RightSide

DeFi guy and yield hunter. insights are my own. 🐔🥜🍞 . waterboy at @Pendle_fi

[RightSide @Rightsideonly]

https://t.co/GRAlS4cDuW

[🉐 Crypto Linn @crypto_linn]

Latest Catalysts for @pendle_fi

[Phoenix Research @0xPhoenix77]

❯ @pendle_fi is tokenizing Sky Savings Rate, a true governance yield blue-chip from @SkyMoney

I think this pool is printing alpha.

The 169 bps premium (5.29% PT fixed APY vs 3.6% SSR) screams market conviction: Sky governance is expected to hike SSR over the next 175 days (history shows 5-12.5%). Smart money is paying up to lock in a fixed yield right now.

What makes it clean is the dual utility setup: conservative capital locks PT for safe, predictable fixed yield, while degen capital farms YT for variable SSR + juicy incentives.

And we get pure capital efficiency, @pendle_fi splits demand perfectly, pulling deeper liquidity into Sky’s $6B+ TVL ecosystem.

Governance yield is finally getting properly tokenized, letting traders express strong conviction on SSR’s future path.

This is a prime Yield Tokenization 2.0 case study merging Sky’s blue-chip credibility with Pendle’s composability to turn raw on-chain yield into a real fixed-income product.

[Smartmoney_Detective @NaveenCypto]

Why I am bullish on $PENDLE ?

Revenue to fees ratio is one of the best in the industry.

What it means ?

Fees = the gross amount paid by users

Revenue = what stays with the protocol and its token holders after paying out external participants like liquidity providers.

Over the last 30 days on @pendle_fi

Total fees collected: $1,267,005

Amount paid to LPs (supply-side): $17,516 — just 1.38% of total fees

Revenue retained: $1,249,489 — 98.6%

Data - @DefiLlama

$PENDLE

[DarkLord_gr | DeFi Dojo @DarkLord_gr]

YT $USDG on @pendle_fi is one of the most underrated setups right now.

Here is why.

You are buying yield at a discount. Implied APY is sitting at 4.6% while the underlying APY including rewards is at 9.4%. That gap is your edge. The market is pricing in less than what the protocol is actually paying out.

112 days until expiry. $15.78M in liquidity.

The USDG team has been consistently distributing rewards on top of the base yield. This is not a one-time airdrop play. It is a team that keeps showing up. That compounds quietly over 112 days.

The math is simple. You buy YT $USDG today at 4.6% implied. If the underlying holds at 9.4% you are collecting yield at more than double what the market priced in at entry.

I couldn't resist. Deployed $280 and picked up 19,470 YT $USDG at 4.71% implied APY. 112 days to run. If underlying holds at 9.4% I'm collecting at double the implied. Small size, asymmetric upside.

Pro tip: use limit orders in range. @pendle_fi is currently showing 100% APR on buys and 200% APR on sells for limit orders. Patience gets you a better entry and extra $PENDLE rewards on top.

This is the kind of setup that does not make headlines. It just pays.

Protocols change. Yields change. The one thing that compounds quietly is who you're surrounded by: https://t.co/EkqSjbzt8Z

[Pendle @pendle_fi]

PENDLE is now live on @Revolut, the largest fintech in Europe.

20 million crypto traders in the UK, EU, Norway, Iceland and Liechtenstein now have direct access from their everyday banking app, reaching $PENDLE through regulated rails rather than DeFi frontends 🏦

[RightSide @Rightsideonly]

@xHutmacher69 Invited!

[RightSide @Rightsideonly]

The ETH cash and carry trade doing ok, nothing fancy, 5.26% APY and going

I do want to share that the Boros Trading group in telegram is doing good! A lotta folks sharing their strats and winning :O

Are you a Boros trader? DM me let's talk strats

[RightSide @Rightsideonly]

So I did a limit order and someone front ran this trade. If during that time he/she is now 25 of 25 in the settlement wins, with a realized APR of ~75%

Despite the underlying yield dumping, it still averages above 40% meaning
1. Paying -44.14% APR (this means you are earning)
2. receiving ~40% floating APR
win-win but my LO did not trigger aaaahhh!!

Putting a new one here!
ETH hyperliquid market cash and carry strat
1. Long spot ETH
2. Short ETH on Hyperliquid (no exposure to price, only funding at 10.95% APR)
3. short YU on Boros at 5.26% where you pay floating (10.95% APR) that cancels out, you receive 5.26% APR

[🉐 Crypto Linn @crypto_linn]

No Sky's fixed yield is powered by @pendle_fi (soon all fixed yields will be powered by Pendle)

One day of launch it has already reached $12M TVL (9M in PTs)

YTs will also earn 30k in weekly incentives ($USDS)

Crazy how many good opportunities there are on Pendle (the project that Linn is a tier 1 kol supreme for)

[Pendle @pendle_fi]

Fixed yield for @SkyMoney sUSDS, powered by Pendle ⚡

Sky Savings Rate has always been one of the bluechip yield sources in DeFi, but it remains variable.

Treasury desks, institutions and HNW users need to know their return in advance to deploy in size.

