说说对于ena的看法，长远来说将归零。 ethena的收益本身就是通过做空eth套资金费率。若未来eth etf通过，机构通过etf通道套远期和现货之间价差的利，那么在usde的高利息将消失不见，项目估值下降，ena币价下降，币价下降进一步导致博空投的资金退出ethena这个项目，不断负螺旋，长远来说币价将归零。
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https://warpcast.com/llyaoiscool/0x889b5603
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