Reading plan for July-August 🤞 Let's go! Recently, I've been looking at some MEV source code and work shared by friends on Twitter, and I often feel that my knowledge of micro market structure and optimization is lacking... I was distracted during class. I previously read Boyd's book on Convex theory, and I will continue to deepen my systematic learning. MMT has also been on my wish list for a while, and I plan to fulfill that wish this month!

Higher. Pendle.

"What kind of Season 1 requires caution?" For projects that have conducted TGE through points over the past two years, the ideal duration for the average valuation of points in Season 1 (some projects refer to it as Season 0) should ideally be controlled within 3-4 months. On one hand, this allows time to accumulate TVL, and on the other hand, controlling the duration can provide early users with a higher yield to create a certain "wealth effect." This design can help the project gain strong support from early users and keep new users actively engaged. How can we determine whether a Season 1 points project can continue to attract investment after April? If we are currently in a bear market and the growth rate of TVL has not slowed down, then the chances of making a successful investment are relatively high. Aside from that, I do not recommend investing in point activities with a duration longer than 4 months for Season 1.

BTC is only $0.118M now, which is still early for the true singularity.

@Terminal_fi × @pendle_fi × Ethena → 10Bドル級の資金がConvergeに集まる理由・エアドロ狙いのチャンスについて 🔹Converge＝EthenaとあのBlackRockと緊密に結びついているSecuritizeが共同で立ち上げる EVM互換L1 🔹Terminal = Convergeの流動性ハブ、Uniswap＋IL最小化イノベーション 🔹Redeemable tokenと呼ばれるもので、ILを最小化することを試みる 🔹Pendleでは「ポイント60x・イールド10％以上」 Terminalについて＆収益ライン試算👇 普通参加だけしたい方👇 ポイント最大、低リスク、10％イールド→ ダッシュボード・リファ → 余談： 資金規模がConvergeの構想ほど大きくないチェーンでは、必ずしもTerminalが競争力を持つとは限りませんが、資金が大きくなると、ILによる機会損失がデカくなると着眼をして、作られたのが記事でも持っと詳しくカバーしているTerminal。 もしかするとVe3,3?にする可能性もある👀

Someone reported seeing the so-called @pendle_fi profit and loss statement in the Binance Square, and it was obvious that it was wrong. After investigation, it turns out the data source is @tokenterminal (TT)... They have always been making mistakes, and the data is so wrong it seems randomly generated... Moreover, I inquired with the team, and Pendle has provided a way for TT to correct it, but TT is still dragging its feet on the fix... I advise everyone to go to the Pendle official website -> vePendle for reliable information.

wen Pendle Korean community 😹 Let’s learn how to Pendle yield

“It’s time to trade your ETH for PENDLE.”

[Shocked] much more than now @pendle_fi depth on the order book Buy $1.5M PT-sUSDf or positive slippage after paying the swap fee (the value of PT bought is higher than the cost) 13.33% True Fixed Stablecoin Yield (Calculated at $USDf margin) Look who's fast

The Presale is about to drop, get whitelisted now! 😉 Drop your Wallet here: Ends on July 9, 2025. Get whitelisted to our first ever Farm Presale! 📸