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🉐 Crypto Linn
@crypto_linn
Follow for Crypto Alpha Aggregation & Early Insights - Putting the ass in as(s)ymmetric returns - Pendle Advocate - Spiritual Advice Only
1.1K Following    73.2K Followers
you think the adhd gen has the patience for tradfi nah they want right now 24/7 crypto is the only one that’ll give it to them trillions
pendle
surprised I rarely see anyone mentioning PENDLE but this is a clean structure and a valid attempted breakout of a long term range. if BTC behaves, and this continues to stay bid above 2 flat looking good for more upside.
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What you'll find in Linn's Leverage: - New Under the Radar Projects - Condensed X timeline for last 24hrs - How to reduce hairloss - Latest Narratives / Vibes And there's a 7 Day Free Trial that gives you access to the private section + all 1109 issues (plus after that only the price of a coffee/month)
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You can now deposit into the Pendle Ecosystem Vault on @Morpho confidentially. Institutions and users can deposit cUSDC through @Zama and earn from PT-backed lending markets on Morpho without their position size or balance exposed on a public explorer.
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Will Linn be at Mantle's RWA Day as a side event at Token2049? Keep an eye out for someone dancing in the corner...who else though: Franklin Templeton, Chainlink, DMZ Finance and Token Relations are joining (perdy gud networking) plus with lots of builders, issuers and allocators When: Tuesday 6 October 12:30PM SG time dc: linn is a proud mantle ambassador
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You asked, so we're running it back. Landing at @token2049 Singapore, Mantle RWA Day convenes builders, issuers and allocators, with industry leaders featuring @FranklnTempletn, @chainlink, @DMZ_Finance, @TokenRelations and more. All in on making the RWA economy borderless.
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Reminiscences of a Stock Operator: Reminiscences of a Stock Operator is the biographical writings of Jesse Livermore, a commodities and stocks trader from the 19th century. Unlike many trading books, he focuses on his great losses as well as his great wins. It is packed with a ton of information and I won’t be able to fit it all into this one review so I highly recommend you go and read it yourself as well. One element he focuses on is the psychology of trading, and the longer I myself have been investing and trading the more important mastering your own psychology seems to be in making a profit consistently. Jesse Livermore was a smart kid growing up and very good at mathematics. He finished his schooling ahead of time and once he finished school he joined a stock brokerage firm updating the quotation board with the new stock prices as soon as they were received. This is where his interest in predicting the stock prices started and he kept a record of where his predictions were correct and incorrect. He soon started to place bets at so-called “bucket shops” which were unregulated markets to speculate on stocks. He quickly built up the sum of $25,000 (which in today’s money would be worth over $750,000). The bucket shops refused to work with him after he kept winning at which point he moved to New York. Once in NY, he lost all his previous profits as the system that worked for bucket shops didn’t work on exchanges. This was due to the delay in the time an order arrived to the exchange through his broker, slippage would change his price massively in the wrong direction. Previously being able to close a trade instantaneously without any market impact was a huge benefit. He eventually rebuilt his previous profits by using bucket shops and restarted once again on Wall Street. These are the lessons he learnt during his time there: - He referred to all the large losses he made as “tuition fees”, stressing them as learning experiences: “There is nothing like losing all you have in the world for teaching you what not to do. And when you know what not to do in order not to lose money, you begin to learn what to do in order to win.” - There is much to learn from partial victory as there is from defeat. - The learning process doesn’t stop at lessons on financial profit but also on avoiding losing capital. - Learn to distinguish between money lost due to the trader’s fault and money lost due to circumstances that were impossible to foresee. - You will match your intelligence against the intelligence of other traders who you will never see/talk to/meet. - The market is an intellectual challenge that you are constantly trying to outsmart. - A man may beat a horse race, but no man can beat horse racing. - The market is mostly driven by the psychology of the herd. - A trader shouldn’t blindly be bullish or bearish. A trader should be focused on if they are right. - Trends tend to be established before news is published. - In bull markets, bear news is ignored and bull news is