Ethena proposes 95% revenue allocation for ENA buybacks and expands USDe strategy

  • Ethena will extend USDe backing management to equity and commodity perpetual futures while changing ENA tokenomics and protocol value allocation.
  • Equity perpetual open interest reached approximately $6.2 billion by August 11, and proposed buybacks would begin when USDe supply reaches $7.5 billion.
  • Certain early investors’ unvested ENA was acquired, monthly investor unlocks will end, and Ethena expects real-world-asset perpetuals to exceed crypto derivatives in USDe backing within 12 to 24 months.

Ethena Foundation and Ethena Labs announced changes to ENA tokenomics, protocol ownership and USDe’s backing strategy. The foundation acquired certain early investors’ unvested ENA through over-the-counter transactions, will end monthly venture-capital unlocks, and is proposing that 95% of qualifying net revenue fund ENA buybacks after USDe reaches a $7.5 billion supply milestone. Separately, Ethena plans to apply its basis-trading strategy to equity and commodity perpetual futures, seeking to diversify revenue as crypto funding rates weaken. Equity perpetual open interest reached approximately $6.2 billion by August 11, while Ethena said real-world-asset perpetuals could exceed crypto derivatives in USDe backing within 12 to 24 months.

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