Delphi Ventures 首席执行官预测 Ethena Labs 将引领加密货币收入

Delphi Labs 首席执行官 José Maria Macedo 预测 Ethena Labs 将成为创收最高的加密货币项目，超过 USDC 和 USDT。 Ethena Labs 的 USDe 合成美元提供具有竞争力的 35.4% APY，推动该项目成为加密货币领域收入最高的 DApp。通过最近空投分发的价值 4.5 亿美元的 ENA 代币，Ethena Labs 旨在挑战主要稳定币的主导地位，力争在 2024 年成为第三大“稳定币”。

Ethena Labs Poised to Dominate Cryptocurrency Market Revenue, Delphi Ventures CEO Predicts

Delphi Ventures 首席执行官预测 Ethena Labs 将主导加密货币市场收入

Delphi Labs CEO and Delphi Ventures co-founder José Maria Macedo has made a bold prediction: Ethena Labs will ascend to the pinnacle of cryptocurrency revenue generation.

Delphi Labs首席执行官兼Delphi Ventures联合创始人José Maria Macedo做出了大胆预测：Ethena Labs将登上加密货币创收的顶峰。

In an April 2 blog post, Macedo outlined his conviction in Ethena Labs, stating:

在 4 月 2 日的一篇博客文章中，Macedo 概述了他对 Ethena Labs 的信念，并指出：

"sUSDe holds the potential to deliver the highest dollar yield in crypto at scale. By 2024, USDe is poised to become the largest stablecoin outside of USDC/USDT. Subsequently, Ethena will emerge as the industry's highest revenue-generating project."

“sUSDe 具有大规模提供加密货币领域最高美元收益的潜力。到 2024 年，USDe 有望成为 USDC/USDT 之外最大的稳定币。随后，Ethena 将成为业界创收最高的项目。”

Ethena Labs' financial prowess was evident on March 8 when it became the highest-earning decentralized application (DApp) in the cryptocurrency realm, offering an impressive 67% annual percentage yield (APY) on its USDe synthetic dollar. Launched on February 19, USDe has since amassed over 118,000 users, who currently enjoy a 35.4% APY.

Ethena Labs 的财务实力在 3 月 8 日显而易见，它成为加密货币领域收入最高的去中心化应用程序 (DApp)，其 USDe 合成美元的年收益率 (APY) 高达 67%，令人印象深刻。 USDe 于 2 月 19 日推出，至今已拥有超过 118,000 名用户，目前年化率为 35.4%。

Adding to the bullish sentiment, Ethena Labs' recent airdrop on April 2 distributed approximately $450 million worth of ENA tokens among eligible wallets. The largest recipient received a remarkable $2 million in ENA tokens, according to Arkham Intelligence data.

Ethena Labs 最近于 4 月 2 日进行的空投向符合条件的钱包分发了价值约 4.5 亿美元的 ENA 代币，这进一步加剧了看涨情绪。根据 Arkham Intelligence 的数据，最大的接收者收到了价值 200 万美元的 ENA 代币。

Macedo's optimism stems from the unique competitive advantage introduced by USDe synthetic dollar within the stablecoin market:

Macedo 的乐观源于 USDe 合成美元在稳定币市场中引入的独特竞争优势：

"USDe, in my estimation, is the most scalable fully collateralized stablecoin ever conceived. While not fully decentralized, it occupies a strategic position on the tradeoff spectrum, offering a compelling balance."

“在我看来，USDe 是有史以来最具扩展性的完全抵押稳定币。虽然不是完全去中心化，但它在权衡领域占据着战略地位，提供了令人信服的平衡。”

The stablecoin market represents a colossal $100 billion industry, and Macedo believes Ethena's strategic tradeoff will pave the way for its future growth.

稳定币市场代表着一个价值 1000 亿美元的庞大产业，Macedo 相信 Ethena 的战略权衡将为其未来的增长铺平道路。

Currently ranked as the seventh-largest stablecoin, with a market capitalization of $1.9 billion, USDe has significant growth potential. To surpass Dai (DAI), the third-largest stablecoin, USDe's market cap would need to increase by at least 178% to exceed $5.3 billion.

USDe 目前排名第七大稳定币，市值为 19 亿美元，具有巨大的增长潜力。要超越第三大稳定币 Dai (DAI)，USDe 的市值需要增加至少 178% 才能超过 53 亿美元。

In the last 24 hours, USDe's market cap has surged over 21%, and in the past month, it has jumped by a remarkable 165% to reach $1.89 billion, according to DefiLlama data.

根据 DefiLlama 的数据，在过去 24 小时内，USDe 的市值飙升了 21% 以上，在过去的一个月里，更是飙升了 165%，达到 18.9 亿美元。

Macedo's prediction underscores the potential of Ethena Labs to disrupt the cryptocurrency landscape. As the highest revenue-generating project, Ethena's dominance could reshape the industry and propel the adoption of its innovative synthetic dollar, USDe.

Macedo 的预测强调了 Ethena Labs 颠覆加密货币格局的潜力。作为创收最高的项目，Ethena 的主导地位可能会重塑该行业，并推动其创新合成美元 USDe 的采用。