exaggerated (And the reverse in bear markets). - During booms, take profits and realize that all trends come to an end. - The moment a raid by other traders stops, prices will rebound. - During a bear market, if there is a huge drop in the market and you are short, cover your shorts. - He studied price action of a stock in order to establish the line of least resistance. He thought that prices move along the line of least resistance and stocks are never too high to buy or too low to sell. “Suppose line of least resistance showed a bull movement. I would buy ten thousand bales. If the market went up ten points after, I would take on another ten thousand bales. If after buying the first ten or two thousand bales, the position showed a loss, out I’d go. I was wrong, maybe temporarily, but it doesn’t pay to start wrong in anything.” - When a line of least resistance is upwards and crosses a psychological barrier for the first time, momentum will often take the stock to an even higher barrier much faster. - To time your entry to the market: buy on a rising market. Never advance until you are sure you will not have to retreat. He didn’t like buying on declines and counting the decline from ATHs as profit. - Get out of positions when you have a market with sufficient liquidity. - A successful trader must develop the skills of observation and memory. To observe the market conditions accurately and remember at all times what they observed. - Nothing teaches a trader more than experience in the market. The more time they spend with the market, the more success they will often have. - Keep physically fit and mentally healthy. - Stick to your trading plan. It doesn’t have to be right all the time. As long as it is right 7 times out of 10 you are doing very well. - You don’t always have to be in a trade. If there is no reason to trade, don’t. - Fear and hope are the two most common emotional states in trading. In a downturn, an amateur hopes that every day will be the last day and he loses more than he should. When the market is bullish, he'll instantly take profits too soon out of fear. Instead, fear that your loss may develop into a much bigger loss, and hope that your profit may become a big profit. - He stresses the reader to think for themselves and do their own research instead of relying on others. If you lose your ability to think independently, either by falling to the influence of a magnetic and persuasive personality or by basing decisions on gratitude, both will cause a trader to be in a state of uncertainty and indecision, preventing him from trading with confidence. - Also, he stresses the importance of ensuring you have sufficient trading capital to maintain independent thinking, as without it, it becomes impossible to stay detached and emotionally unreactive towards the trades that you are making, and allows you to make minor losses. This is an old book, but it's well worth a read for investors and traders alike. Times may change but human psychology is still much the same.
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In DeFi, one of my highest convictions this cycle is @pendle_fi Cuz it is becoming the market where onchain cash flows get priced and the PT, YT logic applies to crypto staking, perp funding, T-bills, points, credit yield and now tokenized stock dividends. Remember tokenized stocks do not become meaningful DeFi collateral merely when they launch but they become capital markets when someone can price their cash flows. Pendle’s NVDA and PFE dividend markets on RH chain are the first proof of that direction. It already showed PMF with STRC, which had over $500M on Pendle at peak. The new market set (NVDA, PFE, sGOV T-bill yield, USDat and ecosystem assets) is a much larger option set. Also $PENDLE mechanics are exceptional (which is rare as a DeFi token) 👇 1. 80% of relevant holder revenue is routed to sPENDLE holders. 2. Pendle reports 2.82M PENDLE bought in the open market (about $4M in roughly 7 months) 3. Emissions are down 78% since the start of the year; cited annual inflation is about 0.5% vs buybacks exceeding 1.5% of supply YTD 4. About $228M of the protocol’s TVL is sPENDLE, creating a real float sink And remember @boros_fi is the sleeper cuz if Pendle’s PT/YT markets create onchain term rates, Boros financializes funding itself. Yes current fee production is not yet huge which I think will rise heavily in the coming months. Reported 30D revenue is about $580K and holder revenue about $464K. Personally I am buying future rate market activity which will become a mature + stronger cashflow machine. I do not need Pendle to own all financial markets, I only want it to become the default venue for a material share of onchain yield which I think they can achieve this cycle. h/t to @Shaurya477 for the data
