Liberating Yield || The world's largest crypto yield trading platform || Discord: https://teapawt.net/t.co/5H8gUMvtPs | Telegram: https://teapawt.net/t.co/c77ig0GeQC
Joined April 2021
- Tweets14.3K
- Following738
- Followers162K
- Likes28.9K
Pendle retweeted
Our RWA Lead @_whalebird joins @SingaporeBWeek 🏦
Catch Wilbert on the Corporate Capital Meets Web3 Panel, 17th Nov, to find out why Pendle is at the forefront of the tokenized RWA wave and where its heading next
Pendle's TVL peaked at $13.5B in 2025, with $93B+ in cumulative volume.
Wilbert Johan (@_whalebird) leads tokenized RWA integrations at Pendle (@pendle_fi) and joins Singapore Blockchain Week.
Panel: Corporate Capital Meets Web3.
17 Nov, Furama Riverfront.
Pendle retweeted
八卦整活搞完回到正题，这两天除了关注ANT的价差收敛套利进度（建议多搜搜高手分析），同时还观察了一下Boros的费率差套利有没有什么机会（boros.pendle.finance/arbitra… 看起来还是ETH由于最近波动巨大所以机会最大，拉满了APR有25%）
最近Boros上了中文的界面看着挺舒服的，目前的UI把收益和成本完全列出，更透明了，同时Spread市场 OI 已经达到 $105M，是 Boros 上增长最快的新市场之一，深度比以前好很多，在意滑点问题可以小资金尝试整套Boros x corssEx的流程，再逐渐调整金额。
Pendle retweeted
Saturn is increasing weekly USDat distributions on @Pendle_fi markets.
Projected Nov 6-13 (00:00 UTC):
Monad: $37,500
Ethereum: $17,500
Distributions scale with USDat size per market through the end of Season 2.
Pendle retweeted
the thing is somehow even higher now
4.2% → 4.3% APY
Naked wstETH = 4.2% APY
WETH borrow rate on @Aave = 2.08% APY
wstETH loop = Deposit wstETH → Borrow WETH → Buy more wstETH → Spend 1 hour repeating → Another hour to rewind and exit
PendleLoop = Same loop, one-click, 5 seconds, zero fees, 29% APY 🤷♂️
Pendle retweeted
sUSDx yield is currently printing ~15.5% APY
But one can lock in 17% fixed with PT-sUSDx on Pendle
The PT yield is higher and fixed for the next 27 days
Swap into the PT-sUSDx on @pendle_fi: app.pendle.finance/trade/mar…
Pendle retweeted
Ze people at Citrini shared about ethereum:0x808507121b80c02388fad14726482e061b8da827 and here's why its bullish:
- Citrini Research put PENDLE in its tokenization basket on 8 Oct 2026 and called it a “second-order RWA trade” on Wall Street’s move on-chain
- Second-order means you do not have to pick which issuer wins. Every tokenized asset that pays a yield needs a place to price and trade that yield. Pendle is that place, whoever the issuer is
- The core thesis: the money from tokenization flows to the plumbing, the protocols that earn fees when tokenized stocks, bonds and loans get traded, borrowed and used as collateral. Citrini does not assume BTC and ETH make new highs on this theme. “There are better expressions.”
- Citrini’s filter for the basket: how the protocol earns money, who collects the fees, and whether token holders get a share. “Fees matter more than activity.” Pendle passes all three: ~$1.3B in RWA-linked TVL, 80% of protocol fees going to PENDLE buybacks, $1.61M bought back from Jul to Sep 2026
- The basket is concentrated in fee-earning infrastructure: ETHFI, AAVE, UNI, PENDLE and ONDO are the five named picks, alongside Securitize, Circle and Coinbase on the equity side. Pendle is the only one whose product is the interest-rate market itself
- The SEC’s innovation exemption for tokenized stock trading (17 Sep 2026), Robinhood Chain’s stock tokens, and Partners Group, Franklin Templeton and Janus Henderson already on Pendle’s RWA Insights series. The pipes are being connected to Pendle
Also an article to reference: cryptobriefing.com/citrini-r…
dc: linn is an gold level s-tier tier 1 award winning family friendly leader of key opinions for pendle
JUST IN: Citrini names $PENDLE a “second-order RWA trade” on Wall Street’s move onchain, citing its role as the interest rate market for tokenized assets
Pendle retweeted
🚨 Time to roll, @pendle_fi users. Apyx’s November market expires in just 1 DAY!
