Officials
@pendle_fi· about 1 month agohttps://t.co/uZ9hRNhTuv
@pendle_fi· about 1 month agoCould the stability of Pendle PT Fixed Yield + the reliability of Aave be the best DeFi play out there? 🧐
@pendle_fi· about 1 month agoRT @_dexuai: . @pendle_fi @aave @Uniswap and @Mantle_Official dominate the DeFi mindshare on CT. what is your favorite DeFi protocol? https://t.co/LeYC5ysbVT
@pendle_fi· about 1 month agoRT @PendleIntern: That's rather interesting isn't it. Quick maths: 📌 5.51 * (1/(1-0.9) - 0.9 * ((1/(1-0.9)-1) = 47% APY 📌 25 * 84.39% * (1/(1-0.9) = 210.97 Sats/$/Day Yes... yes that is 'pretty juicy' as they say. Pendle https://t.co/2u8nqSWlQZ
@pendle_fi· about 1 month agohttps://t.co/vA9nAy9hJS
@pendle_fi· about 1 month agoPendle LP collateral is off to a flying start on @MorphoLabs 🔥 Every market is already at ≥90% utilization or has hit its 100% minting cap. Combined with PTs, Pendle is now powering ~$517M worth of collateral on Morpho 🤝 https://t.co/zrNBgm8gld
@pendle_fi· about 1 month agoRT @PendleIntern: Bullish on Binance Launchpool? Then you should not miss the setup on YT-slisBNBx Here’s the alpha, broken down simply 🧵👇 https://t.co/Kxrkayj5JP
@pendle_fi· about 1 month agoRT @rezervemoney: Pendleeeeeeeeeeee RZR is now available on @pendle_fi with a Dec 18, 2025 expiry @SonicLabs community is in for a yield treat. 92% APY @PendleIntern @tn_pendle FLGGGG!!! I mean, LFGGGG!!! https://t.co/SUdVlnY25W
@pendle_fi· about 1 month agoRT @PendleIntern: The first USDS pool on Pendle was one of the fastest scaling ever - over $300m TVL in less than a month. Why? Spark's one of the most trusted ecosystems in DeFi. With USDS-SPK, blue-chip enjoyooors have a new place to have a punt. https://t.co/aDh7vfWwst
@pendle_fi· about 1 month agoRT @sparkdotfi: Your yield options just expanded. The USDS (SPK Farm) pool is now live on @pendle_fi. Enabling you to earn SPK yield for staking USDS via Pendle. Here's why it matters 👇 https://t.co/RLQNYWXi3o
@pendle_fi· about 1 month agoLet your yields Spark with USDS (SPK Farm) 25 Sep 2025 on Pendle 💥 Link: https://t.co/T7T9NaP5vc https://t.co/VYtX2Nqj7n
@pendle_fi· about 1 month agoWhat's the difference between USDS (SPK Farm) and the existing USDS pool? 🤔 TL;DR Both of these pools are USDS with different "yield/point" mechanisms. For all intents and purposes, PTs are the same, which essentially offer more USDS at a Fixed Rate. https://t.co/IiVclwoyCm
@pendle_fi· about 1 month agoUSDS (SPK Farm) is now live on Pendle ✨ https://t.co/oybKvapeQh
@pendle_fi· about 1 month agoRT @ethena_labs: Ethena x @Aave x @pendle_fi update: - July USDe PT capacity has increased by $50 million - September sUSDe PT has been approved for the coming week https://t.co/i5VtCYNW2o Ethena PTs are in the 8% range while Aave borrow rates are steady at ~2.5-5% across USDtb, USDC and USDT https://t.co/dVS4sskRDg
@pendle_fi· about 1 month agoRT @PendleIntern: Everbody wants to be a pretty butterfly but nobody's ready to put in the time. But what if... what if you could SPEED UP that lifecycle? What if you could BECOME the butterfly in double/triple/decuple time? With the new @MorphoLabs LP markets you can do just that - read on. 👇 https://t.co/L2AV6cNb4Z
@pendle_fi· about 1 month agoRT @defi_mago: Why YT‑sYUSD is a no‑brainer (for degen farmers) @aegis_im is giving out 0.3% of $AEG supply weekly via points → fixed emissions, no dilution ➩ @pendle_fi lets you farm that with insane capital efficiency. ─────── You’ve got 3 routes with sYUSD 👇 1️⃣ LP sYUSD Pool • Earn ~25% APY • 5x points multiplier 2️⃣ PT‑sYUSD • Lock in a fixed 11% APY • No point exposure 3️⃣ YT‑sYUSD • Buy yield + points upfront • 5x multiplier, daily compounding, real yield • Asymmetric bet: YT trends to 0 at expiry (Sep 4), but entry is super cheap ─────── Real math, real upside: With YT‑sYUSD at $0.0158, and farming 75 pts/day per $, $100 gets you: • ~475,000 points/day • ~$25–$100 per week, depending on $AEG FDV • ROI: 130%–826% over the next 64 days (until expiry) ─────── Scenarios (FDV of $AEG): Bearish ($25M):~$25/week (25%) Base ($50M):~$50/week (50%) Bullish ($100M+):$100+/week (100%) ➩ That’s 50–100% ROI weekly, no leverage, only yield bet. ─────── Reminder: YT = depreciating asset, expires Sep 4 You’re buying the future yield + point stream upfront Early movers win big because emissions are fixed, and TVL is still low (~$2.9M)
@pendle_fi· about 1 month agoFast track you sUSDe LP yields + Ethena Sats 👇 🔹LP-sUSDE-25SEP2025 / USDC: https://t.co/pT7b9k05wC 🔹LP-sUSDE-31JUL2025 / USDC: https://t.co/f7p8v4rnHK https://t.co/MpJRJ3bzuf
@pendle_fi· about 1 month agoMore curators are hopping aboard the Pendle LP Collateral express 🚂 Thanks to @MEVCapital, Pendle LP / USDC pairing markets are now up and running on @MorphoLabs Chooo chooooooo 🌨️ https://t.co/cewQM5cQn9
@pendle_fi· about 1 month agoRT @Slappjakke: It's stablecoin season and there's some insane yield + points opportunities if you like to loop your stables @SiloFinance offers some great yields for looping 🔷 Stablecoins 🔷 Pendle PTs 🔷 Pendle LPs (Yes you can now wrap and borrow against @pendle_fi LPs for a massive points boost) With 90% LTV you can reach 10x leverage by looping which means you would earn 10x the amount of points (But i usually don't max leverage i try to stop at 7-8x so i have some wiggle room if there is a depeg or price of PT goes down) The APRs displayed here even excludes the additional yield from points and future airdrops 👀 Myself i'm currently farming in the savUSD pool on Avalanche Notably, we some of the pools have negative APY, which typically means that someone have done calculations on the value of the points earned and are prepared to farm with negative APRs to earn points 👀 Note: This is not financial advice. Looping stablecoins includes a lot of risk factors that you should be aware of 🔹 Every protocol has smart contract risk 🔹 Stablecoins have depeg risk 🔹️ Leverage looping for some assets have oracle risk 🔹️ Leverage looping has liquidation risk 🔹️ Borrow rates can increase and make APR negative It's important to DYOR before entering the loops
@pendle_fi· about 1 month agoRT @MeshClans: Stablecoins are quietly dominating. They’re not just “digital dollars” but the backbone of modern DeFi. Pendle is perfectly positioned to capitalize on this trend. Here’s why: 1. Stablecoins are the new rails Forget Bitcoin maxis and “ultrasound money” memes. Banks, fintechs, and exchanges bet on stables for global payments and onchain liquidity. In Asia, adoption is surging: – Kakao, Kookmin, Shinhan build stablecoin products – Local brand trust drives rapid growth – $CRCL saw $410M in Korean inflows in June They’re building the next Circle. 2. Yield is the killer app Stablecoins stick because of yield. Retail wants 5%+ APY, not decentralization or ideology. Onchain, stables deliver if you know where to invest. Enter Pendle. 3. Pendle turns stablecoins into capital engines – Deposit $USDC, $DAI, $sDAI, or LRT-backed stables – Split into principal and yield – Sell yield upfront or farm premium with strategies – Access high APYs with stablecoin exposure No price risk. No leverage. Pure yield. This drives Pendle’s growing TVL. As stables flood onchain, demand for fixed income and yield trading skyrockets. 4. The next stablecoin wave = Pendle’s moment With stablecoin supply soaring, yield optimization is next. Pendle was built for this not for maxis or memecoin gamblers, but for capital allocators seeking scalable, programmable yield on a $150B stablecoin base. This is where DeFi gets serious.
@pendle_fi· about 1 month agoRT @MorphoLabs: New Utilities for @pendle_fi LPs $1.36B in Pendle LP tokens, including LP-sUSDe by @ethena_labs and LP-eUSDe by @etherealdex, can now be collateralized to borrow stablecoins. https://t.co/YvyEji1MRI
@pendle_fi· about 1 month agoThanks to Morpho, the Pencosystem welcomes a new yield-power tool for DeFi. While PTs remain a go-to for wealth preservation, LP collateral unlocks a more dynamic strategy for users seeking higher upside through leverage and composability. https://t.co/fnsDqMPrDI
@pendle_fi· about 1 month agoFor those looking to service and profit from this incoming borrow demand, you can easily do so with @k3_capital USDT vault on Morpho:
@pendle_fi· about 1 month agoPendle LPs are now supported as collateral on @MorphoLabs With this, we’ll be unlocking liquidity for $1.36B of LP money, giving users powerful new ways to loop and stack yield, along with points! https://t.co/1XHivgIcbj
@pendle_fi· about 1 month agoRT @0xCheeezzyyyy: .@aegis_im's $sYUSD has been trending lately on @pendle_fi in terms of volumes + volatility. One chad aped in ~$403k into PT-sYUSD, pushing implied APY from 13.19% → 11.0%. That dip made YTs cheaper for higher capital-efficient point-maximising + yield farming. Fast forward: implied APYs have bounced back to ~12.5% & LPs are raking in up to ~20.3% APY with full boost available via @Penpiexyz_io. Speaking of yields, you can't get anywhere better than here imo. Pendle x Aegis.
@pendle_fi· about 1 month agoRT @PendleIntern: A few words from our dear leader @tn_pendle https://t.co/RukIDGMePq
@pendle_fi· about 1 month agoRT @the_smart_ape: I was looking for the best low-risk stablecoin yields and of course, when you’re asking that question, you have to check @pendle_fi. A quick look at the main page shows you the top fixed APYs for stablecoins. Don’t get blinded by the yield alone, you always need to check liquidity too. For example, $sUSP shows 18% APY but only has $60K in liquidity, which is basically nothing. $reUSDe is slightly better with 13% APY and $460K in liquidity. But the best option when you consider liquidity is $sYUSD: 12.6% APY with deep liquidity of $3.1M. In reality, $sYUSD is the real no 1 for top stablecoin fixed APY. It’s also great for earning @aegis_im points rewards. Users earn 75 points per YT per day, which means about 3,850 daily points for every $$ spent right now. That’s about 245% APY until maturity, assuming a conservative $50M FDV (the same FDV that VCs invested at during fundraising). The APY you get from points rewards is directly linked to the YT price. The lower the YT price, the more YT you get per $$ spent, and the more points you earn. What’s interesting here is that the more ppl buy PTs, the more the YT price drops, making it even more attractive to buy YT to farm more points. And people have every reason to buy more PTs right now because the yield is good (around 13%) and liquidity is deep ($3.1M). It creates a nice flywheel!
@pendle_fi· about 1 month agoRT @NewPaguinfo: I personally bought more @FalconStable sUSDf YT on Pendle and moved my USDF-USDT LP on Bunni to Pendle Here's why I already have more than $10K worth of sUSDf YT on @pendle_fi So I just bought about $8K more of it Please check below YT analysis for the reason and had $400K of LP on Bunni moved all to Pendle The reason is, Bunni LP - 40x Miles per $ - 7% APY Pendle LP - 36x Mile per $ - 12% APY Points differ 10% APY differ 70% If Falcon's airdrop is more than like 30~40%, than Bunni might win, but I already have bunch of YT so I just wanted to be more stable so I chose Pendle
@pendle_fi· about 1 month agoRT @FalconStable: Pendle farmers, take note. your Falcon assets have been printing all this while... 📈 retroactive rewards are coming: • 36x sUSDf LP • 36x YT-sUSDf higher multipliers will be implemented in upcoming pairs - stay tuned! early birds fly higher. https://t.co/9qqs3UQqBl
@pendle_fi· about 1 month agoRT @heyjxck_: institutions are finally waking up to stablecoins. and with that, the vast potential of @pendle_fi can’t be ignored anymore: > $5.11B TVL across 9+ EVM chains > owns over 25% yield marketshare in 5 of them > #1 protocol for trading yield tokens & locking fixed yields but here’s where the opportunity is: ↓↓↓ ➝ right now, pendle’s entire TVL comes from EVM chains but with upgrades like boros & citadel… new capital from hyperliquid, TON & solana will flow in and expand access to yield markets. ➤ these upgrades also tap into to a $150B open interest futures market, letting users trade future yields the same way you usually trade crypto. ➝ also, the SEC is proposing friendlier DeFi rules in the U.S which is a direct greenlight for institutional money to enter into yield markets. ➝ additionally, @PlasmaFDN is quietly building a bitcoin sidechain that could release more BTC liquidity into deFi ➝ plus, let’s not forget the area of RWA tokenization: when this happens? safe yields are more likely to become the one of the biggest onchain activities for stablecoin assets and pendle is already miles ahead. sources: @DefiLlama, @CoinDesk, @blocmatesdotcom
@pendle_fi· about 1 month agoRT @imkenchia: The @pendle_fi Print #73 is out: - New pools: [ETH] stkGHO 30-OCT, upUSDC 2-OCT - Pendle is now >87% stablecoins - Pencosystem: @k3_capital USDT lending vault on Morpho is now live - and more https://t.co/KgTPFoQRlg
@pendle_fi· about 1 month agohttps://t.co/vHUuII37Cg
@pendle_fi· about 1 month agoThis is just like paying forward for yourself, and the beauty of this is that you could use the same "trick" for any other purchases. Pokemon card packs. Memecoins. Concert tickets... Anything.
@pendle_fi· about 1 month agoRT @pendle_grandma: As of today, @pendle_fi stands out as an indispensable infrastructure in the ecosystem, with its unique design of yield trading and powerful DeFi composability. We keep dominating with a 23% increase in TVL to $5.29 billion in H1 2025, commanding 58% of the yield sector’s TVL. This growth is fuelled by over $16 billion in trading volume and 70,000 new users in the past six months. The seamless rollover of $7.8 billion in matured TVL (a 25% increase from H1 2024) further demonstrates its robust infrastructure for managing large-scale yield positions, positioning Pendle as a crypto fixed-income exchange. It’s not just TVL, but ample sticky liquidity that can’t get enough of the juicy yield always higher than the market average. You can’t find what Pendle offers anywhere else, that’s PMF. Seriously can’t wait for what we could achieve together in the next months to come. Job’s not done, moaaaar actions. Read more about Bossman's review https://t.co/1cjW48igRg
@pendle_fi· about 1 month agoRT @Neoo_Nav: Pendle Spotlight #8 - The LP Revolution After @SiloFinance, LP tokens from @pendle_fi have officially been onboarded into @MorphoLabs - one of the most respected money markets in DeFi. Pendle LPs aren’t just farming tools anymore. They’re now shaping the future of onchain collateral. This isn't just utility. It's a full-blown DeFi revolution! Let’s unpack the shift 👇
@pendle_fi· about 1 month agoRT @PendleIntern: Fundamentally, DeFi only has two types of Stablecoins: Those that are on @pendle_fi and those that are not. Pendle https://t.co/f5qJ2HusJF
@pendle_fi· about 1 month agoRT @PendleIntern: The most underrated @ethena_labs pool on Pendle 💥 Not only are you getting ~4x APY vs. native sUSDe yield, you're also earning points to the tune of around 50x Sats More yield. More points. Similar risk profile to native USDe/sUSDe, since it's principal back for Pendle LP. And if you don't hold any vePENDLE to sexify the yields, all you need to do just chuck the LP bad boy into @Equilibriafi, @StakeDAOHQ or @Penpiexyz_io to enjoy the boosted APY.
@pendle_fi· about 1 month agoRT @thelearningpill: You know how Pill occasionally spotlights compelling yield opportunities on @pendle_fi ? Well, today's focus is on something pretty special: Pendle YT-sYUSD from @aegis_im After running through some serious moon math, Pill believes we're looking at potential 762% APY returns. ✍️ Moon Math Breakdown Pendle is offering 75 points per day for each YT token you hold, which happens to be the highest reward pool available for @aegis_im products. With a $100 investment in YT-sYUSD, you'd accumulate 475,888 points by maturity (4 Sep 2025). Here's where it gets interesting - depending on Aegis's final valuation: At 25M FDV scenario (Pill's bear case): Weekly airdrop value: $25.82 Total ROI at maturity: 127.9% At 100M FDV scenario (Pill's base case): Weekly airdrop value: $101.29 Total ROI at maturity: 768.2% What makes this even more attractive is that these airdrop rewards are specifically designed for YUSD DeFi usage. You're earning points not just for complex strategies, but even for basic actions like minting and holding YUSD. This creates a pretty compelling risk-reward dynamic where you're getting paid handsomely for participating in what's already a solid yield opportunity.
@pendle_fi· about 1 month agoRT @nansen_ai: Pendle quietly became DeFi’s rate infrastructure. $4.8B+ in TVL, real yield, and a new upgrade (Boros) that opens Pendle up to a massive derivatives market. Here's what's next for @pendle_fi 🧵 https://t.co/wNlih94otr
@pendle_fi· about 1 month agoRT @Slappjakke: Tell me again why you're not LPing @aegis_im sYUSD pool on Pendle? Bear case (50M FDV): 42% APY Base case (100M FDV): 75% APY Bull case (200M FDV): 141% APY And 10% bonus points if you use my boosted ref link https://t.co/spqLQJhqhr
@pendle_fi· about 1 month agoRT @PendleIntern: Ethena PTs are serving up 7.5%–8.5% Fixed APY. To put that into TradFi terms, that’s right between bond yields with a B rating (~6.8%) and CCC rating (~12%): B-rated bonds: Speculative, non-investment grade, high credit risk. CCC-rated bonds: Basically junk. Poor quality, default risk very real. Now compare that to Ethena PTs. Instead of relying on “hehe IOU” paper contracts issued by shaky corporations, Ethena PTs are permissionless and enforced by smart contracts. No counterparty risk, no fine print tricks. Yes, DeFi has its own risks - smart contract bugs, depegs... But are they really worse than betting on junk bonds issued by a dying mall chain or overleveraged real estate play? Since launch, over $6.2 BILLION of Ethena TVL has matured, and every single PT has been redeemed without issue. Ethena assets are undergoing battle-tests on a daily basis, especially in these volatile times and are still bravely trudging on, with not a hiccup in sight 🤞 The point is, this is why whales and institutions are circling around PTs: on a risk-adjusted basis, they’re some of the most attractive yield instruments available, onchain or off. If TradFi is still willing to bet on some poor soul issuing debt at CCC just to make payroll next month, then surely it’s time they take a closer look at DeFi’s top-tier bluechips. Pendle works. And that’s why we’re working tirelessly to make “TradFi Citadel” a reality. Because when you show institutions that yield doesn’t have to come from a sinking ship, but from a self-executing vault built on code—they’ll start to see PTs not as a gamble, but as a new standard. It’s not junk. It’s yield, redefined.
