Ethena（USDE）在超流動器上購買了股票，暗示了潛在的部署

根據X帖子的報導，鍊鍊分析師注意到，$ USDE股票是在幾個小時前在Hyperliquid上購買的

On-chain analysts have noticed that the $USDe ticker was bought on Hyperliquid some hours ago today, March 18.

鍊鍊分析師注意到，$ USDE股票是在3月18日（3月18日）在Hyplliquid上購買的。

Now, the user is speculating that the ticker purchase suggests Ethena is going to deploy on the Hyperliquid L1 chain.

現在，用戶猜測股票收購表明Ethena將部署在超液體L1鏈上。

“Did Ethena really buy the ticker? Or was someone else trying to psyop people?” The user asked before proceeding to connect dots based on the on-chain evidence they cited.

“埃塞娜真的買了股票嗎？還是其他人試圖讓人？”用戶在繼續根據他們引用的鏈上的證據來連接點之前要求。

Ticker $USDe was bought on Hyperliquid 3 hours ago.

Ticker $ USDE是在3小時前在超級流動品上購買的。

This suggests Ethena is going to deploy on Hyperliquid but… did Ethena really bought the ticker? Or was someone else trying to psyop people?

這表明Ethena將要在超流動器上部署，但是…Ethena真的購買了股票？還是其他人試圖讓人？

Let's check onchain.

讓我們檢查一下Onchain。

The ticker was bought by… pic.twitter.com/GyGqxeREo3

股票是由…pic.twitter.com/gygqxereo購買的

— Ericonomic (@ericonomic) March 18, 2025

- 2025年3月18日的Ericonomic（@Eliconomic）

Where the onchain evidence led

OnChain證據引導的地方

After Ericonomic (@ericonomic) found out the ticker $USDe was bought on Hyperliquid, he decided to look on-chain to see if he could find out if the move was made by Ethena or bad actors.

在Ericonomic（@Eliconomic）發現了在Hyproliquid上購買了股票$ USDE之後，他決定鏈接鏈，看看他是否可以找出這一舉動是由Ethena還是壞演員進行的。

According to on-chain analysis that traced the wallet addresses involved, the ticker was bought by wallet address 0x47581b206ffb2752c165b987141bad0dc22bd605. The wallet was funded by 0x643Dbbc80Bb5432f646fEDFa4091a9b205E87Ae4, a wallet which appears to be linked with an Ethena deployer, which is an externally owned account (EOA) used for deploying smart contracts or managing operations.

根據追踪涉及的錢包地址的鏈分析，股票被錢包地址購買0x47581B206FFB2752C165B987141BAD0DC22BD605。該錢包由0x643DBBC80BB5432F646FEDFA4091A9B205E87AE4 AAE4資助，該錢包似乎與Ethena Deployer相關，該錢包與外部擁有的帳戶（EOA）相關，該帳戶用於部署智能合同或管理操作。

Further tracing of the transactions showed that 0x643 was funded by 0x796Ee28CE42BF7bd43A09aCd43FAd0aACD7C3b29, another address linked to Ethena’s development multisig, which has ENS names like etheinainsurancefund and ethenaops, and is referenced in Ethena’s documentation.

交易的進一步跟踪表明，0x643由0x796EE28CE42BF7BD43A09ACD43FAD0AACD7C3B29資助，另一個與Ethena開發的Multisig相關的地址，該地址與Etheinainsurancefund和EthenaOps等Ens Name Multisig鏈接，並參考了Ethena的文檔。

Another wallet, 0xFF0458EA5F864717B05D79BF456a8b70767A7EF5, which was funded by the Ethena deployer 0x643, also reportedly sent funds to Hyperliquid to set up a 4-8 multisig, which suggests Ethena is preparing infrastructure on the L1 blockchain.

