BUNT 🔜 DEVCON 8 🇮🇳

Roughly ~1 day left for $ogNAMI presale before it wraps up. ogNAMI gives you the first opportunity to bet on @namidefi's unified, multichain d(3,3) ecosystem as it's slated to go live on 5th nov. A few perks worth highlighting: 🔸 Revenue sharing → 10% of swap fees from eligible gauged pools distributed to ogNAMI stakers in USDC. 🔸 Fixed supply → 250K max supply ($2.5M FDV) w/o emissions, alongside buybacks + burns funded by 5% of net protocol revenue. 🔸 Presale incentives → Up to 10% bonus ogNAMI for meeting staking requirements + eligibility for the $NAMI airdrop. The interesting angle here is getting exposure to Nami's trading activity + fee generation across chains, rather than relying solely on emissions-driven incentives. Ultimately, the value proposition scales with actual DEX adoption + sustainable volume. For more deeds on the sale refer to the article attached👇

One of my stronger convictions in RWA-Fi is that @pendle_fi is positioning itself at the forefront of the next wave of onchain capital markets. We're talking about trillions $$$ in potential tokenised asset supply over the coming years, but bringing assets onchain is only half the equation. The real opportunity lies in unlocking their productivity once they're there. Its obvious that Pendle is increasingly becoming a fundamental layer for that. A few developments worth highlighting: 1. From yield tokenisation to broader asset productivity PTs have already established themselves as a core DeFi primitive for fixed-yield exposure + capital-efficient looping strategies. With PendleLoop, that utility is expanding beyond traditional yield-bearing assets into leveraged exposure across BTC, ETH + tokenised equities. Tokenised stock long strategies on @base now integrate borrowing through @aave, (up to ~4.2x leverage) enabling users to trade yield expectations towards helping them deploy capital more efficiently across different asset classes. 2. Becoming a value discovery layer for RWAs From tokenised treasuries + private credit to AI infrastructure, reinsurance + equities, Pendle has reportedly listed 100+ RWA markets YTD. *FYI: RWAs now account for >80% of its TVL. What stands out is the breadth of exposure being brought into DeFi. As more institutional assets come onchain, Pendle provides a venue where their yields can be priced, traded + incorporated into broader DeFi strategies. Tokenisation creates asset availability, yield markets help turn that availability into financial utility. 3. Institutional credibility as a compounding advantage The growing roster of asset managers is particularly notable: 🔸 Janus Henderson (deJAAA) 🔸 Franklin Templeton (FLHYon) 🔸 Partners Group (NGI+) 🔸 Bitwise (PPLUS) Alongside its RWA Insights series featuring institutions such as Grayscale, Pendle is building relationships with some of the most established names entering tokenised finance. This matters wayy beyond the immediate TVL contribution. Institutional relationships bring credibility + differentiated asset supply, which can attract more liquidity, improve market depth + strengthen Pendle's position as a destination for future RWA listings. And that's where the reinforcing flywheel gets interesting. More institutional assets → broader yield markets → deeper liquidity + capital utility → greater incentive for new issuers to participate. Ofc, the flywheel depends on actual market demand + sustainable liquidity, not simply the number of listings. But the direction is pretty clear. As tokenised assets proliferate, the opportunity increasingly shifts from who can bring assets onchain to who can make those assets productive. Pendle is building a pretty compelling position at that intersection. A 24/7 yield discovery layer for an increasingly onchain financial system. Best part of this? We're still vv early in this transition. Pendle 🫡

If someone told you there's a >40% APR delta-neutral opportunity in crypto, you'd probably think it's a scam. @boros_fi's spread markets are making opportunities like these possible. Ofc this is headline APR so its not truly representative the effective return on total capital deployed (actual yield will be reduced by abit with additional buffer capital for margin maintenance) Still, pretty chonky returns considering the ~$35k underlying position size here. Opportunities like these have been popping up more frequently lately, making funding rate arbitrage an increasingly. Great time to capitalise on these and you can expect larger notional size opportunities to improve over time

Apart from it's novel d(3,3) model, the biggest value proposition of @namidefi lies in its positioning as an all-in-one liquidity + yield coordination layer across chains. Why so? Rather than building isolated DeFi products, Nami's Omni Layer connects the entire user journey: 🔸 OmniSwap → Aggregates 16 providers for optimised same-chain + cross-chain execution, alongside MultiSwap. 🔸 OmniDeposit + OmniShift → Simplifies LP creation + migration across chains, allowing capital to follow better yield opportunities w/o the usual bridging + rebalancing complexities. 🔸 OmniGauge → Aggregates liquidity incentives across chains into unified markets, enabling veNAMI holders to vote once across multiple networks. 🔸 Nami Relayer → Automates voting, reward collection + reinvestment strategies. imo the bigger picture is how these products reinforce one another. More efficient execution + mobile liquidity enables deeper markets + trading activity → greater fee generation → stronger incentives for veNAMI voters + ogNAMI stakers. Coupled with d(3,3)'s adaptive emissions, Nami is essentially building a multichain liquidity economy where capital efficiency, user experience + token value accrual are interconnected. The interesting part isn't any single feature, but how the entire stack could compound adoption + economic activity across the ecosystem. Worth a read 👇

On one of RWA-Fi's biggest infrastructure gap: Demand for 24/7 access to tokenised equities is already evident. According to @redstone_defi's recent report on tokenised stocks: 🔸~55% of tokenised stock trading occurs outside regular US market hours. 🔸~60-69% of spot volume across @solana, @RobinhoodCrypto , @BNBCHAIN + @base takes place while US equity markets are closed. 🔸 92% of onchain bStocks trading occurs outside US market hours, with activity picking up around the Asian trading day. These highlights a fundamental demand that TradFi hasn't fully accommodated global investors that want access to US equity exposure w/o being constrained by Wall Street's operating hours. But there's a catch. Tokenisation enables 24/7 asset accessibility, not necessarily 24/7 liquidity, price discovery or settlement. While onchain markets operate continuously, the underlying equities and their associated market infrastructure don't. When traditional exchanges close, market makers face limited hedging opportunities w/ less reliable price discovery + increased exposure to reopening gaps. This becomes particularly problematic when tokenised equities are used as DeFi collateral. Lending protocols must continuously value collateral and execute liquidations, even when the underlying equity markets are closed. As the report aptly puts it: “What is the price at 3 AM on Sunday? Who takes the redemption risk?” These questions highlight two fundamental challenges: reliable pricing + executable liquidity. Without both, lending protocols may need to impose more conservative LTVs, larger liquidation buffers + tighter collateral requirements. And this is where I think the next phase of tokenised equity infrastructure needs to evolve. Beyond making assets tradable 24/7, the industry needs reliable off-hours price discovery, deeper secondary liquidity + settlement mechanisms that can support continuous financial activity. Making an asset tradable 24/7 is one thing, making it reliable collateral 24/7 is another.