@pendle_fi· about 1 month agohttps://t.co/eekudmW53i
@pendle_fi· about 1 month agoK3 Capital's USDT lending vault on @MorphoLabs is now live, allowing you to put your precious $USDT to work in servicing the liquidity demand from Pendle LP and PT collateral. That's right - Pendle LP will be available as collateral on Morpho soon, including: - sUSDe (25 Sep 2025) - sUSDe (31 Jul 2025) - eUSDe (14 Aug 2025) To kick things off, with plenty more on the way!
@pendle_fi· about 1 month agoRT @PendleIntern: If the implied APY <> underlying APY spread is slim, it doesn't take a lot to make turn negative long yield positive. For @GetYieldFi's YT-yUSD, this is EXACTLY the case. Let's take a dive into YieldFi points and what a cheeky YT punt couldn mean for you. 👇 https://t.co/8K8Aurmkg8
@pendle_fi· about 1 month agoRT @VeloraDEX: New @pendle_fi integration! 🚀 You can now atomically roll-over your Pendle @ethena_labs positions on @Aave for $sUSDe and instantly leverage the best APYs. All in one click. No more expires on your positions. Thanks to Velora🐆 Try it now on https://t.co/yeX6dJE4VD https://t.co/OsI8sPHOzI
@pendle_fi· about 1 month agohttps://t.co/RsjFcyTNlS
@pendle_fi· about 1 month agoIn recent times, Pendle PTs have emerged as a core asset class in DeFi, unlocking and popularising fixed-rate as collateral with increasingly widespread acceptance by @Aave, @MorphoLabs, @EulerFinance and the likes. It’s interesting to see how DeFi lending has continually evolved over the years, and @Nemi_0x has written an excellent piece here (thank you for the feature 💙) detailing the past, present and future of this vertical:
@pendle_fi· about 1 month agoRT @taowang1: $fxSAVE from @protocol_fx in @pendle_fi - Jul 1 week LP Side: 1. $6.05M with 12.86% max APY. 2. LP earns base APY when unwrapping fx stability pool to USDC/fxUSD. 3. $1000 bribe each for @Penpiexyz_io and @Equilibriafi. 4. vePendle OTC deal continues. YT Side: 1. fxSAVE offers 10.47% APY this week. 2. One whale just opened a 3.8M ETH long position. https://t.co/zEq449lW0a 3. The buy and hold YT-fxSAVE airdrop campaign will drop to qualified users soon. 🤑🤑 PT Side: 1. PT-fxSAVE on Morpho, the borrow rate is low (3.95%). Feel free to grab some.
@pendle_fi· about 1 month agoRT @upshift_fi: Upshift x @pendle_fi: upUSDC The new upUSDC Pendle pool is live, maturing on 2 October - with a 10x Upshift points multiplier instead of the previous 5x. ✳️ What is upUSDC? Where does the yield come from? → Upshift vaults tokenize institutional yield strategies → upUSDC earns yield by lending to overcollateralized institutional borrowers → upUSDC is the liquid receipt token for deposits to the Upshift USDC vault ✳️ What are the rewards? → 10x Upshift points for holding YT or LPing. This Pendle pool currently offers the highest Upshift points multiplier → 5x Upshift points for depositing into the Upshift USDC vault Season 2 of Upshift launched yesterday, focused on increasing composability. Note, the previous upUSDC Pendle pool from Season 1 has now expired. We will continue to offer more integrations for all our vault tokens. MAXIMUM YIELD.
@pendle_fi· about 1 month agoRT @PendleIntern: Some of you might’ve seen this lil’ warning pop up on @pendle_fi markets about “negative yield”... Yes, the yields look juicy. Yes, they 𝑢𝑠𝑢𝑎𝑙𝑙𝑦 print. But as "unlikely" as they are, negative yield can happen, and you should know exactly what you're signing up for 👇 https://t.co/jDEGVO9sL4
@pendle_fi· about 1 month agohttps://t.co/H8vkOaqT2N
@pendle_fi· about 1 month ago55 live stablecoin markets and counting These new ones this week in particular have come out of the yield gate swinging 🐎 https://t.co/ypUGpDKYSt
@pendle_fi· about 1 month agoRT @Neoo_Nav: If you ask which projects Fundamental Season should focus on, I’d say @pendle_fi. The protocol survived the 2022-2023 downtrend and has since thrived, with Pendle’s TVL growing 23% to a new peak of $5.29B. Pendle's TVL share now dominates at 58% of the market. In H1 2025, $7.8B in TVL matured, a 25% increase from H1 2024’s points frenzy peak. So, where does all this growth go? The answer is: 🔹For users, more products, opportunities, and deep liquidity allow them to customize diverse DeFi strategies on Pendle. 🔹For vePENDLE holders, they directly benefit from Pendle’s momentum, earning $13.1M in fees over the past 6 months - a 66% jump from H1 2024. This includes protocol fees and airdrops secured by the Pendle team. With Citadels and Boros coming soon, these revenue streams to the vePENDLE ecosystem will grow even further. 🔹For projects, Pendle is becoming a key strategic partner, offering a liquid ecosystem and loyal users, creating a positive flywheel. The job’s not done, and I still feel I’m not bullish enough on Pendle!
@pendle_fi· about 1 month agoRT @GLC_Research: Few words from @tn_pendle latest H1 update: "With the GENIUS Act clearing the path and giants like Amazon, Walmart, and Revolut exploring their own stablecoin initiatives, this vertical is rapidly becoming crypto’s next gold rush, and Pendle is positioned to meet this surge in demand, providing the core yield infrastructure for the coming wave of institutional-grade, stablecoin-driven DeFi." Encouraging everyone to read TN thread, link below 👇 Pendle.
@pendle_fi· about 1 month agoRT @coinfoin_: With @pendle_fi, you can swap 1M $sUSDF for PT sUSDF with only 0.13% slippage. Not only that, you can also use PT sUSDF as collateral to borrow USDC on @SiloFinance with a 4.5% borrowing rate. By looping 4-6 times, you can earn up to 35% APY on a stablecoin backed by @DWFLabs ▫ Pendle PT sUSDF: https://t.co/EBCe2sKJVh ▫ Silo sUSDF: https://t.co/6oGWoCNS8C
@pendle_fi· about 1 month agoRT @upshift_fi: Season 2 rewards: - 10x Upshift points for upUSDC on @pendle_fi (live now, 11.07% APY) - 5x Upshift points depositing to any Upshift vault - [REDACTED] (upcoming) And more coming - see the points page on Upshift: https://t.co/ZZzz9FdYXA
@pendle_fi· about 1 month agoRT @levelusd: slvlUSD is your savings rate, powered by onchain composability. → Provide liquidity and stay flexible → Lock in fixed yield with PT positions → Capture longer-dated yield through YT Choose how you want your savings to behave. Level 🆙 x @pendle_fi 🧪 https://t.co/ls7SO4OedX
@pendle_fi· about 1 month agovePENDLE voting is already live for stkGHO (30 Oct 2025), and PENDLE incentives will kick in on Thursday, 00:00 UTC Link to pool: https://t.co/fp7tywbSxL https://t.co/bC5C5beAG0
@pendle_fi· about 1 month agoDo note however that our stake may be slashed to cover the deficit in the event of a shortfall In other words, stkGHO is NOT an uponly asset You can learn more about negative yields here 👇
@pendle_fi· about 1 month agoIt’s simple - stake GHO on Aave and earn even more GHO Introducing stkGHO (30 Oct 2025) https://t.co/Pkr3ssoRnX
@pendle_fi· about 1 month agoRT @PendleIntern: Fun Fact: $37,141,635 has been distributed to vePENDLE holders since launch without accounting for vote incentives. For reference, that's: 📌 32,017,605 Oriental Kopi Egg Tarts 📌422,064 kilos of Musang King Durians 📌 4,369,1325 KFC Wicked Wings All before Boros 🤫 https://t.co/Wh6JXRAAMf
@pendle_fi· about 1 month agoRT @Neoo_Nav: Pendle Spotlight #7 - Resilience and stickiness $378m in TVL on @pendle_fi matured end week of June. Yet the TVL increased $108m from $5.11B to $5.22B. This proves a key trend: Maturities are no longer "exit events" - they’re rotation triggers. Users don’t leave. They redeploy capital to hunt fresh fixed yields, often the same day.
@pendle_fi· about 1 month agoRT @2lambro: Most people might not realise this indicates @pendle_fi will start to list more types of asset soon Not only up only yield bearing asset Send $Pendle Higher
@pendle_fi· about 1 month agoRT @PendleIntern: Interestingly, Pendle is now >87% stablecoins, just in time for many tailwinds in H2 2025: - GENIUS act which will see corpos like Amazon, Walmart and Revolut joining the crypto fray. PT-AMAZON anyone? - Upcoming rate cuts = more DeFi yield demand as investors seek out higher APYs, and possible more PT demand to just to lock it in before rates go south Also some exciting stuff on the horizon including @boros_fi, Citadels and LP as collateral on @MorphoLabs etc. soon 😉 PENDLE
@pendle_fi· about 1 month agoRT @Contango_xyz: Reservoir assets are some of the most looped asset on Contango. So we added more gasoline: 🔥 → PT-wsrUSD-31JUL2025/USDT → PT-RUSD-31JUL2025/USDT https://t.co/ehQyTl9bZI
@pendle_fi· about 1 month agoRT @PendleIntern: PT-sUSDF-USDC market was juuuuuuuust deployed on @SiloFinance which means rates are an ABSOLUTE steal right now. Observe your potential APY with just a couple of looperinoes. Nearly 40% APY after 5 loops? That's what they call not too shabby where I come from 😋 https://t.co/tijI0nV22Q
@pendle_fi· about 1 month agohttps://t.co/MWKEDCm2H3
@pendle_fi· about 1 month agoH1 2025 in review, and what’s to come for Pendle in the near future!
@pendle_fi· about 1 month agoRT @_whalebird: where I can borrow against my @xStocksFi TSLA, NVDA stonks? anyone building a staking layer on top of tokenised stocks? would love to chat. might be able to cook something on @pendle_fi
@pendle_fi· about 1 month agoRT @PendleIntern: What in the world are stkaUSDT and stkaUSDC? And how are users earning up to 180% APY with them on @pendle_fi? Aren't these @Aave pools?! Read on to find out, nerds 👇 https://t.co/Ce3D2vzUL7
@pendle_fi· about 1 month agoRT @Slappjakke: If you don't like YTs you should also check out LPing on @pendle_fi using @aegis_im $sYUSD The base yield is currently 11% APR (20% if boosted) And with airdrop we are looking at: Bear case: 42% APY Base case: 75% APY Bull case: 141% APY Extremely underfarmed at the moment Sign up using ref below https://t.co/JtqKCFXBXf
@pendle_fi· about 1 month agoRT @Jonasoeth: Pendle Unlocking Pendle LPs (Pencosystem) ➥ @pendle_fi v2 has already established itself as a central liquidity hub across DeFi categories, optimizing yield and powering the rise of the points meta: ▸ ETH & BTC LST / LRT ▸ Yield bearing stablecoin (YBS) ▸ Tokenized asset (RWA) ▸ Trending narrative : sKAITO, sENA, ... ➥ As this foundation matures, Pendle continues pushing forward, setting new standards for both PT and LPs Pendle PTs have already proven their value across DeFi with $2 billion in usage on platforms like Aave and Morpho, becoming a trusted collateral layer and a key part of many yield strategies ➥ Now, it’s time for Pendle LPs to take the spotlight These LP assets combine fixed yield with Pendle incentives and are starting to gain traction With @SiloFinance now accepting wrapped Pendle LPs as collateral, the ecosystem is opening up new yield opportunities Pendle isn't just part of defi, it's helping shape its future
@pendle_fi· about 1 month agoRT @PendleIntern: Leverage aside, what makes Pendle giga-powerful is, more often than not, YTs receive a significant point multiplier. This can mean $1 on Pendle is up to $15 on the native platform. When you reintroduce leverage, the point efficiency is quite literally exponential. https://t.co/GYfICfBDIT
@pendle_fi· about 1 month agoRT @GainsNetwork_io: A new pool just launched on @pendle_fi! Lock in fixed yield or ride the variable — $gUSDC is now live on Pendle, maturing December 18, 2025. Start time traveling ➡️ https://t.co/1emIuaYSVv https://t.co/3YU6gPZ877
@pendle_fi· about 1 month agoRT @imkenchia: The @pendle_fi Print #72 is out: - New pools: [ETH] @ethena_labs x @Re reUSD & reUSDe 18-DEC, @aave stkaUSDC & stkaUSDT 30-OCT, @AethirCloud eATH 11-SEP, @elixir deUSD 11-DEC, @paretocredit sUSP 28-AUG - PSA: check SPK Airdrop eligibility - Pencosystem: LP as collat - and more https://t.co/rLDL0wIJ03
@pendle_fi· about 1 month agoRT @PendleIntern: Mini alpha 👇 PT-cUSDO by @OpenEden_X has one of the thiccest liquidity depths + highest Fixed APYs on Pendle now You could essentially ape ~$3M worth of PT now with minimal price impact to lock in 9% Fixed APY Couple this with USDC borrow + looping on @eulerfinance and you could be sniffing up to ~18% Net APY 👀
@pendle_fi· about 1 month agoRT @GearboxProtocol: Attending Cannes? Make sure your BTC works for you while you d̶r̶i̶n̶k̶ work for your protocol. 🧘♀️ Passively earn 4.9% APY by lending @TheTNetwork's tBTC ⏫ Or earn up to 25% APY on @pendle_fi's uptBTC PT with 6X leverage Permissionlessly on @Re7Labs' BTCfi market. ⚙️🧰 https://t.co/YXH1lku60J
@pendle_fi· about 1 month agoRT @PendleIntern: One of the rare occasions where sUSDF's implied APY and underlying APY have intersected. For YT buyers, you're earning points for FREE (undisclosed multiplier ATP 🤫) For PT buyers, you're earning 9.45% APY thats composable, loopable, and FIXED. No wrong choices 🤷♂️ https://t.co/nQSQ4QplbX
@pendle_fi· about 1 month agoRT @PendleIntern: While everyone says that price leads narrative, it's PRODUCT that leads both. DeFi waits for no man - adapt or die 😤 Pendiddler https://t.co/spgenRQ6nf
@pendle_fi· about 1 month agoRT @PendleIntern: If you had any of these on March 15: 👉 >$5k in PT/YT/LP of the top 3 Pendle markets 👉 >$5k in vePENDLE You're eligible for some free $SPK. Don't suffer the same fate as my sweet succulent pendussy - get dat free money from under the couch today 😋 https://t.co/6GYPRSzUI6
@pendle_fi· about 2 months agoRT @KelpDAO: New @pendle_fi liquidity pools for rsETH, agETH and hgETH! 🌊 Transfer your liquidity to these new June 2026 maturity pools with exciting incentives! 🧵 https://t.co/QU9ErbDElc
@pendle_fi· about 2 months agoRT @aegis_im: Lock in ≈10% APY for up to 100,000 sYUSD with PT-sYUSD on @pendle_fi Just use Aegis https://t.co/ZDQqZqEP9Q
@pendle_fi· about 2 months agoRT @pendle_grandma: Can’t predict the future, but I have unshakable confidence in Pendle. Always have, always will. Not for what Pendle has achieved weathering multiple market cycles, but how it fills a critical gap in DeFi: yield trading with built-in capital efficiency. Skeptics may argue that Pendle’s growth is tied to DeFi’s expansion - DeFi’s TVL has skyrocketed from $600M to over $110B in just five years. As long as assets generate yield, Pendle can unlock deep and liquid yield markets around them. This empowers protocols to build richer user experiences, abstracting away points and floating yields in exchange for best-in-class Fixed Yields, enabling new playbooks for capital efficiency. These Fixed Yields have become essential tools for wealth preservation within the space, and will be key for us to attract more institutional adoption. As boss man @tn_pendle aptly put that DeFi has matured beyond its infancy, but yield trading is still in its early dawn. At present, only ~3% of the DeFi TVL (yield-bearing assets) is being traded – almost entirely on Pendle. In contrast, 100% of all yields (or rates) in TradFi are traded via the $600 trillion derivatives markets. A wise birdy once said, yields you can control are better than the token price you pray for. For those who are mid curving Boros valuation models for Pendle on a regular basis: can't give you an answer as nobody has ever made the same product at scale. How far can Pendle push the limit of DeFi beyond its current state? Personally, my imagination is running wild. Job's not done, moarrrr actions.
@pendle_fi· about 2 months agohttps://t.co/0lZjSTN6j6
@pendle_fi· about 2 months ago"Interest rate derivatives markets for RWAs—essentially “Pendle for RWAs”—would enable participants to trade yield components of fixed-rate tokenized assets, providing hedging mechanisms and additional liquidity venues." Curious how DeFi integrations (featuring yours truly!) are driving the next phase of RWA growth? Check out this amazing report by @redstone_defi, @gauntlet_xyz, and @RWA_xyz 👇
@pendle_fi· about 2 months agoRT @crypto_linn: pendle is unequivacly the foundation for defi’s rate infra unlocking the ability for instis to deploy in size holy moly are we going up higher than your worst nightmares: - structured products - hedging - duration risk is now possible - real demand - first ever funding rate curve in brypto disclaimer: not investing in pendle can result in poverty
@pendle_fi· about 2 months agoRT @pendle_fi: Pendaave returns with more yield markets! • stkaUSDC (30 Oct 2025) • stkaUSDT (30 Oct 2025) Just yield Pendle 💙 https://t.co/ESdFrYUb0U
@pendle_fi· about 2 months agoLink to pools 👇 reUSD: https://t.co/C3LfGG6Jdn reUSDe: https://t.co/1D5nINVXgk https://t.co/ubjHHb2JxC
@pendle_fi· about 2 months agoImportant ⚠️ reUSDe and reUSD holders (i.e. the reinsurers) are exposed to underwriting risk through reinsurance contracts. In the event of insurance payouts due to extraordinary events, there is a potential for negative yields. In other words, these are NOT an uponly asset.
