SolBull🐂🀄️

✅ Bought back my entire YT $strcx position at 12.96% Implied APY, after exiting at 18%. Same position size. Here's why I changed my mind. Yesterday was a pretty wild day, but we finally got clarity on what happened with STRCx dividends. The Nov 1–15 dividends were effectively prepaid to existing YT holders. So there won't be another payout for that period. However, starting around Nov 16, yield is expected to resume under the new structure: • @xStocksFi accrues STRCx dividends daily. • @pendle_fi takes daily snapshots to determine eligibility. • Yield is distributed weekly. • Even the final days before the Nov 26 expiry will be paid out, including AFTER maturity. I confirmed that last point directly with the Pendle team today. Even if you sell your YT before distribution, your already-earned time-weighted share remains claimable. This changes the economics quite a bit. I also updated my YT-STRCx calculator: xstocks.alleriacrypto.com/yt Now you can simply enter the current Implied APY and your position size or budget to estimate your xPoints farming costs. At my current entry, I'm looking at roughly $26 per 1M xPoints, compared with ~$40–41/M for the points I've already accumulated. Of course, that estimate assumes yield resumes around Nov 16. Nothing is guaranteed. That's why I decided to buy back in. Yesterday was stressful, with a lot of new information to process. But I try to approach these situations pragmatically, without getting emotional or blaming Pendle. And most importantly, none of this changes my original thesis on xStocks and xPoints. Back to farming. ⚡ New to xPoints? Get +20% boost: defi.xstocks.fi/points?ref=A…