另一個錢包，0xff0458EA5F864717B05D79BF456A8B70767A77A77A77A7777A7777777A77AF5，由Ethena Deployer 0x643資助，據報導，還向超級流動機寄來了資金，以建立4-8個Multisig，這表明Ethena Multisig提示Ethena In Infrarasther in Infrrasther in Infrrasther in l1 BlockChain。

Apparently, these develoopments are strong evidence of Ethena’s involvement, which led Ericonomic to conclude his post by declaring that Ethena is indeed planning to deploy on Hyperliquid.

顯然，這些Develogments是Ethena參與的有力證據，這使Ericonomic宣布Ethena確實計劃在超流動液中部署。

Ericonomic ended his post by writing that Ethena might be waiting for Hyperliquid to enable the HyperEVM<>HyperCore token bridge before fully deploying.

Ericonomic結束了他的帖子，寫道Ethena可能正在等待Hyperliquid，以使Hyperevm <>超核令牌橋在完全部署之前。

In the comment section, many seemed to agree with Ericonomic. One user, @0xnutzs, recalled a proposal from last year as proof of Ethena’s interest in Hyperliquid.

在評論部分中，許多人似乎同意了Ericonomic。一位用戶 @0xnutzs回顧了去年的一項提案，以證明埃塞納對超流動的興趣。

The governance proposal on Ethena’s forum was dated October 17, 2024, and titled “Hyperliquid Ethena Liquidity and USDe Integration.” It requested that Ethena integrate Hyperliquid as an eligible venue for a portion of its hedging flow, subject to technical and legal due diligence.

Ethena論壇上的治理提案的日期為2024年10月17日，標題為“ Ethena Hypliquid Ethena流動性和USDE集成”。它要求Ethena將超級流動性整合為一部分對沖流的符合條件的場所，但要遵守技術和法律盡職調查。

It had been an official suggestion within Ethena’s community, and it triggered speculation among those who keep an eye on Ethena’s governance activities. The excitement started to build, but then as time passed, people realized something weird; Ethena stopped talking about the topic after the proposal.

這是埃塞納（Ethena）社區中的官方建議，它引發了人們關注埃塞納（Ethena）治理活動的人中的猜測。興奮開始建立，但是隨著時間的流逝，人們意識到了一些奇怪的東西。埃塞娜（Ethena）在提案之後停止談論這個話題。

This likely fueled even more speculation as people wondered why they were keeping quiet about it; could there be technical, legal, or strategic issues causing delays, or had the integration been completely abandoned?

人們想知道為什麼他們為何對此保持沉默，這可能引起了更多的猜測。是否存在導致延遲的技術，法律或戰略問題，還是完全放棄了整合？

If the proposal had been approved, or if it eventually got approved, the integration would be implemented in a controlled manner with Risk Committee guidance as Ethena hedging flow scales alongside the growth of Hyperliquid, with maximum initial proposed allocations.

如果該提案已獲得批准，或者最終獲得批准，則該集成將以控制的方式與風險委員會指導一起實施，因為Ethena對沖流量量表以及高流動性的增長，並最初提出了最初的提議分配。

The proposal, which outlined synergies between Hyperliquid and Ethena also requested that the Ethena Risk Committee do its due diligence of Hyperliquid’s suitability as a potential hedging venue. It has been months since then, and the committee is quiet. That’s why many are now wondering if the committee is still doing its due process or whether Ethena is making moves under the radar.

該提案概述了超流動和乙烯之間的協同作用，還要求埃塞納風險委員會對超流動性的適合性作為潛在的對沖場所進行盡職調查。從那以後已經有幾個月了，委員會很安靜。這就是為什麼許多人現在想知道委員會是否仍在進行正當程序，或者埃塞納（Ethena）是否在雷達下採取行動。

Hyperliquid could be a suitable venue for Ethena’s USDe

雜種可能是Ethena USDE的合適場所

Hyperliquid is a relatively new L1 that has proven to be more than just a project that

超流動是一個相對較新的L1，事實證明，不僅僅是一個項目