@pendle_fi· about 2 months agoThe Pendle x @ethena_labs x @Re special: 🔹reUSD (18 Dec 2025) 🔹reUSDe (18 Dec 2025) Earn high-yield reinsurance contracts + 5x Ethena Sats for reUSDe 👇 https://t.co/fgCSqbpjxF
@pendle_fi· about 2 months agohttps://t.co/Zw1gQpANF6
@pendle_fi· about 2 months agoBeen replaying and frame freezing 0:08 🥰
@pendle_fi· about 2 months agohttps://t.co/DL9pzvDNNC
@pendle_fi· about 2 months agoLanguage is not condoned but the strategy and numbers are worth a glance With LP as collateral, there's a pathway to supe up your position for more yield, more points 🦸
@pendle_fi· about 2 months agoRT @PendleIntern: For those that like Porsches, PT looping is a reliable bet. For those that like Lamborghinis, you'll need something with a bit more weight. Want to go from Panamera → Aventador? Here's how with @SiloFinance's new Pendle LP markets. 👇 https://t.co/pbcaw7nUjy
@pendle_fi· about 2 months agoRT @PendleIntern: Foundation has already been laid for Pendle LP as collateral, with @SiloFinance being the first to bring this to reality 🤝 Now it’s just a matter of expanding integration for this baby across all the money markets ala @aave @MorphoLabs @eulerfinance too OH YEAAAAA ~
@pendle_fi· about 2 months agostkaUSDC (30 Oct 2025) and stkaUSDT (30 Oct 2025) - now live on Pendle Aavendle, assemble 🫡 https://t.co/DznHhLbYRR
@pendle_fi· about 2 months agoThese present an interesting yield dynamic where Pendies will be able to collectively speculate on the borrowing demand for USDC/USDT, 𝒂𝒏𝒅 the resilience of Aave Safety Module. For PT, these will be another vehicle to lock in above-average stablecoin fixed yield. https://t.co/yFxsw5s5Fv
@pendle_fi· about 2 months agoPendaave returns with more yield markets! • stkaUSDC (30 Oct 2025) • stkaUSDT (30 Oct 2025) Just yield Pendle 💙 https://t.co/ESdFrYUb0U
KOLs
@BTW0205· 13 days ago🧐 DeFi 新周期里值得关注的范式演变—— Ethena ✖️ Aave ✖️ Pendle ethena @ethena_labs 的链上新型稳定币虹吸，Aave 提供借贷场景，Pendle @pendle_fi 是放大器，通过 YT 机制+锁仓收益提前兑现，催生“收益率交易”的新市场； 三者结合带来了资金流、收益和协议收入的同步暴涨； 通俗来说： Ethena 打开局面，Aave 提供容器，Pendle 引爆飞轮。 三者合流，重新定义了 DeFi 收益的可能性。
@StakeDAOHQ· 13 days agoRT @StakeDAOHQ: 🐘 Stake DAO Weekly Highlights: Staking V2 Launch - Instant boosted $CRV rewards now live on: • @SonicLabs, @base, @Optimism where Stake DAO is the only platform offering boosted @CurveFinance LP rewards today. • @arbitrum & Fraxtal: Record Breaking: • $vlCVX delegation hits ATH: 3.5M delegated: https://t.co/D0FBP3vNoE • $300M TVL milestone: https://t.co/UuyWRAM3XK • $150M in strategies: https://t.co/Y8GKR1ug68 • $10M total deposits on Staking V2 https://t.co/EbCAUmxU4w Rewards Distributed: • $160K to Liquid Lockers holders: https://t.co/UMwdgCUQnx • $16K to $veSDT holders: https://t.co/sMx1k0NBNl • New $TAC rewards for @TacBuild vaults: https://t.co/cDCTGxkOMQ Product Updates: • Fresh UI launched: https://t.co/eO43mRgafe • New Portfolio page: https://t.co/CERpKAxop9 • $asdCRV @spectra_finance migrated to the updated AMM: https://t.co/x56PdTNIRz • $sdCRV peg mechanisms at full speed: https://t.co/UvmiIGG2v2 What's next? • Staking V2 on mainnet • Staking V2 for Pendle • Votemarket @pendle_fi vePENDLE • asdPENDLE deployment on Pendle • $vlCVX votes optimizer • Monthly reports • @ResolvLabs Locker
@StakeDAOHQ· 13 days ago🐘 Stake DAO Weekly Highlights: Staking V2 Launch - Instant boosted $CRV rewards now live on: • @SonicLabs, @base, @Optimism where Stake DAO is the only platform offering boosted @CurveFinance LP rewards today. • @arbitrum & Fraxtal: Record Breaking: • $vlCVX delegation hits ATH: 3.5M delegated: https://t.co/D0FBP3vNoE • $300M TVL milestone: https://t.co/UuyWRAM3XK • $150M in strategies: https://t.co/Y8GKR1ug68 • $10M total deposits on Staking V2 https://t.co/EbCAUmxU4w Rewards Distributed: • $160K to Liquid Lockers holders: https://t.co/UMwdgCUQnx • $16K to $veSDT holders: https://t.co/sMx1k0NBNl • New $TAC rewards for @TacBuild vaults: https://t.co/cDCTGxkOMQ Product Updates: • Fresh UI launched: https://t.co/eO43mRgafe • New Portfolio page: https://t.co/CERpKAxop9 • $asdCRV @spectra_finance migrated to the updated AMM: https://t.co/x56PdTNIRz • $sdCRV peg mechanisms at full speed: https://t.co/UvmiIGG2v2 What's next? • Staking V2 on mainnet • Staking V2 for Pendle • Votemarket @pendle_fi vePENDLE • asdPENDLE deployment on Pendle • $vlCVX votes optimizer • Monthly reports • @ResolvLabs Locker
@Rocket_Pool· 14 days ago⏰ New time! The community call with Pendle will now start an hour earlier, at 8am UTC
@RumpelLabs· 14 days agoRT @phtevenstrong: I just bought some @0xHyperBeat points via @RumpelLabs's pHBEAT-1. They were at $0.20. That's an estimated FDV of $35M. @spectra_finance, e.g., values these points at $60M FDV. If/When Pendle comes to HyperEVM, we'll get even more confirming data points. Here's my math 🧵👇
@phtevenstrong· 14 days agoI just bought some @0xHyperBeat points via @RumpelLabs's pHBEAT-1. They were at $0.20. That's an estimated FDV of $35M. @spectra_finance, e.g., values these points at $60M FDV. If/When Pendle comes to HyperEVM, we'll get even more confirming data points. Here's my math 🧵👇
@eulerfinance· 15 days agoRT @Terminal_fi: New integration live! You can now use your Pendle PT tUSDe (yielding 15.15%) as collateral on @eulerfinance to borrow USDe USDe → tUSDe → Pendle LP (11.11%) or PT (15.15%) The choice is yours. https://t.co/OCLPCsXYXC
@Terminal_fi· 15 days agoNew integration live! You can now use your Pendle PT tUSDe (yielding 15.15%) as collateral on @eulerfinance to borrow USDe USDe → tUSDe → Pendle LP (11.11%) or PT (15.15%) The choice is yours. https://t.co/OCLPCsXYXC
@useteller· 15 days agousdc / $pendle lending pair 👇 https://t.co/OUe96Knauh
@useteller· 15 days agodefi now allows $pendle as collateral, enhancing its role beyond TVL https://t.co/Vi56I7P5UC
@Auduoduo· 15 days agoPendle刚TVL的新ATH。 这是在超过UNISWAP TVL的几天之后。 $pendle 这是要布局HypereVM上 所以牛市到底什么时间结束。 HypereVM生态不可能这么快就发币吧。拿着用户的质押先做市、赚一笔再说阿。 https://t.co/D7WmG09G7z
@hackapreneur· 15 days agoThis week’s crypto radar 🧭 $PENDLE — HyperEVM launch ahead. Narrative and hype could fuel a breakout. $HUMA — Teasing a major partnership linked to a Ripple partner. Eyes peeled. $S — Sonic Labs expanding the S1 airdrop. 100K+ wallets to be included. $FLUID — DEX going live. Revenue kicks in, fee switch might flip soon. $SUI — $184M worth of tokens unlocking. If sentiment slows, expect volatility. Stack your watchlist and position accordingly fams!!
@BTW0205· 17 days agoRT @BTW0205: 🧐Terminal × Pendle，链上收益市场的生产端终于成型丨用tUSDe撬动60倍积分收益！ 前几天写过Pendle上新了Terminal的三个池子，我自己也参与了一些； 今天回头一看，tUSDe 的 TVL 已经火速超过 4600 万美金，市场的反馈比我预期更快，热情也更高。 如果你对积分倍率和收益结构比较敏感，大概率也会注意到——tUSDe 的激励倍率是所有池子里最重的（60x Root + 50x Sats ）。 光是 50x SATS 积分，就已经接近 10% 的年化，再叠加 Terminal 的 Root 积分、以及未来可能与 $TML （Converge 链的原生 Token）挂钩的空投预期，现在参与 Terminal 预存的性价比，在整个积分赛道里都算是顶配水平！ 1⃣Terminal——目前 DeFi 世界里最接近机构服务平台的存在之一 @Terminal_fi 是Converge链的dex，定位是一个更偏机构侧的流动性枢纽，专注于推广收益型稳定币的使用和资产结构化交易。 简单说一下它的含金量： 它是贝莱德（通过 Securitize）背书的合规收益市场，服务对象是像 Ethena、Maple、Ondo、Centrifuge 这样已经在布局 RWA 或收益型稳定币的 TradFi 参与者。 很多人还没看清楚这几方的关系，你可以这样简单理解—— Ethena：做资产发行，发 USDe 和 sUSDe Converge：做底层结算，提供清算结算和稳定性 Terminal：做交易层，帮这些资产做结构化、做流动性、做通路 再叠加上一层Pendle：做收益层，帮这些资产做初期冷启动和激励落地。 可以想象一下： 如果未来机构的资金真要进 DeFi，他们绝对不是像我们散户这样，直接打开钱包上的Uniswap就挂单交易，而是通过 Terminal 这样的场景，走合规、拆分资产结构，再送到链上去做交易或者结构化收益。 而我们现在看到的 tUSDe，正是来自 Ethena 的结构性收益资产，在 Terminal 上的载体之一。 2⃣为什么 tUSDe池子值得参与？ 先说理解，tETH 和 tBTC 其实更多是补充型资产，真正的机构级核心货币，是 tUSDe，也是三个池子中结构性参与价值最高的。原因—— 1）tUSDe 背后是 USDe / sUSDe，它们是 Ethena 发行、跑了 10 个月就做到 $6B 的收益型稳定币。收益逻辑不是 staking 或波动套利，而是 delta-neutral，对冲后的 funding 结构。 这类结构，是传统资产管理机构最熟悉的，也是他们最愿意参与的收益模型。 2）tUSDe 是第一个 Terminal 大规模引流的资产，冷启动主力。本轮 Terminal 预存总 TVL 超过 1 亿美金，其中70%都集中在tUSDe上。 3） @pendle_fi 是 Terminal 首个合作协议，在这波冷启动里承担了超过 71% 的增长来源，给的积分倍率优于裸持 USDe： 单池60x Root + 50x Sats，同时叠加LP的vependle奖励，相当于同一笔资金，打通了多条激励路径，组合效率极高，很适合散户轻量参与。 3⃣DeFi下半场：稳定币的利差战争，才刚刚开始 DeFi 这两年其实陷入了一个很怪的状态——协议创新还在卷，一直在往复杂玩，但其实整个结构是越来越空的，尤其是在很多资产波动过大预期不足的情况下，真正能带来增量资金的项目越来越少。 真正有规模的流动性、稳定的利差、低波动资产，都还藏在链下。 传统金融那边，其实早就开始盯着这块。 自从 Genis 法案落地，像BlackRock、Securitize 的动作越来越密集，说明一个基本判断： 他们对收益型稳定币的需求正在爆发式增长。 可以预见—— 过去的 DeFi，是 Degen 玩家为主导的收益组合舞台； 接下来的 DeFi，会是机构用稳定币打收益管理战的聚合场。 而Terminal 背后恰好站着 Converge（清算层）和 Ethena（资产发行方），再加上Pendle清晰的结构性收益，等于是做了一次实验演示： 一条传统金融 → 稳定收益资产 → 可组合化入口的链条正在成型，而 tUSDe 池子就是这条路径第一个向用户开放的落脚点。 所以你很难找到一个不去参与的理由！ 现在PT-tUSDE年化收益13%，YT和LP都可以获得60X的Terminal积分和50X的Ethena Sats积分。我建议可以分仓配置点，先上车占个位置再说！ 可以通过以下几个入口👇👇 ✅Pendle存款（推荐，收益更高）：https://t.co/rHFUMmOwEJ ✅官方存款：https://t.co/kWsFiM8gFx 可以进Pendle的中文社区，找找看有没有收益更高的参与方法！https://t.co/VXk5k7lA2Y
@eulerfinance· 18 days agoThe Three Horsemen of Fixed Dollar Rates. Introducing the 3 new @Ethena_labs Pendle PTs on Euler. Now live to lend or use as collateral: - PT-sUSDE - PT-tUSDe - PT-USDe https://t.co/8YghFBHQFq
@Rocket_Pool· 18 days agoDeFi can be risky & subject to losses. Considerations include market/price volatility, liquidation risks, gas costs, fluctuating liquidity, smart contract & oracle vulnerabilities, and more. Do your own due diligence first & get in touch with Pendle if you have any questions
@DeFi_Dad· 19 days agoRT @tn_pendle: Higher. Pendle. https://t.co/5Gmd0B4veC
@ethereum· 19 days agoRT @tn_pendle: Higher. Pendle. https://t.co/5Gmd0B4veC
@pendle_fi· 19 days agoInitiating countdown... T-10 Yield ignition sequence started T-5 Engines primed on @Base T-3 Boosters locked: @Rocket_Pool x @AlphaGrowth1 x Pendle T-0 LIFTOFF: rETH (18 Dec 2025) 🚀 https://t.co/wLXLwaKjO9
@CryptoDiffer· 19 days agoTop 15 Lending Protocol coins by Diluted Valuation Looking for exposure to #DeFi’s credit market? Here are the 15 top #lending protocol tokens ranked by diluted valuation. $AAVE $MORPHO $SPK $PENDLE $SYRUP $KMNO $COMP $CTC $HUMA $JST $EUL $LISTA $XVS $ANVL $WELL https://t.co/ZbGr8alkDG
@BTW0205· 19 days ago🧐Terminal × Pendle，链上收益市场的生产端终于成型丨用tUSDe撬动60倍积分收益！ 前几天写过Pendle上新了Terminal的三个池子，我自己也参与了一些； 今天回头一看，tUSDe 的 TVL 已经火速超过 4600 万美金，市场的反馈比我预期更快，热情也更高。 如果你对积分倍率和收益结构比较敏感，大概率也会注意到——tUSDe 的激励倍率是所有池子里最重的（60x Root + 50x Sats ）。 光是 50x SATS 积分，就已经接近 10% 的年化，再叠加 Terminal 的 Root 积分、以及未来可能与 $TML （Converge 链的原生 Token）挂钩的空投预期，现在参与 Terminal 预存的性价比，在整个积分赛道里都算是顶配水平！ 1⃣Terminal——目前 DeFi 世界里最接近机构服务平台的存在之一 @Terminal_fi 是Converge链的dex，定位是一个更偏机构侧的流动性枢纽，专注于推广收益型稳定币的使用和资产结构化交易。 简单说一下它的含金量： 它是贝莱德（通过 Securitize）背书的合规收益市场，服务对象是像 Ethena、Maple、Ondo、Centrifuge 这样已经在布局 RWA 或收益型稳定币的 TradFi 参与者。 很多人还没看清楚这几方的关系，你可以这样简单理解—— Ethena：做资产发行，发 USDe 和 sUSDe Converge：做底层结算，提供清算结算和稳定性 Terminal：做交易层，帮这些资产做结构化、做流动性、做通路 再叠加上一层Pendle：做收益层，帮这些资产做初期冷启动和激励落地。 可以想象一下： 如果未来机构的资金真要进 DeFi，他们绝对不是像我们散户这样，直接打开钱包上的Uniswap就挂单交易，而是通过 Terminal 这样的场景，走合规、拆分资产结构，再送到链上去做交易或者结构化收益。 而我们现在看到的 tUSDe，正是来自 Ethena 的结构性收益资产，在 Terminal 上的载体之一。 2⃣为什么 tUSDe池子值得参与？ 先说理解，tETH 和 tBTC 其实更多是补充型资产，真正的机构级核心货币，是 tUSDe，也是三个池子中结构性参与价值最高的。原因—— 1）tUSDe 背后是 USDe / sUSDe，它们是 Ethena 发行、跑了 10 个月就做到 $6B 的收益型稳定币。收益逻辑不是 staking 或波动套利，而是 delta-neutral，对冲后的 funding 结构。 这类结构，是传统资产管理机构最熟悉的，也是他们最愿意参与的收益模型。 2）tUSDe 是第一个 Terminal 大规模引流的资产，冷启动主力。本轮 Terminal 预存总 TVL 超过 1 亿美金，其中70%都集中在tUSDe上。 3） @pendle_fi 是 Terminal 首个合作协议，在这波冷启动里承担了超过 71% 的增长来源，给的积分倍率优于裸持 USDe： 单池60x Root + 50x Sats，同时叠加LP的vependle奖励，相当于同一笔资金，打通了多条激励路径，组合效率极高，很适合散户轻量参与。 3⃣DeFi下半场：稳定币的利差战争，才刚刚开始 DeFi 这两年其实陷入了一个很怪的状态——协议创新还在卷，一直在往复杂玩，但其实整个结构是越来越空的，尤其是在很多资产波动过大预期不足的情况下，真正能带来增量资金的项目越来越少。 真正有规模的流动性、稳定的利差、低波动资产，都还藏在链下。 传统金融那边，其实早就开始盯着这块。 自从 Genis 法案落地，像BlackRock、Securitize 的动作越来越密集，说明一个基本判断： 他们对收益型稳定币的需求正在爆发式增长。 可以预见—— 过去的 DeFi，是 Degen 玩家为主导的收益组合舞台； 接下来的 DeFi，会是机构用稳定币打收益管理战的聚合场。 而Terminal 背后恰好站着 Converge（清算层）和 Ethena（资产发行方），再加上Pendle清晰的结构性收益，等于是做了一次实验演示： 一条传统金融 → 稳定收益资产 → 可组合化入口的链条正在成型，而 tUSDe 池子就是这条路径第一个向用户开放的落脚点。 所以你很难找到一个不去参与的理由！ 现在PT-tUSDE年化收益13%，YT和LP都可以获得60X的Terminal积分和50X的Ethena Sats积分。我建议可以分仓配置点，先上车占个位置再说！ 可以通过以下几个入口👇👇 ✅Pendle存款（推荐，收益更高）：https://t.co/rHFUMmOwEJ ✅官方存款：https://t.co/kWsFiM8gFx 可以进Pendle的中文社区，找找看有没有收益更高的参与方法！https://t.co/VXk5k7lA2Y
@tn_pendle· 19 days agoHigher. Pendle. https://t.co/5Gmd0B4veC
@bit_castle· 20 days ago🚀 Top Crypto Gainers in the Last 24H on @bit_castle 🔹 @HopProtocol ($HOP) +23.96% 🔹 @worldcoin ($WLD) +12.35% 🔹 @ConvexFinance ($CVX) +10.97% 🔹 @PancakeSwap ($CAKE) +09.23% 🔹 @PendleFi ($PENDLE) +09.16% 📲 Download now: https://t.co/I0KQ09jlPd 📊 Which one are you riding? #Crypto #TopGainers #Altcoins #DeFi #CryptoNews #MarketTrends #bitcastle #CryptoMarket #Coins #TrendingCoins #Hop #pancakeswap #worldcoin #openai
@Berit1p· 21 days agoDon’t rely on Google to search DeFi sites. Fake ads for Aave, PancakeSwap, Pendle, and others show up right at the top. One wrong click and your funds are gone. @realScamSniffer flagged this. Always double-check URLs and bookmark official sites to stay safe.
