Jake | Pendle retweeted
Understand Boros as it happens: a live feed of who is placing, who is getting filled, and who is getting liquidated, filtered to the markets and wallets you care about. Any of those rows can become an alert (webhooks soon). borosexplorer.com/live
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Jake | Pendle retweeted
With Pendle, you can now buy gold at a discount too 🤝
1/ Tokenized commodities now have a fixed rate market. PT-XGLD is trading at 6.19% fixed APY on @pendle_fi, with a maturity date of Dec 17.
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Jake | Pendle retweeted
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.
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Jake | Pendle retweeted
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:
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Jake | Pendle retweeted
Real, sustainable 25-30% APR yields until the end of 2026? DeFi’s pipe dream has become real on @boros_fi. Here’s how to do it:
Made with AI
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Jake | Pendle retweeted
Pendle is now operating at unprecedented efficiency. Emission is down 93% YTD. For every 1 $PENDLE we spend, 10.4 $PENDLE gets bought back from the open market. All this while, liquidity depth has grown ~40%.
$PENDLE emissions just hit a new all-time low, down 92% from the start of the year, against a target of 30%. Buybacks now outpace new supply by ~10x: 🔹 0.2% annual inflation 🔹 2% annual buyback rate
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Jake | Pendle retweeted
Remember @pendle_fi' TAM is not crypto yield. It is every asset with a future cash-flow stream that needs price discovery, a hedge, or a fixed-rate buyer. Private credit, tokenized equities/dividends, infra, money-market funds, GPU financing etc. Basically issuers can tokenise each separately, but do not want to build a yield market from scratch. Pendle wants to be the common liquidity/rates layer and this NGI+ move is the first credible proof that Pendle can become the forward rates market for private assets. This is bullish for $PENDLE cuz there is an upside chain👇 (1) A credible issuer sees Pendle as distribution + price discovery (2) MM's and fixed income buyers build liquidity around PT/YT (3) PTs become lending collateral and balance sheet assets (4) The next issuer lists cuz the market already has users and liquidity (5) More volume and yield fees support the buyback/distribution engine Pendle has already showed that permissioned instances and a curator model are part of the RWA scaling path and that is essential in my opinion cuz serious private market capital will not necessarily enter a fully permissionless pool. If Pendle can serve both open and permissioned structures, it becomes much harder to displace. h/t to @Blockworks for the data
Partners Group's Next Generation Infrastructure strategy is now live on Pendle as NGI+ (10 Dec 2026 maturity). @PartnersGroup manages $186 billion across private equity, infrastructure, private credit, real estate and royalties for institutional and private investors worldwide. NGI+ is the onchain token linked to the NAV performance of Partners Group Next Generation Infrastructure, the firm's open-ended fund that invests alongside that flagship program. Private infrastructure of this calibre has historically been reserved for pensions, sovereign funds and family offices, and is now readily available through Pendle x @AssetoFinance, opening access to the fund's $1 billion AUM onchain. In 2.5 years, the fund has returned 48.8% net with volatility below 2.5%, returns and yield that can now be priced and traded around the clock on Pendle. Fixed rate is also now available for anyone looking to a lock in a return, which at time of writing is at 19%, higher than the fund's historical performance. This listing marks the point where private markets and onchain fixed yield meet at institutional scale. Pendle is proud to have brought a Partners Group strategy onchain. As the world's largest asset managers tokenise their funds, Pendle is the infrastructure that turns those assets into tradable yield, and we look forward to unlocking more of them alongside partners like Asseto 🤝
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Jake | Pendle retweeted
Finally glad to announce the next wave of assets coming to Pendle: institutional grade tokenized assets, starting with @PartnersGroup’s NGI+. This is something we’ve been working towards for the past few months alongside @AssetoFinance. Our thesis is that a significant wave of assets: Treasuries, bond funds, equities, ETFs and private market products is coming onchain. @Pendle_fi is positioning itself as the primary yield layer for these assets where future returns can be priced, traded and fixed. This creates a new layer of DeFi utility for tokenized assets beyond simply issuing or holding them onchain. NGI+ is an important first step, with many more assets already in the pipeline. The next few months will be a major chapter for tokenized assets onchain, and we’re excited to help build the market infrastructure around them.
