Pendle (PENDLE)

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  • Praetor Educator OnChain_Analyst S
     7.22K  @FourVork

    One of the more interesting Pendle farms right now seems to be Re. Roughly 9-16% APYs + Re points depending on whether you’re reUSDe or reUSD. Quick breakdown: reUSD and reUSDe are yield bearing stables that earn real insurance premiums from an actual onchain reinsurance market, so not token emissions or leverage games. How the farm works: • Deposit into reUSD or reUSDe on https://t.co/NuBc4kL3Aq → earn base yield (currently ~6.1% on reUSD, ~12% on reUSDe) + Re points • Take them to Pendle → split into PT (fixed yield) or YT (leveraged yield exposure), or LP for even higher compounded APYs (9%-16%) The premiums come from real reinsurance treaties backed by cash flows from hundreds of thousands of actual U.S. policies. So what is Re? Re is the first onchain reinsurance market. Insurance companies offload part of their risk to reinsurers. Re lets onchain capital sit in that risk stack and earn real premiums. Two tranches: > reUSD = senior (lower risk, more protected) > reUSDe = junior/mezz (higher yield, absorbs losses first) Why I'd pay attention: > ~$500M TVL > ~$400M supported premium > 700k+ policyholders across 48 US states > 48 programs with top global brokers (BMS, Howden, Lockton, etc.) > Couple of my mutuals posted about it A few friends have been posting about it so I’ve been digging in. But of course DYOR. As usual every protocol has SC risks plus insurance/underwriting risk, and DeFi composability risks (pendle)

     10  3  145
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    Trend von PENDLE nach Veröffentlichung
     Bullisch
    Pendle and the Re protocol offer 9-16% APY mining, with yields coming from the real reinsurance market.
  • Eli5DeFi DeFi_Expert OnChain_Analyst C
     45.76K  @Eli5defi
    Eli5DeFi DeFi_Expert OnChain_Analyst C
     45.76K  @Eli5defi

    Most RWA protocols sell a familiar story: tokenized treasuries, private credit, maybe a splash of real estate. Meanwhile, $400M+ in insurance premium is already moving across @Re’s rails, and most of CT has no idea it’s happening. So what’s actually going on? Put simply, Re isn’t just repackaging another yield product. It’s doing something weirder, and potentially much bigger: bringing reinsurance onchain. Let’s get into it. - ➠ WTH is Reinsurance and Re? Re yield comes from insurance premiums. Investors provide capital to cover disaster claims, and when fewer claims happen (e.g., no hurricane), the unused premiums become their return. Typical stack: Primary insurers → MGAs/fronting → reinsurers → retro → ILS/cat bonds → capital markets Re plugs into the last mile by bringing on-chain capital and positions itself as infrastructure, not another insurer, with four layers: - Data & modeling - Pricing & execution (legal + settlement) - Risk management (claims + collateral) - Trust & transparency (complia

     25  10  2.07K
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    Trend von PENDLE nach Veröffentlichung
     Extrem bullisch
    The Re protocol has processed over $400 million in insurance premiums through its on-chain reinsurance model, poised to reshape the traditional insurance market.
  • The DeFi Investor 🔎 DeFi_Expert Educator C
     163.51K  @TheDeFinvestor
    Pendle D
     160.62K  @pendle_fi

    A new RWA category arrives! Introducing @HastraFi PRIME (Aug 2026). Real yield backed by real-world Home Equity Lines of Credit (HELOCs) lending 🏡 https://t.co/zjgQaMftkh

     116  27  6.83K
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     Bullisch
    Pendle launches HastraFi RWA product, offering 8% real yield.
  • Paguinfo DeFi_Expert OnChain_Analyst B
     3.35K  @NewPaguinfo

    So what's the expected value of APYx's Pendle product in Season 2?! Assumptions - FDV $200M (=6.2% APY, conservatively set) - Pips weighted average about 5.8x - apyUSD YT is 2.24x (= 13/5.8) - apxUSD YT is 5.52x (= 32/5.8) apxUSD YT (maturity 11/5) ROI 184% apyUSD YT (maturity 11/5) ROI 98% Hmm... FDV $200M is doable... right?! If TVL rises, or TGE is delayed, or FDV decreases, the yield will naturally drop YT is a product where the principal decreases while earning interest + points, please be aware. @apyx_fi @pendle_fi