@StakeDAOHQ· 21 days agoRT @FalconStable: 2/ @StakeDAOHQ routes Pendle and Curve LPs through its own vaults, and some vaults hit max Miles. Actions & Miles multipliers: • Deposit Curve USDC/USDf LP, or frxUSD/USDf LP → 40x • Deposit Pendle sUSDf LP → 36x • Deposit Pendle USDf or GHO-USDf LP → 60x https://t.co/vr4MSePG7y
@FalconStable· 21 days ago2/ @StakeDAOHQ routes Pendle and Curve LPs through its own vaults, and some vaults hit max Miles. Actions & Miles multipliers: • Deposit Curve USDC/USDf LP, or frxUSD/USDf LP → 40x • Deposit Pendle sUSDf LP → 36x • Deposit Pendle USDf or GHO-USDf LP → 60x https://t.co/vr4MSePG7y
@Wuhuoqiu· 21 days ago两年没写钻石手系列，今儿来个第三版，也大概率是最后一版钻石手系列文了。因为币圈这个周期除了奖励BTC钻石手，其他钻的基本都被无情浇给。之前的钻石手系列也偏向找Alpha，这一期偏Beta，毕竟之前有些Alpha钻完被割的体无完肤，实在是往事不堪回首 最大的Beta当然还是一超三强BTC +ETH, SOL, BNB。山寨的Beta么， 我个人当前看好下面这四个，打算继续钻一钻 1. AAVE - AAVE算是为数不多上面一超三强之外你能长持且睡得着觉的标的，TVL已经破前高到了300多亿，更难能可贵的是，这么多年了一次重大的安全事故都没有。你看JP Morgan之类的传统金融机构试水区块链，也都是优先选AAVE上测试点啥 这波RWA+稳定币，区块链与传统金融结合，提升效率多快好省，注定是区块链未来发展的第一大方向。能够蹭上车的标的，除了公链之外，Uniswap/Curve的确定性反而没那么高，AAVE则是确定一定以及肯定会在车上的龙头标的。未来几个月V4的上线也颇为期待，所以值得一钻 2. Pendle - TVL已经60亿，接近前高，稳得一米，即将迎来第三浪 Pendle第一浪是背靠Sushiswap和一些Defi协议，把流动性挖矿等收益拆分出来，但没什么声浪与热度，因为那些收益着实很虚 第二浪是上一波基于Lido和Eigenlayer的LST/LRT，一飞冲天。毕竟收益实落了许多 未来第三浪则是RWA和稳定币的一浪，传统金融里面收益分级和风险拆分是个极其重要的赛道，市场巨大（10 万亿+级别）。随着链上越来越多的RWA与稳定币资产，这个赛道一定是会跟着水涨船高的，且跟AAVE好歹还面临Compound，Morpho等竞争不同，Pendle在这个赛道基本就是一家独大，拿着望远镜都看不到对手那种 唯一不爽的是币价也太稳了，涨跌幅度都不大，先钻上几个月看看吧 3. Hyperliquid - 本周期发币项目最强选手，没有之一 对其他链上Perp碾压式的用户体验+碾压式的交易深度，导致了碾压式的交易量领先与碾压式的市值领先 而且Hyperliquid的定位就不是一个Perp，它是链上的Liquidity Layer，最近Phantom接入就是一个最好的证明，未来还会有更多的前端去接Hyperliquid这个流动性后端 除了现在每天大量的买买买回购，后面还有HyperEVM的生态打造，HIP-3的RWA Perp等各种后手在蓄势 但Hyper是我唯一一个还没建仓的钻石手，原因是空投4-10都卖飞了，看着现在近500亿的市值有些怨念+下不去手，未来希望能找到好的点位机会，钻是一定要钻的，大不了等下个熊了再钻…… 4. Bittensor - 我之前一直都偏Bittensor黑，直到最近才想明白开始转粉，打算钻它个6-12个月 黑的原因是自然是他的PMF，23年就我开始质疑，现在也依旧怀疑，总觉得Bittensor跟Filecoin很像 Filecoin没真实商业需求就拿垃圾数据填充, Bittensor没真实商业需求就自己创造需求然后矿工卷一个并没有什么卵用的推理结果，去年还有很多矿工与Validator勾结拿排放的Rumor等各种Drama…… 所以怎么看怎么觉得这玩意像Filecoin 那最近为啥想明白了呢？ 首先Crypto发展到这个周期证伪了一堆赛道，证实了两个赛道 证实的赛道一个是金融（Defi，RWA，稳定币都算），一个是Gamble（meme，PolyMarket，以及各种链上Casino的形式都算） 为数不多还在自证的，Crypto+AI肯定是个头最大的，且这个赛道中短期内就算没法证实，也很难彻底证伪。 而所有目前这些AI+Crypto的项目，最难证伪的就是Bittensor 原因有这么几点 1⃣️它市值第一名，在这个赛道Mindshare也是第一名，想到Crypto+AI你第一个想到的肯定是它 2⃣️当前阶段能完全说清楚Bittensor到底是干什么的人很少，不信你自己试试脑补下自己跟一个朋友花10分钟介绍Bittensor，你能讲清楚么？ 3⃣️现在的子网已经铺到快100个了，明年两三百个应该问题不大，且有些子网真的有PMF+有收入了- （虽说客户大多也是Web3的项目，虽说那点收入相对于Bittensor的市值来说可以忽略不计）…… 4⃣️明年1，2月份Bittensor就要减半了，这东西跟BTC一样2100万硬顶，4年左右一次减半，明年的减半肯定会是个大事件。 在排放机制和Mindshare上，这东西可以看做AIxCrypto赛道的BTC。而子网设计，共识与证明机制上又像是ETH - 搞不好哪个明星子网跑出来什么真有PMF的东西，就像ETH上跑出来Uniswap和AAVE一样。毕竟它的子网覆盖范围从去中心化训练，到数据，到算力，到推理，文字图像视频药物研究blah blah blah应有尽有，你能想到所有的AI+Crypto的细分领域基本都有一个或者几个子网在折腾事情。所以相对于其他项目，Bittensor更像ETH这种底层平台的即视感，尤其是今年子网可以自己发币之后 但Bittensor最大问题同样是市值很高，每天光是排放就有百万U以上，当前这个阶段消化起来还是挺费劲的，觉得贵的话明年前半前后可以重点关注下，当前可钻可不钻 OK，钻石手系列就算彻底收官了，明后年回来看这最后一版的钻石手能不能跑赢BTC，所以记录下今天的价格 - BTC-118275， AAVE - 312.7， Pendle - 4.43，Hyper - 44， TAO- 433
@BitrueOfficial· 22 days agoAssets available to trade during Golden Crypto Season include: 🔹 Layer-1/Layer-2: $BTC, $ETH, $ADA, $SUI, $APT, $NEAR, $ALGO, $TON, $DOT, $TRX, $ETC, $CFX, $KAIA, $HBAR, $XDC, $HYPE, $ARB, $OP 🔹 DeFi: $UNI, $AAVE, $LINK, $PENDLE, $ENA, $LDO, $ONDO 🔹 Payments: $XRP, $XLM, $LTC, $VET 🔹 Memecoins: $DOGE, $PEPE, $BONK 🔹 AI: $TAO, $RENDER, $WLD
@yield· 25 days agoNo vePENDLE? No problem. Head on over to our friends at @Equilibriafi where they boost the Pendle market for you! 27.1% + 4x YO points, pretty sweet gig. (they also offer a boosted Pendle yoETH market as well!) https://t.co/Y0BmdTOYdP https://t.co/bnAezd5IUI
@PEAKDEFI· 25 days agoEthereum surges 9% to ~$3,670 amid record ETF inflows, while Bitcoin holds steady at $119K with strong institutional buys. US Congress passes landmark bills on stablecoins and anti-CBDC measures, paving the way for crypto in pensions under Trump. DeFi innovations abound: Sonic's AI platform, Pendle's fixed yields, and more. Watch out for hacks like BigONE's $27M loss. Bullish vibes! #Crypto #DeFi #Ethereum
@SolvProtocol· 26 days agoRT @catwychan: Who has the best BTC yield on @pendle_fi across all chains? Answer: SolvBTC.BNB (Solv Binance Vault) SolvBTC.BNB pendle LP at 6.86% APY. SolvBTC.BNB pendle PT at 2.56% APY. SolvBTC.BNB has $272m in TVL. $160m on Pendle. SolvBTC.BNB is the biggest pool on Pendle (not just BTC pool). ~12% of the top 45 Pendle pools. Suitable for those with a Bitcoin treasury & looking to put their idle BTC to work (observing wallets going in size). SolvBTC.BNB allows BTC holders to enjoy yields from Binance Launchpools, BNB HODLer Airdrops, Megadrop reward. Plus points from @solvprotocol @Aster_DEX @kernel_dao. - Yield source: asBNB has APY of 18% (yield source) - Borrow cost: The newly launched Solv Exclusive BNB Vault on @lista_dao has the lowest BNB borrow APY of 1.19% across board Even after a moderate LTV (say 50%) this should be a very profitable vault with high capacity. (17.34% - 1.19%) x 0.5 = 8%. Imagine a PT looping. Solv. Pendle.
@pendle_fi· 26 days agoRT @PendleIntern: Crypto is entering a new phase. TradFi is paying closer attention, regulatory frameworks are tightening, and centralized infrastructure is becoming more prominent across the ecosystem. Institutional involvement is no longer some distant milestone. In fact, it’s already happening. People ask us: Do you still believe in DeFi? Dude, of course. Pendle is built in DeFi and for DeFi. But in a space that moves as quickly as this one, you need the flexibility to adapt and evolve. That mindset has been core to how Pendle operates: staying grounded in our principles while remaining open to change to ensure we always maintain PMF. Like what bossman @tn_pendle said, one of our biggest priorities today is "Pendle Permissioned", a dedicated gateway for regulated TradFi institutions to access best-in-class DeFi yields in a compliant and secure way. And in parallel, there's also @boros_fi, designed to support any form of yield, whether it's native to DeFi, from TradFi, onchain, or even offchain sources like mortgage rates or U.S. T-Bills. Our initial focus on funding rates is a perfect example. It's an offchain yield source, yet remains one of the most promising untapped opportunities in the entire space. Arbitrarily limiting ourselves only to so-called DeFi native yields would be missing the bigger picture, and it would constrain Pendle’s long-term potential, especially considering how much bigger the yield sector is beyond our niche space. To put things into perspective, the traditional interest rate swap (IRS) market alone holds over $300 trillion in outstanding notional. That’s roughly 100 times larger than the entire crypto sector. Pendle’s foundation will always be in DeFi. But that doesn’t mean our offerings need to remain confined to the onchain world. The future lies in building hybrid infrastructure that connects DeFi and TradFi, unlocking new capital, new users, and entirely new possibilities for the ecosystem. The DeFi Mullet as explained by @Morpho_Intern - a simple, easy interface stripped of all the complexities, "secretly" powered by DeFi in the back. This is how we scale DeFi to the next level.
@PendleIntern· 26 days agoCrypto is entering a new phase. TradFi is paying closer attention, regulatory frameworks are tightening, and centralized infrastructure is becoming more prominent across the ecosystem. Institutional involvement is no longer some distant milestone. In fact, it’s already happening. People ask us: Do you still believe in DeFi? Dude, of course. Pendle is built in DeFi and for DeFi. But in a space that moves as quickly as this one, you need the flexibility to adapt and evolve. That mindset has been core to how Pendle operates: staying grounded in our principles while remaining open to change to ensure we always maintain PMF. Like what bossman @tn_pendle said, one of our biggest priorities today is "Pendle Permissioned", a dedicated gateway for regulated TradFi institutions to access best-in-class DeFi yields in a compliant and secure way. And in parallel, there's also @boros_fi, designed to support any form of yield, whether it's native to DeFi, from TradFi, onchain, or even offchain sources like mortgage rates or U.S. T-Bills. Our initial focus on funding rates is a perfect example. It's an offchain yield source, yet remains one of the most promising untapped opportunities in the entire space. Arbitrarily limiting ourselves only to so-called DeFi native yields would be missing the bigger picture, and it would constrain Pendle’s long-term potential, especially considering how much bigger the yield sector is beyond our niche space. To put things into perspective, the traditional interest rate swap (IRS) market alone holds over $300 trillion in outstanding notional. That’s roughly 100 times larger than the entire crypto sector. Pendle’s foundation will always be in DeFi. But that doesn’t mean our offerings need to remain confined to the onchain world. The future lies in building hybrid infrastructure that connects DeFi and TradFi, unlocking new capital, new users, and entirely new possibilities for the ecosystem. The DeFi Mullet as explained by @Morpho_Intern - a simple, easy interface stripped of all the complexities, "secretly" powered by DeFi in the back. This is how we scale DeFi to the next level.
@pendle_fi· 26 days agoRT @NewPaguinfo: Converge Family Pendle Pool Comparison Although it has been a while, @convergeonchain 's @Terminal_fi has released three pools, tBTC/tETH/tUSDe, on @pendle_fi . All projects backed or led by @ethena_labs on Converge are allocated airdrops to sENA, and a separate pre-deposit program is also being conducted. Currently, there are Ethereal and Terminal, so let's take a look at the efficiency of YT. Ethereal (https://t.co/myPXai6CIu) - 15% airdrop out of total supply has been allocated to sENA. The portion allocated to eUSDe has not yet been disclosed. - eUSDe's TVL has significantly decreased due to Ethereal's delayed launch, dropping from $1.24B to approximately $677M currently. - Even if only 5% is allocated, the efficiency of eUSDe YT compared to sENA YT is 2.65x at the current rate, and 3.99x at 10%. Terminal (https://t.co/ombswGUhrM) - 10% airdrop out of total supply has been allocated to sENA - Allocation for tBTC/tETH/tUSDe has not yet been disclosed - Based on tBTC YT, which is the most efficient in terms of dollar value, the efficiency is 28.96x compared to sENA when 5% is allocated, and 57.9x when 10% is allocated. * YT, especially for products that do not generate interest, is most advantageous when the multiplier is the largest in terms of dollar value, excluding the possibility of recovery in the middle. ** Although sENA is less efficient, it mines Ethena/Ethereal/Terminal/Strata simultaneously. @strata_money is also preparing pre-deposit campaign soon, as I know.
@NewPaguinfo· 26 days agoConverge Family Pendle Pool Comparison Although it has been a while, @convergeonchain 's @Terminal_fi has released three pools, tBTC/tETH/tUSDe, on @pendle_fi . All projects backed or led by @ethena_labs on Converge are allocated airdrops to sENA, and a separate pre-deposit program is also being conducted. Currently, there are Ethereal and Terminal, so let's take a look at the efficiency of YT. Ethereal (https://t.co/myPXai6CIu) - 15% airdrop out of total supply has been allocated to sENA. The portion allocated to eUSDe has not yet been disclosed. - eUSDe's TVL has significantly decreased due to Ethereal's delayed launch, dropping from $1.24B to approximately $677M currently. - Even if only 5% is allocated, the efficiency of eUSDe YT compared to sENA YT is 2.65x at the current rate, and 3.99x at 10%. Terminal (https://t.co/ombswGUhrM) - 10% airdrop out of total supply has been allocated to sENA - Allocation for tBTC/tETH/tUSDe has not yet been disclosed - Based on tBTC YT, which is the most efficient in terms of dollar value, the efficiency is 28.96x compared to sENA when 5% is allocated, and 57.9x when 10% is allocated. * YT, especially for products that do not generate interest, is most advantageous when the multiplier is the largest in terms of dollar value, excluding the possibility of recovery in the middle. ** Although sENA is less efficient, it mines Ethena/Ethereal/Terminal/Strata simultaneously. @strata_money is also preparing pre-deposit campaign soon, as I know.
@NewPaguinfo· 26 days agoConverge Family Pendle Pool 비교 좀 지나긴 했지만, Pendle 에 Converge 의 Terminal 의 세가지 풀 tBTC/tETH/tUSDe 가 나왔습니다. Converge 에서 Ethena 가 Backing 하거나 주도적으로 진행하는 프로젝트들은 모두 sENA 에 에어드랍을 할당 하는데, 또한 별도의 pre-deposit 프로그램도 진행합니다. 현재는 Ethereal 과 Terminal 이 있는데, YT 의 효율을 한번 따져봄 Ethereal (https://t.co/myPXai6CIu) - sENA 에 15% 할당. eUSDe 에는 얼마 할당했는지 아직 밝혀지지 않음 - eUSDe 는 Ethereal 이 하도 런칭 안하니 TVL 이 많이 줄어서 $1.24B 까지 갔다가 현재는 약 $677M - 5% 만 배정한다 해도 지금 기준으로는 sENA YT 대비 eUSDe YT 효율이 2.65x / 10% 시 3.99x Terminal (https://t.co/ombswGUhrM) - sENA 에 10% 할당 - tBTC/tETH/tUSDe 할당은 아직 밝혀지지 않음 - 달러가치 기준 가장 효율이 좋은 tBTC YT 기준, 5% 배정 시 sENA 대비 28.96x 효율 / 10% 배정 시 57.9x * YT는, 특히 이자가 나오지 않는 상품의 경우, 중간에 회수할 것을 배제한다면, 그냥 달러 가치 기준으로 배수가 가장 큰것이 유리 ** sENA 가 효율이 낮긴 하지만, Ethena/Ethereal/Terminal/Strata 를 동시에 채굴함 Terminal / Ethereal 등이 잘될지는 모르겠습니다. 일단 저는 sENA YT 를 몽창 들고있어서, 따로 다른 YT 를 넣지는 않았습니다. 참고...
