簡而言之:我認為Ethena DAT會徹底失敗。他們至少有兩種會計處理方法,我認為經不起首次審計財務報表的檢驗;他們似乎還沒有獲得交易所上市資格;而且他們的ENA目前處於虧損狀態。
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PaperImperium
@ImperiumPaper
On December 29th, an S-4 amendment for the Ethena DAT was filed. It’s a bit of a depressing read, since it serves as a reminder that this thing will de-SPAC with unrealized losses on all of its ENA (much of which vests over several years), despite being given 30% discount at the

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