Pendle Updates #25.6.17
$PENDLE 是一个弹性非常好的币，大盘涨，它就涨，大盘跌，它就跌，我觉得可以把它当成是波动更大的 $ETH ，也就是 ETH Beta。
2/ New pools
Yearn aGHO-USDf 25-SEP [ETH] | reUSDe 18-DEC [ETH]
3/ Hot pools
Stables: USD(Midas) [31-JUL] [ETH] @ 21.35% LP-APY | USD(Midas) [31-JUL] [ETH] @ 11.48% PT-APY
ETH: wstETH [25-DEC] [ETH] @ 6.03% LP-APY | pufETH 26-JUN [ETH] @ 7.33% PT-APY
Trending Markets: csUSDL [31-JUL] [ETH] 11.04% PT-APY | sUSDe [25-SEP] [ETH] 7.78% PT-APY
4/ 重新启动的 pools
ETH: | asdCRV 18-DEC | upUSDC 18-DEC | dWBTC 18-DEC | uniETH 25-JUN2026 | pufETH 25-JUN2026 | rsETH 25-JUN2026 | agETH 25-JUN2026 | eETH 18-DEC | eBTC 18-DEC | LBTC 18-DEC | weETHs 18-DEC | xsolvBTC 18-DEC | rswETH 25-JUN2026 | swETH 25-JUN2026 | hgETH 25-JUN2026
ARB: dUSDC 18-DEC | uniETH 25-JUN2026 | wstETH 25-JUN2026 | rsETH 25-JUN2026 | eETH 18-DEC | gUSDC 18-DEC | rETH 25-JUN2026
BERA: iBGT 18-DEC
MNT: cmETH 18-SEP
BASE: wcgUSD 18-DEC
5/ Pendle 的 TVL 极具弹性，在到期日后 TVL 下跌仅用一周便恢复了到了此前的水平，表面市场对其的强劲需求
On 29 May 2025, $3.8B of TVL on @pendle_fi matured.
At its lowest, TVL dipped from $4.61B → $4.10B (-11%) on the 1st day, as per @DefiLlama.
But in just 7 days, it fully rebounded. marking our best ever post-maturity 7-day retention rate.
Since then, TVL continued to climb despite the turbulent market and 2 weeks since the maturity event, Pendle is now sitting at ~$4.9B of TVL.
This resilience signals a maturing fixed yield market (i.e. Pendle market), driven by real, sticky demand and supported by more predictable capital flows. Our strategic shift toward stablecoin-focused yield further strengthens this foundation, making Pendle’s TVL less sensitive to broader market volatility. In both bull and bear, the appetite for stable, fixed yield endures.
We've spent years kneading in the yield sweatshop to reach this stage, and now the dough is set for us to finally start cooking - Boros, Citadels...
Job's not done, Pendiddlers ~
6/ 巴菲特投资理论：投资现金流强劲、资本回报率高的企业
Pendle 正符合这一标准
vePENDLE thesis - Buffet's philosophy applies in DeFi
The market has matured since the 2020–2021 bull run. Speculation-driven strategies like memecoins and airdrop farming often reward only early players, while point farming yields diminishing returns for most.
So how do we build sustainable, long-term success in DeFi?
This is when Buffett's principle still holds: invest in businesses with strong cash flow and high return on capital.
@pendle_fi fits that mold. With vePENDLE, holders gain exposure to real yield, sustainable revenue, and growing integrations across LRTs, RWAs, LSDs, and stablecoins.
Here’s why vePENDLE is the most underrated value play in DeFi right now:🧵
8/ Pendle x Converge
⚡@pendle_fi is joining Converge.
One of DeFi’s biggest success stories, growing from lows of under $10 million TVL to over $5 billion in just two years. 📈
We’re excited to be bringing Pendle to Converge as one of our core apps to unlock yield trading on a range of dollarized assets.
Here’s what this means 👇
6,65 mil
0
O conteúdo apresentado nesta página é fornecido por terceiros. Salvo indicação em contrário, a OKX não é o autor dos artigos citados e não reivindica quaisquer direitos de autor nos materiais. O conteúdo é fornecido apenas para fins informativos e não representa a opinião da OKX. Não se destina a ser um endosso de qualquer tipo e não deve ser considerado conselho de investimento ou uma solicitação para comprar ou vender ativos digitais. Na medida em que a IA generativa é utilizada para fornecer resumos ou outras informações, esse mesmo conteúdo gerado por IA pode ser impreciso ou inconsistente. Leia o artigo associado para obter mais detalhes e informações. A OKX não é responsável pelo conteúdo apresentado nos sites de terceiros. As detenções de ativos digitais, incluindo criptomoedas estáveis e NFTs, envolvem um nível de risco elevado e podem sofrer grandes flutuações. Deve considerar cuidadosamente se o trading ou a detenção de ativos digitais é adequado para si à luz da sua condição financeira.