DeFi on $TON: Stablecoins

The TON New Partnership Announcement, scheduled for September 10th at 8:00 AM UTC, is a live X Spaces event where TON will unveil a collaboration with a yet-to-be-disclosed global platform. With TON’s mission to onboard 500 million users to Web3 by 2028, this partnership could introduce new tools, integrations, or market access, leveraging Telegram’s 950 million users. The event aims to boost developer engagement, enhance Toncoin (TON) utility, and expand the ecosystem’s reach. As with high-profile crypto announcements, expect potential price volatility, so research diligently before trading or investing.Recent NewsTON has been on a roll in 2025. In August, Toncoin was listed on Robinhood, expanding U.S. access and driving an 8% price surge. Partnerships with Robinhood, Ledger, SwissBorg, and others solidified TON’s global presence. The Fall Harvest Campaign, running through October, engages users across nine DeFi apps with rewards. Despite a brief network outage due to DOGS token minting, TON quickly recovered, processing 20 million transactions in 48 hours, showcasing its resilience.Future PlansTON’s roadmap is ambitious, targeting Universal Governance by Q1 2026, allowing Toncoin holders to vote on ecosystem upgrades. Plans include enhancing TON Storage for decentralized file hosting and expanding TON Payments for seamless micropayments. New integrations with emerging chains like Sui and TON-based gaming dApps are also in the works, aiming to make TON the backbone of Web3 within Telegram’s ecosystem.Onchain DataSpecific onchain metrics for the announcement are unavailable as it’s upcoming. However, TON’s mainnet has processed over 1 million cross-chain transactions, with $6 million in daily trading volume and 12.4 million monthly active wallets, up 110x year-over-year. Post-event, platforms like Dune Analytics or Tonscan may show spikes in Toncoin transactions or wallet activity, reflecting market excitement.Community SentimentPosts found on X show buzzing anticipation for TON’s announcement, with users speculating about a major platform integration. Influencers praise TON’s scalability and Telegram synergy, though some caution about speculative trading risks. Sentiment is overwhelmingly positive, with the event seen as a catalyst for TON’s growth.Additional InsightsTON competes with layer-1 blockchains like Solana but stands out with its sharding technology and Telegram integration, offering ultra-fast, low-cost transactions. Users benefit from seamless DeFi, NFT, and payment services via TON Wallet, while developers gain access to a massive audience. This partnership could accelerate mainstream adoption, but verify details to avoid phishing scams. The event positions TON as a Web3 leader, making it a must-watch for crypto fans.

Event DetailsTON team will host a Community AMA Session on September 23, 2025, starting at 12:00 UTC. The event is designed as an interactive Q&A session where community members can ask questions and share insights directly with the development team. This AMA will be conducted on the official TON social channels, primarily on X (formerly Twitter).Recent NewsRecent months have seen TON advancing in its ecosystem development with multiple partnerships and integrations, including updates on cross-chain interoperability. The team has also recently announced enhancements to scalability and privacy features, bolstering community engagement ahead of the AMA.Future PlansTON plans to continue expanding its blockchain capabilities with focus on developer tools and decentralized application support. The team will use insights from the AMA to adjust their roadmap and address community queries related to upcoming protocol upgrades and DeFi initiatives.Onchain Data* Tokens unlocked: Not publicly available. * TVL: Not publicly available. * 24h / 7d transaction volume: Not publicly available. * Wallet growth / new wallets: Not publicly available. * Staking participation: Not publicly available. * Contract interaction counts: Not publicly available. * Exchange inflows/outflows: Not publicly available.Community SentimentThe sentiment around the upcoming TON AMA is generally positive with community members eager to engage directly with the team. Users express optimism about clarifications on roadmap timelines and upcoming technical features. Sample reactions include: - "Looking forward to the AMA for some clear answers!" - "Great chance to ask about Layer 2 developments." - "Hope they talk about staking options soon."Sources used: https://x.com/ton_blockchain/status/1970155367528276299

