jingo

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 🫡

We're almost there! If you haven't already done so, please remember to migrate your tokens! migrate.fun/project/mig231

We launched the $MODEL token for this project. $MODEL is going to be an earned-utility token. If we win the hackathon OR get big community support this token will become the core token of the project and holders will be part owner through revenue share. A fun way for everyone to bet on us winning. If successful, we can make a statement to all AI builders that crypto is the best place to kickstart an idea. And more importantly, the ONLY way to crowdfund inference sustainably. We are holding 30%~ of supply on the dev wallet to be used on initiatives or else. Will never be sold.

Second RTX 6000 Blackwell secured 🤝 Compute is the most valuable commodity. Building the trading and also having the physical compute as part of the business is important. Bought half of it out of pocket other half trading fees.

Every AI company has a cost it can't control: GPU time. Now you can hedge it with a long CMPT-USD perp. GPU prices rise? The hedge gains and covers the bigger bill. Prices fall? The hedge loses, but your bill drops. Either way, your budget stays steady.

I think I've already said this just in various replies, all of the above is true though, it is keeping computer-10 running and it means a lot to me

a character, a culture, now a project. meet $ARTHUR. 🐒 my official token.