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Dan
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Dan
@DDangleDan
Growth // @pendle_fi Pendlin the DeFi yield layer.
Entrou em Mart 2016
485 Seguindo1K Seguidores

. @boros_fi 給一些開單思路供各位參考:
1)Boros池子在接近到期日時會有劇烈波動(槓桿會被放得越來越大),這時候做對方向會很賺
2)川普極有可能會在伊朗問題上大展拳腳,來轉移關稅上的爭議,給市場增添不確定性=市場自然會risk off
3)大家做空 = 費率變負 = 賺麻了(我現在1hr 結算吃 50U)


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$537 is mine. $571 is a promise.
expirations on @boros_fi confuses almost everyone. here's what's actually happening.
my BTC position(see picture) expires in 5 days. and these two numbers mean completely different things.
- the $537 - collected funding, already paid out, sitting in my balance. that's real.
- the $571 - that's the market telling me what it expects i'll collect over the next 5 days if current rates hold. not a guarantee. a forecast dressed up as a number.
implied APR repricing is not yield. it's a prediction.
so at any moment i have exactly two choices:
1⃣ sell now - lock in the implied value, done, no rate risk
2⃣ hold to expiry - collect whatever funding actually pays out, could be more, could be less
the question isn't complicated. do i believe funding stays elevated for 5 more days?
if yes - i sit and ignore the $571 until it proves itself.
if no - i sell and take the market's price instead of gambling on rates.
the screen shows you expectations. your wallet shows you reality.
they're not the same thing until expiry.

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Dan retweetou

@Robotchant420 @pendle_fi no, they pay $1 and Pendle will top up 40c.
LPs receive $1.4 additional incentive (on top of the pool's own native incentive)
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@pendle_fi Wait, I don't understand, protocols pay $1 to get back $0.40 in emissions?
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What does the change of vePENDLE to sPENDLE mean to the investor? @DDangleDan from @pendle_fi answers.
Watch the full stream below
2Lambroz 🐑 (🧑🍳🥩🤌)@2lambro
$PENDLE Tokenomics Changing, Good buy vePENDLE? Come see us chat with @pendle_fi with @DDangleDan x.com/i/broadcasts/1…
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Dan retweetou

Happy New Year!
In the last 5 months that @boros_fi has been running, we have observed:
- $7B in cumulative trading volumes
- peak OI at $250M (prior to Xmas maturity)
- large counterparties swapping 8-figures in OI to capture FR spreads up to 7% across exchanges ie BN/OKX/HL

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Dan retweetou

Traders on @boros_fi are earning >50% profit with just ONE move, ONE position 👇🏻
Just zoom out and look at the chart for BTCUSD-Hyperliquid:
• Yellow line = Implied APR = Entry
• Purple line = Underlying APR
You could pretty much SHORT YU at any point and you'll pretty much guaranteed to come up on top

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最近一直在學習找平衡。
尤其是Pendle今年進入新的生長期,越來越多預備無許可化的池子上線,用戶人數也一直直線上升翻倍。
市場一直風雲詭譎起伏不定,有人歡喜有人憂。
Pendle做community facing的孩紙們,尤其中文區,日文和韓文區的大使們也都越來越辛苦-因為亞洲社區Pendle的保姆風對教學的耐心DeFi第一。@ViNc2453 @kevin0x0 @BTCLIN @0xanonnnn @KazumaxCrypto @NewPaguinfo
感謝你們,真的辛苦了。🙏
一直要面對社區的不同聲音,回答問題的同時照顧情緒。
尤其是市場不好的時候,負面能量的聲音會很大,尤其是對於我們這種眼睛裡容不下沙子的完美主義多動症來說會更辛苦一些。
做得好的地方,也許很多人都看到了,但是並不是每個人都會說出來。
反而表揚的辭藻也讓我們會害羞一些。
質疑和批評的聲音,也一直勇敢面對,全盤接受。因為總害怕錯過好的建議,怕自己飄。
怎麼在情緒和事實上找平衡,怎麼平衡團隊,社區和自己的心態。
何時謙卑為懷,何時自信堅持自己的初心。
何時說話,何時閉嘴。
繼續學習,繼續耕耘。
除了團隊時時刻刻都在優化我們的兩個產品 Pendle V2 和Boros,接下來也會有一系列非常振奮人心的改變。
我知道這個看起來情緒極其穩定的男人其實內心熱血沸騰 - (雖然每次我讓他表現一些感情他都跟我說不要 ) TN @tn_pendle 都有在很認真佈局接下來Pendle的每一步。
無比超級熱血。
Job's not done
TRUST in PENDLE
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说市场太烂赚不到钱的小伙伴都很值得被揪一下耳朵。🙉
奶奶以为喊单到现在,你应该已经用Boros by Pendle无比游刃有余了。
而且Boros最近出了止损SL/TP的新功能可以更好做风控 ✌️(还有美金单位的PnL哟)
奶奶无敌邀请码:
boros.pendle.finance/join/88888
Pendle