@pendle_fi· 27 days agoRT @PendleIntern: Extracting the juiciest points for your TLDR needs: 1. PT as collateral totaling $2.7B now, with over $2.1B on @Aave (and they just introduced a new PT-sUSDe Sep 2025 market too) 2. Citadel for non-EVM PT is now “cross-chain PT” targeting both EVMs and non-EVMs, allowing these fixed yield money legos to be deployed elsewhere - with or without the presence of Pendle in that ecosystem 3. Pendle Permissioned getting cooked to onboard KYCed clients 4. LP as collateral off to a quick start at $58M after just one week, allowing different use case from PT collateral that since it maintains points/airdrop upside. More money market support soon
@PendleIntern· 27 days agoExtracting the juiciest points for your TLDR needs: 1. PT as collateral totaling $2.7B now, with over $2.1B on @Aave (and they just introduced a new PT-sUSDe Sep 2025 market too) 2. Citadel for non-EVM PT is now “cross-chain PT” targeting both EVMs and non-EVMs, allowing these fixed yield money legos to be deployed elsewhere - with or without the presence of Pendle in that ecosystem 3. Pendle Permissioned getting cooked to onboard KYCed clients 4. LP as collateral off to a quick start at $58M after just one week, allowing different use case from PT collateral that since it maintains points/airdrop upside. More money market support soon
@pendle_fi· 27 days agoRT @0xCheeezzyyyy: yo the demand for multi-layered productivity on @pendle_fi PT is insane. $200M supply caps filled on PT-sUSDe within 3hrs on @aave → that's ~9% of @ethena_labs's TVL on Pendle Fixed APY on PT-sUSDe sits at 9.91% with significant liquidity depth. With a considerably high max. LTV of 89.6%, its presents the most scalable form of credit primitive on an appreciating asset for enhanced productivity. Only on Pendle h/t @DefiLlama for data references
@0xCheeezzyyyy· 27 days agoyo the demand for multi-layered productivity on @pendle_fi PT is insane. $200M supply caps filled on PT-sUSDe within 3hrs on @aave → that's ~9% of @ethena_labs's TVL on Pendle Fixed APY on PT-sUSDe sits at 9.91% with significant liquidity depth. With a considerably high max. LTV of 89.6%, its presents the most scalable form of credit primitive on an appreciating asset for enhanced productivity. Only on Pendle h/t @DefiLlama for data references
@yield· 27 days agoPendle AMA round 2 is live! Come join us on the official YO Discord channel: https://t.co/SjF1HemK3x
@catwychan· 27 days agoWho has the best BTC yield on @pendle_fi across all chains? Answer: SolvBTC.BNB (Solv Binance Vault) SolvBTC.BNB pendle LP at 6.86% APY. SolvBTC.BNB pendle PT at 2.56% APY. SolvBTC.BNB has $272m in TVL. $160m on Pendle. SolvBTC.BNB is the biggest pool on Pendle (not just BTC pool). ~12% of the top 45 Pendle pools. Suitable for those with a Bitcoin treasury & looking to put their idle BTC to work (observing wallets going in size). SolvBTC.BNB allows BTC holders to enjoy yields from Binance Launchpools, BNB HODLer Airdrops, Megadrop reward. Plus points from @solvprotocol @Aster_DEX @kernel_dao. - Yield source: asBNB has APY of 18% (yield source) - Borrow cost: The newly launched Solv Exclusive BNB Vault on @lista_dao has the lowest BNB borrow APY of 1.19% across board Even after a moderate LTV (say 50%) this should be a very profitable vault with high capacity. (17.34% - 1.19%) x 0.5 = 8%. Imagine a PT looping. Solv. Pendle.
@SolvProtocol· 27 days agoWhy SolvBTC.BNB is the #1 BTC Yield Pool on Pendle and why whales are watching. With $160M TVL, SolvBTC.BNB is the largest pool, and biggest BTC asset on @pendle_fi. Breaking down the dominance behind this blue-chip pool👇🧵 Deposit here: https://t.co/ZWuVlTyhdq https://t.co/E6zBC4DjZg
@yield· 27 days agoHere's how to play it: 1⃣LP for 10.5% APY (PENDLE rewards + 4x YO points) 2⃣Lock @ a fixed rate? Get 13% via buying PTs! 3⃣Feeling spicy? Long the YT and bet on points + yield. 🔗Check it out here: https://t.co/J9X7NTIs2J
@yield· 27 days agoStablecoin yields > flipping memes, change our mind (you can't). YO has a new yoUSD pool live on @pendle_fi! Pick your path and optimize the outcome with YO and Pendle 🛤️⬇️
@pendle_fi· 27 days agoRT @tn_pendle: The Pencosystem continues to expand at a remarkable pace. What began as a niche protocol for yield tokenization is now evolving into a foundational layer of DeFi. Today, Pendle assets are increasingly recognized as reliable, yield-generating instruments, and are now accepted as collateral across some of the most prominent money markets in the space, including Aave, Morpho, Euler, and others. Looking ahead, here are some of the exciting developments we have on the Horizon. Fixed Yield for All: From Cross-Chain to Cross-Sector Pendle's ecosystem continues to scale meaningfully. PT adoption as collateral now exceeds $2.7B across DeFi, with Aave alone contributing over $2.1B of that value, with proposals already in motion to onboard more Pendle assets. Demand for PT in the space is clear. In Pendle 2025: Zenith, we shared that one of the Citadels would focus on expanding beyond EVM-compatible chains. Since then, our vision has broadened. Rather than limiting ourselves to non-EVM infrastructure, we’re now building toward cross-chain PTs. Portable, composable fixed yield assets that can be moved and utilized seamlessly across ecosystems. This unlocks a new design space: bridged PTs that can be used as collateral, yield farming tools, or capital-efficient building blocks across multiple chains. The first wave of this initiative will focus on cross-chain expansion into EVM-compatible networks and then non-EVMs shortly after, all without requiring full Pendle deployment on each target chain. But the appetite for fixed yield extends well beyond crypto’s borders. PT for TradFi In traditional finance, predictability is power. Institutions from pension funds to endowments rely on stable, recurring returns to meet obligations, optimize tax outcomes, and plan long-term portfolios. This is why fixed income dominates TradFi, with over $130 trillion in market size across instruments like treasuries, corporate bonds, and structured notes. DeFi hasn’t historically catered to this need, at least not until recently. Pendle's second Citadel addresses this gap. Our objective here is to create a dedicated PT distribution pipeline for regulated entities, that is a permissioned environment that gives TradFi allocators direct access to best-in-class, crypto-native fixed yields. Together with our DeFi partners, the “Pendle Permissioned” layer will operate with full KYC/AML compliance and serve as a gateway for institutional-grade capital to flow into DeFi yields. Pendle LP as Collateral Just last week, Morpho officially enabled the use of selected Pendle LPs as collateral. Curators like MEV Capital and K3 Capital have already stepped in, helping to bootstrap stablecoin liquidity for these new markets through their vaults. In just one week, Pendle LPs have already amassed ~$57M in collateral across Syrup, Morpho and Silo. While that figure may still trail PTs, the significance goes beyond raw numbers. LP collateral opens up a new segment of users with a different risk profile from your regular fixed yield connoisseur, expanding Pendle’s reach into a broader, more dynamic user base. From a user’s perspective, using LP as collateral enables access to leverage, boosting both yield and point farming potential without needing to deploy significantly more capital. For many who find YT exposure too risky, LP positions present a more balanced alternative with reasonable capital protection that still offers upside, but with comparatively lower risk. With looping now enabled, this has just become a much more powerful weapon in the hands of your average user. The introduction of LP collateral also contributes meaningfully to the depth of usable liquidity on the Pendle AMM. This, in turn, enhances swap efficiency and reduces slippage – both critical factors in enabling smooth and scalable PT trades. As liquidity improves, larger trades can be facilitated, and protocol volume increases – all these improvements collectively establish a more robust foundation for the onboarding of institutional capital as mentioned above. While PTs remain the instrument of choice for institutions and large capital allocators focused on capital preservation, LPs are emerging as a complementary offering geared toward a broader user base. Their accessibility and performance potential make them particularly well-suited for your average user. With regulatory developments trending in a positive direction (in particular, the US), the timing has never been better for DeFi to bridge into the broader financial world. There’s still plenty of work ahead, but the pieces are coming together. Job’s not done, but it'll be.
@SiloFinance· 27 days agoRT @pendle_fi: What happens when you lock Silo Intern in the basement for 6 months with nothing but a half-chewed sandwich and bottle of glue? ...xSILO apparently, the yield-bearing token of the Silo ecosystem. This bad boy's now live on Pendle for all your speculation needs. 👇 https://t.co/HptqvnF8Tm
@tn_pendle· 27 days agoThe Pencosystem continues to expand at a remarkable pace. What began as a niche protocol for yield tokenization is now evolving into a foundational layer of DeFi. Today, Pendle assets are increasingly recognized as reliable, yield-generating instruments, and are now accepted as collateral across some of the most prominent money markets in the space, including Aave, Morpho, Euler, and others. Looking ahead, here are some of the exciting developments we have on the Horizon. Fixed Yield for All: From Cross-Chain to Cross-Sector Pendle's ecosystem continues to scale meaningfully. PT adoption as collateral now exceeds $2.7B across DeFi, with Aave alone contributing over $2.1B of that value, with proposals already in motion to onboard more Pendle assets. Demand for PT in the space is clear. In Pendle 2025: Zenith, we shared that one of the Citadels would focus on expanding beyond EVM-compatible chains. Since then, our vision has broadened. Rather than limiting ourselves to non-EVM infrastructure, we’re now building toward cross-chain PTs. Portable, composable fixed yield assets that can be moved and utilized seamlessly across ecosystems. This unlocks a new design space: bridged PTs that can be used as collateral, yield farming tools, or capital-efficient building blocks across multiple chains. The first wave of this initiative will focus on cross-chain expansion into EVM-compatible networks and then non-EVMs shortly after, all without requiring full Pendle deployment on each target chain. But the appetite for fixed yield extends well beyond crypto’s borders. PT for TradFi In traditional finance, predictability is power. Institutions from pension funds to endowments rely on stable, recurring returns to meet obligations, optimize tax outcomes, and plan long-term portfolios. This is why fixed income dominates TradFi, with over $130 trillion in market size across instruments like treasuries, corporate bonds, and structured notes. DeFi hasn’t historically catered to this need, at least not until recently. Pendle's second Citadel addresses this gap. Our objective here is to create a dedicated PT distribution pipeline for regulated entities, that is a permissioned environment that gives TradFi allocators direct access to best-in-class, crypto-native fixed yields. Together with our DeFi partners, the “Pendle Permissioned” layer will operate with full KYC/AML compliance and serve as a gateway for institutional-grade capital to flow into DeFi yields. Pendle LP as Collateral Just last week, Morpho officially enabled the use of selected Pendle LPs as collateral. Curators like MEV Capital and K3 Capital have already stepped in, helping to bootstrap stablecoin liquidity for these new markets through their vaults. In just one week, Pendle LPs have already amassed ~$57M in collateral across Syrup, Morpho and Silo. While that figure may still trail PTs, the significance goes beyond raw numbers. LP collateral opens up a new segment of users with a different risk profile from your regular fixed yield connoisseur, expanding Pendle’s reach into a broader, more dynamic user base. From a user’s perspective, using LP as collateral enables access to leverage, boosting both yield and point farming potential without needing to deploy significantly more capital. For many who find YT exposure too risky, LP positions present a more balanced alternative with reasonable capital protection that still offers upside, but with comparatively lower risk. With looping now enabled, this has just become a much more powerful weapon in the hands of your average user. The introduction of LP collateral also contributes meaningfully to the depth of usable liquidity on the Pendle AMM. This, in turn, enhances swap efficiency and reduces slippage – both critical factors in enabling smooth and scalable PT trades. As liquidity improves, larger trades can be facilitated, and protocol volume increases – all these improvements collectively establish a more robust foundation for the onboarding of institutional capital as mentioned above. While PTs remain the instrument of choice for institutions and large capital allocators focused on capital preservation, LPs are emerging as a complementary offering geared toward a broader user base. Their accessibility and performance potential make them particularly well-suited for your average user. With regulatory developments trending in a positive direction (in particular, the US), the timing has never been better for DeFi to bridge into the broader financial world. There’s still plenty of work ahead, but the pieces are coming together. Job’s not done, but it'll be.
@pendle_fi· 27 days ago⚖️ xSILO on Pendle You'll have 3 options to trade xSILO on Pendle: 🟢 PT-xSILO → SILO at a discount 🔵 YT-xSILO → Trade xSILO's yield 🟣 LP-xSILO → Earn boosted yield on xSILO xSILO is a whitelisted @SonicLabs with 10x Points which accrues to YT and LP.
@pendle_fi· 27 days agoWhat happens when you lock Silo Intern in the basement for 6 months with nothing but a half-chewed sandwich and bottle of glue? ...xSILO apparently, the yield-bearing token of the Silo ecosystem. This bad boy's now live on Pendle for all your speculation needs. 👇 https://t.co/HptqvnF8Tm
@pendle_fi· 27 days agoRT @PendleIntern: Points are sweet but sometimes pure, unadulterated yield is all you need. YT-sGHO buyers on Pendle have been raking in the big bucks, since Underlying APY > Implied APY constantly. So unless you bought YTs between 16th June, 8am - 17th July, 1pm, you are most definitely up. If current rate persists, YTs are on track to earn 174% APY 👀
@PendleIntern· 27 days agoPoints are sweet but sometimes pure, unadulterated yield is all you need. YT-sGHO buyers on Pendle have been raking in the big bucks, since Underlying APY > Implied APY constantly. So unless you bought YTs between 16th June, 8am - 17th July, 1pm, you are most definitely up. If current rate persists, YTs are on track to earn 174% APY 👀
@magpiexyz_io· 27 days agoRT @Penpiexyz_io: Ignite the spark with the $USDS – SPK pool on @Penpiexyz_io!🎇 @sparkdotfi users depositing their $USDS – SPK LPs can enjoy 18%+ APY in $PENDLE rewards!⚡️ Deposit now and feel the heat of enhanced yields!🔥 https://t.co/RlXNNNs5fH
@pendle_fi· 28 days agoPendle has already launched ~150 stablecoin markets. In the current volatile market environment, the stablecoin sector will be one of the most significant narratives in this market cycle. Stable price, stable yield. This budding sector will not only help drive DeFi toward greater maturity but also serve as one of the few critical bridges to TradFi, especially with the supportive regulatory momentum from the GENIUS Act and the upcoming Digital Assets Tax Policy. Pendle.
@0xTindorr· 28 days agoThe $PENDLE positioning on stablecoins is sooo underrated. After convo with @tn_pendle, I need to share this before my memory go lalala. I asked TN: "Will the stablecoin music stop like LRT (liquid restaking)?" Answer is: NO. > Stablecoin is different. It’s a never-ending vertical — new liquidity keeps flowing in. > More people hold USDT/USDC and always look for new ways to grow their bags. > New stablecoin projects pop up fast to meet that demand. > So they launch with gamified farming to attract users. > Users farm → earn → rotate back to USDT/USDC → and repeat. This loop won’t stop. It just shifts from one stablecoin project to the next. And what’s making this whole cycle running? It’s @pendle_fi — breaking all stablecoins into PT/YT and soaking up TVL. Not to mention the upcoming Boros launch, perfect timing for trading funding rates. Pendle is my long-term alt bet. Not loud. But always working. $PENDLE (graphic credit: @PendleIntern The intern who roasts his boss for a hobby.)
