@Rightsideonly
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DeFi guy and yield hunter. insights are my own. 🐔🥜🍞 . waterboy at @Pendle_fi
Joined April 2015
- Tweets28.2K
- Following2.1K
- Followers7K
- Likes46.7K
RightSide retweeted
No yield? No problem.
Long @coinbase stocks with leverage, now live on Pendle
Starting markets:
🔹TSLAc
🔹AAPLc
🔹NVDAc
🔹METAc
🔹GOOGLc
🔹MSFTc
🔹AMZNc
PENDLE EXPANDS LOOPING TO TOKENIZED STOCKS
@pendle_fi expanded one-click looping beyond principal tokens. Seven stock longs on @base borrow $USDC on @aave, with leverage limits of 2.6–4.2x and liquidation risk.
Read more here:
thedefiant.io/news/defi/pend…
RightSide retweeted
my favorite DeFi protocols rn (in no particular order):
- @aave (borrow against ETH)
- @Morpho (USDC vaults)
- @HyperliquidX (perps + spot)
- @pendle_fi (PT / YT yields)
- @0xfluid (lending + DEX)
- @ethena (sUSDe yield)
- @boros_fi (trade funding rates)
- @GammaSwapLabs (trade volatility)
- @mezzanine_fi (tranche yields)
- @eulerfinance (lending vaults)
- @SiloFinance (isolated lending)
- @kamino (leveraged SOL)
- @Uniswap (chain abstraction)
- @CurveFinance (stablecoin swaps)
- @jumperapp (super-app expansion)
RightSide retweeted
Pendle - Llama Risk - Boros ! DeFi Today ep.4 xitter.cf/i/broadcasts/1AKEmvpoL…
RightSide retweeted
Nice nominal spike happened on ethereum:0xddc0f880ff6e4e22e4b74632fbb43ce4df6ccc5a on Pendle
- YT grew from 18.5% to 19.5%
- That's clear free pts farm on any size
- If u have limit sell order set > u should be cashed out by now n ready for another enter
- In addition u would be gud by farming Pendle limit rewards in ethereum:0x808507121b80c02388fad14726482e061b8da827
DeFi pays off. DYOR / NFA 🤝
Time for boring DeFi YT breakdown n where's smart to ape:
📁 Tori
- $1k worth of ethereum:0x280839980a7ed0d7717f64125fe241012e5f5815 on YT = $32.5k on Monad
- 107 days till mature / 11.57% nominal with 10% APY yield + ≈200k pts per day
- $8.9 yield per day or $952 at mature
- I would take into consideration, that pool just launched / YT may spike higher / $MON rewards maybe added later
📁 RE
- $1k worth of ethereum:0xddc0f880ff6e4e22e4b74632fbb43ce4df6ccc5a on YT = $60k on Ethereum
- 51 days till mature / 18.6% nominal with 12.51% APY yield + ≈1.6m pts per day
- $20.5 yield per day or $1048 at mature
- Profitable so far + expecting to see another nominal spike = farm for free
📁 Axis
- $1k worth of $sUSDx on YT = $50.5k on Ethereum
- 44 days till mature / 18.53% nominal with 17.37% APY yield + ≈300k pts per day
- $24 yield per day or $1058 at mature
- Profitable so far + expecting to see another nominal spike to 21% = farm for free
📁 3JANE
- $1k worth of $sUSD3 on YT = $40.8k on Ethereum
- 58 days till mature / 22.8% nominal with 13.9% APY yield + ≈ 1.3k $JANE rewards per Epoch
- $15.5 yield per day or $901 at mature
- I would consider as this position has:
> Boosted Jane rewards
> U can exit your staked $USD3 position as u're generating yield in USDC
> YT of the staked asset is used to consolidate at 24/25% nominal, while it's at 22.8% rn
📁 OnRe
- $1k worth of $ONyc on YT = $42.4k on Solana
- 83 days till mature / 12.9% nominal with 11% APY yield + ≈255k per per day
- $9.9 yield per day or $835 at mature
- I would consider to ape because:
> Previous pool expired at 16% nominal
> Fresh launched n consolidated at 16% for a long time before dumped to 12.9%
> Anything above 14% nominal will completely cover your initial expenses = farm for free + yield
DYOR / NFA 🤝
RightSide retweeted
most of my @boros_fi positions are rate trades.
