$SUSDE Catalyst Posts
September 03, 2026Single-day social intelligence recap and verified catalyst posts · ← Back to $SUSDE Profile · Market Rankings
💬 Curated Viral Posts & Community Evidence
2 source posts analyzed· 2026-09-03T09:51:48+00:00This proposal is more interesting than it might seem. Ethena is essentially subsidising about $19M per year to maintain its USDe looping strategy on Aave: users use sUSDe as collateral to borrow USDe, which they then stake again into sUSDe, and so on several times. This creates
· 2026-09-03T08:00:00+00:00USDe on @aave was being borrowed like a dead stable even though the asset pays a staking rate, and that gap is what made the loop the product @Token_Logic is pricing the reserve off the yield USDe itself pays @aave has $642M of USDe borrowed. $388M of that is sUSDe and its PTs
AI visual analysis: A TokenLogic chart showing the Borrow APY for USDe on Aave V3's Core market at 4.59%, with the rate rising from 2.75% on Aug 27 to a peak above 4.5% by Sep 1, illustrating the borrowing cost on Aave that the post references when discussing the yield gap between USDe's staking rate and its borrow demand.