@YieldfiIntern· 28 days agoHOLY SHIT, PT-yUSD is cooking rn 17.92% APY Fixed Yield on STABLECOIN Pendle https://t.co/q9OiWdl8Ph
@StakeDAOHQ· 28 days agoRT @StakeDAOHQ: $BTC hit $122K this morning for the first time ever! Maximize your $BTC yield with Stake DAO's boosted rewards via @Bedrock_DeFi's $uniBTC and $brBTC pools on @CurveFinance and on @pendle_fi. Start collecting boosted $CRV and $PENDLE rewards on your $uniBTC LP today. https://t.co/o58kJRe8mS
@YeruiZhang· 28 days agoRT @sunny_unifAI: 过去两个月，除了偶尔CT上给朋友评论，有一段时间没有更新UnifAI的进展。一是因为密集出差了一段时间，二是UnifAI进行了深入复盘和产品更新。 我们的复盘： 1.UnifAI 到目前做对了什么？预判对了AI的发展方向： LLM+Tool Use+Vertical(web3) 去年11月UnifAI就开始探索LLM+Tool use+Vertical。今年1月，MCP横空出世，到现在已经有将近30K+个server；3月，Manus一邀请码难求，再次证明了tool use。现在AI行业也开始从追求通用智能，开始关注AI在专业领域的产品化和应用，AI应用目前的挑战，是在细分专业领域，能够让人把对专业的理解，转化为可执行的方案，让AI能够执行专业任务。 2.UnifAI哪里还需要提高？ 在两个月的beta testing阶段，UnifAI SDK里，100+API，被使用到的，不到20个，多数都停留在，信息项目分析，但是很多实用的功能，比如一句话加/撤很多池子，一键清理和优化资产等，都没有被利用到。全网最全的链上数据源以及执行工具，很少被使用，核心问题是功能没有被显性化，对话式交互并不符合用户产品预期，用户需要的是简单直接的解决方案，不是冗余的AI对话，也不是简单的操作非要用ai执行。 那么，AI能如何降低web3的使用门槛，提高赚钱效率？我们的结论是：AI智能分析+策略定制+自动化执行。 AI智能分析：UnifAI除了已有的工具基建，还增加了专用场景下的数据基建，比如秒级更新很多链上平台的数据（Meteora, Jupiter, Polymarket, Uniswap, Pendle, Pancake,etc)，让AI可以自动调取数据，做出智能分析。 策略制定：方便大家把自己的策略变成可以行AI agent, UnifAI也做了Agent Builder，可以把任何交易策略，交易想法，可以轻松转化成大模型可以理解的prompt, 添加合适的执行工具，就可以让ai执行出你想要的策略。适合poweruser,专业和半专业选手，测试自己策略的执行能力和效果，从而进一步调整策略参数和方案。 上周日我们与Meteora的LP Army做了一场公开demo，制作过程和效果，大家可以看直播回放 https://t.co/3VBJIAHRUu 大家也讨论到跟单策略VS跟单地址的优势。当AI有能力执行策略跟单的时候，动态性、丰富性、多样性以及市场容量，将大大提高。 自动化执行：现在的交互，还是对话式触发，下一个版本，会加入基于信号触发的自动化策略执行。届时，无论链上交互多复杂，不管是哪条链，小白用户都不用考虑太多，想一个策略或者跟随一个策略，让AI去执行链上操作，你来approve就好了。 如果你想要尝试把自己的策略变成AI可执行的Agent，可以参加我们的活动，https://t.co/PwY9KsO3UP, 拥有一个自己的策略agent，让其他人可以以fork，更新或者提高。我们也会陆续直播介绍我们做好的一些策略agent，让大家提前感受。 在硅谷，一位我很尊敬的投资人前辈告诉我，现在大家开始探索Tool Use+Browser Use+RL, 不仅是LLM在飞速提升，LAM（Large Action Model),即大模型直接具有执行能力，也是最普遍的研究课题。前辈嘱咐我，UnifAI有了前期积累，如果想进一步进化，可以很自然。同时，作为AI项目创业，要保持团队轻量，随时做好从头再来的准备，他原来觉得很多可以当做壁垒的要素，都已经失效了，执行速度才是最大的壁垒。所以，用雷总的一句话，"不服就干"
@sunny_unifAI· 28 days ago过去两个月，除了偶尔CT上给朋友评论，有一段时间没有更新UnifAI的进展。一是因为密集出差了一段时间，二是UnifAI进行了深入复盘和产品更新。 我们的复盘： 1.UnifAI 到目前做对了什么？预判对了AI的发展方向： LLM+Tool Use+Vertical(web3) 去年11月UnifAI就开始探索LLM+Tool use+Vertical。今年1月，MCP横空出世，到现在已经有将近30K+个server；3月，Manus一邀请码难求，再次证明了tool use。现在AI行业也开始从追求通用智能，开始关注AI在专业领域的产品化和应用，AI应用目前的挑战，是在细分专业领域，能够让人把对专业的理解，转化为可执行的方案，让AI能够执行专业任务。 2.UnifAI哪里还需要提高？ 在两个月的beta testing阶段，UnifAI SDK里，100+API，被使用到的，不到20个，多数都停留在，信息项目分析，但是很多实用的功能，比如一句话加/撤很多池子，一键清理和优化资产等，都没有被利用到。全网最全的链上数据源以及执行工具，很少被使用，核心问题是功能没有被显性化，对话式交互并不符合用户产品预期，用户需要的是简单直接的解决方案，不是冗余的AI对话，也不是简单的操作非要用ai执行。 那么，AI能如何降低web3的使用门槛，提高赚钱效率？我们的结论是：AI智能分析+策略定制+自动化执行。 AI智能分析：UnifAI除了已有的工具基建，还增加了专用场景下的数据基建，比如秒级更新很多链上平台的数据（Meteora, Jupiter, Polymarket, Uniswap, Pendle, Pancake,etc)，让AI可以自动调取数据，做出智能分析。 策略制定：方便大家把自己的策略变成可以行AI agent, UnifAI也做了Agent Builder，可以把任何交易策略，交易想法，可以轻松转化成大模型可以理解的prompt, 添加合适的执行工具，就可以让ai执行出你想要的策略。适合poweruser,专业和半专业选手，测试自己策略的执行能力和效果，从而进一步调整策略参数和方案。 上周日我们与Meteora的LP Army做了一场公开demo，制作过程和效果，大家可以看直播回放 https://t.co/3VBJIAHRUu 大家也讨论到跟单策略VS跟单地址的优势。当AI有能力执行策略跟单的时候，动态性、丰富性、多样性以及市场容量，将大大提高。 自动化执行：现在的交互，还是对话式触发，下一个版本，会加入基于信号触发的自动化策略执行。届时，无论链上交互多复杂，不管是哪条链，小白用户都不用考虑太多，想一个策略或者跟随一个策略，让AI去执行链上操作，你来approve就好了。 如果你想要尝试把自己的策略变成AI可执行的Agent，可以参加我们的活动，https://t.co/PwY9KsO3UP, 拥有一个自己的策略agent，让其他人可以以fork，更新或者提高。我们也会陆续直播介绍我们做好的一些策略agent，让大家提前感受。 在硅谷，一位我很尊敬的投资人前辈告诉我，现在大家开始探索Tool Use+Browser Use+RL, 不仅是LLM在飞速提升，LAM（Large Action Model),即大模型直接具有执行能力，也是最普遍的研究课题。前辈嘱咐我，UnifAI有了前期积累，如果想进一步进化，可以很自然。同时，作为AI项目创业，要保持团队轻量，随时做好从头再来的准备，他原来觉得很多可以当做壁垒的要素，都已经失效了，执行速度才是最大的壁垒。所以，用雷总的一句话，"不服就干"
@pendle_fi· 28 days agoRT @crypto_linn: one of the (many) things that solidifies the inevitable parabolic growth of @pendle_fi is that in just one week they: - New Pools Launching: Hyperwave hwHLP [ETH] 25-SEP | Silo’s xSilo [SONIC] 18-DEC | dwBTC [ARB] 18-DEC - Community Pools launching: Midas mEDGE & mMEV [ETH] 30-OCT | Greenhouse ghUSDC [SONIC] 18-DEC | Stream xUSD [ETH] 28-AUG | Exponential yoUSD [BASE] 25-SEP - PT-sUSDe SEPT to be onboarded on AAVE: https://t.co/Jq00kJflMm - Introducing Pendle x Aegis YUSD pool, the Insti grade stablecoin: https://t.co/KtIHPh64o8 HIGHLIGHT on Pendle: - Pendle as the institutional playbook for DeFi https://t.co/eLDqq58uro TASTY on Pendle: - Stables: Falcon USDf [25-SEP] [ETH] @ 24.83% LP-APY | USDf [25-SEP] [ETH] @ 13.01% PT-APY - ETH: wstETH [25-DEC] [ETH] @ 5.73% LP-APY | cmETH [18-SEP] [MANTLE] @ 4.18% PT-APY - Trending Markets: sUSDe [25-SEP] [ETH] 8.8% PT-APY | sUSDf [25-SEP] [ETH] 13.01% PT-APY | sUSDe [31-JUL] [ETH] 10.12% PT-APY Last Week: - Terminal launches on Pendle https://t.co/G61cQXDuJz - Morpho opens Pendle LP as collateral https://t.co/sEHAPgORqI - vePENDLE rewards for June will be distributed in the next few days - Pendle Print #74: https://t.co/1Qb3WGNNqP ALSO indepth big brain analysis coming tomorrow on something that EVERYONE (most people) have overlooked about le Pendle... ps. pls enjoy this video of a frog
@crypto_linn· 28 days agoone of the (many) things that solidifies the inevitable parabolic growth of @pendle_fi is that in just one week they: - New Pools Launching: Hyperwave hwHLP [ETH] 25-SEP | Silo’s xSilo [SONIC] 18-DEC | dwBTC [ARB] 18-DEC - Community Pools launching: Midas mEDGE & mMEV [ETH] 30-OCT | Greenhouse ghUSDC [SONIC] 18-DEC | Stream xUSD [ETH] 28-AUG | Exponential yoUSD [BASE] 25-SEP - PT-sUSDe SEPT to be onboarded on AAVE: https://t.co/Jq00kJflMm - Introducing Pendle x Aegis YUSD pool, the Insti grade stablecoin: https://t.co/KtIHPh64o8 HIGHLIGHT on Pendle: - Pendle as the institutional playbook for DeFi https://t.co/eLDqq58uro TASTY on Pendle: - Stables: Falcon USDf [25-SEP] [ETH] @ 24.83% LP-APY | USDf [25-SEP] [ETH] @ 13.01% PT-APY - ETH: wstETH [25-DEC] [ETH] @ 5.73% LP-APY | cmETH [18-SEP] [MANTLE] @ 4.18% PT-APY - Trending Markets: sUSDe [25-SEP] [ETH] 8.8% PT-APY | sUSDf [25-SEP] [ETH] 13.01% PT-APY | sUSDe [31-JUL] [ETH] 10.12% PT-APY Last Week: - Terminal launches on Pendle https://t.co/G61cQXDuJz - Morpho opens Pendle LP as collateral https://t.co/sEHAPgORqI - vePENDLE rewards for June will be distributed in the next few days - Pendle Print #74: https://t.co/1Qb3WGNNqP ALSO indepth big brain analysis coming tomorrow on something that EVERYONE (most people) have overlooked about le Pendle... ps. pls enjoy this video of a frog
@pendle_fi· 28 days agoRT @PendleIntern: Insane orderbook depth for @FalconStable PT-sUSDf on Pendle 🦅 $5M buy → 13% Fixed APY 🦅$7.5M buy → 12.87% Fixed APY 🦅$10M buy → 12.61% Fixed APY 🦅$15M buy → 11.87% Fixed APY Highest stablecoin Fixed Yield with decent liquidity. So am I thicc enough for your size, anon? https://t.co/Cy85l3a6WF
@PendleIntern· 28 days agoInsane orderbook depth for @FalconStable PT-sUSDf on Pendle 🦅 $5M buy → 13% Fixed APY 🦅$7.5M buy → 12.87% Fixed APY 🦅$10M buy → 12.61% Fixed APY 🦅$15M buy → 11.87% Fixed APY Highest stablecoin Fixed Yield with decent liquidity. So am I thicc enough for your size, anon? https://t.co/Cy85l3a6WF
@pendle_fi· 28 days agoRT @GLC_Research: $2B PTs deployed on AAVE || @aave @AaveChan 👻 In May, Aave integrated Pendle’s PTs as collateral, starting with assets from @ethena_labs. Since then, over $2B worth of PTs have been deployed on the protocol across three assets: 🔹PT sUSDe: ≃ $1.47B 🔹PT eUSDe: ≃ $385M 🔹PT USDe: ≃ $240M Pendle PTs now account for over 4% of Aave’s TVL. Given the success of this first wave, we expect Aave to onboard additional PTs in the coming months. An ARFC is currently underway to onboard syrupUSDC, @maplefinance's yield-bearing stablecoin, as a collateral asset on Aave V3. As a result, PT syrupUSDC could be next in line...
@MapleLeafCap· 28 days agoRT @bidclubio: Jul 1 – Jul 15 BidClub Weekly Liquid Idea Reward Congrats to the $EUL writer for this week’s $1,000 reward. We will be reaching out for details. All posts will be public to non-members 14 days after submission. Bid Smarter. ---------------------------------------- Ideas: $GRAIL: Long Camelot on Robinhood Integration with Arbitrum $EUL: A Mispriced DeFi Blue-Chip with Explosive TVL, New Revenue Lines, and Institutional Tailwinds $VRTX: The Perp DEX Outearning Its Own MC $MPLX long is asymmetric opportunity going into Solana Seeker launch and launchpad wars $GP -- the cheapest liquid proxy for the Solana launch-pad boom at ~1.3x Circ. Mkt Cap / Burn if Bonk keeps it up $TAO: Long $TAO: From Bitcoin to Bittensor $YHC - I dunno what he's gonna do w/ this stonk but he's got something planned, extremely high risk given checked listCo Past ---------------------------------------- 💡 Ticker: $GRAIL 💰 Price: $399.24 🟢LONG 📊 Market Cap: $8.7M | FDV: $34.1M Summary: Long Camelot's $GRAIL token as a pure beta play on increased Arbitrum activity, driven by Robinhood's integration for token-based stocks, anticipating a significant near-term re-rating. TL;DR: • Robinhood's plan to issue token-based stocks for European users via Arbitrum is a major catalyst, potentially migrating a fraction of its $142.9B monthly equities volume on-chain. • Camelot ($GRAIL) is Arbitrum's dominant native DEX with deep ecosystem integrations and a strong value accrual system, making it a direct proxy for Arbitrum's growth. • The token has experienced multi-year consolidation and market neglect, leading to a compressed valuation primed for expansion, despite being a cash-flowing machine with $750k in annualized holder revenue. • A small fraction (e.g., 5%) of Robinhood's volume migrating to Camelot could result in a 6x increase in daily volume, potentially leading to a significant re-rating and a "melt-up" scenario for $GRAIL. • Key risks include limited actual increase in DEX volume from Robinhood's presence, Uniswap's dominant market share, and broader crypto market volatility, though $GRAIL is considered a superior pure-play option to $UNI. Source: @BidClub (https://t.co/67m6Tn0F21) ---------------------------------------- 💡 Ticker: $EUL 💰 Price: $11.43 🟢LONG 📊 Market Cap: $213.5M | FDV: $310.6M Summary: EUL is a fundamentally sound and significantly undervalued DeFi asset, poised for a re-rating given its exponential TVL growth, strong financial metrics, innovative EulerSwap product, institutional adoption, and market dynamics similar to past breakout tokens like PENDLE and SYRUP. TL;DR: • Euler's TVL has grown 200x ($10M to $2.3B) since Q4 2024, while its market cap only 4x ($50M to $200M), indicating significant undervaluation relative to fundamental growth. • The protocol demonstrates strong financial health with a 52% borrow efficiency (highest among peers) and trades at an attractive 14x FDV/Fees ratio. • EulerSwap, a recently launched DEX within Euler, achieved $700M cumulative trading volume in two weeks, showcasing strong product-market fit and new revenue streams. • Key catalysts include institutional adoption, exemplified by BlackRock's BUIDL fund integration, and Euler's position as the leading protocol and direct proxy for the emerging 'Unichain' narrative. • EUL's current setup, including its low FDV (~$290M), high circulating supply (69%), and lack of major CEX listings, mirrors PENDLE and SYRUP before their explosive re-ratings. Source: @BidClub (https://t.co/CMjFwzUDwi) ---------------------------------------- 💡 Ticker: $VRTX 💰 Price: $0.01 🟢LONG 📊 Market Cap: $5.6M | FDV: $10.6M Summary: Vertex (VRTX) presents a compelling long opportunity as a deeply undervalued perp DEX with strong fundamentals and significant upside potential if trading volumes increase and incentive structures are optimized. TL;DR: • VRTX trades at an $11MM FDV ($6M MC) with $10MM annualized fees, making it severely undervalued compared to peers like Synfutures ($88MM FDV) and ApolloX ($300MM FDV) with similar volumes, suggesting it's outearning its market cap. • The primary drag on VRTX's performance is its tokenomics, where 75% of native token incentives accrue to market makers, leading to consistent sell pressure that currently outpaces protocol buybacks. • A path to profitability is visible: if volumes double, Vertex flips into net positive value accrual; at 3x current volume, annualized net value to token holders would exceed the current MC, with catalysts including product launches, revamped incentives, strategic listings, or key partnerships. • VRTX operates in the competitive CLOB perp DEX market and has demonstrated a strong product and team, with potential for a rerating similar to $ZEX's recent rally, offering an asymmetric risk-reward profile. • Key risks include continued token price decline potentially causing market makers to abandon the platform, worsening liquidity, and the high execution dependency required to optimize incentives and attract more volume. Source: @BidClub (https://t.co/OjHXjnSr9q) ---------------------------------------- 💡 Ticker: $MPLX 💰 Price: $0.11 🟢LONG 📊 Market Cap: $90.8M | FDV: $109.5M Summary: Metaplex (MPLX) is deeply undervalued, trading at a significant discount despite dominating Solana's token issuance infrastructure and benefiting from strong revenue-driven buybacks, with upcoming catalysts like the Solana Seeker launch and intensifying 'Launchpad Wars' poised to drive substantial growth. TL;DR: • Metaplex dominates Solana's token issuance, charging fees on every mint (e.g., memecoins), with half of its substantial revenue directly funding MPLX buybacks, shrinking circulating supply by ~1% monthly. • MPLX is currently valued at ~4x annual revenue / ~8x net profit, with an ~$80M circulating market cap, appearing deeply discounted compared to its fundamental business and market position. • Two major catalysts are expected to reignite revenue growth: the Solana Seeker phone launch (pre-installed with token creation features) and increasing competition among memecoin launchpads, driving more token minting. • Valuation scenarios suggest strong asymmetry, with a potential fair value ranging from $0.08 (bear) to $0.70 (bull) per token against the current ~$0.10 price, indicating limited downside and significant upside. • Key risks include high reliance on Solana's ecosystem health, uncertain adoption of the Seeker phone, potential emergence of alternative token standards, and lingering selling pressure from past liquid fund unwinds. Source: @BidClub (https://t.co/jJjnLbLqsY) ---------------------------------------- 💡 Ticker: $GP 💰 Price: $1.70 🟢LONG 📊 Market Cap: $47.5M | FDV: $107.1M Summary: Graphite Protocol ($GP) presents a strong long opportunity as the cheapest liquid proxy for the Solana memecoin launchpad boom, driven by Bonkfun's substantial fee generation, GP's aggressive buyback mechanism, and significant token scarcity, with a clear path to 3-5x upside. TL;DR: • Bonkfun currently grosses ~$1.36M in daily fees, with 7.6% (~$103k/day or ~$37.7M/year) automatically routed to $GP buy-and-burns. • With a circulating market cap of approximately $50M, annual buybacks represent ~75% of the float-cap, while over 50% of $GP tokens are held in illiquid forms (staking, team, locked wallets), creating significant scarcity. • Key catalysts include potential major CEX listings, additional fee-injection events, and https://t.co/fycEFtKceb's upcoming TGE, which could push $GP to 3-5x its current price within 1-3 months. • Primary risks involve the sustainability of Bonkfun's recent fee spike, intense competition from https://t.co/fycEFtKceb, and the inherent volatility of the memecoin sector. Source: @BidClub (https://t.co/tFzIWCdW23) ---------------------------------------- 💡 Ticker: $TAO 💰 Price: $419.73 🟢LONG 📊 Market Cap: $3.95B | FDV: $8.83B Summary: Bittensor (TAO) is a strong long opportunity, positioning itself as the foundational asset for decentralized AI, akin to Bitcoin, due to its fair launch, utility-linked emissions, growing institutional adoption, and a new dynamic tokenomics model that fosters retail speculation. TL;DR: • TAO operates as a "proof-of-intelligence" network where emissions are directly tied to valuable AI outputs, not arbitrary computation, ensuring token supply growth aligns with network utility. • It features a fair launch with no VC, team allocations, or pre-mine, a capped supply of 21 million TAO (8.8M issued as of mid-June 2025), and over 72% of circulating supply currently staked, leading to a tight float. • Significant institutional capital is flowing in (e.g., DCG's Yuma subsidiary, Polychain Capital, BitGo custody, Grayscale Trust, Oblong's public purchase), alongside emerging infrastructure (TaoFi, TaoFu) simplifying ecosystem access. • The Dynamic TAO (dTAO) mechanism, launched Feb 2025, allows subnets to issue tradable alpha tokens, effectively creating a speculative market that funnels retail activity and demand back into the core TAO token. • Despite a current market cap of ~$3.2B and FDV of ~$7.4B, TAO is argued to be materially undervalued compared to other crypto sector leaders, especially considering its role as a foundational AI Layer 1, with an approaching halving in Dec 2025 to reduce inflation. Source: @BidClub (https://t.co/IaDDJJLs4f) ---------------------------------------- 💡 Ticker: $YHC 💰 Price: $3.8 🟢LONG 📊 Market Cap: 0.004B | FDV: $0.004B Summary: The post discusses LQR House Inc ($YHC), highlighting Robert Leshner's acquisition of 57% of the company at $3.77 per share, suggesting he bought the public shell with a plan, possibly related to his startup Superstate's efforts in tokenized securities. The author notes the stock's high risk due to potential management issues and SEC scrutiny, but speculates Robert may use $YHC to further Superstate's business, such as tokenizing its shares or integrating it as a holding company, given Superstate's innovative approach to SEC-compliant tokenized stocks. The author views $YHC as a high-risk, lottery-ticket investment with potential upside if Robert executes on real-world asset tokenization, despite uncertainties and possi