same coin, same size, on two exchanges.
one side pays me, the other costs me.
as long as it pays more than it costs, i keep the difference.
my btc pair, 9 days left:
the same btc trade on gate and on hyperliquid.
gate pays me more than hyperliquid costs me.
no btc price exposure.
so far the gate leg has paid about $145 in settlements.
the hyperliquid leg has cost about $8.
that's roughly +$137 net on one pair.
the whole boros account is at about $2,600, up about $68 today.
every position there is a rate trade except one eth spread.
what i love about this: whatever the market does, the portfolio keeps growing.
yes, i have some eth and btc exposure.
but i hold those long term anyway.
the yield on top just makes them compound faster.
Loop almost everything in Pendle ;)
RightSide retweeted
Introducing PendleLoop, your one-stop shop to earn or trade with leverage
🔹Long/short any token including tokenized stocks with leverage
🔹Loop to multiply any yield, including Pendle PT and non-Pendle assets (e.g. sUSDe)
Pendle - more yield, and more than just yield
RightSide retweeted
Linn's Leverage #1135 is out: (Link in tweet below)
@boros_fi
@pendle_fi
@Chainflip
@mezzanine_fi
@Mantle_Official
@StaticsProtocol
@GammaSwapLabs
Like/Repost to support:
RightSide retweeted
This one didn't receive enough attention so let me TL;DR it for you.
Basically, @pendle_fi 's TVL has grown by 43% while emissions went down by 58%.
In other words, you don't need to pay for TVL with your own tokens. ethereum:0x808507121b80c02388fad14726482e061b8da827 buybacks turned out to be a smart move. As for buybacks, these oftentimes (not always tho) outperform emissions, meaning, more tokens have been bought back (and distributed to stakers) than were emitted during one epoch.
If I were to create lists of tokens I'd be scooping, Pendle's would definitely be on one such list. NFA, obviously.
Btw, I suggest/recommend you check out @Shaurya477 's Penconomics site for more info. Find the link to that one in the image description below.
ALT https://penconomics.vercel.app/#top
Pendle V2 capital closed Jun 30 at $809M and Sep 30 at $1.16B.
That 43% gain came in the quarter Pendle cut its PENDLE incentives 58%.
Issuers, chains and lenders funded the growth with their own rewards and collateral.
ALT Native Pendle V2 capital closed Jun 30 at $809M and Sep 30 at $1.16B, up 43%. A callout marks Aug 11, when X Layer markets opened.
RightSide retweeted
Janus Henderson runs over $30B in its AAA CLO strategy, with its core US fund among the largest actively managed fixed income ETFs.
That strategy is now on Pendle as @Centrifuge deJAAA (26 Nov 2026 maturity).
To mark it, @tn_pendle sat down with Nick Cherney, Head of Innovation at @JHIAdvisors, on why a $500B manager moved on chain and what comes next.
RightSide retweeted
the best interview i've watched all year with @SoskaKyle and @TaikiMaeda2
one key insight: crypto has undeniably surpassed tradfi in several areas (e.g. stablecoins beat simple dollars, hype perps beat tradfi perps, tokenized stocks beat having to use a stockbroker)
tradfi isn't blind to this and the leaders in each respective area are going to receive a steady bid over the coming years
even at higher valuations, it's inevitable that they will have steady growth if they retain their fundamentals
in another great interview recently @CryptoHayes mentions he likes to buy "broken charts" (and recently purchased a nice chunk of ethereum:0x808507121b80c02388fad14726482e061b8da827 )
fixed income is one of the largest markets in traditional finance worth HUNDREDS of trillions of dollars
just as stables and perps are rapidly growing in volume, so will onchain yield trading
we are dealing with 10,000x smaller volumes at the moment
when the floodgates do open then pendle at $100 (50x) will look very similarly priced to where hyperliquid:native is now
and then the bid highly simply continues
pendle is inevitable
Interview with @SoskaKyle to discuss the generational HYPE trade, what it's like trading with @ThinkingUSD, and how to make it this cycle.
