FluWhaleYo

[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?

[🉐 Crypto Linn @crypto_linn]

Biggest takeaways from ze Insider Pendle call:

1. PENDLE now directly captures protocol growth:

since January, ~80% of protocol revenue has gone to open-market PENDLE buybacks
~$3.7M / 2.68M PENDLE bought back YTD
if V2 and Boros revenue scale, buybacks scale with them

2. Pendle expanding from yield trading into the broader rates layer of DeFi:

V2 covers yield, fixed rates and collateral, increasingly focused on RWAs and institutions
Boros covers funding rates and eventually broader interest-rate markets
the addressable market is becoming much larger than crypto yield alone

3. V2 is already generating meaningful revenue

$9M+ revenue YTD, currently annualising around $13M
upcoming products add new revenue streams rather than replacing the existing business

4. V2's next major growth leg is insti and RWA adoption

permissioned PT/YT markets are targeted for the next ~2 months
direction is tokenised credit, treasuries and other RWAs
opens Pendle to assets and capital that cannot use fully permissionless markets

5. ze curator module could materially accelerate V2 market creation:

targeted for Q4
curators like Armitage, Steakhouse and Gauntlet will be able to launch their own PT/YT markets on Pendle
those PTs can then become collateral inside the curator's own Morpho/Euler vaults
Pendle no longer needs to manually bootstrap every new market itself

6. le Boros has already reached meaningful scale

$355M OI as of 28 Aug, up ~55% from 22 Jul
$20B+ cumulative nominal volume in under a year
~$65M average daily volume
~$800K revenue so far despite still being early

7. Arbitrage by Boros is the tasty near-term Boros growth product:

launched 26 Aug
compresses a complex 4-leg cross-exchange funding arb into a 2-click trade
current opportunities are around 20-30% fixed APY
already at ~$58M notional OI

8. Boros can expand way way beyond BTC & ETH funding:

next targets include crude, gold, silver and equity perps
growth is tied to the broader rollout of RWA perpetual markets
if this works, Boros becomes a rates venue across multiple asset classes rather than just crypto funding

9. PT looping is turning Pendle assets into productive collateral:

live across Aave, Euler and Morpho
$25M+ volume in 6 weeks
around 5% of total PT volume over that period
service + swap fees can exceed standard PT fees, improving revenue per user

10. Pendle PT collateral adoption is becoming tasty:

~$220M of Pendle PTs are now collateral on Morpho
~95% is RWA-backed
Pendle's role is moving beyond trading into core lending infrastructure

11. vanilla looping opens the opportunity beyond Pendle-native assets:

Pendle plans to extend its looping infrastructure to non-Pendle assets
both permissioned and permissionless assets can potentially use the same rails
this turns the product itself into infrastructure rather than just a PT feature

12. chain expansion is adding additional distribution

Monad: ~$230M TVL
X Layer: ~$42M TVL, with PT-USDG accepted as Aave collateral and a $100M-$150M TVL target
Robinhood Chain launched 4 Sep with sNET, with more markets expected

13. le Boros is deliberately making it retail friendly:

priorities are faster opportunity-to-position, automated multi-leg strategies and expansion into new asset classes
the strategy is fewer clicks and less complexity rather than adding features for the sake of it

dc: linn is a tier 1 (award winning) kol supreme for pendle

[FluWhaleYo @FluWhaleYo]

@crypto_linn $pendle to 10

I dare you.

[April @Aprilzz423]

Pendle will be the yield layer for Robinhood, and for every chain where yield opportunities emerge.

We can move quickly to support new ecosystems and can tokenize yield from virtually any asset, whether it’s a crypto token, rwa, or stock dividend ：）

[FluWhaleYo @FluWhaleYo]

@rjpdl_ I think many alts underperformed in the end. Let’s try again?

[FluWhaleYo @FluWhaleYo]

The thing people are overlooking when making the comparison is: trust.

Trust in tech, being free of major incidents for years, being multichain, but the most important infra is on ETH.

Trust in the team, the core team that has been around in the space for close to a decade now.

[fomosaurus 🦖 @fomosaurus]

As an early stage investor in ethereum:0x808507121b80c02388fad14726482e061b8da827, we've always believed in the vision, even way back then.

The RH competition is about to get heated with ethereum:0x808507121b80c02388fad14726482e061b8da827 vs $PARE, but with the rumored SEC ruling on tokenization, the entire eco will be great beneficiaries and should re-rate across the board.

Avoid the slop though. You want something with real depth and moat...

