I've been monitoring the stablecoin market these days and noticed some interesting changes. Enena has really adjusted its strategy quite a bit: moving away from 90% in Perp and now focusing more on T-bills, reaching 88% allocation. This directly reflected in the supply, which has decreased significantly in recent months.



What caught my attention the most is that the yield on USDE remains around 3.5%, quite competitive. And looking at the bigger picture, the total volume of stablecoins on the platform reached $298 billion in February — very impressive numbers. It seems that Enena is playing a more conservative game now.

Additionally, on the DEX side, I saw that Uniswap V3 is gaining ground over Aerodrome when we exclude incentives from the equation. Enena and these platforms are changing their strategies quite a bit. These quarterly movements are very significant for those following the space.
PERP-0.72%
UNI-2.41%
AERO-4.09%
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