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First bronchitis in Singapore - check ✅
🤒I've been coughing my lungs out (I have abs now).
Don't worry I have antibiotics and Boros 🔥
Nothing can stop grandma from slaying.
88%+ on Binance, 20-40%+ on Hyperliquid pairs.
Slay with grandma: boros.pendle.finance/join/88888
Pendle

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Dan retweetou


While DeFi users embrace yield and volatility, institutional capital chases yield and 𝑐𝑒𝑟𝑡𝑎𝑖𝑛𝑡𝑦.
With Pendle, you can have both.
@caladanxyz is a digital asset market maker that facilitates over $50b in annual trading volume, with our fixed yield products now a core component of their treasury management strategy.
Why Pendle? It's all about that certainty.
The majority of on-chain yields are sensitive to market conditions, precipitating uncertainty in forward returns.
Pendle’s fixed yield products allow Caladan to mitigate rate volatility or swap between fixed and floating yields - whatever makes sense for their market outlook.
𝐀𝐛𝐨𝐮𝐭 @caladanxyz :
Founded in 2017, Caladan is a pioneer in on-chain market making that combines their experience in traditional financial markets with DeFi expertise.

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Currently, Boyco by @berachain is officially live. However, the community was quite surprised when the project allocated 2% of the total $BERA supply to Boyco instead of the previously announced 1.5%.
At the same time, the TVL of Bera Era pools on @pendle_fi has approached ~$600M, accounting for more than 25% of the total TVL in Boyco Vaults, demonstrating the high demand for utilizing those assets with Pendle.
And to make it easier to track Bera Era metrics on Pendle, I have compiled a dashboard that includes the fees collected and TVL breakdown by asset type in each pool.
You can access the full dashboard here (Bera Era Fee & Bera Era Liquidity): flipsidecrypto.xyz/neo_nguyen/pen…
P/S: Latest update - users can now farm up to 10 types of points instead of just 8 as before on Pendle (as shown in the image below).
The choice for farming points will also be more diverse, depending on each individual's preferences.
Tagging chads are bullish on both Pendle and Berachain:
@tn_pendle @Rightsideonly @PendleIntern @0xlenn @btclin @Jonasoeth @crypto_linn @quant_sheep @0xTindorr @phtevenstrong @LisaFlorentina8 @Hirohnguyen @0xTrablo @2lambro @JasonvuTech @Chris_Insights @chutoro_au @ViNc2453 @NaveenCypto @kenodnb @EthereumThaila1 @Milk_Trudge @JiraiyaReal @monosarin @DeFi_Perryy @YashasEdu @TheDeFinvestor @ellaqiang9 @Alvin0617 @jackvi810 @web3_alina @sortition1337 @0xCheeezzyyyy @Frogling68 @TheDefiDog @eli5defi @captainjack @SmokeyTheBera @hanztrinh @Berasearch @splinter0n




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