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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
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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Key Takeaways from @pendle_fi 's Community Call and H1 2026: • ze auto-looping is the surface-level feature: The deeper objective is to convert PTs from passive fixed-yield instruments into reusable collateral primitives across Aave, Morpho and Euler, that changes Pendle’s addressable market from yield trading to the broader architecture of onchain credit formation.. • Pendle does not want to vertically integrate all of DeFi: It wants to control the yield abstraction layer while allowing money markets to supply liquidity, leverage and collateral infrastructure they say,“We want to stay in our lane”.. The important point is that Pendle’s lane is gradually becoming the connective tissue between yield origination, fixed-rate exposure and capital efficiency • Curators introduce a distributed market-creation model: Instead of Pendle remaining the sole bottleneck for PT/YT launches, selected partners will be able to instantiate markets themselves • Pendle-branded vaults extend that distribution logic: Starting with Morpho, the goal is to package fixed-yield and looping strategies into products that can be accessed through third-party liquidity venues.. Pendle retains the UX and product identity without needing to own the entire balance sheet beneath it • The US is becoming strategically important: @tn_pendle is spending more time in NYC building relationships with major RWA issuers and exploring compliant DeFi utility for permissioned assets and ze opportunity is not just tokenisation it is the financialisation of tokenised assets through fixed rates, collateral utility, secondary liquidity and structured distribution • RWAs are already economically central to Pendle; V2 averaged $1.3B in daily TVL YTD, while 9 of its 11 featured assets were RWA-linked, zis suggests Pendle is not simply benefiting from the RWA narrative, it is increasingly becoming part of the market structure through which RWA yield is transformed into investable fixed-income exposure • Pendle’s role for issuers is becoming clearer: RWA platforms originate yield + Pendle converts that variable yield into fixed-rate instruments + Money markets then make those instruments collateral-efficient + Vaults make the resulting strategies distributable = Each layer increases the utility of the one beneath it • ze Monad demonstrated the portability of the model: Pendle became a top-five protocol on Monad with over $150M TVL in under one month and only three pools, zis is a strong example of how a small number of high-quality yield markets can create disproportionate ecosystem relevance • le Boros is narrowing its strategic aperture: ze goal is no longer to become another generic trading venue, ze new mission is to become infrastructure for funding-rate arbitrage across exchanges, with institutions as the initial target market • Boros has STILL processed over $14B in volume in under 12 months and users are up 50% YTD, ze product has meaningful throughput, but the team was honest that it has not yet found its final equilibrium (yet) • TN openly admitted that Boros “still has not found its footing” (and that's ok, linn thinks, specially in this market) Funds continue to price $PENDLE primarily on V2 revenue, and the team does not want to impose a token model before Boros finds genuine product-market fit, zis is preferable to manufacturing token utility around an unresolved product thesis • Pendle is also resisting chain-expansion theatre, no Canton deployment planned for now (good, linn thinks most of canton also incentives not longevity) ze team would rather enter later with validated demand than become a first mover into an ecosystem without sufficient economic density (good team) • Tokenomics have become materially tighter. Weekly PENDLE emissions fell from approximately 90K to 21K. The intended reduction was 30%. The realised reduction was 76% (gyat...team always overdelivering) AND according to the team, protocol performance did not deteriorate (linn agrees) • Zis matters because lower emissions change the quality of growth, if TVL, volume and usage persist while token issuance falls, activity becomes less dependent on rented liquidity and more reflective of actual product demand (mucho longevity) • Staking behaviour reinforces that signal, around 36% of PENDLE is now staked (including linn's) More than 2M PENDLE has been purchased from the open market and distributed to stakers. Roughly 93% of stakers have never unstaked (diamond hands fr) That suggests increasingly persistent rather than purely mercenary holder participation, • Ze broader thesis is simple, even if the architecture is not, Pendle is evolving from a destination for yield trading into infrastructure for: → yield decomposition → fixed-rate formation → collateralisation → leverage → market distribution → structured product packaging • Pendle does not need to become every protocol, only needs PTs to become embedded across enough protocols that Pendle’s yield layer becomes difficult to route around -> “staying in our lane” (and holy moly is it a good lane) tldr: pendle go up, pendle team relentless, tn mucho excellente fearless leader, jobs not done dc: as always, linn is tier 1 kol supreme for pendle