0:00 Bull or Bear Market?
2:49 Kyle’s Journey into Crypto
8:44 “Would You Be Right or Make Money?”
15:52 Teaming up with Flood
21:01 The Famous $HYPE Trade
36:02 Bitcoin and the Quantum Problem
43:20 $ZEC vs $BTC
46:30 Selling All Their $ETH
52:53 Crypto’s Real PMF
1:00:05 Are Great Traders Born or Made?
1:11:11 Memorable Trade (A Painful One)
1:21:39 Cycle Skip Theory vs 4 Year Cycle
1:26:50 Midcurve Traps & Onchain Metas
1:31:40 Hardest Lessons & How to Make It
1:37:55 Managing Tilt & the Art of Selling
1:49:02 Regrets and Final Words of Wisdom
RightSide retweeted
A few days after launch, Boros spread markets are already leading 24-hour volume.
About 21% of current protocol volume.
RightSide retweeted
I've been reviewing how things are going for Pendle and Boros.
Revenue has dropped over the past months, partly because DeFi has become a bit boring lately. But the economics are looking much healthier.
Back in early 2025, @pendle_fi peaked at around $8.6M in monthly revenue, but was spending $3.3M on incentives.
Now, following the tokenomics changes, those costs have dropped massively.
Look at September:
> Revenue: $554K
> Incentives: $50K
That's over 10x more revenue than incentive spending. @boros_fi still represents a tiny part of the business:
> Pendle V2: ~$520K/month
> Boros: ~$34K/month
But I think the potential is interesting, especially as they keep adding more CEXs and funding rate markets.
We're still talking about a new primitive that most people don't understand. I'm really curious to see how this evolves.
RightSide retweeted
Linn's Leverage #1134 is out: (Link in tweet below)
@boros_fi
@pendle_fi
@Chainflip
@mezzanine_fi
@Mantle_Official
@StaticsProtocol
@GammaSwapLabs
Like/Repost to support:
RightSide retweeted
Benji from @FTDA_US runs on 11 chains, and Chetan’s answer on how they got there was simple - go where the clients are, then solve interoperability later.
Every issuer coming onchain now has to make a version of that decision, because liquidity, collateral integrations and investor demand are spread across chains rather than concentrated on one, and where an asset is deployed ends up deciding what it can actually do once it’s live.
Pendle has worked through the same questions across 9 chains, and each one widened where yield can be traded and fixed. As more RWAs come onchain, our infrastructure for them will be ready.
Catch @tn_pendle with Chetan Karkhanis, Senior VP at @FranklnTempletn 's FIRST group for APAC on Pendle RWA Insights 👇
In this episode of RWA Insights, Jake and @tn_pendle speak with Chetan Karkhanis, Senior VP at @FranklnTempletn's FIRST group for Asia Pacific, on how Benji started, what it will take to scale tokenized funds, and where Asia is heading in RWAs.
Full video and written summary 👇
RightSide retweeted
I had the chance to speak with the @boros_fi team.
I've always been a big fan of @pendle_fi, but hadn't explored Boros in depth until now.
You can lock in 20–30% yields by trading funding rates across CEXs, although execution requires four trades and Boros liquidity is still limited.
To simplify this, they've launched markets where you can trade the funding rate spread between exchanges directly, reducing execution from four trades to three.
For example, the Binance vs Gate spread currently trades around 3%, despite the underlying funding rate difference being closer to 7%.
And here's the interesting part: instead of executing the full strategy to lock in yield, you can simply long or short the spread.
The discount partly exists because funds are willing to accept lower returns to lock in their yields. But how far can they compress the spread before it stops being profitable?
You can also scale into positions with limit orders and exit if the spread widens. Honestly, at these levels, I almost find trading the spread more attractive than executing the full strategy.
Really interesting primitive. Definitely want to explore it further.