    Paguinfo DeFi_Expert OnChain_Analyst B
     3.35K  @NewPaguinfo

    APYx Season 2 and TGE information APYx TGE is on October 13 Season 2 ends on October 11 Season 2 rewards increase from 4% → 6% Season 1 points are 222B, significantly higher than my previous estimate of 152B. Since there is still a little time today, a generous estimate would be about 230B, Roughly $21.7 per 1M points for each $100M FDV. Current TVL is $489M, If it stays at $500M, that adds about 3.1% interest per $100M FDV. If FDV reaches around $300M, the current rate becomes roughly 9.3% + 9.3% = 18.6% farming. There are also APYx points, but they are not expected to be significant, so they are excluded. However, if $STRC falls below $100, the apyUSD price will also depeg downwards, please note. APYx 파구퍼럴👇

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    Trend von PENDLE nach Veröffentlichung
     Bullisch
    APYx Pendle Season 2 is expected to deliver high returns, with increased TGE and rewards.
  • icefrog.◎ 🇻🇳 OnChain_Analyst Tokenomics_Expert B
     7.22K  @icefrog_sol

    Evening thought 🌙 New Auto-Dividend & Reinvest flow on @xStocksFi on-chain receipts auto-reinvest SPYx dividends into NVDAx. Tiny test hints at real cash-flow acceleration without clicjs. What automation should I try next? https://t.co/xOBOeJZ6D7

     1  0  17
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     Bullisch
    xStocksFi launches an automatic dividend reinvestment feature in partnership with PENDLE, expected to accelerate cash flow.
  • NIUMA Dodo Founder Community_Lead A
     1.63K  @Niuma_Dodo

    🤣 OKX is indeed quite tough. It was free for everyone for a few years, only started charging last year. Routing, aggregation, risk control, nodes, pricing, trading – all these services are top‑tier. Many similar on‑chain trading tools have a total cost close to 1% or even higher. Several exchanges make the fee less obvious, even not prompting it, so users hardly notice. I remember when they first started charging last year I argued with a user from some platform who said OKX's fee was expensive, while that platform claimed no fees, but after a back‑and‑forth we found that platform also charges 0.5% 🤣🤣

    Astra D
     6.88K  @0xAstraSpark

    Which exchange dares to charge a 0.5% trading fee and also make users cover the gas? That's scary 🤣 https://t.co/21B7H7dN4t

     30  25  25.72K
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    Trend von PENDLE nach Veröffentlichung
     Neutral
    The tweet discusses the reasonableness of OKX DEX aggregator's 0.5% service fee and compares it with competitors.
  • flip Derivatives_Expert DeFi_Expert A
     5.10K  @trevor_flipper

    i feel like most ppl still dont know about the pendle strc stablecoin

     16  6  2.00K
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    Trend von PENDLE nach Veröffentlichung
     Neutral
    Pendle's STRC stablecoin is still not well known to most people
  • Neo Nguyen Community_Lead DeFi_Expert B
     3.01K  @Neoo_Nav
    Pendle D
     160.62K  @pendle_fi

    RT @pendle_fi: Pendle AI Skills & MCP just became more powerful. Your AI agents can now: 🔹Automate LP and yield trading 🔹Set smart limit orders 🔹Fetch market queries for instant data insights 🔹Manage Boros margin and execute orders systematically https://t.co/oXK7lmmEpL

     79  11  5.21K
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     Bullisch
    AI feature upgrade, improving Pendle LP returns and limit orders
  • Leads DeFi_Expert Educator B
     8.34K  @LeadsTechX
    Altura D
     60.07K  @alturax

    The previous LP-AVLT pool will expire in 3 days. Capital deployed in this pool will stop earning on @pendle_fi. The new pool has already crossed $2M TVL with 32% APY and $7500+ in incentives from Pendle and Altura. Migrate your liquidity to the new LP to secure your yields.

     71  13  7.75K
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    Trend von PENDLE nach Veröffentlichung
     Bullisch
    Migrate to the new LP‑AVLT pool to enjoy a 32% annualized yield
  • Crypto Picsou Trader Derivatives_Expert C
     182.17K  @CryptoPicsou
    Pendle D
     160.62K  @pendle_fi

    limUSD (Nov 2026) is now live on Pendle HyperEVM! Experience the best that @Hyperliquid has to offer - funding rates, staking, money market and upcoming primitives... All of these dynamically allocated so you can get the best risk-adjusted yield all the time 🔥 https://t.co/kENaHafbTV

     107  13  8.94K
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    Trend von PENDLE nach Veröffentlichung
     Extrem bullisch
    Pendle HyperEVM launches limUSD, partnering with Hyperliquid to offer optimal returns.