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Mr. Lin | Pendle Maxi 🧸
@pendle_fi addictooor | Occasionally whips up some DeFi contents
Mr. Lin | Pendle Maxi 🧸 kirjasi uudelleen
Too Much TVL Kills Yield?
Biggest question from @infinifilabs users: "Will more TVL mean less yield?" The short answer: no.
infiniFi is built on a model that scales yield with volume, not against it. InfinfFi leverages the depth and maturity of DeFi fixed-yield markets to maintain high, consistent APRs even as TVL grows. Unlike protocols that offer inflationary incentives or short-term bribes, every yield on infiniFi is net real yield. Unboosted, organic, and transparent.
Capital Allocation
infiniFi intelligently routes user capital based on deposit type:
- Liquid Depositors (iUSD and siUSD):60% goes to fixed-term yield strategies like Pendle PTs and Ethena.
40% stays in top-tier liquid lending markets.
- Locked Depositors (liUSD-1week to liUSD-13week):100% is deployed into higher-yield fixed-duration assets.
This dynamic allocation ensures that every user, taps into multiple yield streams.
Strategy Composition
- Liquid Strategies: Includes top-tier lending markets like Morpho Blue, Spark, and Aave.
Designed for low-risk, steady yield.
- Fixed-Term, Illiquid Strategies: Pendle PTs (auto-rolled for compounding)
Ethena (PTs and naked sUSDe)
Full transparency:
Why is dilution not a concern here?
Scalable Underlying Markets
- infiniFi is built on top of scalable, high-capacity markets.
- For instance, Pendle PTs currently hold over $2B in total value and can comfortably absorb large inflows.
- Internal backtests show that a $25M deposit into Pendle PT sUSDe would only shift the market by ~20% (15% to 12%), proving deep and scalable capacity.
Yield Performance Comparison (siUSD, SyrupUSDC, sUSDe, sUSDS)
Avg APY for the last 30 days
Why Not Deposit Directly Into Lending Markets?
InfiniFi simplifies what institutions already do: strategic yield diversification. Instead of manually parking assets on a single platform like Aave, infiniFi routes your funds:
- Across multiple lending markets to optimize for APR
- Into illiquid PTs or markets when higher returns are available
- With automated rebalancing to ensure consistent exposure
You earn higher yield without lifting a finger.
Lending directly on Aave gives ~3% APY. Depositing via infiniFi earns 7–8% by being exposed to additional strategies.
The point is that infiniFi isn’t competing with these protocols (maple, ethena Aave etc), it amplifies their TVL by using them as yield sources, by diversifying users portfolio exposure while still delivering superior returns to users.
TLDR
As TVL grows, infiniFi's yield potential scales with it. This is not a protocol built on incentives that fade or bribes that dry up. With every additional dollar, infiniFi accesses deeper, better markets, without compromising risk or returns.
2,14K
Sidelined?
Still time to get cheap $ENA with YT-usde/susde/eusde/tusde on @pendle_fi.
See you on the other side.
Pendle
21.7. klo 21.25
StablecoinX Inc. @stablecoin_x has announced a $360 million capital raise to purchase $ENA and will seek to list its Class A common shares on the Nasdaq Global Market under the ticker symbol "USDE", which includes a $60 million contribution of ENA from the Ethena Foundation
Equity markets will now have direct access and exposure to the most important emerging trend in all of finance:
The growth of digital dollars and stablecoins.
To bootstrap its acquisition strategy, StablecoinX Inc. will use all of the $260 million cash proceeds from the raise (less amounts for certain expenses) to buy locked ENA from a subsidiary of the Ethena Foundation.
Starting today, the Ethena Foundation subsidiary (via third-party market makers) will use 100% of the $260 million cash proceeds from the token sale to strategically purchase $ENA across publicly traded venues over the coming weeks, further aligning the Foundation’s incentives with those of StableCoinX shareholders.
The planned deployment schedule is approximately $5m daily from today over the course of the next 6 weeks. At current prices $260m represents roughly 8% of circulating supply.
Importantly, the Ethena Foundation has the right to veto any sales of $ENA by StableCoinX at its sole discretion. Ideally, tokens will never be sold with a sole focus on accumulation.
To the extent StableCoinX subsequently raises capital with the intent of purchasing additional locked ENA from the Ethena Foundation or its affiliates, cash proceeds from those token sales are planned to be used to purchase spot $ENA.
StableCoinX's treasury strategy is a deliberate, multi‑year capital allocation strategy that will enables StableCoinX to capture the enormous value of the secular surge in demand for digital dollars while compounding ENA per share to the benefit of shareholders.
