Altcoins News

Story: Is ENA Undervalued? Ethena’s Network Metrics Suggest a Buying Opportunity

By Evie Vavasseur

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ENA Price Action: A Mixed Picture. Ethena briefly captured the spotlight on August 21, 2025, when a $260 million buyback pushed the…

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Strong On-Chain Activity Signals Robust Network Growth. Data from DeFiLlama highlights that Ethena has been generating significant network activity.

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TVL and Daily Volume Reflect Healthy Adoption. Ethena’s total value locked (TVL) has reached a record $12.

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Low NVT Suggests Undervaluation. A critical metric for assessing blockchain fundamentals is the Network Value to Transactions ratio…

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Why $0.50 Could Be a Strategic Entry Point. Given the combination of strong TVL, high daily trading volumes, low NVT, and accelerating…

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Key Takeaways for Investors

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Conclusion. Ethena’s on-chain activity and network fundamentals suggest that ENA may currently be undervalued,…

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As the cryptocurrency market continues to evolve, investors are increasingly looking beyond price action to understand an asset’s fundamental value.

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Ethena briefly captured the spotlight on August 21, 2025, when a $260 million buyback pushed the token up by 19.5%. However, the price failed to sustain momentum above $0.

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Despite this seemingly quiet price action, the underlying network metrics suggest ENA may be fundamentally stronger than its market price reflects.

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Data from DeFiLlama highlights that Ethena has been generating significant network activity. In Q3 2025 alone, Ethena accrued $117 million in fees—a 150% increase compared to Q2.

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Revenue figures reinforce this trend. Ethena has generated $42 million so far in Q3, surpassing Q4 2024’s $27 million despite broader market noise. Compared to Q2’s $1.

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Furthermore, the integration of USDe—Ethena’s stablecoin—has accelerated rapidly, reaching a $10 billion market capitalization in just 500 days.

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Ethena’s total value locked (TVL) has reached a record $12.5 billion, a $4 billion increase just within the past month.

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Daily trading volume has also surged, with ENA recording $633 million in activity, making it one of the most traded DeFi assets currently.

The Currency Analytics

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