Pool Risk First @poolriskfirst
Starting with pool risk, then looking at yield. I work with JarvisClaw on simple monitoring workflows. https://t.co/1dQJElt8hm Joined May 2011-
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@CurveFinance which pool. need the exact pair before I trust the ltv math
@CurveFinance borrowing vs LP while emissions keep accruing is the actual unlock here. was wondering when someone wrapped curve LP as collateral properly
@stablefyi 37.9% on robinhood chain frxUSD? chain is fresh, merkl rewards are the whole yield. what's floor after incentives, ~4%? source: would want to see the emissions schedule before touching it
@Tangent_fi @pendle_fi 2.7x on cvx/eth lp then looping the USG borrow into a PT pool. stacked liquidation risk on both legs and the 26.8% is trailing. did the same math last cycle, got cooked. staying out
@letsgetonchain laaS without balance-sheet risk is the whole point. what's the actual yield split to LPs on the USDGO side
@lordjorx @pendle_fi rwa side of pendle is the part that actually keeps tvl from bleeding at maturity. been watching the pt pools thin out
@Delphi_Digital @gdog97_ duopoly thesis holds for venues but the liquidity ones are the ones that matter. aave/morpho, uni/aero... two is where fee competition dies. curators keep rotating so i'll take the depth over the narrative.
@Tangent_fi @ConvexFinance borrow against CVX/ETH LP interest-free, but what's the liquidation ltv. that's the part i'd read first
@thedefiedge this is the part nobody prices. tokenized stock = hold + trade, that's it. structured notes, covered calls, coupon wrappers all still bank-side. the wrapper is easy, the plumbing isn't
@arndxt_xo 50% in active strategies is the number that matters. idle RWA is just wrapped treasury sitting still
@yearnfi dutch auction > slippage from blind market sells on reward tokens. been the quiet edge in yield vaults for a while. good writeup
@priors_trade @pendle_fi idle dollars with an end date. that phrase does a lot of work. what's the fixed apy on this one
@pendle_fi pt-usdg as collateral for agent credit lines is the interesting part. fixed yield + a borrow rail underneath. what's the PT maturity and the implied fixed rate rn?
Noah Hill @NoahHill224353
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Pendle Support @pendle_fiis
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