Boros Broadcast #11: Unlocking DeFi's Impossible Dream
🔹The best strategy for 25-30% APR yields until the end of 2026
🔹An easy, repeatable trade on Boros for +20% gains
🔹How to find the best entries when rolling over spreads on Boros's Arbitrage terminal
PT Looping has generated ~$35k in revenue to date
This is MARGINAL revenue on top of our ordinary business
Overall this is:
📌 -92% emissions
📌 Buybacks (~1% supply YTD)
📌 PT collateral uptick
📌 Internalization of exteranl incentives
📌 RWA tokenization
Pendle
sPENDLE instant unstake fees have accrued 117k PENDLE YTD (170k annualized)
Meanwhile, our current emission rate of 7.5k PENDLE/week equates to ~390k PENDLE/year
This means instant-unstake fees alone finances 43% of our annual emissions...
...WITHOUT accounting for buybacks!
PT Looping is now fully live and out of beta.
What used to take a tedious hour of manual supplying, borrowing and swapping....now takes one click, in and out ⚡
It's estimated that tokenized RWAs will grow to $2-$16 trillion by 2030 - a minimum of 50x in just 4 years.
Despite some success our view is that it’s still very early.
We’ve helped bring a sizable share of assets and traction to the market, and Pendle's role here is to continue being the most effective distribution channel for RWAs.
The RWA stack on Pendle continues to grow.
@global_dollar USDG with new maturity (25 March2026).
T-Bill backed stablecoins issued on federally-regulated infrastructure, transformed into institutional fixed income markets on Pendle 🤝
📢📢 The new staking contracts are now open!
🔗 equilibria.fi/wind-down
Due to the delay in the staking contract launch, staking weight will start counting from 15:00 UTC on Sep 23 2026.
This means that staking weight will only start from 15:00 UTC, even if you stake earlier.
Want high yields from structural gaps in perpetual funding rates?
Just roll over your 4-leg funding rate arbitrage trades on Boros's Arbitrage terminal.
See full guide below (and check out my album art 🥹 )
There’s a sustainable strategy for +20% gains on Boros… buying Funding Rate Spreads!
With this, I’m already up 1.96ETH on 9.19ETH after 25 days.
How it works, and how you can execute the same strategy:
We've identified 3 segments to be the likeliest 100x of this cycle, and we've positioned @pendle_fi for all 3 of them:
1) Stablecoins
2) Tokenized RWAs
3) Perps
@ethena said equity perps is one of the few 100x left in this cycle and we agree.
🔹 Stock volume on Hyperliquid grew from $4 billion to $212 billion this year
🔹 ICE, the owner of the NYSE, took a stake in OKX and put its Brent and WTI benchmarks on OKX perps
🔹 Kalshi has launched the first CFTC-regulated perps in the US.
All signs point to perps becoming supermassive as part of the global financial market, and @boros_fi as the only venue to trade/hedge funding rates is positioned to grow alongside it.