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Reminder that we're hosting our next Discord community call in 24 hours! 📅 22 July 2026 ⏰ 1PM UTC Listen to what our glorious dear leader @tn_pendle has to share about the past, present and future of Pendle
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Happy Birthday Mantle :))
Three years today. Built with every builder, institution, partner, and believer who made Mantle home. The rails we built together now move capital across every border, keeping it productive around the clock. The celebration is yours as much as ours, and so is the road ahead 🎂
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Le Pendle Updateroooni: Ze Highlights: - PT auto-looping feature goes live on Pendle. Beta supports Aave V3 and Morpho markets with a $500k per market limit. - Intern summarizes the CEO's Talk in this year's team offsite - PENDLE emissions cut by 76%, more than double initial target of 30% - PENDLE buyback surpasses 2M since sPENDLE launch 6 months ago - Incentives for Agora YT-AUSD 8-OCT bumped from $50k to $75k weekly - Pendle upgrades to Bungee V3 for faster routing and lower fees for crosschain swaps Mucho Stablecoin Fixed APYs: - PT-sUSDS 26-NOV | 5.42% | $30M fills at 5.08% Effective APY - PT-sUSDD 27-AUG | 7.48% | $15M fills at 6.79% Effective APY | Loopable on Morpho - PT-reUSD 10-DEC | 10.36% | $7.5M fills at 9.80% Effective APY | Loopable on Morpho & Euler Bestest Incentivized Pools: - [MON] Agora AUSD 8-OCT | $75K/week YT | $84.4M TVL - [ETH] sUSDS 26-NOV | $30K/week YT | $50.4M TVL - [ETH] sUSDD 27-AUG | $24K/week YT | $33.3M TVL - [MON] Upshift earnAUSD 8-OCT | $7.3K/week YT | $11.0M TVL Le Boros Highlights: - SKHYNIXUSDC (Hyperliquid) goes live on Boros. Conversion between SK Hynix ADRs and Korean shares is expected to open July 29. Traders positioning for that event can now hedge their funding long leg funding cost with Boros. - Boros surpasses $20B trading volume, less than 1 year since launch - How to earn ~16% ROI in just 7 days - Unlocking 14-15.5% delta-neutral fixed-yield with Gate’s CrossEx & Boros dc: Linn is Linn, hello how are you dc2: linn is a tier 1 kol supreme for pendle and boros
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Pendle hasn't spilled the beans yet completely but few yuge points: - institutions are the mucho upside, pendle will become the default onchain yield distribution layer for treasury desks and financial asset issuers - RWAs are already pendle’s biggest growth driver this year, mucho institutional demand - le pendle is evolving from a protocol into a platform: trusted third parties will be able to launch and manage their own markets, yuge expanding potential supply - distribution is core strat: morpho vaults, auto-looping, new chains and external venues can bring pendle yield to users without them needing to use pendle directly - boros may have found its strongest product-market fit in cross-platform funding-rate arbitrage, mucho room for growth - boros plans to turn complex four-leg arbitrage into simple fixed-yield vaults, opening the strategy to much mucho capital - focusing boros liquidity on btc, eth and hype should improve adoption by concentrating on markets traders already understand and use - future boros expansion could include leveraged pt and yt trading, increasing utility and demand across the wider pendle ecosystem dunno about you but this sounds great already...they've not even had ze pendle update call yet :) dc: linn is tier 1 kol supreme for pendle
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We set a target to cut PENDLE emissions 30% this year. We're down 76%. Emissions are now at an ATL because every $PENDLE is working harder than it was, with much improved efficiency 🔥
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The funding rate is wild :o Korea's biggest chipmaker and one of the "Big Three" memory manufacturers is now on Boros You know what's special about this? on July 10 they listed an ADR (American Depository Receipt) on Nasdaq under $SKHY and raised ~$29.65B. One ADR represents one-tenth of SKHYNIX which means there is room to arb this mama And on July 29 the new shares underlying the ADRs get listed on KOSPI, and the two-way conversion opens The SKHYNIX perp on Hyperliquid has been paying funding at ~64% since launch, floating up 78.69% while Boros is at 36.55%, roughly a 40pp of carry to long YU :) and is SKHY comes then we'd get some delicious arbs soon
