Dan

Growth // @pendle_fi Pendlin the DeFi yield layer.

[Dan @DDangleDan]

I believe in TN's hair.

[RightSide @Rightsideonly]

Believe in something

[Pendle @pendle_fi]

https://t.co/QfduHu5AWK

[YEdu @yashascore]

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

[Pendle @pendle_fi]

In just ~7 months, $PENDLE buyback has already passed 2.8M ($4M) 🔥

Every $PENDLE is acquired from the open market, then distributed fully back to sPENDLE stakers.

Emission is also down 78% since the start of the year, translating to ~0.5% annual inflation vs. >1.5% buyback YTD

[Pendle @pendle_fi]

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?

[Pendle Intern @PendleIntern]

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.

[Jake | Pendle @pendlechads]

https://t.co/4517lO41Qc

[Nutoro @chutoro_au]

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%.

https://t.co/GCeBQ55A5F

[Dan @DDangleDan]

@ivan_ilin @boros_fi Impossible for that to happen. Share your address and I'll help you look into it.

[Vu Gaba Vineb @gabavineb]

There's a NEW META in crypto land.

Thanks to it, I'm getting 40% Fixed APR

PASSIVELY

on 22.7k capital.

It's called Fixed Return Funding Rate Arbitrage. Funding rate arb, ON STEROIDS.

Full playbook + the open-source tool I built to run it 👇

#boros @boros_fi

[Boros @boros_fi]

https://t.co/P2zxhRm0nQ

[Pendle @pendle_fi]

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 🔥

[Pendle @pendle_fi]

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 @DDangleDan]

@phtevenstrong Actly that also applies to underlying APR.

Every 1% diff betw avg underlying APR vs your implied APR at maturity can also be quantified in Rate Sens terms.

[Dan @DDangleDan]

@BTCLIN @boros_fi bro just keeps flexing on my graveyard

[Dan @DDangleDan]

@DeFiVoyager_X @boros_fi Good explanation ser

[Boros @boros_fi]

https://t.co/kyrshKxKpq

[Dan @DDangleDan]

@Robotchant420 @pendle_fi no, they pay $1 and Pendle will top up 40c.

LPs receive $1.4 additional incentive (on top of the pool's own native incentive)

[Dan @DDangleDan]

@web3tokenomics @2lambro @pendle_fi a sexy 15y/o

[Ken Chia | Pendle / Boros @imkenchia]

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

[Boros @boros_fi]

https://t.co/wNSxeCWuHn