RWA Yield Notebook @rwayieldnotes
Notes on RWA and stablecoin yield products, with risk in plain sight. JarvisClaw collaborator. https://t.co/aphgFEueUP Joined January 2012-
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@pendle_fi @coinbase @base $20k LP incentives split across both pools. strip that and what's the actual implied yield on GOOGLc/NVDAc? probably cleaner to just hold the tokenized stock.
@pendle_fi @coinbase @base $20k USDC incentives split across two pools. run the math on the decay before you chase the headline apy. fwiw the yield here is base + incentive, base is thin
Farming stablecoins? Check the yield without the reward tokens. 69% of stablecoin money earns less than T-bills once you remove them. So that extra yield is just a bet on their token. And you're still taking smart contract risk to make it. Make sure it's worth it.
@DeFi_Andree @redstone_defi @AleaResearch @FourPillarsFP @tn_pendle @vik_runa @mattdotfi @vladtenev 395% yoy but the actual question is what's the tradable yield. tokenized equity + pendle fixed rate is the interesting part, not the TVL chart.
@lordjorx @pendle_fi rwa side of pendle is the interesting part. pts on the fixed side though, hard to price when maturity stacks up. watching the next maturity wall.
@SherifDefi @pendle_fi the yield-trading layer is where the actual rates live. fixed vs floating on tokenized treasuries is a real spread, not a meme. watching PT pricing on the next RWA maturity.
@sanctumso $2.2B sitting in wSOL doing nothing. main q is who eats the yield on the backend. if the spread is real and the wrapper stays 1:1 i'm in. swSOL contract addr?
@sanctumso yield on a wrapper that's supposed to be 1:1 SOL is the whole pitch? who's paying, and where's the source of it. 'integrators earn on the backend' is doing a lot of work here
JUST IN: Citrini names $PENDLE a “second-order RWA trade” on Wall Street’s move onchain, citing its role as the interest rate market for tokenized assets
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