favorable funding rates in 2024 compared to BTC and ETH.

Key Market Data

Currently, contract funding on the market is as follows:
BTC: 6.4% (2 weeks), 4.5% (1 month), 4.6% (3 months)
ETH: 7.4% (2 weeks), 6.1% (1 month), 5.1% (3 months)
SOL: 8.2% (2 weeks), 6.6% (1 month), 5.9% (3 months)

Open interest in assets is as follows:

BTC: $23.7 billion
ETH: $8.8 billion
SOL: $2.2 billion

Implementation Proposal

Ethena Labs suggests a gradual incorporation of SOL as a backing asset, with an initial goal of positioning between $100 and $200 million in SOL contracts, which would represent between 5% and 10% of SOL open interest. In addition, it is proposed to consider BNSOL and bbSOL as backing assets, with their share not exceeding one-third of the total allocated to SOL.

The inclusion of SOL as backing for USDe could not only increase the protocol's revenues, but also strengthen its position in one of the largest cryptocurrency ecosystems. The final decision will be up to the Risk Committee, which will carefully assess the liquidity and funding aspects before giving its approval.

ENA Explodes: The Altcoin Soars More Than 20% in 24 Hours

The ENA cryptocurrency surprised the market by registering a dizzying increase of more than 20% in the last 24 hours. After bottoming out and consolidating around $0.20, ENA manages to overcome important technical resistances, which has generated a strong bullish momentum. Analysts point to a possible test of the resistance at $0.50 in the coming sessions.

Bullish Technical Signals

Technical indicators support ENA's current strength. The bullish crossover of the 25-day and 50-day exponential moving averages suggests a trend reversal in favor of buyers. In addition, trading volume increased considerably, indicating increased interest from investors.

ENA has shown surprising strength in recent weeks, exceeding the expectations of many investors. Although it is still early to say whether this rally will continue in the long term, the cryptocurrency has certainly captured the attention of the community and has become one of the most prominent in the market.

Disclaimer: This article is for informational purposes only and does not constitute investment advice.

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