Ethena’s Durable Growth Strategy

Wyatt sits down with Guy Young, founder of Ethena, for Guy's third appearance on the pod. In this episode:

• What has driven Ethena's success and durability?
• Where is there demand for other yield assets?
• Where is capital coming from?
• Is full onchain portfolio construction possible today?
• Why tokenize financial products at all?
• Who are the eventual winners?
• How is Ethena positioning to an evolving onchain yield landscape?