With this, they can now lock in a fixed 5.3% APY - above the current SSR of 3.6%.

[Jake | Pendle @pendlechads]

Boros Trading Club tg is open for @boros_fi enthusiasts. Send me or @Rightsideonly a DM if interested

[Sky @SkyEcosystem]

https://t.co/t3MCAP4G40 just launched Fixed Yield in partnership with @pendle_fi.

A new product for stablecoin holders who want a known return at a known date.

You can access Fixed Yield today here ↓

[🉐 Crypto Linn @crypto_linn]

Linn's Leverage #1035 is out: (Link in tweet below)

@boros_fi
@pendle_fi
@maplefinance
@Theo_Network
@KyanExchange
@Mantle_Official

Like/Repost to support:

[CoinGecko @coingecko]

Asian credit is now a tradeable fixed-income asset onchain.

In this article, we break down how Mu Digital's $AZND tokenizes Asian sovereign and corporate credit, while @Pendle_fi unlocks yield trading and fixed-rate strategies.

Read the full guide 👇
https://t.co/XFrRhJZ6OJ

[RightSide @Rightsideonly]

@defikadic Yep it still is

[RightSide @Rightsideonly]

So I did a limit order and someone front ran this trade. If during that time he/she is now 25 of 25 in the settlement wins, with a realized APR of ~75%

Despite the underlying yield dumping, it still averages above 40% meaning
1. Paying -44.14% APR (this means you are earning)
2. receiving ~40% floating APR
win-win but my LO did not trigger aaaahhh!!

Putting a new one here!
ETH hyperliquid market cash and carry strat
1. Long spot ETH
2. Short ETH on Hyperliquid (no exposure to price, only funding at 10.95% APR)
3. short YU on Boros at 5.26% where you pay floating (10.95% APR) that cancels out, you receive 5.26% APR

[RightSide @Rightsideonly]

My Boros adventure has started!

Le Brent Oil funding rate is absurd:
Floating: +46%
Implied: -44.3%
Edge: +90 percentage points

Long YU, you get paid the floating AND the negative implied. Both sides printing. BUT the oracle roll starts Jun 5 :O

What's the roll my good man? Hyperliquid's BRENTOIL perp doesn't track spot oil. It tracks futures contracts. Right now it's on Q6 (August 2026 Brent). Starting Jun 5 it transitions to U6 (September 2026 Brent)

The transition isn't instant tho as it blends over 5 business days:
Jun 5: 80% Q6 / 20% U6
Jun 6: 60/40
Jun 8: 40/60
Jun 10: 20/80
Jun 11: 100% U6 (roll complete)

If Brent is in backwardation (Aug > Sep), the oracle price mechanically drifts lower each step. This pushes perp funding violently negative

Pretty nice long YU, ~88% historical long win rate on this market. Maybe i'm smart enough to do this, i don't know, let's see

[Boros @boros_fi]

Could this 87% Winrate wallet be right on ETH Funding Rates?

A trader (0xa8b) with an 87% winrate on Boros opened some interesting positions on Boros…

And it’s a useful case study to see how to capture short/mid-term yields on ETH.

At the time of opening the position, he's longed June ETH funding at 2.44% APR, while shorting Sep ETH funding at 1.44%. He’s also short Dec ETH funding at 1.9%.

His positioning could mean multiple things:

1. Short-term speculative bias

0xa8b is bullish on ETH and/or ETH funding rates going into June specifically. By longing June ETH funding, while shorting Sep/Dec funding, it partially hedges his delta, so he isn’t naked long on ETH rates.

How can the long part trade go right?

Traders position long on ETH perpetuals in the month of June, keeping ETH FR elevated till maturity.

2. ETH FR may compress in Q3

0xa8b’s trade positioning suggests he could be betting on ETH funding compressing in Q3.

As of now, the long side of his arbitrage is profiting from ETH FR settlements, while he’s losing on the short side of the trade.

If traders exit leverage longs post June, and OI drifts towards short positioning, this could lead to FR going towards zero or negative.

As such, his shorts could become profitable if the implied APR falls then. And if ETH rates go towards zero or negative, he captures that via settlements till his positions mature.

He’s had an 87% winrate on his trades on Boros…

Could he be right on ETH funding rates this time?

[Pendle @pendle_fi]

Reach for the sky with @SkyMoney sUSDS (Nov 2026) ⛅

Exclusive incentives starting with $30k weekly from Sky, across the full maturity

Learn more 👇🏻

[Boros @boros_fi]

Boros Broadcast #4: Trading Funding Rates, Made Simple & Easy

- When to long oil funding rates on Boros (woke/bespoke strategy)
- Copy the strategy of this 87% winrate wallet on ETH funding
- Fixed yield $HYPE arbitrage strategies on Boros
- The inefficiency Boros solves

[RightSide @Rightsideonly]

@belizardd @norbertbodziony Working benefitting DeFi and everyone

[Stacy Muur @stacy_muur]

https://t.co/dfAW8MMrZK

[RightSide @Rightsideonly]

@DeFi_Andree @pendle_fi @Strategy @saylor @tn_pendle @kevinlhr88 @valgui1 Pendle