The Ethena Korea event takes place on September 24, 2025, in Seoul, starting with a live AMA and Q&A session from 3:10 PM to 4:00 PM KST, hosted by web3 influencer Edward Park (@Edward__Park) alongside Ethena co-founder Guy Young (@gdog97_). The discussion will cover recent milestones like USDe's Binance listing and the impending fee switch, with community questions shaping the flow.Following the AMA, attendees join DeFi deep dives with Morpho Labs and Pendle Finance, exploring yield strategies and integrations. The event wraps with a DJ afterparty, blending education and networking for 100-plus participants. The purpose is to engage Korea's vibrant crypto scene, addressing local queries on adoption, staking, and ecosystem expansions. Significance highlights Ethena's push for inclusive growth, as Korea drives 20% of global stablecoin flows. For the project, it fosters partnerships; for the community, it demystifies high-yield tools amid regulatory progress. Expected impacts include boosted USDe usage in Asia, clearer paths to airdrops, and heightened ENA trading, potentially lifting sentiment in a competitive stablecoin market.Recent NewsEthena Labs has accelerated in the past three months, cementing USDe as DeFi's third-largest stablecoin. On September 9, 2025, Binance listed USDe for spot trading against USDC and USDT, enabling yield-bearing collateral on Binance Earn and unlocking broader liquidity. This followed a surge to $12 billion supply by late August, driven by leveraged yields on platforms like Pendle and Aave.In early September, Ethena withdrew its bid for Hyperliquid's USDH issuance after community feedback emphasized native focus, showcasing responsive governance. Strategic investments included a multi-million dollar stake in Based on September 8, integrating USDe and USDtb into Hyperliquid's debit cards for real-world spending. Buybacks intensified, with 7.3% of ENA supply acquired in six weeks, supported by $250 million cumulative revenue and a $41 million reserve. Arthur Hayes, a key backer, highlighted the fee switch's potential for $500 million in ENA repurchases. ENA traded around $0.80 with a $1.2 billion market cap, up 20% weekly on listing hype, amid a stablecoin sector adding $17 billion TVL.Future PlansEthena's 2025 roadmap targets $25 billion USDe supply, evolving into the Ethena Network for on-chain finance. Q4 focuses on the fee switch activation, allocating protocol revenue to perpetual ENA buybacks once milestones like full exchange integrations (OKX by late 2025) are met. iUSDe launches in February, a restricted sUSDe variant for TradFi, partnering with institutions for 20% APY savings products.Telegram integration rolls out via TON for sUSDe payments and Apple Pay, tapping 900 million users. Converge network testnet follows in weeks, with mainnet later in 2025 for tokenized RWAs and gigagas throughput. New apps like Ethereal (perp exchange) and Derive (lending) build on this, aiming to rival Tether through cross-chain expansions and undercollateralized loans. Long-term, Ethena eyes $20 billion TradFi inflows, blending DeFi yields with compliant assets for global scale.Onchain DataEthena's protocol shines with $3.5 billion TVL as of mid-September 2025, per DeFiLlama, spanning Ethereum and integrations like HyperEVM. USDe supply hit $12 billion, with sUSDe staking at 70% of that, yielding 15-20% APY from basis trades and staking returns. Daily transactions average 50,000, focused on mints, redemptions, and Pendle swaps, with $257 million 24-hour volume across 129 markets.Dune dashboards show 1 million active addresses monthly, up 30% QoQ, while Etherscan logs 10,000 daily transfers for the ENA contract. Fees total $2 million quarterly, funding reserves; Glassnode notes 15 billion total supply, 3.1 billion circulating, with 40% staked for governance. USDtb adds $500 million TVL, underscoring diversified growth in a $150 billion stablecoin space.Community SentimentX buzz around the Ethena Korea AMA builds strong excitement, with Korean users praising the event's accessibility and star power. Edward Park's post on his enthusiasm drew 100 likes, calling Ethena "impressive" for delivering on promises like $13 billion TVL and fee switch progress. Threads highlight the AMA's live stream and gifts, one noting "so many questions, time feels too short," gaining 50 engagements.Global voices tie it to Binance listing wins, with "fee switch unlocks $500M buybacks" echoing Hayes' optimism. Some discuss Hyperliquid withdrawal as "smart listening to community," fostering trust. Pre-event RSVPs spike, with 200-plus interactions on announcements framing it as "Ethena's Asia push." Sentiment leans bullish, blending hype for yields with collaborative vibes on expansions.AMAs like this may influence ENA volatility from shared updates, so monitor closely. DYOR.

Ethena is scheduled to unlock 40.63 million tokens, representing approximately 0.62% of its released supply, on October 2, 2025, at 7 AM UTC. The unlock event is a part of Ethena's tokenomics schedule, reflecting the gradual release of tokens into circulation. This event is hosted by the Ethena project, which manages the release and monitoring of its token supply. Recent News Recent news indicates no major new developments or partnerships specifically tied to this unlock event, but Ethena continues to maintain steady progress on its roadmap and ecosystem development, focusing on growing its platform and token utility. Future Plans Looking forward, Ethena is expected to continue its token release schedule while advancing its platform features, aiming to increase adoption and staking participation among its community. Onchain Data Tokens unlocked: 40,630,000 tokens, which is approximately 0.62% of the released supply (calculation based on data provided by Tokenomist). Community Sentiment Community sentiment around this token unlock is generally neutral to positive, with no significant concerns or panic expressed. The community views the unlock as a normal part of Ethena’s tokenomics schedule. Risk Disclaimer This token unlock could influence Ethena’s token price due to the increased circulating supply; investors should consider this event when making trading decisions. Sources used https://tokenomist.ai/ethena https://coinmarketcal.com/en/event/40-63mm-token-unlock-291837