@bidclubio· 28 days agoJul 1 – Jul 15 BidClub Weekly Liquid Idea Reward Congrats to the $EUL writer for this week’s $1,000 reward. We will be reaching out for details. All posts will be public to non-members 14 days after submission. Bid Smarter. ---------------------------------------- Ideas: $GRAIL: Long Camelot on Robinhood Integration with Arbitrum $EUL: A Mispriced DeFi Blue-Chip with Explosive TVL, New Revenue Lines, and Institutional Tailwinds $VRTX: The Perp DEX Outearning Its Own MC $MPLX long is asymmetric opportunity going into Solana Seeker launch and launchpad wars $GP -- the cheapest liquid proxy for the Solana launch-pad boom at ~1.3x Circ. Mkt Cap / Burn if Bonk keeps it up $TAO: Long $TAO: From Bitcoin to Bittensor $YHC - I dunno what he's gonna do w/ this stonk but he's got something planned, extremely high risk given checked listCo Past ---------------------------------------- 💡 Ticker: $GRAIL 💰 Price: $399.24 🟢LONG 📊 Market Cap: $8.7M | FDV: $34.1M Summary: Long Camelot's $GRAIL token as a pure beta play on increased Arbitrum activity, driven by Robinhood's integration for token-based stocks, anticipating a significant near-term re-rating. TL;DR: • Robinhood's plan to issue token-based stocks for European users via Arbitrum is a major catalyst, potentially migrating a fraction of its $142.9B monthly equities volume on-chain. • Camelot ($GRAIL) is Arbitrum's dominant native DEX with deep ecosystem integrations and a strong value accrual system, making it a direct proxy for Arbitrum's growth. • The token has experienced multi-year consolidation and market neglect, leading to a compressed valuation primed for expansion, despite being a cash-flowing machine with $750k in annualized holder revenue. • A small fraction (e.g., 5%) of Robinhood's volume migrating to Camelot could result in a 6x increase in daily volume, potentially leading to a significant re-rating and a "melt-up" scenario for $GRAIL. • Key risks include limited actual increase in DEX volume from Robinhood's presence, Uniswap's dominant market share, and broader crypto market volatility, though $GRAIL is considered a superior pure-play option to $UNI. Source: @BidClub (https://t.co/67m6Tn0F21) ---------------------------------------- 💡 Ticker: $EUL 💰 Price: $11.43 🟢LONG 📊 Market Cap: $213.5M | FDV: $310.6M Summary: EUL is a fundamentally sound and significantly undervalued DeFi asset, poised for a re-rating given its exponential TVL growth, strong financial metrics, innovative EulerSwap product, institutional adoption, and market dynamics similar to past breakout tokens like PENDLE and SYRUP. TL;DR: • Euler's TVL has grown 200x ($10M to $2.3B) since Q4 2024, while its market cap only 4x ($50M to $200M), indicating significant undervaluation relative to fundamental growth. • The protocol demonstrates strong financial health with a 52% borrow efficiency (highest among peers) and trades at an attractive 14x FDV/Fees ratio. • EulerSwap, a recently launched DEX within Euler, achieved $700M cumulative trading volume in two weeks, showcasing strong product-market fit and new revenue streams. • Key catalysts include institutional adoption, exemplified by BlackRock's BUIDL fund integration, and Euler's position as the leading protocol and direct proxy for the emerging 'Unichain' narrative. • EUL's current setup, including its low FDV (~$290M), high circulating supply (69%), and lack of major CEX listings, mirrors PENDLE and SYRUP before their explosive re-ratings. Source: @BidClub (https://t.co/CMjFwzUDwi) ---------------------------------------- 💡 Ticker: $VRTX 💰 Price: $0.01 🟢LONG 📊 Market Cap: $5.6M | FDV: $10.6M Summary: Vertex (VRTX) presents a compelling long opportunity as a deeply undervalued perp DEX with strong fundamentals and significant upside potential if trading volumes increase and incentive structures are optimized. TL;DR: • VRTX trades at an $11MM FDV ($6M MC) with $10MM annualized fees, making it severely undervalued compared to peers like Synfutures ($88MM FDV) and ApolloX ($300MM FDV) with similar volumes, suggesting it's outearning its market cap. • The primary drag on VRTX's performance is its tokenomics, where 75% of native token incentives accrue to market makers, leading to consistent sell pressure that currently outpaces protocol buybacks. • A path to profitability is visible: if volumes double, Vertex flips into net positive value accrual; at 3x current volume, annualized net value to token holders would exceed the current MC, with catalysts including product launches, revamped incentives, strategic listings, or key partnerships. • VRTX operates in the competitive CLOB perp DEX market and has demonstrated a strong product and team, with potential for a rerating similar to $ZEX's recent rally, offering an asymmetric risk-reward profile. • Key risks include continued token price decline potentially causing market makers to abandon the platform, worsening liquidity, and the high execution dependency required to optimize incentives and attract more volume. Source: @BidClub (https://t.co/OjHXjnSr9q) ---------------------------------------- 💡 Ticker: $MPLX 💰 Price: $0.11 🟢LONG 📊 Market Cap: $90.8M | FDV: $109.5M Summary: Metaplex (MPLX) is deeply undervalued, trading at a significant discount despite dominating Solana's token issuance infrastructure and benefiting from strong revenue-driven buybacks, with upcoming catalysts like the Solana Seeker launch and intensifying 'Launchpad Wars' poised to drive substantial growth. TL;DR: • Metaplex dominates Solana's token issuance, charging fees on every mint (e.g., memecoins), with half of its substantial revenue directly funding MPLX buybacks, shrinking circulating supply by ~1% monthly. • MPLX is currently valued at ~4x annual revenue / ~8x net profit, with an ~$80M circulating market cap, appearing deeply discounted compared to its fundamental business and market position. • Two major catalysts are expected to reignite revenue growth: the Solana Seeker phone launch (pre-installed with token creation features) and increasing competition among memecoin launchpads, driving more token minting. • Valuation scenarios suggest strong asymmetry, with a potential fair value ranging from $0.08 (bear) to $0.70 (bull) per token against the current ~$0.10 price, indicating limited downside and significant upside. • Key risks include high reliance on Solana's ecosystem health, uncertain adoption of the Seeker phone, potential emergence of alternative token standards, and lingering selling pressure from past liquid fund unwinds. Source: @BidClub (https://t.co/jJjnLbLqsY) ---------------------------------------- 💡 Ticker: $GP 💰 Price: $1.70 🟢LONG 📊 Market Cap: $47.5M | FDV: $107.1M Summary: Graphite Protocol ($GP) presents a strong long opportunity as the cheapest liquid proxy for the Solana memecoin launchpad boom, driven by Bonkfun's substantial fee generation, GP's aggressive buyback mechanism, and significant token scarcity, with a clear path to 3-5x upside. TL;DR: • Bonkfun currently grosses ~$1.36M in daily fees, with 7.6% (~$103k/day or ~$37.7M/year) automatically routed to $GP buy-and-burns. • With a circulating market cap of approximately $50M, annual buybacks represent ~75% of the float-cap, while over 50% of $GP tokens are held in illiquid forms (staking, team, locked wallets), creating significant scarcity. • Key catalysts include potential major CEX listings, additional fee-injection events, and https://t.co/fycEFtKceb's upcoming TGE, which could push $GP to 3-5x its current price within 1-3 months. • Primary risks involve the sustainability of Bonkfun's recent fee spike, intense competition from https://t.co/fycEFtKceb, and the inherent volatility of the memecoin sector. Source: @BidClub (https://t.co/tFzIWCdW23) ---------------------------------------- 💡 Ticker: $TAO 💰 Price: $419.73 🟢LONG 📊 Market Cap: $3.95B | FDV: $8.83B Summary: Bittensor (TAO) is a strong long opportunity, positioning itself as the foundational asset for decentralized AI, akin to Bitcoin, due to its fair launch, utility-linked emissions, growing institutional adoption, and a new dynamic tokenomics model that fosters retail speculation. TL;DR: • TAO operates as a "proof-of-intelligence" network where emissions are directly tied to valuable AI outputs, not arbitrary computation, ensuring token supply growth aligns with network utility. • It features a fair launch with no VC, team allocations, or pre-mine, a capped supply of 21 million TAO (8.8M issued as of mid-June 2025), and over 72% of circulating supply currently staked, leading to a tight float. • Significant institutional capital is flowing in (e.g., DCG's Yuma subsidiary, Polychain Capital, BitGo custody, Grayscale Trust, Oblong's public purchase), alongside emerging infrastructure (TaoFi, TaoFu) simplifying ecosystem access. • The Dynamic TAO (dTAO) mechanism, launched Feb 2025, allows subnets to issue tradable alpha tokens, effectively creating a speculative market that funnels retail activity and demand back into the core TAO token. • Despite a current market cap of ~$3.2B and FDV of ~$7.4B, TAO is argued to be materially undervalued compared to other crypto sector leaders, especially considering its role as a foundational AI Layer 1, with an approaching halving in Dec 2025 to reduce inflation. Source: @BidClub (https://t.co/IaDDJJLs4f) ---------------------------------------- 💡 Ticker: $YHC 💰 Price: $3.8 🟢LONG 📊 Market Cap: 0.004B | FDV: $0.004B Summary: The post discusses LQR House Inc ($YHC), highlighting Robert Leshner's acquisition of 57% of the company at $3.77 per share, suggesting he bought the public shell with a plan, possibly related to his startup Superstate's efforts in tokenized securities. The author notes the stock's high risk due to potential management issues and SEC scrutiny, but speculates Robert may use $YHC to further Superstate's business, such as tokenizing its shares or integrating it as a holding company, given Superstate's innovative approach to SEC-compliant tokenized stocks. The author views $YHC as a high-risk, lottery-ticket investment with potential upside if Robert executes on real-world asset tokenization, despite uncertainties and possible delays. TL
@pendle_fi· 29 days agoRT @PendleIntern: $100M pre-deposits for Terminal with Pendle contributing ~71% of the TVL 🤝 THE DEFI SPARKPLUG
@PendleIntern· 29 days ago$100M pre-deposits for Terminal with Pendle contributing ~71% of the TVL 🤝 THE DEFI SPARKPLUG
@pendle_fi· 29 days agoRT @PendleIntern: BTC is breaking price records up, down, left, right, but that doesn't mean it has to just sit pretty doing nothing By putting this bad boy to work in Pendle's tBTC pool, not only will you earn some extra yield, but you'll also be gaining points exposure to one of the cornerstones in the future of DeFi in @Terminal_fi For the uninitiated, you know how @ethena_labs is setting up the infrastructure for regulated institutions to access DeFi yield-bearing dollars? Terminal will be liquidity hub and interface for this. RWA + Stablecoin, essentially the 2 goldmines that will make TradFi fall in love with DeFi. 🔹12.84x Roots (vs. just 10x Roots by depositing tBTC natively) 🔹 6.8% LP APY (vs. ZERO yield natively)
@PendleIntern· 29 days agoBTC is breaking price records up, down, left, right, but that doesn't mean it has to just sit pretty doing nothing By putting this bad boy to work in Pendle's tBTC pool, not only will you earn some extra yield, but you'll also be gaining points exposure to one of the cornerstones in the future of DeFi in @Terminal_fi For the uninitiated, you know how @ethena_labs is setting up the infrastructure for regulated institutions to access DeFi yield-bearing dollars? Terminal will be liquidity hub and interface for this. RWA + Stablecoin, essentially the 2 goldmines that will make TradFi fall in love with DeFi. 🔹12.84x Roots (vs. just 10x Roots by depositing tBTC natively) 🔹 6.8% LP APY (vs. ZERO yield natively)
@pendle_fi· 29 days agoRT @0xCheeezzyyyy: On Lending Market Forces (DeFi 2.0 Credit Frontier): Credit remains the most foundational primitive of productive composability in DeFi. The entire idea of 'Money Legos' was born from the ability to reuse, collateralise & iterate on the same asset across protocols. This is what fuelled DeFi 1.0’s explosive growth. With DeFi 2.0, we’ve moved from simply replicating core primitives to building enhanced, modular layers on top eg. @pendle_fi with yield tokenisation or LSPs offering restaking opportunities. We’re now in a mature DeFi phase where: 🔸The primary layer (DEXs, lending etc.) is cemented 🔸DeFi 2.0 protocols are highly composable but often under-integrated, esp. for more complex or niche assets This is where @SiloFinance plays a crucial role with its core strengths in: 1. Swift support for exotic DeFi assets 2. Risk-isolated vaults that contain protocol-specific risk, preventing contagion This unique architecture makes Silo a composability enabler to unlock credit markets for tailored or yield-bearing assets that don’t easily fit in monolithic lending markets. The results are alr demonstrating: Since launching V2 <5 months ago, Silo has grown to ~$0.5B TVL. Silo has arguably become the go-to lending layer for Pendle assets discovery with 30+ PT token & 3 LP vaults already live. tbh there's still lots of potential for credit expansion on Pendle give: 🔹 PT tokens → time-appreciating assets = low-risk yield-bearing collateral) 🔹 LP tokens → emerging yield primitives with high future potential) imo Silo will be the avenue for formalising standards in DeFi-native credit market moving forward as innovation exponentiates. As integrations grow + more DeFi 2.0 assets seek lending utility, expect other lending protocols to follow this playbook. Super Silo
@Route2FI· 29 days agoInfinit Labs recently announced their v2, the Agentic DeFi Economy, which is now available in a private alpha phase. DeFi strategy creators can leverage a swarm of agents to convert complex strategies into simple one-click executions in just a matter of minutes. Think automated looping of Pendle PTs and delta-neutral farming positions. As the market heats up and liquidity starts flowing back in, there's going to be a lot of opportunities, and this will be the first cycle we've had AI-powered tools like this to more efficiently capitalize on what's hopefully in store for us over the next few months.
@milyonerzihin· 29 days agoSize büyük bir sır vereyim❗️ Binance market kategori bölümüne bakın ve sıralamanın; RWA, MEME, PAYMENTS ve AI şeklinde devam ettiğini görün. Altcoin boğası bu 4 kategori etrafında dönecek! Özellikle RWA ve PAYMENTS! SOLANA en başta onun boğasını zaten yaşadık yaşıyoruz! Memecoin boğası yaşandı hala yaşanıyor! AI boğası ucundan yaşandı devamı gelecektir! RWA'ya odaklanın! Ucuz kaliteli RWA projesi yok denecek kadar az. Büyükler milyar dolar market değerinde. ONDO ve PENDLE'da alabilirsiniz ama benim tarzım değil. Diğerlerine göre düşük mcap daha yüksek potansiyel gördüğüm; $PLUME ve $LUMIA RWA'da başı çeken 2 projemiz olacak. Paymenst bölümünde zaten $ACH ve $COTI miz kaya gibi duruyor. $XRP ve $XLM boğası başladı. ACH ve COTI yüksek x lerler abilerini takip edecek merak etmeyin. Meme'de #MUBARAK'la masadayız. AI'de $PHB tekrar sepete eklendi. $AIXBT'de radarımda.
@AustinBarack· 29 days agoWhat product market fit looks like (@maplefinance case study): - Maple TVL approaching $3B (5x increase in the last 4 months) - Loans outstanding recently surpassed $1B, with supply utilization remaining high (indicative of high loan demand) - ARR approaching $20MM and revenue growing just as face as TVL - $syrupUSDC stablecoin supply approaching $1B and becoming a blue chip yield bearing stablecoin at a market leading ~6.5% yield. Also integrated into Euler, Kamino, Pendle, and other leading DeFi protocols for even higher yields for those pursuing onchain looping and PT/YT strategies - New products on the way for yield bearing BTC - Continuous $SYRUP buybacks from protocol revenue returning value to token holders
@lemiscate· 29 days agoRT @GLC_Research: $2B PTs deployed on AAVE || @aave @AaveChan 👻 In May, Aave integrated Pendle’s PTs as collateral, starting with assets from @ethena_labs. Since then, over $2B worth of PTs have been deployed on the protocol across three assets: 🔹PT sUSDe: ≃ $1.47B 🔹PT eUSDe: ≃ $385M 🔹PT USDe: ≃ $240M Pendle PTs now account for over 4% of Aave’s TVL. Given the success of this first wave, we expect Aave to onboard additional PTs in the coming months. An ARFC is currently underway to onboard syrupUSDC, @maplefinance's yield-bearing stablecoin, as a collateral asset on Aave V3. As a result, PT syrupUSDC could be next in line...
@GLC_Research· 29 days ago$2B PTs deployed on AAVE || @aave @AaveChan 👻 In May, Aave integrated Pendle’s PTs as collateral, starting with assets from @ethena_labs. Since then, over $2B worth of PTs have been deployed on the protocol across three assets: 🔹PT sUSDe: ≃ $1.47B 🔹PT eUSDe: ≃ $385M 🔹PT USDe: ≃ $240M Pendle PTs now account for over 4% of Aave’s TVL. Given the success of this first wave, we expect Aave to onboard additional PTs in the coming months. An ARFC is currently underway to onboard syrupUSDC, @maplefinance's yield-bearing stablecoin, as a collateral asset on Aave V3. As a result, PT syrupUSDC could be next in line...