Holding Apyx PTs/YTs? Prepare your rollover to maintain exposure.
Don’t leave your capital parked 👀
Pendle retweeted
The @merkl_xyz Rewards Campaign is Underway!
$44k USDC via Merkl for staked YT holders of iUSD on
@pendle_fi
• 87 days
• Hourly distribution
• ~166% extra APR at current TVL
First capital wins →
app.merkl.xyz/opportunities/…
Pendle retweeted
I don't know if you've noticed, but Pendle is low-key becoming the place where Wall Street money comes to trade yield onchain, and ethereum:0x808507121b80c02388fad14726482e061b8da827 stakers get paid for it (thanks to buybacks).
Latest example: a token (NGI+) backed by a slice of a $2.1B infrastructure fund from a $170B+ asset manager now trades on Pendle.
@AssetoFinance turned a stake in @partnersgroup 's NGI fund, which invests in power, energy, and digital infra companies, into a token called NGI+. On Pendle, you can lock in a fixed return on it or bet on where its yield goes. Even better, every new NGI+ token is backed by a fresh buy into the fund (ah, the fhywheel), so more demand on Pendle can mean more money flowing into a real Partners Group fund.
There's more: a month ago Pendle held the 7th most tokenized stocks of any DeFi app. Now it's 2nd (per Token Terminal), with ~17% of the total. PendleLoop gives you leverage on crypto and stonks without perps, paying a borrow rate instead of funding fees, which Pendle says made an ETH long 70-90% cheaper than on Hyperliquid over the past year. And @boros_fi , Pendle's market for funding rates, crossed $100M in open positions on its new spread markets in just 14 days.
Spread markets? Yup, and here's and example of what a spread trade looks like: after the Binance hack trauma, ETH longs on Hyperliquid were paying ~19% a year more in fees than on Gate, but the market priced that difference only ~3%. Chad @Rightsideonly went long on that difference and is now scooping profits.
@citrini added ethereum:0x808507121b80c02388fad14726482e061b8da827 to its tokenization basket, and @crypto_linn broke down why: whoever wins the tokenization race (and it doesn't have to be just one team), their yield products still need a market, and Pendle already runs the largest one in crypto. On top of that, up to 80% of Pendle's revenue is used for buybacks, feeding the stakers.
NOTE: you can only cash out NGI+ on the fund's own schedule, and leverage can wipu you out fast (not that you don't know, but hey).
Pendle and @AssetoFinance have published a joint case study on NGI+, the tokenized exposure to @PartnersGroup’s $2.1B AUM Next Generation Infrastructure fund.
The study looks at how the fund was brought onchain within its existing legal and regulatory framework, and how a market for its yield on Pendle lets holders fix and trade their return.
Full article linked below 👇
Pendle retweeted
Fixed-rate markets for real-world assets on Base start with $deJAAA, exposure to Janus Henderson's AAA CLO strategy.
On @pendle_fi, holders can lock in a rate to maturity or trade the floating yield.
@NickCherney, Head of Innovation at @JHIAdvisors, on the move onchain ↓
teapawt.net/pendle_fi/status/21145…
Janus Henderson’s core US fund is over $30B and it used to be out of reach unless you had direct relationships with global banks and issuers.
Tokenizing it was a natural next step for them to open access to a wider group of investors.
Full RWA Insights interview with Nick Cherney, Head of Innovation at Janus Henderson below 👇
Pendle retweeted
Long tokenized stocks:
On PendleLoop = pay @Aave borrow rate
On perps = pay funding rate
Simulation on past 1Y data, PendleLoop came out ~70% cheaper.
If you're already holding @Base tokenized stocks and want more leverage, just loop on Pendle for a capital efficient boost😋
You can save up to ~70% by longing @Base tokenized stocks on PendleLoop vs Hyperliquid (based on past 1Y data).
If you're already holding these stocks onchain, here's another way to double, triple, quadruple-down on your conviction without committing more capital.
Pendle retweeted
Partners Group manages the underlying strategy. Asseto provides the infrastructure that keeps NAV, custody records and onchain supply aligned. Pendle provides a market where holders can fix or trade the yield.
Our case study with @pendle_fi explains how those pieces fit together for NGI+.