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Huge news coming for Pendle (can't share it yet but soon)... In other huge news: Le Pendle V2: - Pendle launches on Robinhood Chain ( enabling trading of tokenized stock dividends onchain with NVDA and PFE ( as the first markets - Pendle's latest Tokenomics ( created by a Pendle supporter - Key highlights ( from August 2026 Le Boros: - 32.4% APR secured ( with Arbitrage with CrossEx - a quick walkthrough Top PT Fixed Yields - PT-sUSDS 26-NOV | 4.85% Fixed APY | $50M fills at 4.63% Effective APY | Loopable on Morpho - PT-AUSD 8-OCT | 6.25% Fixed APY | $25M fills at 5.90% Effective APY | Loopable on Morpho, Euler, Aave & Curvance - PT-sUSDD 26-NOV | 5.32% Fixed APY | $20M fills at 5.11% Effective APY Top Incentivized YT pools - YT-fxSAVE OCT-2026 on Ethereum | 3,796% Long Yield APY - YT-superUSDC NOV-2026 on Ethereum | 134% Long Yield APY - YT-sUSDS NOV-2026 on Monad | 63% Long Yield APY Pendle Print #125# ( dc: why does TN have two pairs of glasses in the below (real not AI btw) photo...CLARITY dc: linn is a tier 1 kol supreme for pendle (award winning and family friendly)
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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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JUST IN: Pendle's buyback has acquired 2.8M PENDLE, worth $4M, over roughly 7 months, distributed fully to sPENDLE stakers. @pendle_fi
@0xcarnation paraphrase messi: if you didn’t plan on selling now, what does the price now matter
don't think people realize how consequential this is vePENDLE: - max lock was 2 years - only ~20% of supply ever participated, with ~2% actively voting each week - weekly gauge voting was cumbersome and most of the value flowed to a small group of active voters - protocol fees grew from ~$30k/month to ~$1.6m/month, but the token wasn't capturing that growth efficiently sPENDLE (only live since jan 2026): - stake PENDLE, receive sPENDLE - 2-week exit instead of a 2-year lock - no gauge voting - protocol revenue is used to buy PENDLE on the open market and distribute it to stakers in such a short time pendle has already achieved: - 100m+ PENDLE staked, taking locked supply from ~20% to 35%+ - 2.5m+ PENDLE bought back, worth >$3m - emissions cut ~70-80% since january to ~884k PENDLE/year - annualized inflation now just ~0.5% - buybacks have already absorbed ~1.5% of supply YTD, meaning PENDLE is currently net deflationary 93% of staking wallets have never unstaked. not once so now ethereum:0x808507121b80c02388fad14726482e061b8da827 is: - running net deflationary - with growing protocol revenue - open-market buybacks - collapsing emissions - rising supply lockup and basically no staker churn dunno about you bro but holy moly am I glad to be holding a fuggin huge amount of pendle and get to be a tier 1 kol supreme for them full time
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Bullish @pendle_fi developments: - PENDLE is up ~22.5% over the past 3 weeks ($1.40 → $1.72), touching a local peak of $1.86 on Aug 24 - Protocol fees are up 15.1% and revenue up 14.9% on a 30-day basis , with revenue capturing ~98.5% of gross fees over the trailing 21 days - New distribution channel via Morpho, Pendle's USDC vault on Morpho (co-curated with Wintermute's Armitage arm), launched Aug 4, pulled in ~$50M from 230 depositors within about 10 days - Pendle raised its PT Looping incentive caps to $15M for PT-USD3 (Morpho) and PT-USDG (Aave/Morpho) for the Aug 17–27 window, with time-weighted rewards favoring early, sustained depositors - Fixed-yield demand strengthening independently of incentives. PT-sUSDe fixed yields hit a 3-month high near 5% APY, a premium over sUSDe's ~4.2% on-chain rate, and new PT-sUSDS markets are quoting 4.74–5.38% Data as of 2026-08-31. Source: @DefiLlama AI (plus The Defiant, Crypto Briefing, and Inside Crypto dc: linn is a tier 1 kol supreme for pendle
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truly a masterpiece, must read if you haven't already:
truly @llama is incredible people that are not using it are missing out:
Not much is known about @pendle_fi Leader @tn_pendle - Olympic award winning medalist - Came 1st in his class - Can code in Python, C, C+, C++, Javascript, Rust and CSS - Turned down $1.2B Salary by Facebook, Google and Telsa - Fluent in 6 languages - Receives on average between 2-4 love letters a day, more after podcast appearances - Has a dedicated page in his highschool graduation book - Worked undercover to take down organised crime, when they finally went in to pull him out he was surrounded by 12 knocked out men, he didn’t have a scratch - Some say his aura is so strong you can sense it in neighbouring cities dc: this post is fact checked by linn based off a vision linn had dc2: this isn’t a paid promotion, in fact pendle offered linn money to not post it but the truth must come out
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WHY should both instis & retaik should trade on @Mantle_Official via Fluxion? -> ze Atomic RFQ: DEEP liquidity with no slippage, no partial fills and best prices locked... -> 24/7: Market hours brings TradFi liquidity while Off hours brings Onchain liquidity... tasty? tasty. dc: image related dc2: linn is a mantle ambassador
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