@SiloFinance· 29 days agoRT @0xCheeezzyyyy: On Lending Market Forces (DeFi 2.0 Credit Frontier): Credit remains the most foundational primitive of productive composability in DeFi. The entire idea of 'Money Legos' was born from the ability to reuse, collateralise & iterate on the same asset across protocols. This is what fuelled DeFi 1.0’s explosive growth. With DeFi 2.0, we’ve moved from simply replicating core primitives to building enhanced, modular layers on top eg. @pendle_fi with yield tokenisation or LSPs offering restaking opportunities. We’re now in a mature DeFi phase where: 🔸The primary layer (DEXs, lending etc.) is cemented 🔸DeFi 2.0 protocols are highly composable but often under-integrated, esp. for more complex or niche assets This is where @SiloFinance plays a crucial role with its core strengths in: 1. Swift support for exotic DeFi assets 2. Risk-isolated vaults that contain protocol-specific risk, preventing contagion This unique architecture makes Silo a composability enabler to unlock credit markets for tailored or yield-bearing assets that don’t easily fit in monolithic lending markets. The results are alr demonstrating: Since launching V2 <5 months ago, Silo has grown to ~$0.5B TVL. Silo has arguably become the go-to lending layer for Pendle assets discovery with 30+ PT token & 3 LP vaults already live. tbh there's still lots of potential for credit expansion on Pendle give: 🔹 PT tokens → time-appreciating assets = low-risk yield-bearing collateral) 🔹 LP tokens → emerging yield primitives with high future potential) imo Silo will be the avenue for formalising standards in DeFi-native credit market moving forward as innovation exponentiates. As integrations grow + more DeFi 2.0 assets seek lending utility, expect other lending protocols to follow this playbook. Super Silo
@0xCheeezzyyyy· 29 days agoOn Lending Market Forces (DeFi 2.0 Credit Frontier): Credit remains the most foundational primitive of productive composability in DeFi. The entire idea of 'Money Legos' was born from the ability to reuse, collateralise & iterate on the same asset across protocols. This is what fuelled DeFi 1.0’s explosive growth. With DeFi 2.0, we’ve moved from simply replicating core primitives to building enhanced, modular layers on top eg. @pendle_fi with yield tokenisation or LSPs offering restaking opportunities. We’re now in a mature DeFi phase where: 🔸The primary layer (DEXs, lending etc.) is cemented 🔸DeFi 2.0 protocols are highly composable but often under-integrated, esp. for more complex or niche assets This is where @SiloFinance plays a crucial role with its core strengths in: 1. Swift support for exotic DeFi assets 2. Risk-isolated vaults that contain protocol-specific risk, preventing contagion This unique architecture makes Silo a composability enabler to unlock credit markets for tailored or yield-bearing assets that don’t easily fit in monolithic lending markets. The results are alr demonstrating: Since launching V2 <5 months ago, Silo has grown to ~$0.5B TVL. Silo has arguably become the go-to lending layer for Pendle assets discovery with 30+ PT token & 3 LP vaults already live. tbh there's still lots of potential for credit expansion on Pendle give: 🔹 PT tokens → time-appreciating assets = low-risk yield-bearing collateral) 🔹 LP tokens → emerging yield primitives with high future potential) imo Silo will be the avenue for formalising standards in DeFi-native credit market moving forward as innovation exponentiates. As integrations grow + more DeFi 2.0 assets seek lending utility, expect other lending protocols to follow this playbook. Super Silo
@StakeDAOHQ· 29 days ago$BTC hit $122K this morning for the first time ever! Maximize your $BTC yield with Stake DAO's boosted rewards via @Bedrock_DeFi's $uniBTC and $brBTC pools on @CurveFinance and on @pendle_fi. Start collecting boosted $CRV and $PENDLE rewards on your $uniBTC LP today. https://t.co/o58kJRe8mS
@pendle_fi· 29 days agoRT @TheDeFinvestor: Over 87% of Pendle TVL is in stablecoins. Pendle is currently the best place for earning stablecoin yield and I don't see this changing anytime soon. Projects like Pendle directly benefit from the stablecoin boom. https://t.co/mG0dZiyHQL
@pendle_fi· 29 days agoRT @imkenchia: The @pendle_fi Print #74 is out: - New pools: @Terminal_fi tUSDe/tETH/tBTC 25-SEP, USDf 29-JAN, Yearn aGHO-USDf 29-JAN, USDS (SPK Farm) 25-SEP, lstRZR (18 Dec 2025) - Pencosystem: PT-sUSDe 25-SEP on @aave soon, Pendle LPs available as collateral on @MorphoLabs - and more https://t.co/ZdHLXHIljf
@imkenchia· 29 days agoThe @pendle_fi Print #74 is out: - New pools: @Terminal_fi tUSDe/tETH/tBTC 25-SEP, USDf 29-JAN, Yearn aGHO-USDf 29-JAN, USDS (SPK Farm) 25-SEP, lstRZR (18 Dec 2025) - Pencosystem: PT-sUSDe 25-SEP on @aave soon, Pendle LPs available as collateral on @MorphoLabs - and more https://t.co/ZdHLXHIljf
@TheDeFinvestor· 29 days agoOver 87% of Pendle TVL is in stablecoins. Pendle is currently the best place for earning stablecoin yield and I don't see this changing anytime soon. Projects like Pendle directly benefit from the stablecoin boom. https://t.co/mG0dZiyHQL
@pendle_fi· 29 days agoRT @pendle_grandma: Pendle : the new institutional playbook in DeFi Thriving through different market cycles into its 4th year, @pendle_fi has been quietly evolving from a savvy yield-layer platform into a multi-pronged institutional powerhouse, here’s why you should be ultra bullish. For any DeFi protocol, graduating into institutional-grade infrastructure signals a deeper, more mature phase of growth. With a unique fixed yield primitive and a rapidly growing ecosystem, Pendle is poised to become the foundation for institutional access to DeFi yield. ⛩️Pendle V2: Better, Faster, Stronger As we step into a new growth phase, the revamped V2 with sleeker mechanisms is opening up for all the most popular protocols in DeFi, especially yield bearing stablecoins as the strongest asset, offering more sustainable and competitive yields. With over 100 active pools, Pendle is now the indispensable yield market for all. ⛩️Pendle PT dominance Pendle PTs are reshaping the role of collateral in DeFi. Today, over $2.67B worth of PTs are actively used as collateral—and that number’s growing fast. As of today, @aave alone holds over $2.1B in PTs, a staggering endorsement of the model. The protocol has raised supply caps multiple times to keep up with demand. These assets now represent a core yield-bearing layer for lending protocols, enabling capital efficiency while introducing fixed income concepts familiar to TradFi. With cross-chain PTs on the horizon, PT is set to unlock a new wave of adoption across broader lending markets. ⛩️Boros: the ultimate yield trading monster Unlocking funding rates as a robust new yield source, we are taking bold steps to unleash this new beast as its power will be unparalleled. The very first fully on-chain order book of @boros_fi with unprecedented capital efficiency will offer a wide variety of trading strategies. ⛩️The Ethena Squad :Institutional Synergy in Motion Pendle’s deep integration with @ethena_labs is more than a partnership—it’s a strategic alliance. With over 60% of Ethena’s TVL empowered by Pendle, this partnership is growing stronger by day. As a launch partner, Pendle’s unique yield-trading mechanisms will continue to play a crucial role in the growth of @convergeonchain , designed for institutional plays. This Ethereum-compatible chain blends permissionless DeFi with KYC-compliant tokenized RWAs, such as BlackRock’s BUIDL. With strong liquidity flowing into @etherealdex , @Terminal_fi is also gaining traction, attracting over $60 million in liquidity in the blink of an eye. In a nutshell, Pendle is doing what ETFs, swap desks, and structured product desks do in TradFi—but on-chain, composable, and 24/7. Pendle will keep proactively building the infrastructure to lead the way, as Institutional adoption becomes the next step for DeFi. Job's not done, more actions. Pendle
@pendle_grandma· 29 days agoPendle : the new institutional playbook in DeFi Thriving through different market cycles into its 4th year, @pendle_fi has been quietly evolving from a savvy yield-layer platform into a multi-pronged institutional powerhouse, here’s why you should be ultra bullish. For any DeFi protocol, graduating into institutional-grade infrastructure signals a deeper, more mature phase of growth. With a unique fixed yield primitive and a rapidly growing ecosystem, Pendle is poised to become the foundation for institutional access to DeFi yield. ⛩️Pendle V2: Better, Faster, Stronger As we step into a new growth phase, the revamped V2 with sleeker mechanisms is opening up for all the most popular protocols in DeFi, especially yield bearing stablecoins as the strongest asset, offering more sustainable and competitive yields. With over 100 active pools, Pendle is now the indispensable yield market for all. ⛩️Pendle PT dominance Pendle PTs are reshaping the role of collateral in DeFi. Today, over $2.67B worth of PTs are actively used as collateral—and that number’s growing fast. As of today, @aave alone holds over $2.1B in PTs, a staggering endorsement of the model. The protocol has raised supply caps multiple times to keep up with demand. These assets now represent a core yield-bearing layer for lending protocols, enabling capital efficiency while introducing fixed income concepts familiar to TradFi. With cross-chain PTs on the horizon, PT is set to unlock a new wave of adoption across broader lending markets. ⛩️Boros: the ultimate yield trading monster Unlocking funding rates as a robust new yield source, we are taking bold steps to unleash this new beast as its power will be unparalleled. The very first fully on-chain order book of @boros_fi with unprecedented capital efficiency will offer a wide variety of trading strategies. ⛩️The Ethena Squad :Institutional Synergy in Motion Pendle’s deep integration with @ethena_labs is more than a partnership—it’s a strategic alliance. With over 60% of Ethena’s TVL empowered by Pendle, this partnership is growing stronger by day. As a launch partner, Pendle’s unique yield-trading mechanisms will continue to play a crucial role in the growth of @convergeonchain , designed for institutional plays. This Ethereum-compatible chain blends permissionless DeFi with KYC-compliant tokenized RWAs, such as BlackRock’s BUIDL. With strong liquidity flowing into @etherealdex , @Terminal_fi is also gaining traction, attracting over $60 million in liquidity in the blink of an eye. In a nutshell, Pendle is doing what ETFs, swap desks, and structured product desks do in TradFi—but on-chain, composable, and 24/7. Pendle will keep proactively building the infrastructure to lead the way, as Institutional adoption becomes the next step for DeFi. Job's not done, more actions. Pendle
@PendleIntern· 29 days agoBTC just broke ATHs. sUSDe's implied APY still just 9% APY 2024 was preseason. 2025 is game time. Pendle https://t.co/RGG2hTYA25
@pendle_fi· 30 days agoRT @PendleIntern: Since implied APYs are a market beta, if you're taking profits there's no better place to go. ETH Price: 1W ago: $2,550 Today: $2,980 (+16.4%) sUSDe Implied APY: 1W ago: 7.3% Today: 8.8% (+20.1%) It's like you get to take profits TWICE on every good trade 😋 Pendle https://t.co/svEdEicNR5
@PendleIntern· 30 days agoSince implied APYs are a market beta, if you're taking profits there's no better place to go. ETH Price: 1W ago: $2,550 Today: $2,980 (+16.4%) sUSDe Implied APY: 1W ago: 7.3% Today: 8.8% (+20.1%) It's like you get to take profits TWICE on every good trade 😋 Pendle https://t.co/svEdEicNR5
@YieldLayer· about 1 month agoDeFi keeps moving. Whether you’re in or not. It’s not hype. It’s just how crypto works now. And unless the whole space disappears (which feels unlikely), DeFi’s not slowing down. From Maker and Aave to Pendle loops, undercollateralized loans, intent-based lending, and social trading dashboards — the tools keep getting better. Smarter. More efficient. Now we’re entering a new phase: AI-native DeFi. No more babysitting positions or doing LTV math by hand. Agents will handle loops, manage risks, and personalize strategies in real time. It’s DeFi with a brain. Yelay is already there. Our Trusted Yield Environment is made for this shift — ready for agents, automation, and smarter yield flows. Don’t wait around for “the future.” You can start building it here: https://t.co/hGlQhHEWP8
@phtevenstrong· about 1 month agoI should also note, I just actually like the infinifi product. The senior tranche is a slightly better lending aggregator yield plus points. It's USDC in / USDC out and 6-9% APR. liUSD is basically a Pendle PT aggregator with way more flexibility. https://t.co/56F3JYvkyD
@Penpiexyz_io· about 1 month agoIgnite the spark with the $USDS – SPK pool on @Penpiexyz_io!🎇 @sparkdotfi users depositing their $USDS – SPK LPs can enjoy 18%+ APY in $PENDLE rewards!⚡️ Deposit now and feel the heat of enhanced yields!🔥 https://t.co/RlXNNNs5fH
@ipor_io· about 1 month agoRT @ExponentialDeFi: New pools rated 🚨 Take a look at this week's highlights! @Uniswap AVAX-USD Market Making @pendle_fi Pendle USR PT (09/04/2025) @KaminoFinance Kamino SOL Lending @ipor_io IPOR Fusion ETH Lending (K3 Capital) https://t.co/0eSnHNd81W
@ExponentialDeFi· about 1 month agoNew pools rated 🚨 Take a look at this week's highlights! @Uniswap AVAX-USD Market Making @pendle_fi Pendle USR PT (09/04/2025) @KaminoFinance Kamino SOL Lending @ipor_io IPOR Fusion ETH Lending (K3 Capital) https://t.co/0eSnHNd81W
@pendle_fi· about 1 month agoRT @PendleIntern: ⚠️ IMPORTANT PSA PSA⚠️ READ THIS 👇👇👇 STOP DEPOSITING INTO @TERMINAL_FI!!!! ❌ Doing so means you're not living up to the full YIELD potential By depositing into the corresponding Terminal x Pendle pools, not only will you be earning MORE POINTS, you'll also be getting a sweet chunk of yield (which doesn't exist in the base scenarios by the way haha). SO STOP DEPOSITING INTO @TERMINAL_FI AND DO THE RIGHT THING!!!
@pendle_fi· about 1 month agoRT @PendleIntern: You know what's better than BTC at ATHs? BTC at ATH's while you're earning 33% APY and POINTS. Deployed on @Terminal_fi. Powered by @pendle_fi. Zero-IL exposure to BTC. That's tBTC on Pendle, BABY! (yes this was made on figma because i am now an elite graphic designer 😌) https://t.co/Nq452cWvD8
@PendleIntern· about 1 month ago⚠️ IMPORTANT PSA PSA⚠️ READ THIS 👇👇👇 STOP DEPOSITING INTO @TERMINAL_FI!!!! ❌ Doing so means you're not living up to the full YIELD potential By depositing into the corresponding Terminal x Pendle pools, not only will you be earning MORE POINTS, you'll also be getting a sweet chunk of yield (which doesn't exist in the base scenarios by the way haha). SO STOP DEPOSITING INTO @TERMINAL_FI AND DO THE RIGHT THING!!!
@PendleIntern· about 1 month agoYou know what's better than BTC at ATHs? BTC at ATH's while you're earning 33% APY and POINTS. Deployed on @Terminal_fi. Powered by @pendle_fi. Zero-IL exposure to BTC. That's tBTC on Pendle, BABY! (yes this was made on figma because i am now an elite graphic designer 😌) https://t.co/Nq452cWvD8
@pendle_fi· about 1 month agoRT @Neoo_Nav: Pendle has launched Terminal pools, a significant milestone for both @pendle_fi and @Terminal_fi. This move is poised to drive substantial growth and adoption in the DeFi space.🧵 https://t.co/Ebvn1Da7oO
@SkyEcosystem· about 1 month agoRT @PendleIntern: The first USDS pool on Pendle was one of the fastest scaling ever - over $300m TVL in less than a month. Why? Spark's one of the most trusted ecosystems in DeFi. With USDS-SPK, blue-chip enjoyooors have a new place to have a punt. https://t.co/aDh7vfWwst
@momochenming· about 1 month ago美国在如火如荼的推进稳定币法案，其他国家也在加速探索，连京东也说要发行稳定币。这时候新出了一种能赚收益、还能拿积分的稳定币 $USDf。 Falcon不但对新参与用户有奖励，还会对过去参与过主流协议，并且已连过 Falcon钱包的地址追溯积分。所以老号更有性价比。先声明下安全与背景，Falcon是DWF老板牵头做的稳定币项目，采用本币USDf和收益代币sUSDf的双代币模型，其中本币USDf是超额抵押并锚定美元价值，当前链上流通供应量5.46亿美元，链上可查 具体玩法分两种情况: 首先是基础版理财操作 在官网即可兑换USDf，在Earn板块，可以选择经典收益/提高收益两种模式： 1、经典收益模式——将USDf进行活期质押，当前的预期年化APY为9.47% 2、提高收益模式——将USDf进行定期质押，存款期限越长，APY加权越高，比如3月期收益率1.05倍提升，6月期1.25倍提升，12月期1.5倍提升。 其次就是进阶版理财操作: 用户通过使用USDf及质押产生的sUSDf进行借贷或LP操作来提高收益，并且每次向借贷池或收益池借入或增加流动性 (LP)，或累积 YT，都可以同时获取Falcon Miles，这是未来的空投依据，目前支持以下协议： 1、借贷——使用 Morpho 或 Euler 的 USDƒ、sUSDƒ、PT-sUSDƒ 抵押品借入 USDƒ 或 USDC 2、收益代币化——将 sUSDƒ 存入 Pendle/Spectra/Napier 等协议，将其拆分为固定收益的本金代币 (PT) 和浮动收益的收益代币 (YT)。 这里也介绍一下参与sUSDf 或 USDf的LP或购买YT的具体好处： 1、sUSDf 或 USDf收益池的LP——除了可以赚取LP的日常收益，还可以获得36x-60倍的Falcon Miles，也就是日常积分奖励（sUSDf为36x，USDf为60倍）；LP没有锁仓，随时可以退出。 2、购买 YT-sUSDf 或 YT-USDf ——YT在保底获得sUSDf质押APY基础上，若未来质押收益高于APY时，YT的收益将大大提高；积分加成方面，持有 YT-sUSDf 可以获得36x的 Falcon Miles，持有 YT-USDf可以获得60倍。 3、在借贷池提供流动性——除了最高年华5-8%的借贷收益，还可以赚取协议的原生代币奖励，持有USDf和USDC也可以获得30x的Falcon Miles。 其实简单说Falcon推出的稳定币收益 ≠ 只能吃利息，在 @FalconStable 上，借贷 + YT + LP组合的收益策略平台，玩法全上链并且积分还对标空投。这里也要注意下，虽然都是美元锚定，但风险还是有的。锚定也可能会偏移，合约也不是绝对安全，哪怕是轻微的无常损失也可能发生。建议大家合理控制仓位，随时关注池子动态。 传送门🔗: https://t.co/yS9ZSow9hN
@lemiscate· about 1 month agoRT @pendle_fi: Ladies and gentlemen, this is the first boarding call for Flight Pendle to The Root Access Program. Passengers, please proceed immediately to @Terminal_fi for: ✈️ tUSDe (25 Sep 2025) ✈️ tETH (25 Sep 2025) ✈️ tBTC (25 Sep 2025) https://t.co/20e8dj9eIR