RightSide

@crypto_linn @llama The hair part is tough

hello @llama please provide an estimate on $PENDLE price for 6, 12 and 24 months from now if the following fell into place: - institutional buying - institutional partnerships - volume increase due to 1% of total fixed income + RWAs with yield + any other available yields run through pendle - resulting buybacks due to increased volume - TN grows out his hair give a conservative and an aggressive estimate

熊市赚钱不容易，继续押注 Boros上的机会。 很多人选择躺平，Pendle多动症天才儿童俱乐部没办法躺平，很多新功能和新合作都在继续认真做。 熬出熊市的那一刻，机会都是留给有准备的人。 另，HL上的溢价指数这几天都比较负，一般人看到恐慌，用交易吃饭的人能看到机会。 继续盯数据 boros-data-dashboard.pendle.finance

. @Pendle doesn't need higher yields forever. It needs more places where PTs can be used. Aave V4 is another step in that direction.

One of best positioned protocols to capture RWAs continues to be ethereum:0x808507121b80c02388fad14726482e061b8da827 Boros is expanding beyond crypto into commodities. Think WTI, Gold, Silver, and equity perps (NVDA, TSLA) for funding-rates. Pendle PT_USDG becomes first ever PT token to list on Aave V4 as collateral -- See chart. - Fully circulating, no overhang - Pendle cut emissions/incentives by 71% - Performing buybacks, to date ~1.96M via open market - Boros crossed $20B trading volume in just 1 year - 100,000,000+ Pendle Staked

I think it makes sense to do research on dinosaur projects right now. Simply because: > Projects without PMF = tokens already dead. > Only a few projects left that still deserve our attention. They survived the worst part of the market with clear PMF. To name interesting sectors I'm looking into: Lending like ethereum:0x7fc66500c84a76ad7e9c93437bfc5ac33e2ddae9, Yield like ethereum:0x808507121b80c02388fad14726482e061b8da827 , Neobank like ethereum:0xfe0c30065b384f05761f15d0cc899d4f9f9cc0eb I'm writing this because I know how I wasted time looking into metrics in Q1 and trying to convince myself it's interesting. (It was not) Now, it's actually interesting. P/S, P/F, those metrics are actually low and these products that proved market fit will only grow from here. The bet is new capital actually comes from tradfi, which is likely based on the recent interest increase from those side. But remember to study value accrual model on each one too. NFA.

Linn's Leverage #1063 is out: (Link in tweet below) @boros_fi @pendle_fi @maplefinance @Theo_Network @KyanExchange @Mantle_Official Like/Repost to support:

@GammaSwapLabs Wow

hi something big is coming soon

@ACsstyle It is very nice

@Rightsideonly thats ~600% APY right there insane tbh

Love to see it, darklord blurting out the alphasz you should really follow this man

$0.638 per hour. $459 per month. With a $900 portfolio. That's what @boros_fi is paying me right now with all positions aligned and profitable. Watching it tick up every hour is genuinely satisfying. It can get addictive, so be careful. And this is a sideways market with positive vibes. I can't imagine the possibilities in a full bull market. But things can change dramatically if bad news comes out or we have a volatile market, so be careful with leverage and position sizing!

Why I am long term bullish on $PENDLE Detailed answer given by @DefiLlama AI .

