
Growth // @pendle_fi Pendlin the DeFi yield layer.
Joined March 2016
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Dan retweeted
Remember @pendle_fi' TAM is not crypto yield. It is every asset with a future cash-flow stream that needs price discovery, a hedge, or a fixed-rate buyer.
Private credit, tokenized equities/dividends, infra, money-market funds, GPU financing etc. Basically issuers can tokenise each separately, but do not want to build a yield market from scratch. Pendle wants to be the common liquidity/rates layer and this NGI+ move is the first credible proof that Pendle can become the forward rates market for private assets.
This is bullish for $PENDLE cuz there is an upside chain👇
(1) A credible issuer sees Pendle as distribution + price discovery
(2) MM's and fixed income buyers build liquidity around PT/YT
(3) PTs become lending collateral and balance sheet assets
(4) The next issuer lists cuz the market already has users and liquidity
(5) More volume and yield fees support the buyback/distribution engine
Pendle has already showed that permissioned instances and a curator model are part of the RWA scaling path and that is essential in my opinion cuz serious private market capital will not necessarily enter a fully permissionless pool.
If Pendle can serve both open and permissioned structures, it becomes much harder to displace.
h/t to @Blockworks for the data
Partners Group's Next Generation Infrastructure strategy is now live on Pendle as NGI+ (10 Dec 2026 maturity).
@PartnersGroup manages $186 billion across private equity, infrastructure, private credit, real estate and royalties for institutional and private investors worldwide.
NGI+ is the onchain token linked to the NAV performance of Partners Group Next Generation Infrastructure, the firm's open-ended fund that invests alongside that flagship program.
Private infrastructure of this calibre has historically been reserved for pensions, sovereign funds and family offices, and is now readily available through Pendle x @AssetoFinance, opening access to the fund's $1 billion AUM onchain.
In 2.5 years, the fund has returned 48.8% net with volatility below 2.5%, returns and yield that can now be priced and traded around the clock on Pendle. Fixed rate is also now available for anyone looking to a lock in a return, which at time of writing is at 19%, higher than the fund's historical performance.
This listing marks the point where private markets and onchain fixed yield meet at institutional scale. Pendle is proud to have brought a Partners Group strategy onchain. As the world's largest asset managers tokenise their funds, Pendle is the infrastructure that turns those assets into tradable yield, and we look forward to unlocking more of them alongside partners like Asseto 🤝
Dan retweeted
Tokenized stock dividends have arrived on Pendle.
Introducing $NVDA (Oct 2026) and $PFE (Dec 2026) on @RobinhoodCrypto.
Will you buy these stocks at a discount?
Or do you want leveraged exposure to the dividends?
Dan retweeted
For the $NUKE holders amongst us that have never traded on Pendle before, take a look at this.
PT-sNUKE is currently trading at a 399% implied APY while sNUKE's actual APY is only 135%.
This means PT-sNUKE is giving you 2.9x MORE yield for the same exposure.
Dan retweeted
Part 1: sPENDLE
sPENDLE is the new tokenomics that succeeded vePENDLE.
Composable, yield-bearing, and optimized for low-IQ users, this boosted PENDLE staked from 20% TO 35%.
xitter.cf/chutoro_au/status/2091…
Dan retweeted
We set a target to cut PENDLE emissions 30% this year.
We're down 76%.
Emissions are now at an ATL because every $PENDLE is working harder than it was, with much improved efficiency 🔥
Buybacks for ethereum:0x808507121b80c02388fad14726482e061b8da827 passed 2M 🔥
All these within just 6 months since sPENDLE launched
➢ ATH ethereum:0x808507121b80c02388fad14726482e061b8da827 staked
➢ Emissions cut by 71% - double the initial 30% target
Fees, buybacks, airdrops...sPENDLE working hard for its stakers 🫡
Dan retweeted
5 years ago, Pendle V1 launched on Ethereum.
PT was called OT back then.
YT and OT were traded in their own separate liquidity pools.
Wonderland $TIME was the signature market back then.
V1 hit a glorious peak TVL of $35M back in those days.
A lot has happened in these 5 years to take Pendle where it is, and a lot more will happen to take where we want Pendle to be.
Happy birthday to me 🎂
Dan retweeted
Happy New Year!
In the last 5 months that @boros_fi has been running, we have observed:
- $7B in cumulative trading volumes
- peak OI at $250M (prior to Xmas maturity)
- large counterparties swapping 8-figures in OI to capture FR spreads up to 7% across exchanges ie BN/OKX/HL
Dan retweeted
Explain Like I'm 5: @pendle_fi.
🧵: What is Boros (trading funding rates).



