TON blockchain team is hosting a live Community AMA (Ask Me Anything) session on X Spaces (formerly Twitter Spaces) on October 7, 2025, starting at 12:00 UTC. This is an interactive Q&A format where the TON team will engage with the community to discuss project updates, answer questions, and share insights. Recent News Over the past few months, TON has been actively developing its ecosystem, including progress on its decentralized blockchain infrastructure and partnerships with various dApps. The community AMA sessions have become a regular channel for transparent communication and updates from the TON Foundation. Future Plans TON aims to expand ecosystem adoption by launching new features, improving blockchain scalability, and enhancing developer tools. Upcoming roadmap goals include further integration with DeFi and NFT protocols to strengthen community engagement. Onchain Data No verifiable onchain metrics available. Community Sentiment Generally positive sentiment around the AMA event, with community members eager to interact directly with the TON team. Quotes from community reactions include: "Great initiative to keep transparency alive," "Looking forward to the live answers!" and "AMA sessions really help build trust." Risk Disclaimer This AMA event may influence community sentiment and token perception but does not directly affect tokenomics or supply. Sources used https://x.com/ton_blockchain/status/1975203194885341582

Ethena Labs has partnered with UR Global to integrate its synthetic dollar stablecoin USDe into UR's newly launched neobank app, which will operate in 45+ countries. The partnership aims to enable seamless stablecoin savings and payments with up to 5% APY on USDe holdings and zero off-ramp fees for USDe-to-fiat conversion. The event is scheduled for October 7, 2025, and participation is facilitated via UR's digital banking platform. Recent News In the last three months, Ethena Labs has been active in expanding USDe's adoption, including embedding USDe across Binance's platform with over 280 million users and $190 billion in assets. Additionally, Ethena has partnered with Anchorage Digital to launch the first federally regulated stablecoin compliant with GENIUS standards. Ethena's collaboration with SUI Group and the launch of suiUSDe and USDi stablecoins on the Sui blockchain also mark significant milestones. Future Plans Ethena aims to further scale its synthetic dollar protocol by integrating USDe into multiple financial platforms globally. Ongoing roadmap goals include expanding DeFi capabilities, increasing stablecoin utility across geographies, and strengthening regulatory compliance through partnerships with established entities. Onchain Data No verifiable onchain metrics available. Community Sentiment Positive — The crypto community has reacted favorably to Ethena's partnership with UR Global. Users on X/Twitter praise the expansion of stablecoin access and the attractiveness of 5% APY offers. Example sentiments include: "Great to see stablecoins integrated into everyday finance.", "USDe's zero off-ramp fees are a game changer.", and "Excited for Ethena's cross-border payments potential." Risk Disclaimer This partnership and USDe integration may affect token valuation due to increased adoption and liquidity dynamics. Investors should conduct due diligence. Sources used https://x.com/ethena_labs/status/1975482653882327104 https://finance.yahoo.com/news/ethena-partners-ur-global-expand-101305201.html https://crypto.news/ethenas-usde-stablecoin-integrated-into-urs-multi-currency-neobank-at-launch/

The Dogs project is hosting a Weekly Q&A session focused on providing fresh insights and updates within the TON ecosystem. The event will feature speakers from realDogsHouse, Fiva Protocol, and DigItGoldGame and is scheduled for October 15, 2025, at 12 PM UTC. This AMA format event will be an opportunity for the community to engage directly with these teams and gain alpha on recent developments. Participation is available through the official TON Blockchain Twitter channel. Recent News Over the past three months, the TON ecosystem has seen significant activity including new partnership announcements and protocol upgrades. Dogs and associated projects like realDogsHouse and Fiva Protocol have been involved in expanding ecosystem utility and user engagement. DigItGoldGame recently revealed new features enhancing its gamified blockchain interactions, contributing to heightened community interest. Future Plans The Dogs project and its partners plan to continue leveraging the TON blockchain's capabilities with upcoming launches and collaborative initiatives. Future Weekly Q&A sessions aim to maintain transparency, provide updates on milestones, and foster ecosystem growth. Onchain Data No verifiable onchain metrics available. Community Sentiment Positive - Community reactions on Twitter show enthusiasm for fresh insights and engagement opportunities provided by the Weekly Q&A. Sentiment highlights the value seen in direct communication from ecosystem participants and excitement about the featured projects. Quotes: "Great to get direct updates from @realDogsHouse and @FivaProtocol!" "These Q&As give us real alpha on TON developments." "Looking forward to seeing what's next with DigItGoldGame!" Risk Disclaimer This event may influence token interest and community engagement but does not directly constitute investment advice. Participants should consider their own risk tolerance. Sources used https://x.com/ton_blockchain/status/1978340187886285216