Royals DeFi Investigation - @pendle_fi in 2026 - A team that is still building one of DeFi’s most promising fixed income setups, & more? Pendle is definitely one of the protocols actually building toward a sustainable and increasingly simplified DeFi eco & this is still needed if DeFi wants to onboard the next billion users to its onchain rails. So since some time has passed since my latest video on Pendle, I want to take it further with these reflections of Q1 & Q2 of 2026 for Pendle and what these ongoings specifically mean for the project and the token. First, this year came with an addition in tokenomics. On January 20, Pendle launched sPENDLE, replacing the old vePENDLE model fully with a liquid staking token and a revenue based reward system, a fungible token with a 14-day unstake period. Overall up to 80% of protocol revenue is used for $PENDLE buybacks that get distributed to active sPENDLE holders. By mid June 2026, this buyback engine had already repurchased more than 1.72 million PENDLE and distributed around $1.4 million to stakers. The result is a more sustainable value accrual loop that reduces inflationary pressure and makes the token more attractive for longterm holders. The second quarter as well showed that Pendle expanded its fixed yield products to new chains. Around June 19, Pendle launched on @monad, a new high performance EVM chain, and reached over $50 million in TVL and $22 million in trading volume within the first 10 days, making it the fifth largest protocol on the chain. At the same time, @SkyEcosystem launched a fixed yield pool for its $sUSDS stablecoin on Pendle, which attracted roughly $50 million in TVL in under two weeks, offering fixed APYs in the 4.7-5.4% range. Through all of this, Pendle’s total TVL has remained resilient in the $1-1.1 billion range, even while the broader market shows much more volatility. The start of Q3 went off quite solid too, because July brought a key validation of Pendle’s core thesis. On July 2, @Aave launched its Global Dollar Hub on Aave V4, the first dedicated liquidity hub since the V4 upgrade. The hub is built around $USDG, @Paxos’ regulated stablecoin, and uses PT-USDG (24 Sep 2026), a Pendle principal token, as its collateral. Users can deposit this PT and borrow $USDC, $USDT, and $USDG against it, effectively creating an onchain fixed yield carry trade. This is one of the first real world deployments of fixed yield PTs as institutional grade collateral inside a major lending protocol, and in my opinion, it definitely moves Pendle further from being seen as “just” a yield trading/fixed yield venue, into also participating strongly in the lending layer in DeFi. Looking into Q3 and Q4, the most important theme is the expansion of this collateral and rates narrative. If the Aave hub works well, other PTs could be whitelisted in additional hubs, allowing lending protocols to offer more rewarding and still duration specific credit opportunities. At the same time, Pendle’s Boros platform expands the story from yield tokenization to trading any rate, starting with fully onchain funding rate swaps using a hybrid order book and AMM. Over the next quarters, new markets beyond crypto funding rates and deeper integrations with perps DEXs could turn Boros into a very established rates trading layer. As fees and TVL grow, the sPENDLE buyback engine should continue to repurchase PENDLE from the market and distribute more value to stakers, reinforcing a cash flow like narrative for the token, similar to the one the @Hyperliquid team integrated perfectly. Combined with more crosschain deployments and potential institutional „pilots“ using Pendle pools for predictable yield, Pendle is positioning itself as future aligned, well connected fixed income infrastructure for a further maturing DeFi stack. That’s why everyone, who is tracking the evolution of DeFi’s, should realise that looking at Pendle’s evolution, is worth it too. Pendle.

Gyield indeed Pendle

Over 20% Fixed APY on reUSDe Pt's today, with the underlying yield paying out 25.66% plus 5x multiplied Sats from @ethena and 40x on Re points from @re... Pendle going absolutely crazy on weekends atm. gYield.

The $PENDLE 2026 Bull Thesis: ∙ze lockup issue is gone. 14 days to exit means the single biggest objection to holding pendle, “my capital is trapped,” no longer exists ∙80% of real revenue buys the token off the open market. literally uses its own cashflow to bid for its own token. mucho revenue. ∙just cut emissions 30% while revenue is growing. supply going down, demand going up. ∙only 20% of holders were participating under the old model. they redesigned the entire system to fix that. if even half the remaining 80% starts engaging, the staking demand for pendle increases by multiples from current levels ∙60x revenue growth in two years and the token is still sitting at a fraction of where fundamentals would price it. ∙$3.5 billion in tvl means the liquidity is real, the users are real, the fees are real. you’re not betting on a vision, you’re buying into something that’s already working at scale ∙tokenized RWAs are the next trillion dollar wave in crypto (+ neo banking) every single one of them produces yield. yield that needs to be traded somewhere. pendle is the only protocol built from the ground up to do exactly that. ∙institutional money wants fixed yield products above almost everything else in defi. pendle is the only venue that actually properly delivers it. trillions. ∙spendle is composable, liquid, and earns while deployed. that combination opens yield on yield strategies that structurally didn’t exist before. new strategies mean new demand mean new tvl mean higher fees mean more buybacks. ∙the people who were most committed, long-term vependle lockers, got up to 4x boosted spendle on the transition. ∙defi bear markets are brutal to protocols with weak fundamentals and kind to the handful that have genuine product-market fit. disclaimer: pendle

