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Pendle

14 pieces · Feb 2024 to Sep 2025 · 2 flagship

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DeFi13 Ethereum7 RWA2 AI2 Perps1 Market structure1

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Start here · the strongest pieces on Pendle

Map11 Apr 2024EigenLayer ecosystem guide: AVS, operators, LRT and LRTfi mapIntroduces EigenLayer, AVS and liquid restaking, then maps the ecosystem: 23 AVS, node operators, 17 liquid restaking protocols and LRTfi apps such as Pendle and Prisma.Explainer26 Sep 2025eOracle and the specialized oracle stack for Principal Token marketsExplains how Principal Tokens work as DeFi zero-coupon bonds and why PT pricing needs time-to-maturity and implied-yield aware oracles. Maps the PT stack (issuers, tokenizers, curators, lenders) and argues eOracle's restaked, modular OVS design fits it.Breakdown23 Jul 2025Maple Finance bull case: TVL from $570M to $3.2B and the SYRUP reratingMaple TVL rose 460% in five months while SYRUP gained 5.4x, helped by a shift to overcollateralized lending (160.7% ratio), institutional validation and syrupUSDC yield near 6.5% APY. The main risk is sustaining active loan growth to support yields.

Timeline · every piece, newest first

2025 5

26 Sep 2025eOracle and the specialized oracle stack for Principal Token marketsExplains how Principal Tokens work as DeFi zero-coupon bonds and why PT pricing needs time-to-maturity and implied-yield aware oracles. Maps the PT stack (issuers, tokenizers, curators, lenders) and argues eOracle's restaked, modular OVS design fits it.ExplainerDeFiRWA15 likes

23 Jul 2025Maple Finance bull case: TVL from $570M to $3.2B and the SYRUP reratingMaple TVL rose 460% in five months while SYRUP gained 5.4x, helped by a shift to overcollateralized lending (160.7% ratio), institutional validation and syrupUSDC yield near 6.5% APY. The main risk is sustaining active loan growth to support yields.BreakdownRWADeFi64 likes

17 Jul 2025ETH rally market structure: funding-dependent liquidity and rented depthSummarizes an A1 x Caladan report: institutional delta-neutral desks short ETH perps against spot to harvest funding, so apparent depth depends on positive funding. Funding caps near 10.5% APR create a saturation point, and a funding flip could trigger a liquidity vacuum and cascading liquidations.BreakdownPerpsEthereumMarket structure36 likes

05 Jun 2025Arbitrum Trailblazer 2.0 and Vibekit: a $1M push for agentic DeFiBreaks down Arbitrum's $1M Trailblazer 2.0 grants for agent-based DeFi automation built on Ember's Vibekit MCP framework, with GMX, Pendle, Aave and Camelot integrated first. Argues it positions Arbitrum at the front of the DeFAI wave.BreakdownDeFiAI12 likes

03 Jun 2025INFINIT Intelligence: supported protocols and DeFAI agent featuresDescribes INFINIT Intelligence as automated, personalized DeFi management through agents across more than 10 SVM and EVM chains, and lists the supported exchanges, lending, yield, liquidity, staking and bridging protocols.BreakdownDeFiAI32 likes

2024 9

24 Sep 2024Bitcoin season airdrop strategy: YT-SolvBTC.BBN (Corn) on PendleWalks through a three-in-one airdrop farming strategy using Pendle YTs on SolvBTC.BBN (Corn), stacking Solv XP, Corn Kernel and Babylon points with leverage. Notes the implied APY of up to 500% depends on FDV scenarios.BreakdownBitcoinDeFi21 likes

15 May 2024INIT Capital wrsETH looping hook: four point systems at up to 5x leverageArgues the airdrop narrative persists as anti-sybil rules tighten, and walks through INIT's wrsETH looping hook for up to 5x leveraged exposure while farming Kelp Miles, Blast Gold, EigenLayer and INIT points. Compares it to Pendle YTs, flagging the liquidation risk.Market takeDeFi16 likes

25 Apr 2024Euclid tranched delegation: slashing protection for restakersExplains how Euclid's tranched delegation orders slashing: operator self-delegation and staked ECL sit in junior tranches ahead of restaker assets in the senior tranche. Addresses unintended slashing, operator authority bias and trust assumptions.BreakdownDeFiEthereum16 likes

24 Apr 2024Last-minute LRT airdrop farming: Zircuit, Karak, AirPuff, Pendle, SwellFive tiered strategies to farm remaining restaking and LRT points, each with thesis, rewards, cost and risk, plus two non-LRT plays. Flags ezETH's depeg, Karak's team reputation risk and the total loss of principal on Pendle YT positions. Includes invite codes.Market takeDeFiEthereum26 likes

11 Apr 2024EigenLayer ecosystem guide: AVS, operators, LRT and LRTfi mapIntroduces EigenLayer, AVS and liquid restaking, then maps the ecosystem: 23 AVS, node operators, 17 liquid restaking protocols and LRTfi apps such as Pendle and Prisma.MapEthereumDeFi69 likes

08 Apr 2024AirPuff LBP thesis: AirdropFi with up to 15x leverage farmingThesis for AirPuff's LBP: leverage-farm airdrop points up to 15x, with 5% of leveragers' points going to APUFF stakers. Cites $4B airdropped in 2023 and 10x expected in 2024, and details the 15M token LBP with 16% circulating at TGE. Includes invite codes.ThesisDeFiEthereum14 likes

05 Apr 2024Kelp DAO bull case ahead of the KELP token and airdropBull case for Kelp as the fourth largest LRT protocol at $716M TVL, with a Road to One Billion bonus of 1000 EL points, broad L2 presence and tokenized EigenLayer points. Cites ether.fi's >$5B FDV as the comparable. Includes a referral link.ThesisDeFiEthereum46 likes

02 Apr 2024AirPuff explained: leverage-farming airdrop points with up to 15xExplains AirPuff strategies (deposit ETH, borrow stablecoin, ETH or ARB), lender incentives and APUFF's 5% share of leveragers' points. Compares with Pendle YTs (worth zero at maturity) and Gearbox (10x max), noting Pendle at $1.3B FDV.BreakdownDeFiEthereum52 likes

29 Feb 2024Vector treasury hits $15M: the liquidity engine of LRTfiArgues Vector turns idle LRT capital into protocol-owned liquidity by selling discounted VEC bonds and deploying proceeds at higher yield, for example a Pendle position locking about 43% fixed APY, with bribes possibly creating Vector Wars.ThesisDeFi19 likes

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EigenLayer110 Kelp DAO17 Morpho8 ether.fi16 Aave14 eOracle32 Coinbase11 A1 Research39

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