One @ethena proposal this October really caught my attention: Accelerating the entire remaining investor allocation of roughly 1.41B $ENA into a single unlock, ending the monthly investor unlock schedule around 17 months early. The Foundation also bought back locked tokens from several major seed investors who had previously sold. That’s a strong show of commitment from the Ethena team, and a key reason I’m bullish on $ENA here. Meanwhile, @ethena’s core products continue to deliver: – TVL: ~$4.5–5B, primarily backing $USDe. – Liquid stables: ~24.9%. – Crypto basis: ~17.6%. – RWA: ~6%. – Reserve Fund: ~$62.57M, providing an additional buffer. The team is also pushing ahead with several major updates: – Ethena Pay: A neobank app launching on Avalanche, focused on consumer payments and savings. – Fee switch proposal approved: Directing revenue toward $ENA buybacks once $USDe reaches $7.5B. – Expanding backing into tokenized stocks (bStocks) and equity perpetuals on Binance. – Diversifying yield sources beyond crypto basis trades into equities, lending, and RWAs. Ethena’s shift toward organic growth backed by revenue is what strengthens the thesis. As USDe scales, the fee switch could turn protocol revenue into actual $ENA buybacks, creating a clearer link between adoption and token value. On the TA side, $ENA has maintained its upward momentum following the recent run of positive news. My year-end target is a return to $0.50. DYOR and NFA.

I mentioned @Nillion yesterday, and now ethereum:0x7cf9a80db3b29ee8efe3710aadb7b95270572d47 is starting to cook. I've been digging deeper into the Encrypted Market thesis, and I think there's a much bigger opportunity here than most people realize. Privacy has been one of the stronger narratives in 2026, and the numbers speak for themselves. - $ZEC and $XMR have seen massive rallies, with the privacy coin market expanding from roughly $7–12B to over $30B within months. - Zcash-linked investment products, growing shielded supply, and improving regulatory conditions in some markets are bringing fresh attention to the sector. - Projects like @aztecnetwork, @Zama, and @RAILGUN_Project are pushing pragmatic privacy and confidential DeFi forward. But there's still a major piece of the puzzle missing. @Nillion breaks market activity down into three layers: - Layer 1: Transaction. Who sends what to whom, and how much. This is where privacy coins like Zcash and Monero have traditionally focused. - Layer 2: Execution. Routing, timing, matching, and sequencing. - Layer 3: Intelligence. The actual trading logic behind stop-losses, limit orders, vault rebalancing, sealed bids, and AI agent intents. Even with private transactions, trading intentions and pending orders can still leak information. And when that happens, MEV bots and searchers have an edge over regular users. This is exactly the problem @Nillion is going after with its Encrypted Market. The core idea revolves around Covenants. Think of a Covenant as a sealed instruction with predefined conditions. - You can submit it onchain, currently on Ethereum, while keeping the underlying strategy encrypted. - Once the conditions are met, a committee of nodes coordinates the decryption and execution using threshold cryptography. - No single node holds the entire secret and that opens up some interesting possibilities for private trading strategies. What I like most about @Nillion approach: - No need to migrate users or liquidity into entirely new chains or isolated privacy pools. - The infrastructure is designed to work alongside existing ecosystems like @HyperliquidX, @Base, @Aave, and Safe through lightweight TypeScript integrations. - Permissionless nodes can stake ethereum:0x7cf9a80db3b29ee8efe3710aadb7b95270572d47 and earn rewards from inflation and network fees. - A seven-phase roadmap, with Dusk already live on @Ethereum, targeting multichain expansion, cross-chain settlement, more advanced execution conditions, post-quantum security, and scaling. The way I see it, the privacy market is evolving. First came private transactions. Now we're moving toward private execution and encrypted trading intelligence. And with AI agents becoming more involved in DeFi, protecting strategies and execution logic could become an increasingly important piece of market infrastructure. That's why I'm paying close attention to @Nillion. Privacy is already catching serious momentum, and I think ethereum:0x7cf9a80db3b29ee8efe3710aadb7b95270572d47 remains one of the more overlooked plays in this sector. DYOR & NFA.

I was just a little luck away from walking away with $138 from my UFC333 combo on @Bagel_win. I got Kavanagh winning before Round 2 and Volkanovski winning by TKO/KO right. I also backed Merab to beat Yan. Honestly, Merab put up a great fight against Yan but couldn’t get the win. Painful one!!! Back to hunting for a new combo today, still chasing my first win on @Bagel_win.

It’s the final day of the Chinese Super League, China’s top football league. So I’m trying my luck with another combo on @Bagel_Win: five picks with a potential payout of nearly 40x my stake. Let’s see how this plays out. Congrats to Chengdu Rongcheng on winning the Chinese Super League title!

Just built my first combo on @Bagel_win. I’m backing Wolfsburg and Darmstadt to win in today’s two early Bundesliga 2 games. Wolfsburg’s strong form caught my eye, and they need a win to keep chasing the top two. As for Darmstadt, they need all three points to climb out of the relegation zone. If both picks land, this combo pays 7x. Let’s hope luck is on my side.

I spend a lot of time on my phone, easily 10–12 hours a day. That’s why mobile apps are always my first choice for trading perps, hunting memecoins, or playing prediction markets. Recently, I started using @bagel_win, a mobile app that brings @Polymarket markets straight to your phone. Bagel could be a real catalyst for prediction market adoption. The onboarding is simple enough for someone completely new: – Download Bagel from Google Play or the App Store, with availability across 150+ countries. – Sign in with Gmail. – Start making predictions. That simplicity seems to be gaining traction. The figures shared so far: – Around 5,249 cumulative traders. – Nearly $10M in cumulative volume since June. I mainly use @bagel_win for football predictions across the Premier League, La Liga, and Champions League. Being able to open the app and get a prediction in with minimal hassle makes it easy to keep coming back. They also run events throughout the month to encourage users to participate. That adds another reason to check in, and it’s something I’ve enjoyed about the app.