Day 252 — full position breakdown. @HyperliquidX (3x long, cross margin) ETH | Mark $1,793.4 | PnL +$11.06 (+28.0%) AAVE | Mark $96.390 | PnL +$67.23 (+153.6%) MORPHO | Mark $2.1834 | PnL +$9.40 (+78.3%) AERO | Mark $0.51414 | PnL +$8.05 (+13.7%) ETHFI | Mark $0.41339 | PnL +$99.60 (+77.0%) @Lighter_xyz PENDLE 5xMark $1.5087 | Liq $1.3503 | PnL -$167.15 (-32.39%) — still red still holding. @boros_fi WTIOILUSDC 6d | 2,496.8 YU | Pay 11.32% | Rcv 36.83% | PnL -$4.22 ETHUSDC 20d | 19 YU | Pay 4.83% | Rcv 10.95% | PnL +$27.61 HYPEUSDT 20d | 4,000 YU | Pay 3.23% | Rcv -0.66% | PnL -$5.89 HYPEUSDC 20d | 59,882.8 YU | Pay 8.64% | Rcv -7.77% | PnL +$16.71 SOLUSDC 20d | 11,614.1 YU | Pay 3.78% | Rcv 10.95% | PnL +$9.38 SOLUSDC 20d | 4,000 YU | Pay 1.10% | Rcv 10.51% | PnL +$2.10 @prjx_hl — HYPE/USDT0 V3 2% Position $748.55 | APR 38.87% | Unclaimed $2.3144 | Range 50.009-77.648 @prjx_buddy — HYPE/USDC V3 0.3% | $2,210.04 | APR 32.39% | Unclaimed $10.06 V3 0.05% | $386.96 | APR 41.60% | Unclaimed $1.8611 V3 0.05% | $191.61 | APR 56.18% | Unclaimed $3.4042 Total fees $379.87 | +$2.6838 today | Pending yield $15.32 | kHYPE 0.0186 @DeFiTuna — SOL/USDC 2.57x $1,352 | In Range | Entry $69.479 | Mark $77.914 | Yield +$0.58 (+$48.0) | PnL +$130 (+32.85%) @Uniswap V3 — PENDLE/WETH 0.30% (Ethereum) $792.81 | Fee APR 72.00% | Total APR 37.83% | PnL +$2.87 | Uncollected $5.42 | Range 0.00072-0.00110 @Aerodrome_fi CL — MORPHO/WETH 0.30% (Base) $766.89 | Total APR 89.66% | Fee APR 104.00% | PnL +$15.92 | Uncollected $18.45 | Range 0.00097-0.00170 @byreal_io xSTOCKS LP — Total $2,349.78 | Fees $93.24 | P&L -$309.56 JLP-USDC $960.74 | APR 12.49% | PnL -$26.93 | Fees $18.1 METAx-USDC $384.08 | APR 179.61% | PnL +$30.92 | Fees $13.67 CRCLx-USDC $364.03 | APR 0% | PnL -$140.99 | Fees $26.88 AMZNx-USDC $201.35 | APR 17.10% | PnL +$7.73 | Fees $11.43 CRCLx-USDC $177.91 | APR 168.53% | PnL -$2.07 | Fees $1.31 MSTRx-USDC $158.38 | APR 0% | PnL -$142.2 | Fees $5.15 SPCXx-USDC $101.76 | APR 0% | PnL -$15.52 | Fees $8.65 @0xfluid — USDC-ETH Loop (Ethereum) Collateral $2,411.55 | Debt $1,904.36 | Supply 25.36% | Borrow -14.59% | Ratio 79.01% (max 88%) Net Balance $507.19 | Net APY ~175.3% (est.) | Yearly yield ~$889 (est.) | Liq buffer ~9.0% Fluid started making profit, lets see how it will go, the APY is juicy, but i am afraid the Impermanent Loss might eat away all the profit. @ipor_io @628Labs cbETH Dynamic Looping (Base) $1,460 deployed | 0.74 cbETH | APY 15.61% | TVM $31.8M @pendle_fi PORTFOLIO Total balance $1,681.35 | Claimable yield $77.09 Ethereum $1,215.55 | Monad $355.99 | HyperEVM $109.80 | BNB $0 YT KEY PERFORMERS apyUSD 47d | +$51.89 (+26.04%) savUSD 26d | +$44.89 (+10.82%) sUSDD 47d | +$21.50 (+13.35%) earnAUSD 89d | +$7.48 (+1.76%) eEARN 75d | +$5.16 (+25.61%) jrUSDat 47d | -$7.73 (-79.4%) superUSDC 138d | -$38.39 (-33.4%) USDG 75d | -$39.38 (-13.33%) superUSDC & USDG are not in reality negative since most of the yield is coming from incentives when the positions will close il give a final PnL.

.@pendle_fi is one of crypto's most important yield protocols, with over $90 BN fixed yields settled Bungee expands access to Pendle's fixed yied by connecting them to liquidity across chains Any user, holding any asset on any chain can now access PT/YT in a single click - with lower fees, powered by Bungee & @SOCKETProtocol

あ、Pendleグループで最近活発なので、ぜひ質問や交流しにきてください〜 📝Pendle日本語グループ t.me/Pendle_JP

Pendle has fully upgraded @BungeeExchange V3 🌉 Faster routing. Lower fees. Fewer clicks. Swap any token on any chain into any PT/YT in a single click. Gas is handled for you - even when your wallet holds $0 on the chain.

Aave V4 has some banger stablecoin farms that can now be one-click entered on .@Yieldzio ! PT-USDG/USDC: +64.92% sUSDe/frxUSD: +23.43% sUSDe/USDT: +18.72% Checkout these farms today on Yieldz. io! Follow for more stablecoin farms!