The $USDG pool on Pendle has crossed $200M TVL 🚀 For a pool that launched as part of Pendle's push into RWA, reaching this scale reflects sustained demand for fixed-rate exposure to regulated stablecoin yield. $PENDLE 🫡

How much funding have you paid? The @boros_fi team vibe coded something over the weekend. Paste any wallet address to see the damage. Starting with @HyperliquidX, with more coming soon. Check it out and let us know your thoughts!

SOL funding rates on @Lighter_xyz are dropping off a cliff after PPI sent crypto prices tumbling down! What happens if you short SOL funding rates on Boros now? If rates stay at current levels... It's a +281% ROI in just 15 days!

The onchain digital credit yield economy is expanding! $STRCx (Aug 2026) by @xstocksfi is now live. Fixed yield for tokenized $STRC, directional yield speculation, enhanced yield as a liquidity provider... all these are now available on Pendle.

Earlier today, 0xcd2 deployed ~$2M into @apyx_fi PT-apyUSD across 8 buys at an effective fixed yield of 18.94% APY. • Accumulated 2,034,423 PT-apyUSD in a single session • Now the 3rd largest individual PT-apyUSD holder • 18.94% Fixed APY for ~36 days • $34,676 profit at maturity (1.73% ROI) $STRC pays a floating monthly dividend of 11.5%, which in itself is already a compelling yield product. apyUSD takes that underlying yield and lets you fix it on Pendle, locking in a rate that currently sits even higher than the floating rate. The current implied APY is 19.3%, meaning you can enter today and outperform this whale's entry. Pool liquidity is also decently deep, capable of absorbing a ~$37M swap at 18.88% effective fixed yield. So yes, we can take your size (cc @saylor)

It’s becoming clear that @pendle_fi has a consistent habit of arriving at narratives before the market fully understands why they matter We saw it with LSDfi Then LRT points Then stablecoin yield markets Now, it’s happening again with RWA-backed yields around $STRC What’s becoming increasingly clear is that pendle is no longer just a yield marketplace riding narratives. It’s becoming the capital coordination layer for tokenized yield itself The recent @apyx_fi and @saturn_credit growth makes that hard to ignore Before Pendle integrations went live, Apyx was sitting around $13M tvl. Roughly two months later, it crossed $276M, with almost 70% of that liquidity now concentrated inside @pendle_fi pools Saturn tells an equally important story, but from a different angle Unlike Apyx, Saturn already had meaningful scale before integrating with Pendle. Yet despite that, liquidity naturally gravitated toward Pendle afterward, with over 80% of Saturn’s current tvl now sitting inside Pendle markets As tokenized treasuries and DAT-backed products continue to expand, the market eventually needs infrastructure that can separate, price, hedge, and trade future yield exposure efficiently That is exactly what @pendle_fi PT/YT markets solve The proposed CLARITY framework is a major example here If the current structure holds: > BTC and ETH fall under commodity treatment > Stablecoins get clearer operational buckets > Passive stablecoin interest becomes constrained > Activity-driven rewards remain acceptable it could unintentionally favor Pendle’s architecture over simpler stablecoin yield products Institutions entering onchain finance won’t just need exposure to tokenized assets They’ll need fixed yield venues, duration markets, and liquidity layers sophisticated enough to structure those positions efficiently @pendle_fi is already positioning itself there before most people realize the shift is happening And if protocols like Apyx and Saturn are early indicators, the market may already be choosing where tokenized yield liquidity wants to live

Pendle 🫱🏻‍🫲🏻 @saylor $PENDLE has been one of the biggest drivers for digital credit yield economy onchain, with ~$318M of $STRC linked TVL now. The protocol enables new strategies previously unavailable for $STRC both onchain and off, with a range of distinct risk profiles for various market views. Fixed yield for $STRC (up to 18% Fixed APY), directional yield speculation, and/or enhanced diversified yield as a liquidity provider. Yield infra for the global yield economy 🫡

Pendle has done this before. LSTs. LRT points. Stablecoins. Every time a new yield narrative took off, @pendle_fi was already there. RWA is next. The data is already coming in. Here is everything happening right now. 🧵

DeFi yields are back. We survived the bottom. And now it's time to farm good yields. My not-STRC favorite list for PT fixed yield on @pendle_fi: 👇 (from ~7% base rate and ramp up to ~20%) 1 - PT USDe (6.8% APR) by @ethena Can't remember the last time I saw this rate. Everyone knows how solid Ethena is and 6.8% fixed on USDe is solid risk-adjusted yield for me. 2 - PT sUSDai (9.36% APR) by @USDai_Official sUSDai is the yield bearing version of USDai, backed by PYUSD and GPU loans. Native staking yield sits at 7.53% with a transparent unstaking period. PT gives you ~225bps over native staking and fixed. 3 - PT SIERRA (10.5% APR) by @SierraIsMoney Sierra generates yield through reserve assets in a diversified RWA + DeFi portfolio e.g. Morpho Gauntlet, Collateralized Loan Obligations (CLO), and investment-grade commercial paper. 4 - PT msY (11.62% APR) by @Main_St_Finance Main Street is using box spread strategy in CME market to generate yield in a delta-neutral way. TVL doubled to $68M within two months. 5 - PT AVLT (19.71% APR) by @alturax Growing steadily while maintaining good yield. Altura vault executes funding rate, market making, and RWA (gold) strategies. Both TVL and vault token price trending up. Remember, always 1. diversify, 2. check project transparency page, 3. understand yield source 4. understand some strategies have drawdown risk. NFA. DYOR. Happy farming.

Oil perp prices on HL are dropping as the oracle rolls from CLM6 to CLN6 (~$4) later today. While most are shorting the perp (and shorting on @boros_fi to fix their funding payment), backdated research points to LONGING the funding rate as the stronger play, where an inefficient market creates the opportunity 👇🏻

$10B TVL. A milestone years in the making for @pendle_fi. From a niche experiment to a cornerstone of DeFi, and it’s all thanks to you, our community, our Pendies. This isn’t the finish line. It’s proof of what’s possible when conviction compounds, just like yield. Job's not done. Higher!