Analyst Discussion: Ethena
Feb 23, 2024Ā ā Ā 9 min read
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Kinji is a former research analyst covering crypto at Morgan Stanley. His primary interests are DeFi, Infra, and unstable stablecoins.
Kunal previously worked in equity research and now considers himself a financial analyst in crypto. He specializes in valuation and bottom-up analysis for Layer-1 and DeFi protocols because he has yet to learn of a way to value NFTs.
Dustin was previously the Enterprise research director at Messari. He has a broad focus across crypto with a particular interest in AI x Crypto, Consumer financialization, DeFi, and general infrastructure.
About the authors
Kinji is a former research analyst covering crypto at Morgan Stanley. His primary interests are DeFi, Infra, and unstable stablecoins.
Kunal previously worked in equity research and now considers himself a financial analyst in crypto. He specializes in valuation and bottom-up analysis for Layer-1 and DeFi protocols because he has yet to learn of a way to value NFTs.
Dustin was previously the Enterprise research director at Messari. He has a broad focus across crypto with a particular interest in AI x Crypto, Consumer financialization, DeFi, and general infrastructure.