RightSide

Preferred stock dividends are coming onchain as tradeable DeFi yield, targeting 13-15% APY. Here's how Apyx and @Pendle_fi are bringing DAT dividend-backed yield into DeFi through fixed and floating yield strategies. Read the full article 👇 coingecko.com/learn/apyx-pen…

Besides making 9 figures shorting ethereum:native, Bear also printed $6.96m off his short positions... 🤯

everyone is reading CLARITY as “which tokens are commodities” but the better question is where the yield goes if passive stablecoin rewards get boxed in.. that is why $PENDLE and $MORPHO keep looking like the cleanest second-order trades. capital that can’t just sit in idle USDC earning rewards will look for structured yield markets, fixed-rate products, curated lending vaults and places where collateral can actually be underwritten. $PENDLE prices the yield. $MORPHO routes the capital. then the rest of the stack starts making more sense. $ENA becomes the crypto-native dollar/yield experiment. $ONDO becomes the institutional RWA distribution layer. $AAVE remains the battle-tested liquidity base. CLARITY does not just make DeFi “legal.” it may tell capital where it can go next.

💸Pendle上的USDG目前应该是DeFi最棒的稳定币理财了 🥳安心美债底层，目前也是Pendle上最大的市场，有超过208M美金TVL。 📍PT 提供 5.16% APY，在AAVE上循环贷收益有超过APY25%(supply已加码到120M） 📍YT提供真金白银的USDG和PENDLE奖励 📍还有丰厚挂单奖励 DYOR，选择适合自己的理财风控哈。

Don't miss out on these gas rebates for Pendies who've provided liquidity to the following $USDG, @apyx_fi and @saturn_credit pools!

Most people still describe @pendle_fi as a “yield trading platform.” I think that misses the bigger picture entirely. What Pendle actually does is reshape distribution. Once an asset gets PT/YT markets, it stops being just a passive token sitting in wallets and starts becoming financial infrastructure people can position around, hedge, borrow against, or lock fixed exposure into. That changes behavior. And behavior changes demand.

Pendle now holds 2,453,331 $STRC non-custodially through our $STRC yield coin markets, forming the primary venue for yield discovery and liquidity in onchain digital credit.

Linn's Leverage #1022 is out: (Link in tweet below) @boros_fi @pendle_fi @maplefinance @Theo_Network @KyanExchange @Mantle_Official Like/Repost to support:

@machibigbrother @boros_fi Want to see your funding rate payments? funding-receipts.pendle.finance

If only @machibigbrother knew he could hedge the funding rates he paid by using Boros he would have $6M more capital to trade 👍🫰

你这几年交易白付了多少资金费率？💸 资金费率多年来都是隐形的成本，对有资金体量的专业traders或者机构， @boros_fi 都是很棒的工具 。 除了可以直接交易funding rate，固定funding，也可以做不同的跨所策略。 Pendle专门做Boros的同事 vibe code了个小网站，可以用你Hyperliquid的钱包地址看看。

GM, @global_dollar PT-USDG market cap raised from 80M to 120M on @aave 25% APY is now back on the table 🫡

How much funding have you paid? The @boros_fi team vibe coded something over the weekend. Paste any wallet address to see the damage. Starting with @HyperliquidX, with more coming soon. Check it out and let us know your thoughts!

As we approach a more mature phase of RWA-Fi with ~$31B in tokenised distributed assets tracked by @RWA_xyz, it’s time to confront the structural bottlenecks holding the sector back. What most people overlook is that the real constraint isn’t issuance or demand, but the liquidation infrastructure. Existing DeFi liquidation models (DEX liquidity + permissionless liquidators) break down for RWAs due to: 1. shallow liquidity (no natural backstop for large positions) 2. compliance restrictions limiting eligible participants 3. long redemption cycles (60–180 days) Particularly #1 and #3 aren’t trivial problems, they require entirely new system design. This is where RedStone Settle comes in. @redstone_defi introduces a solver-based liquidation layer that transforms illiquid, time-locked RWA positions into instantly settleable liquidity via auction coordination. Instead of relying on open markets, the system routes distressed positions to a network of pre-approved, KYC-verified counterparties who compete to take over the position. The winning solver injects liquidity on-chain to close the position immediately, while assuming the off-chain redemption and duration risk. In essence: redemption latency is abstracted away and replaced with instant settlement. This removes the embedded illiquidity premium, making RWA collateral far more usable and attractive across DeFi. Better liquidity → tighter spreads → more participants willing to hold exposure → deeper markets → sustained growth. And that’s the unlock. As the underlying asset dynamic significant improves, we'll see: 🔸higher LTV ratios → better capital efficiency 🔸scalable RWA-backed lending as a result of greater depth 🔸institutional-grade collateral reliability instilling more confidence and ultimately, deeper DeFi composability.

