Labrin🌺🏹@quant_sheep
@quant_sheep
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So we beat on, boats against the current || RL&DeFi researcher ||💥 something ||Penpal & ex-Researcher @pendle_fi|| Ambassador @usualmoney ||
Onchain
Joined May 2022
(1/n)🧵👇.Some friends say that the YT on @pendle_fi is almost worthless, so why buy it? This is a misunderstanding. Here’s a brief explanation:. When the implied APY (Annual Percentage Yield) is fixed, the YT price tends to decrease linearly over time. 👏
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Pendiddlers!.
2º Você compra YT para farmar airdrops? Essa ferramenta vai COMPLEMENTAR suas análises!. O @quant_sheep criou uma ferramenta para ajudar no TIMING de compra dos YTs e PTs da @pendle_fi. Usar isso + uma planilha de projeção de preço dos pontos de um airdrops e 🤯!
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Alpha Pendle!.
Hora do alpha!. Na ultima semana fiz uma palestra no evento Alpha Traders da OKX, soltei 3 alphas para o pessoal e quero compartilhar aqui com vocês!.(Airdrop ou yield? Aqui vai ter os dois) 👇
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Pendle!.
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RT @0xyukiyuki: Yuki always talks about all the cool farming strat you can do on @pendle_fi . But she talks way to little about how bulli….
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Pendidlers.
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🥳.
@quant_sheep @FalconStable @pendle_fi @0xanonnnn With underlying yield at ~9.5% and YT cost (implied APY) at ~11.5% right now. It costs only ~2% "leverage cost" to farm 36x Falcon points at the moment. Few.
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谁看到了Yankee的推文？.哦 原来是我😋.感恩🥹.
如果你前几天看到这一篇关于 @FalconStable 的推文，并接了yt-sUSDf，那么恭喜你：起飞了. 原因：.Pendle farmers, take note. your Falcon assets have been printing all this while. 📈 .retroactive rewards are coming: .36x sUSDf LP.36x YT-sUSDf higher
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RT @0xanonnnn: 如果你是我的粉丝，让我替你算一笔账：.如果之前10%以下抄底了，那很舒服，该tp就tp；.如果之前没有买，现在也不要过于fomo，原因如下：.当前yt-sUSDf的implied APY（～12.8%）远远高于underlying APY（～9.6….
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😚.
INFINIT Agent Swarm will give you a set of agents that work like puzzle pieces. Need loop farming? Combine money market + swap agent.Want delta-neutral yields? Mix perps trading + yield agent. All bundled into one-click strategies. Same building blocks, INFINIT possibilities.
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Some friends are quite interested in estimating the TGE timing, so I’ll explain my reasoning in detail:. The project’s FDV is capped, which means that from the moment staking begins until the TGE (the so-called “first quarter”), the total airdrop rewards are also finite. A.
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有朋友对这个TGE时间估计比较感兴趣，我仔细地讲一下我的想法. 一个项目的FDV是有限的，也就意味从开始积分到TGE（所谓第一季度），空投金额也是有限的。. 积分项目需要在TVL积累和缩短“第一季度”时间之间做权衡。. 较高的TVL可以获得更高的FDV。.较短的第一季度可以提供更高的年化收益。.
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Thanks to Pendle for this excellent platform and my amazing friends!.@ViNc2453. @kevin0x0. @0xanonnnn. @pendle_grandma. @PendleIntern. @richardgo_go. @DeFiGuyLuke. @hzl123331. @0xCoumarin. @ch999degen. @0xlenn. @Yihang69. @AlexLau01508216. @VinegarWrites. @0xMinistry.
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5/5.I’ll release a step-by-step tutorial within 24 hours. If you want to receive my tweets on time, feel free to follow me~. The above is just my personal approach and sharing, not investment advice. Be cautious when investing and DYOR.
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4/5.Before participating in @FalconStable’s point program, make sure to register to ensure points are retroactively allocated. Using my invitation link will grant you an additional 15% points, while I won’t receive extra points. Usually, you can create an invitation link that.
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3/5.How to participate in Falcon’s point program?.I highly recommend using @pendle_fi to join Falcon’s point program. I’ll explain why Pendle is the best choice based on different options. 1️⃣ Conservative investment (seeking fixed returns, not points).Currently, holding sUSDf.
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2/5.Investment yield analysis:. Ethena’s success shows that rewarding early participants (for the first 2 months) helps maintain user engagement. The subsequent successful TGE of Usual also set the airdrop point plan around this time frame. I expect Falcon’s TGE to follow this.
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1/5.Falcon is a stablecoin protocol backed by @DWFLabs. Here’s how it works:. Minting: Users deposit crypto (ETH, USDC) to mint USDf. Yield: Falcon generates yield via strategies like funding rates, cross-exchange arbitrage, staking, and on-chain liquidity. Evaluation: The
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🚨 @FalconStable announced retroactive point allocation for YT and LP on @pendle_fi, with multipliers up to 36x! 🚀. The implied annual yield of YT-sUSDf on Pendle surged to 12%, a 20% rise. (Thanks @0xanonnnn). Can Falcon participate? How to maximize returns? Let’s dive in:
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