Thoughts on the
$EUL "Leadership Pivot" โ Whatโs the move?
โJust caught the updates on Euler Finance and thereโs a lot of noise. If youโre tracking the chart, you saw that volatility spike after the Michael Bentley news on Jan 13. Heโs shifting to an advisor role, and Jonathan Han is stepping in as CEO.
โUsually, a founder stepping back is a red flag, but look at the V2 data first.
โThe Hard Numbers (Jan 2026):
โTVL: Sitting around $636M - $780M across chains.
โRevenue: Currently generating ~$1.6M annualized for the DAO.
โThe "Oversold" Bounce: We saw a 700% volume surge recently. Why? Technicals hit an RSI of 18 (super oversold). "Smart money" likely sees this as a local bottom.
$EUL โThe Real Shift:
Euler is moving away from just being "another lending protocol" to a bespoke credit infrastructure. They are targeting fintechs and institutions now. Itโs less about "DeFi degens" and more about high-liquidity vaults (BUSD0, PYUSD, RLUSD).
โMy Take: The transition is bumpy, but the buyback program is still active ($88k+ just in the start of Q1). If the new CEO lands those RWA (Real World Asset) partnerships theyโve been teasing for the 2026 roadmap, this current "dip" looks more like a re-entry point than a exit.
#eul #RWA