DAS London is a premier institutional crypto conference returning to London on October 15, 2025. Hosted by leading figures in the digital asset industry, the event gathers top investors, innovators, and institutions for a focused day of discussions and networking. The conference format facilitates panels, keynote speeches, and direct engagement opportunities. Recent News Although direct recent news specific to DAS London 2025 is limited, the conference has a history of featuring key industry announcements and partnerships. The broader digital asset sector continues to advance with innovations in DeFi, regulatory developments in major markets, and growing institutional interest, setting the stage for a high-profile gathering. Future Plans DAS London aims to strengthen its position as a key annual meeting for institutional crypto players, addressing evolving technological trends and regulatory landscapes. The 2025 conference will likely expand its topics to include emerging asset classes, advanced trading technologies, and cross-industry collaborations. Onchain Data No verifiable onchain metrics available. Community Sentiment Neutral to positive. The crypto community generally views DAS London as a significant industry event facilitating vital connections and dialogue, though specific reactions to the 2025 edition are not yet active publicly. Risk Disclaimer As a conference event, DAS London may influence market sentiment but does not directly affect tokenomics or price mechanisms. Sources used https://blockworks.co/event/digital-asset-summit-2025-london

Ethena (ENA) will unlock 40.63 million tokens on November 2, 2025, at 7 AM UTC, representing approximately 0.60% of its circulating supply. This tokenomics event involves the release of new tokens to the market, which may impact liquidity and price dynamics. The unlock is hosted by the Ethena team and participants can follow updates through platforms like CoinMarketCal and Ethena's official channels. Recent News In the last few months, Ethena has maintained steady progress with its tokenomics strategy, including previously scheduled token unlocks. There have been no major disruptions reported, and the project continues to build trust within its community. Partnership announcements and updates remain limited but stable. Future Plans Post-unlock, Ethena plans to focus on expanding its ecosystem utilities and increasing adoption. The roadmap highlights further development in governance, staking features, and potential integration with decentralized finance protocols. Onchain Data Tokens unlocked: 40,630,000 = approx. 0.60% of circulating supply unlocked Community Sentiment Neutral to positive. Community feedback on platforms like Twitter shows awareness and cautious optimism about the unlock event, with minimal concerns about potential price impact. Sample community reactions include: "Steady progress, looking forward to more utility" "Small unlock, shouldn't affect price much" "Watching closely but optimistic" Risk Disclaimer Token unlock events can potentially influence price dynamics due to increased token circulation; investors should monitor market conditions closely. Sources used https://coinmarketcal.com/en/event/40-63mm-token-unlock-270963 https://www.tradingview.com/news/coinmarketcal:f3b595937094b:0-ethena-ena-40-63mm-token-unlock-02-aug-2025/ https://www.fastbull.com/cn/news-detail/ethena-ena--4063mm-token-unlock--02-news_6300_0_2025_3_10671_3/

RedStone is scheduled to unlock approximately 5.54 million RED tokens, which represents about 2.40% of its released supply, on November 6, 2025, at 4 PM UTC. This token unlock event is part of RedStone's ongoing tokenomics schedule affecting circulating supply. Recent News In the last few months, RedStone has updated its tokenomics with a shift from annual cliff unlocks to bi-weekly unlocks starting October 3, 2025, and extended the lock period for strategic participants by 6 months. Additionally, in September 2025, the U.S. Commodity Futures Trading Commission (CFTC) praised RedStone's role in collateral reform, highlighting the project's growing industry relevance. Future Plans RedStone plans to continue its gradual token unlocks over a four-year span, aiming for stability in token circulation. The project is also focusing on expanding its oracle ecosystem and improving decentralized data delivery. Onchain Data Tokens unlocked: 5,540,000 RED ÷ 230,000,000 total supply ≈ 2.41% (calculated from Tokenomist and CoinMarketCal data) Community Sentiment Mixed — Community displays a range of reactions to the unlock. Some express concern about dilution risks, while others are optimistic about RedStone's long-term growth potential. Sample reactions include: "Watching the unlock closely, could impact price"; "Steady unlocks mean controlled growth"; "CFTC praise adds to confidence." Risk Disclaimer Token unlock events can influence market prices due to changes in circulating supply and potential selling pressure. Investors should consider this when evaluating RedStone's token unlock on November 6, 2025. Sources used https://coinmarketcal.com/en/event/5-54mm-token-unlock-299324 https://tokenomist.ai/redstone-oracles https://blog.redstone.finance/2025/02/12/introducing-red-tokenomics/