14,01K
Sidelined?
There's still time.
Get your cheap $ENA on @pendle_fi and buy YT-usde/susde/eusde/tusde.
Only on Pendle.
21.7. klo 21.25
StablecoinX Inc. @stablecoin_x has announced a $360 million capital raise to purchase $ENA and will seek to list its Class A common shares on the Nasdaq Global Market under the ticker symbol "USDE", which includes a $60 million contribution of ENA from the Ethena Foundation
Equity markets will now have direct access and exposure to the most important emerging trend in all of finance:
The growth of digital dollars and stablecoins.
To bootstrap its acquisition strategy, StablecoinX Inc. will use all of the $260 million cash proceeds from the raise (less amounts for certain expenses) to buy locked ENA from a subsidiary of the Ethena Foundation.
Starting today, the Ethena Foundation subsidiary (via third-party market makers) will use 100% of the $260 million cash proceeds from the token sale to strategically purchase $ENA across publicly traded venues over the coming weeks, further aligning the Foundation’s incentives with those of StableCoinX shareholders.
The planned deployment schedule is approximately $5m daily from today over the course of the next 6 weeks. At current prices $260m represents roughly 8% of circulating supply.
Importantly, the Ethena Foundation has the right to veto any sales of $ENA by StableCoinX at its sole discretion. Ideally, tokens will never be sold with a sole focus on accumulation.
To the extent StableCoinX subsequently raises capital with the intent of purchasing additional locked ENA from the Ethena Foundation or its affiliates, cash proceeds from those token sales are planned to be used to purchase spot $ENA.
StableCoinX's treasury strategy is a deliberate, multi‑year capital allocation strategy that will enables StableCoinX to capture the enormous value of the secular surge in demand for digital dollars while compounding ENA per share to the benefit of shareholders.
11,49K
Mr. Lin | Pendle Maxi 🧸 kirjasi uudelleen
After a long period of separation, things must come together, and after a long period of coming together, things must separate. The FDV/TVL ratios of the three projects, Ethena, Usual, and Resolv, have recently begun to show significant differentiation after a period of convergence.
Part One: Usual's debut.
After its TGE, Usual surged with momentum, with an FDV/TVL ratio reaching as high as 4 times. However, as the saying goes in the community: "After a sharp rise, there is often a lot of false heat." Sure enough, after the excitement faded, it began to decline, gradually aligning with Ethena. Since the end of April, the two have been inseparable, making it hard for people to distinguish between them.
Part Two: Resolv enters the fray.
Fast forward to June, Resolv officially made its entrance. Being new to the scene, it naturally attracted a lot of attention, with its FDV/TVL ratio once standing tall. But soon, it also faced the harsh realities of the market, falling from the spotlight to stand alongside its older brothers. On June 18, the three brothers finally saw their FDV/TVL ratios drop to 0.58, sharing a cup of tea and living the same life.
However, the crypto world is never at peace, and with ETH recently stirring up the storm again, the FDV/TVL ratios of Ethena, Usual, and Resolv have begun to widen once more, reaching a level of differentiation not seen since February of this year.
The three brothers, will they each go their separate ways, or will they once again raise a toast together? To know what happens next, stay tuned for the next episode.
8,79K
Mr. Lin | Pendle Maxi 🧸 kirjasi uudelleen
🔔Ethena Whales 🐳
Time to roll over: the juiiicy Sept @pendle_fi pool is now offering 11% APY for PT.
USDe TVL back to ATH >$6bn 🔥
ENA up 47% over the last week 🆙
Converge squad ready to sprint 🏃♂️
Hopefully Aave will raise the cap soon for PT Sept - poke poke mr @lemiscate
7,17K
Mr. Lin | Pendle Maxi 🧸 kirjasi uudelleen
Since mid-June, I have been reminding everyone through different channels that the points from @ethena_labs are worth mining and worth ambushing.
I hope everyone has taken it to heart.
@pendle_fi YT has already earned points and mined prices again.
YT is similar to CALL options, and it has great explosive potential at the turning point from bear to bull.
Buying YT at a low position means locking in a cheap and fixed-cost high-leverage fund.
16,43K
Mr. Lin | Pendle Maxi 🧸 kirjasi uudelleen
Recently, due to the increase in fees, the interest given by @ethena_labs has risen significantly, from 4% all the way up to over 8%. This has also caused the coin price to shoot up from 0.3 to 0.5. I've noticed that many actuaries are quietly calculating points, using @pendle_fi to earn a lot of points.
4,72K
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