Pendle and @AssetoFinance have published a joint case study on NGI+, the tokenized exposure to @PartnersGroup’s $2.1B AUM Next Generation Infrastructure fund.
The study looks at how the fund was brought onchain within its existing legal and regulatory framework, and how a market for its yield on Pendle lets holders fix and trade their return.
Full article linked below 👇
Pendle retweeted
Apyx has expanded to @monad! 💜
The first $apyUSD market is now LIVE on @pendle_fi on Monad, the start of Apyx's expansion to the chain.
$apyUSD (Dec. 23, 2026) is now tradable:
🔒 PT: Lock in 15.66% fixed APY until maturity
📈 YT: Up to 50x leveraged exposure to yield + Apyx Points
💧 LP: 19.32% APY from swap fees + incentives
Fix, long it, or LP it.
PT:
app.pendle.finance/trade/mar…
YT:
app.pendle.finance/trade/mar…
LP:
app.pendle.finance/trade/poo…
Pendle retweeted
Tokenized stocks in DeFi went from roughly $13M to $305M in TVL in a year: a 23x increase.
But the distribution is what caught my attention.
@Uniswap V4 ($52.2M), @pendle_fi ($51.4M) and @kamino ($46.6M) account for nearly half the total.
And these are very different use cases: trading liquidity, yield strategies and collateralized lending.
To me, that’s more interesting than the growth percentage itself.
Tokenized equities are starting to serve multiple functions across DeFi.
The question is how much of this TVL represents lasting demand versus capital chasing incentives.
Will tokenized stocks become productive collateral across DeFi, or remain a relatively small market driven by speculative liquidity?
Pendle retweeted
Is More Leverage Unlocking Yield Opportunities or Amplifying Risk?
@tn_pendle (@pendle_fi) shares his take on the evolving yield trading market.
Digital Asset Yield Summit (DAYS) is an invite-only event that brings private capital together to explore yield opportunities in digital assets.
🔗 Request an Invite for DAYS Miami 2027 → https:// daysevent.com/miami-2027
Pendle retweeted
.@pendle_fi led tokenized stock DeFi TVL growth with +$5.7M.
That's 3x Aerodrome in second (+$1.9M).
Via @tokenterminal.
Pendle retweeted
Tokenized RWAs are ze next big things and Pendle is mucho positioned:
- Pendle went from 7th to 2nd in a month teapawt.net/_jamisky/status/211681… + $187M is already sitting on Pendle
le Boros is also RWA:
- Boros has listed funding-rate markets on perps of NVDA, the S&P 500, an equity index (XYZ100) and SK Hynix, plus gold, silver, Brent and WTI
- Since launch: $53M of volume across is generated on equities, $200M on Gold; $110M on Oil, $51M on Silver
Muy Caliente Insti names are working with Pendle:
- Franklin Templeton: high-yield corporate bond ETF via Ondo (FLHYon)
- Partners Group with Asseto: NGI+ infrastructure strategy
- Janus Henderson with Centrifuge: deJAAA AAA CLO fund
- Bitwise: Premium+ via Ember
- Apollo: ACRED via Ember and Midas
- Strategy (STRC): STRCx via xStocks/Backed; Saturn and APYX pools; tranches via Strata
- Galaxy: curator vaults on Morpho holding PTs, distributed through Fireblocks
- Robinhood: Pfizer, NVIDIA and iShares tokens on Robinhood Chain
ay caramba as an S-tier pendle evangelist it is hard not to get excited when I read my own post
Pendle retweeted
sUSDS looping is now live on @pendle_fi through PendleLoop.
Users can now loop sUSDS in just a few clicks to increase their exposure to the Sky Savings Rate.
A new opportunity for sUSDS holders looking to get more out of their positions.
Pendle retweeted
in september, @pendle_fi was the 7th largest defi venue for tokenized stocks
today, it's 2nd
it also led tokenized stocks tvl growth over the last month, adding ⁓$16m
another month like this, and pendle will claim the numbah one spot easily
and it makes sense
tokenized stocks are no longer just about holding them onchain
with assets like STRCx, pendle allows users to lock in fixed yields or trade exposure to future dividend payments
this gives investors more ways to put their tokenized stocks to work
we're watching pendle turn traditional equity income into an entirely new defi market
and it can only get better as more assets come onchain