Sometimes things are just discounted because nobody wants them.

[🉐 Crypto Linn @crypto_linn]

call with Pendle team last night

hits me every time how meticulous their approach is

@tn_pendle and team systematically cover off all current metas

always interpreting where the markets are headed

providing exactly what is needed AND what WILL be needed

incredibly simple one click strategies + complex tools for institutions

memecoins, stables, tokens, stocks, rwas...anything with yield

simply don't see a future where Pendle doesn't relentlessly push itself into every element of DeFi and TradFi

where most projects are thinking "how can I gain some TVL on this chain"

pendle is thinking "how do we encorperate ourselves within all of finance"

jobs not fuggin done

[FluWhaleYo @FluWhaleYo]

Trust in the founders vision. They have been playing a 5D chess game from the start. They will always be 3 steps ahead.

People tend to overlook the importance of trust, but for most of the bigger players that is all that really matters.

Trust the process. Trust Pendle.

[FluWhaleYo @FluWhaleYo]

Trust in the devs that are among the best in the industry. Known for their drive to keep inovating and building and being super responsive.

Trust in the BD team that is super connected and widely respected within in defi.

[Nutoro @chutoro_au]

Our current emission rate is ~884k PENDLE/year

Which is an annualized inflation rate of 0.5%

While buybacks have eaten 1.5% supply YTD

And our core revenue streams continue to diversify

Now Nut Man is not an economist but

Pendle

[Pendle @pendle_fi]

tokenized stock dividends

[TN | PendleBoros @tn_pendle]

Hello Robinhood 👋

[Pendle @pendle_fi]

Pendle is live on Robinhood Chain by @RobinhoodCrypto.

Adding a native layer for fixed yield and yield trading to the chain’s DeFi economy.

First up is sNET (17 Sep 2026 maturity), with more markets to follow as we expand across the ecosystem!

[April @Aprilzz423]

Gave the Boros-CrossEx arbitrage page a quick makeover! The new look feels much more consistent with the Boros brand and, most importantly, unmistakably like something from the Pendle team.

Check it out👇
https://t.co/9EARu7JQ0Z

#pendle #boros

[vxDrophunter | onchain @VxDrophunter]

Update on effectiveautist.eth.

ethereum:0x808507121b80c02388fad14726482e061b8da827 DCA still running. Then the Safe swept 150.108K ($254k) to the EOA and it went straight into sPENDLE.

Same machine: CoW $5k/day into the Safe → send to effectiveautist.eth → stake.

Pendle V2 now shows 678,252 sPENDLE ($1.15M). Last check here was 382k / $620k.

Not a one-off buy. Watch the next sweep.

[DarkLord_gr | DeFi Dojo @DarkLord_gr]

Day 300.

300 days of showing up every single day.
300 days of breaking down complex DeFi strategies into something anyone can actually understand and execute.
300 days of telling people to slow down, size smaller, stop gambling, stop chasing the 1000x, and trust the slow grind that actually works.
300 days of warning people about ponzis, scams, rug pulls, and hacks in a space that is full of traps designed to take everything you have.

I didn't start this journey from a good place.

I started it from the worst place I've ever been.

Everything was gone. The portfolio. The confidence. The plan.

300 days later, 2,700 followers, dozens of strategies documented, and a community that feels more like family than most things in my life.

I don't know if I've saved anyone from a bad trade.
I don't know if I've kept anyone out of a ponzi.
I don't know if my posts have made a single person slow down before clicking confirm on a bad decision.

But I showed up. Every single day. And I'll keep showing up.

Crypto changes. Strategies change. Markets change. Patience never does. And patience always wins.

Thank you for being here. All of you. 🥂

[Cropsharer🌾,🌽 @BTC_CRO]

Huge improvements on the way...

[Nutoro @chutoro_au]

Part 3 of Nut Man's musings on Pendle's mechanic changes since 2026.

What's stopping you from giving every mf 3 digits in APR without being a ponzi? https://t.co/mAwVSEC0o4

[Nutoro @chutoro_au]

Part 2 of Nut Man's musings on Pendle's mechanic changes since 2026.

From kleptocracy to meritocracy through algorithmic incentives. https://t.co/8SeuZIggde

[April @Aprilzz423]

Actually, we already have a very detailed oracle risk popup inside the PT looping page today! All the info you need are there. We want to be as transparent about the risks as possible.

New version will improve the presentation, breaking it into four factors with explicit labels so it's easier to draw conclusion.