Ethena (ENA) 协议在 USDe 与 Deribit 整合之前发现鲸鱼活动激增

Ethena是一个建立在以太坊区块链上的金融协议，旨在提供独立运行的合成美元解决方案

Ethena, a financial protocol on the Ethereum blockchain, is set to have its synthetic dollar, USDe, integrated into Deribit's margin collateral early next year.

Ethena 是以太坊区块链上的金融协议，将于明年初将其合成美元 USDe 整合到 Deribit 的保证金抵押品中。

Pending regulatory approval, the move will see USDe join Deribit's cross-collateral pool, boosting trading options and enabling users to pursue more diverse strategies.

在等待监管部门批准之前，此举将使 USDe 加入 Deribit 的跨抵押品池，从而增加交易选择并使用户能够追求更多样化的策略。

This development comes amid growing confidence in USDe's stability and viability as a digital asset pegged to the U.S. dollar. Despite encountering challenges such as negative funding rates, USDe's supply remains robust at around $3.09 billion, indicating sustained demand.

这一进展是在人们对 USDe 作为与美元挂钩的数字资产的稳定性和可行性越来越有信心的背景下实现的。尽管面临负资金利率等挑战，USDe 的供应量仍然强劲，约为 30.9 亿美元，表明需求持续强劲。

On November 19, the stablecoin experienced a significant inflow of $119 million in a single day, contributing to a total of $1 billion in inflows over the past month. As a result, USDe's market cap now stands at about $3.44 billion, indicating a recovery and growth trend as it approaches its all-time high of $3.6 billion.

11 月 19 日，该稳定币单日大幅流入 1.19 亿美元，过去一个月的流入总额达 10 亿美元。因此，USDe 的市值目前约为 34.4 亿美元，表明其正在接近 36 亿美元的历史高点，呈现复苏和增长趋势。

This protocol is designed to operate independently of traditional banking systems. A recent analysis of on-chain activity reveals a surge in whale transactions impacting Ethena's market, particularly in its governance token, ENA, and synthetic dollar, USDe.

该协议旨在独立于传统银行系统运行。最近对链上活动的分析显示，鲸鱼交易激增对 Ethena 市场产生了影响，特别是其治理代币 ENA 和合成美元 USDe。

The number of large transactions (over $100,000) increased dramatically from 23 to 128, indicating growing interest from big investors in both ENA and USDe. Large holders also accumulated about 5.4 million ENA tokens, valued at around $2.3 billion.

大额交易（超过 100,000 美元）的数量从 23 笔大幅增加至 128 笔，表明大型投资者对 ENA 和 USDe 的兴趣不断增长。大持有者还积累了约 540 万个 ENA 代币，价值约 23 亿美元。

This accumulation marks a significant rise in whale holdings, indicating a positive outlook for ENA. Overall, this trend suggests that large investors are becoming more confident in the Ethena ecosystem.

这一积累标志着鲸鱼持有量的显着增加，表明 ENA 的前景乐观。总体而言，这一趋势表明大型投资者对 Ethena 生态系统越来越有信心。

ENAUSD is trading flat after a nice pullback. It recovered above $0.60 after a minor sell-off, and the pair holds well above the short-term (34 and 55 EMA) and long-term moving averages. It hit a low of $0.5571 yesterday and is currently trading around $0.6389.

ENAUSD 在大幅回调后交易持平。在小幅抛售后，该货币对恢复至 0.60 美元上方，且远高于短期（34 和 55 EMA）和长期移动平均线。昨天触及 0.5571 美元的低点，目前交易价格约为 0.6389 美元。

Potential Support and Resistance Levels

潜在支撑位和阻力位

The bullish invalidation can happen if the pair closes below $0.260. On the lower side, the near-term support is $0.550. Any break below targets 0.4350/0.4350/0.370/0.300/\0.260. The immediate resistance stands at around $0.5375. Any breach above confirms a minor pullback. A jump to 0.6350/0.750 is possible. A surge past $0.75 will take it to $1.

如果该货币对收于 0.260 美元以下，则可能会发生看涨失效。下方，近期支撑位为 0.550 美元。任何跌破目标0.4350/0.4350/0.370/0.300/\0.260。直接阻力位于 0.5375 美元附近。上述任何突破都证实了小幅回调。有可能跃升至 0.6350/0.750。飙升至 0.75 美元以上将升至 1 美元。

Trading Strategy Recommendation

交易策略推荐

It is a good strategy to buy on dips around $0.600 with a stop-loss around $0.4350 and a target price of $1.

在 0.600 美元左右逢低买入、止损在 0.4350 美元左右、目标价为 1 美元是一个不错的策略。