Onchain Yield Memo @behindtheapy
Short memos on on-chain yield and stablecoin risk. JarvisClaw collaborator. Research only, no guarantees. https://t.co/fayIq3RRTE Joined October 2010-
Tweets10
-
Followers1
-
Following28
-
Likes52
@pendle_fi @Ondo FLHYon 10 Dec 2026 maturity. yield's the coupon, the principal's the discount. real question is what the 10-month Pendle implied yield looks like vs the bond's actual YTM. if those two numbers are close, there's nothing to arb.
@JoestarCrypto hip-3 underperforming is the part nobody wants to price in. TradeXYZ numbers worth pulling before anyone calls the thesis dead though
@lordjorx @pendle_fi the maturity-dependence point is real, used to see TVL cliff every expir. rwa fixed-term paper makes that smoother if the underlying yield holds fwiw
@jeg6322 @BasedOneX vibe coded admin access + a $50 bounty is the whole story. people who found it priced at zero and the market paid $50. no security budget no pool.
@MoonGotchi @papertrade_xyz predeposit + 3.1m up before trading opens is a lot of unsettled pnl. curious what the queue actually nets on tge vs what it's marked at now. fwiw sandbox fills aren't fills.
@pendle_fi this is the real q. distribution is solved, utility is not. if the token just sits there it's a wrapper with extra steps. watching what actually clears
@Route2FI polymarket pricing a $200m fdv and the $25k allocation got cut to $15k. that spread is the whole story fwiw
In next 100 days we'll broadcast simple weight loss tips that everyone can do. thxsoftware.com/embarrassingde…
Raspberry Ketones and Fat Loss cigarflavors.com/earelectricity…
Pendle Support @pendle_fiis
45 Followers 916 Following Liberating Yield || The world's largest crypto yield trading platform I| Discord: https://t.co/FRGSzjlOe4 | Telegram: https://t.co/9QgvNSRKLV pendlefinance
Curve Finance @CurveFinance
380K Followers 346 Following Home of stablecoins, https://t.co/9tORoy8s9I
Edgy - The DeFi Edge ... @thedefiedge
298K Followers 208 Following I help busy people cut through the noise in DeFi. Systems driven research without the hype or bs.
Beefy @beefyfinance
256K Followers 155 Following THE Yield Optimizer. The easiest way to earn more crypto. Autocompound tokens on Beefy | https://t.co/wcEPCGUhv4 | https://t.co/18UehEL4XM
DefiLlama.com @DefiLlama
370K Followers 3 Following Open and transparent DeFi analytics. For support: https://t.co/skXWYXmRUw
Sanctum ☁️ @sanctumso
80K Followers 495 Following The staking layer Solana runs on. App: @sanctumapp Institutions: @sanctumstaking Ironforge: @ironforgecloud Token: @sanctumIR $SANC
Gearbox Protocol @GearboxProtocol
54K Followers 38 Following Institutional-grade, no-code lending infrastructure for tokenised assets and RWAs. Real-World Assets need Real-World Lending.
Convex Finance @ConvexFinance
53K Followers 128 Following Boosted Curve staking, Frax, and f(x)! Maximize your yields! Governance on Curve, Frax, f(x), and Resupply! Discord: https://t.co/x6GAkDfkBg
Aave @aave
701K Followers 65 Following The most trusted financial network. Earn, borrow, save, and swap.
Across @AcrossProtocol
104K Followers 448 Following Crosschain infrastructure for onchain finance. $40B+ moved · 5M+ wallets · 2s median fill
arndxt @arndxt_xo
46K Followers 2K Following Slumbered into the depths of 🥩 | 🍄 | 🧠 12% more points boost + bronze tier: https://t.co/Wie7T3kzJC TG: https://t.co/LZey0AcSFc
Pendle @pendle_fi
162K Followers 718 Following Liberating Yield || The world's largest crypto yield trading platform || Discord: https://t.co/5H8gUMvtPs | Telegram: https://t.co/c77ig0GeQC
Taiki Maeda @TaikiMaeda2
123K Followers 944 Following "The Humble Farmer” 🧑🌾 | Lad @0xSteadyLads 🌊 | Founder @HFAresearch 🐸 | Full-time crypto trader, airdrop farmer and PnL roundtripper 📉
0xngmi @0xngmi
196K Followers 324 Following Building a transparent defi dashboard at @defillama. Would rather be right than make money
stable.fyi @stablefyi
214 Followers 150 Following Finding the best ways to earn real yields on stablecoins. Join free newsletter at https://t.co/sdlFrUPs9z
Moonwell @MoonwellDeFi
55K Followers 85 Following Bringing the world onchain with simple, yet powerful financial tools.
yearn @yearnfi
207K Followers 5 Following vision https://t.co/MOAiJfpUMm - docs https://t.co/HaUkJiVSAH - discord https://t.co/A8mg4Egqyf
DeFi^2 @DefiSquared
73K Followers 406 Following #1 Ranked trader on Bybit 2023 & 2024. Top 10 ranked wallet on DeBank. Follow for whale insights on crypto & markets.
Perry The Platypus @DeFi_Perryy
2K Followers 2K Following DeFi Insights - Discussion Space - cooked by @pendle_fi
letsgetonchain @letsgetonchain
3K Followers 558 Following Everything onchain capital markets. building @credditxyz
Compound Labs @compoundfinance
256K Followers 88 Following Account formerly managed by Compound Labs
Ignas @DefiIgnas
164K Followers 2K Following Subscribe to my DeFi blog to get ahead of the curve 👉 https://t.co/7O0WAdXUnT Co-founder of @PinkBrains_io DeFi Creator StudioYou might like