@DeFi_Andree @pendle_fi @Strategy @tn_pendle @saylor @0xinliberty @kevinlhr88 @valgui1 Pendle

Pendle x Strategy: How DeFi Turns Strategy’s Preferred Stock into an Onchain Bitcoin Credit Curve Bitcoin’s biggest dilemma has always been capital efficiency: a trillion-dollar asset sitting largely idle But the narrative is rapidly shifting Store of Value → Programmable Credit By bridging corporate dividend streams ($STRC) directly onto DeFi rails, we are not just creating another wrapped token. We are witnessing the birth of an on-chain credit curve for the world's most pristine collateral It is no longer about holding spot and praying for price volatility. It is about isolating risk, extracting real value, and trading structured yield. Here is how ~20% Fixed APY engine actually works under the hood ---------- Credit Origination starts with @Strategy ( $STRC ) Instead of letting a massive @Bitcoin treasury sit idle, it generates a dividend stream. Protocols like @saturn_credit, @apyx_fi, @xStocksFi bring this exact yield on-chain So instead of just holding a volatile asset, you are capturing a continuous yield stream backed by institutional-grade collateral. You are holding a productive asset ---------- Not all capital has the same risk appetite. This is the defensive and offensive side of the architecture Through @strata_markets and @roycoprotocol, this tokenized yield is tranched into specific profiles: → Senior Tranche: Safety first. Lower yield, maximum protection → Junior Tranche: Higher yield, absorbing the underlying risk In other words, risk is isolated. Institutional capital can park safely, while degens can chase the premium. Risk control becomes an active position ---------- This is where the market decides the fair value of that yield. You do not need to guess market direction. You only need to choose your exposure That is where the @pendle_fi market data gets interesting: 🔹 For Defensive Capital (PT - Fixed Yield): > Royco (jrRoyAPYUSD): Lock in 20.95% Fixed APY > APYX (apyUSD): Lock in 19.22% Fixed APY > Strata (jrUSDat): Lock in 15.29% Fixed APY > xStocks (STRCx): Lock in 15.06% Fixed APY > Saturn (sUSDat): Lock in 14.33% Fixed APY 🔹 For Aggressive Capital (YT - Levered Upside): > APYX (apxUSD): 72x Leverage > Saturn (USDat): 42x Leverage > Strata (srUSDat): 34x Leverage > Saturn (sUSDat): 26x Leverage > xStocks (STRCx): 25x Leverage The real takeaway is not just high APY, but the power of customizing your payoff structure on a Bitcoin-backed asset ---------- Flywheel = BTCFi as Alpha → Bitcoin can generate dividends → Dividends can be tokenized → Tokenized yield can be tranched and traded And when traders can move between different risk profiles of the same underlying asset, capital flows back in. More capital expands the STRC-backed products, creating a massive on-chain credit curve That is what makes this architecture interesting to me. It is not just another wrapped BTC. It is a primitive for expressing yield views through structured risk ---------- Bitcoin is no longer just something to hold. It becomes the base layer of a credit economy ➥ Institutional collateral + DeFi Composability = BTCFi Alpha.

@DarkLord_gr Wow amazing stuff! Grind hard ser :) congrats!

Small personal update today. I got hired again. A new role that I am genuinely excited about and more opportunities are starting to come together in ways I did not expect a few months ago. I will not pretend the hack did not break something inside me. It did. Losing everything twice is not something you just shake off. I am still carrying it. But I am starting to see a path forward that actually excites me and that feeling has been rare this year. 193 days of showing up. Some of them were really hard. Today is a good one. Thank you to everyone who has been following along and for the support. It means more than you know...

@PendleIntern Hello goodjob buddy