Icymi: $Pendle has nearly 2X’d in the past month.
I think it’s the perfect mix of real fundamental strength (RWA adoption) and new tokenomics upgrades (sPendle).
1/ RWA yield demand is surging, with #RWA TVL hitting $30.9B ATH
Many TradFi projects are pouring capital into Pendle because of recent regulatory changes (US Clarity Act, Genius Act).
These rules make it hard for them to pay interest directly on CEX or traditional finance
→ @pendle_fi has become the most efficient on-chain bridge for fixed yield/leveraged yield model
2/ Tokenomics upgrade
Replaced 2-year locked vePendle with sPendle (liquid staking, unlock in 14 days or instantly with 5% fee)
80% of revenue is used to buy back pendle → creating real direct demand
Emissions reduced ~30% through the new algorithmic model
RWA narrative + DeFi yield is heating up big time, and Pendle is right in the middle of it all.
Announced today: @Meta is adding support for stablecoin payouts to creators via @Link wallets, powered by @Stripe and settled on Tempo.
Rolling out in Colombia and the Philippines, expanding to 160+ markets.