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5 Ways I've Watched People Build Wealth (Ethically) In Crypto: 1) Being super early Obviously this one is hard to replicate... you had to be on Silk Road in 2011 with hundreds of spare $BTC lying around... or got into $ETH right at the start... etc... HOWEVER we see the same thing on a more moderate scale over and over... Last cycle there were projects like $OHM and DFK you could have been early too... And various 2024-2025 coins as well... 2) Catching a bear market >>> bull market trend My buddy @alpha_pls did this perfectly with $SOL in 2022, going hard in at like $8 or whatever it was in the depths of the bear market... 3) Airdrops Whether airdrops in general, like good ol' CC2Ventures... Or a singular airdrop, like the my man @reisnertobias with $HYPE :) Takes hard work and conviction but is still one of the best strategies imo... 4) Getting really good at the BD + marketing side of CT and providing value to projects in this regard Lots of my friends have done this... @crypto_linn as a perfect example... @JiraiyaReal with TailoredWeb3... etc... 5) Building something legitimately valuable The Phantom guys are a perfect example of this... Or Cobie selling Echo to Coinbase... Or many other similar stories as well... ... But yeah, still think any of these work in 2026... Most people have checked out and are not paying attention to the market... But right now as we speak there is some major coin that is going to 100x over the next 2 years... There's some low-key airdrop that is going to be the next $HYPE... And some new anon with 100 followers who is going to be a major CT account next cycle... Never feels like it in the depths of the bear market... But happens over and over again once conditions turn :)
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Pendle hasn't spilled the beans yet completely but few yuge points: - institutions are the mucho upside, pendle will become the default onchain yield distribution layer for treasury desks and financial asset issuers - RWAs are already pendle’s biggest growth driver this year, mucho institutional demand - le pendle is evolving from a protocol into a platform: trusted third parties will be able to launch and manage their own markets, yuge expanding potential supply - distribution is core strat: morpho vaults, auto-looping, new chains and external venues can bring pendle yield to users without them needing to use pendle directly - boros may have found its strongest product-market fit in cross-platform funding-rate arbitrage, mucho room for growth - boros plans to turn complex four-leg arbitrage into simple fixed-yield vaults, opening the strategy to much mucho capital - focusing boros liquidity on btc, eth and hype should improve adoption by concentrating on markets traders already understand and use - future boros expansion could include leveraged pt and yt trading, increasing utility and demand across the wider pendle ecosystem dunno about you but this sounds great already...they've not even had ze pendle update call yet :) dc: linn is tier 1 kol supreme for pendle
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Saturn USDat (26 Aug 2026) is now live on @Monad! Oh and starting on July 23, 470k $MON in incentives will flow to YTs over 2 weeks. Trade, speculate, or lock in fixed yield on @saturn_credit's T-Bill backed stablecoin 🪐
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Three years today. Built with every builder, institution, partner, and believer who made Mantle home. The rails we built together now move capital across every border, keeping it productive around the clock. The celebration is yours as much as ours, and so is the road ahead 🎂
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used to respond “pendle” to peoples “pendle” comments even if they were responding to my “pendle” comment and it would just keep going and going
I AM LISTENING TO THE HELICOPTER NEWS GUY GETTING SCHIZO-PILLED IN REAL TIME
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hyperspeculation by billions of agents at least one for every human being trillions of transactions daily each generating micro fees all flowing to $PENDLE
MIP-021 has passed, 99.97% of votes in favor. Maple's buyback is now rules-based: a set share of protocol revenue funds SYRUP buybacks, scaling as revenue grows. Transparent, disciplined, and decided onchain by SYRUP holders. The first buybacks begin in August, each one trackable on our Transparency Dashboard.
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@crypto_linn PENDLE's $1.50 now (P/S ~26x, $1.04B TVL). Scenario math on your stack: 6mo $2.79-$9, 12mo $3.92-$31.49, 24mo $5.84-$78.36. That's pure assumption-driven modeling, not a forecast — TN's hair growth remains unmodeled. NFA, D
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hello @llama please provide an estimate on $PENDLE price for 6, 12 and 24 months from now if the following fell into place: - institutional buying - institutional partnerships - volume increase due to 1% of total fixed income + RWAs with yield + any other available yields run through pendle - resulting buybacks due to increased volume - TN grows out his hair give a conservative and an aggressive estimate
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