Partners Group's Next Generation Infrastructure strategy is now live on Pendle as NGI+ (10 Dec 2026 maturity). @PartnersGroup manages $186 billion across private equity, infrastructure, private credit, real estate and royalties for institutional and private investors worldwide. NGI+ is the onchain token linked to the NAV performance of Partners Group Next Generation Infrastructure, the firm's open-ended fund that invests alongside that flagship program. Private infrastructure of this calibre has historically been reserved for pensions, sovereign funds and family offices, and is now readily available through Pendle x @AssetoFinance, opening access to the fund's $1 billion AUM onchain. In 2.5 years, the fund has returned 48.8% net with volatility below 2.5%, returns and yield that can now be priced and traded around the clock on Pendle. Fixed rate is also now available for anyone looking to a lock in a return, which at time of writing is at 19%, higher than the fund's historical performance. This listing marks the point where private markets and onchain fixed yield meet at institutional scale. Pendle is proud to have brought a Partners Group strategy onchain. As the world's largest asset managers tokenise their funds, Pendle is the infrastructure that turns those assets into tradable yield, and we look forward to unlocking more of them alongside partners like Asseto 🤝
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Jake | Pendle retweeted
Staying ahead of Narrative Rotations is the key to unlocking the next 20-100x A majorly overlooked indicator is the "Pendle Factor" Let's look at all the narratives they've been a major player in: → LSTs → LRTs → points markets → BTC-fi → yield-bearing stablecoins → RWA / institutional fixed yield → PT collateral & looping → memestonks Add to this: - PT is now a THE primitive for onchain fixed yield integrated as collateral across Aave, Morpho, Euler, + insti curators (Wintermute’s Armitage) running vaults on top reaching ~$60M in TVL - For RWAs pendle has ~45 live RWA markets, 19 of them above $10M with Paxos, Sky, Agora, private credit, receivables, even tokenized stocks - Every new listing frequently offers ze best fixed rates AND early entries capture rates before they compress The early Pendle users eat good with the launch of new pools - ~$1.2B TVL in one of the bloodiest drawdowns in crypto plus fees near ATH while the market chopped (good for holders) Linn's strategy is simple: Pay attention to what is on Pendle + Hold and Stake ethereum:0x808507121b80c02388fad14726482e061b8da827 linn has been holding an ungodly amount of pendle for years now because there simply isn't a future where it isn't up insane multiples from here, pendle is one of the grittiest, hardest working, relentless teams in crypto and linn would be saying exactly the same things even if linn wasn't a tier 1 kol supreme for pendle
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Jake | Pendle retweeted
Lock in Fixed Yields of ~25% APR on $BTC and $ETH funding rates! And with our new @lighter_xyz maturities for $BTC, you can now arbitrage even more yield with Boros.
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Last week @brian_armstrong met with Base builders at the Coinbase Singapore office Founders demoed what they’re building, got feedback from Brian, and joined a deep-dive roundtable on trading, financing, and payments More on this soon
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Jake | Pendle retweeted
Tokenized stock dividends have arrived on Pendle. Introducing $NVDA (Oct 2026) and $PFE (Dec 2026) on @RobinhoodCrypto. Will you buy these stocks at a discount? Or do you want leveraged exposure to the dividends?
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Jake | Pendle retweeted
Pendle will be the yield layer for Robinhood, and for every chain where yield opportunities emerge. We can move quickly to support new ecosystems and can tokenize yield from virtually any asset, whether it’s a crypto token, rwa, or stock dividend :)
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Jake | Pendle retweeted
6 months ago, @pendle_fi already showed that this was possible with our $STRC markets, allowing users to fix or gain leveraged exposure to $STRC dividends. Now that we're on @RobinhoodCrypto, the possibilities for this just expanded to every stock in the world. ethereum:0x808507121b80c02388fad14726482e061b8da827 baby🔥
tokenized stock dividends
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