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Pendle Intern's Notes

Pendle Intern's Notes

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Random ramblings of a cartoon character. Usually before his morning coffee too. Needless to say - NFA.

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Channel Posts
GM, a look at what we think will be the 100x plays of this cycle, how Pendle is positioned to capture every one of them, and an early peek at some things we're building next. "Inevitable" Like and RT: https://x.com/pendle_fi/status/2102186179760365804 Medium: https://medium.com/pendle/inevitable-8db82078799f

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NGI+ (Dec 2026) is now live on Pendle. With this, we're unlocking Partners Group's Next Generation Infrastructure fund with $40B AUM on Pendle. RWA RWA~ Like and RT: https://x.com/pendle_fi/status/2100544455384424694
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New sNET (1 Oct 2026) maturity is now up on Robinhood Chain! The play resumes 🫡 https://x.com/pendle_fi/status/2100193061796274328
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The first Robinhood tokenized stock dividends are officially live on Pendle: - NVDA (Oct 2026) - PFE (Dec 2026) Like and RT: https://x.com/pendle_fi/status/2097671466930393116
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Our second market on Robinhood Chain is now live: sNUKE (Sep 2026) More to come soon, including tokenized stock dividends soon 😉 Like and RT: https://x.com/pendle_fi/status/2097309029286699160
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Pendle is now live on Robinhood Chain! First up is sNET (Oct 2026), with plenty more to come soon as we continue expanding in the new chain. Quick summary - NET is the reserve-backed share token of NetNet Capital Management, a fund deployed on Robinhood Chain (similar design as $OHM) where every NET is backed by at least USDG held in the protocol treasury. Like and RT: https://x.com/pendle_fi/status/2095861150504325271
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CA: 0x5E49E1f85813F2B65858860A3FA231b4186f2e0E https://x.com/pendle_fi/status/2095823411679494614
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Axis USDx and sUSDx (Dec 2026 maturity) are now live with the highest multipliers for Axis points: - YT-USDx: 24x - YT-sUSDx: 6x - USDx LP: 20x - sUSDx LP: 5x Like and RT: https://x.com/pendle_fi/status/2095738643793207563
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PT-AUSD looping on Aave back to >50% APY 🫡
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PT-AUSD supply cap on Aave has been bumped to 80M. Enjoy: https://x.com/pendle_fi/status/2094684261186187313
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PT-USDG (X Layer) is now live on Aave V3 🔥 Available for one click looping on our PT Looping feature now: https://x.com/pendle_fi/status/2094341873917940120?s=46
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Arbitrage works, just as how this early user has shown with their position fully realized. A quick peek at what they did and what their next moves are on Arbitrage with CrossEx: https://x.com/pendle_fi/status/2093229082163192317
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Quick note on the PT-AUSD Aave oracle: https://x.com/PendleIntern/status/2093181661508964383
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PT-AUSD is now live on Aave 👀 The Aave markets are also available on PT Looping, with exclusive +2% APY (before looping!) incentives. The rewards are applicable to ALL PT-AUSD markets, that means Aave, Morpho and Euler. Link: https://x.com/pendle_fi/status/2092989927084753184
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More on this new reward design for sUSDD (Nov 2026) and how it benefits both PTs and YTs: TL;DR ▶️ PTs get rewards now ▶️ YT rewards WON'T be diluted by TVL growth ▶️ YT rewards are also uponly (e.g. if it's reached 2%, it won't dip below 2% after) https://x.com/PendleIntern/status/2092835637527511144
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The sUSDD (Nov 2026) pool has been renewed with a new maturity, with up to ~$600k of rewards to be earned 👀 Do note that there will be changes made to the reward scheme that will allow: - YT yield to become MORE predictable - Early PT buyers to earn additional rewards 😉 Learn more: https://x.com/pendle_fi/status/2092764064225361984
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Introducing Arbitrage with CrossEx. A tool that turns any funding rate arbitrage opportunities into a 2 click affair. For more info, check out our Docs and the X post below. Enjoy 🥂 Docs: https://docs.pendle.finance/boros-docs/arbitrage-with-crossex/overview Like and RT: https://x.com/boros_fi/status/2092431850639946200 https://x.com/boros_fi/status/2092431850639946200
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On the PT-reUSD incident: https://x.com/pendle_fi/status/2092171615631249863 TL;DR This was not an oracle misconfiguration. The incident was unfortunate, but the oracle worked as per its design.
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YEEEHAWWWWW ~ Ethena PT-sUSDe (Nov 2026) market on Morpho will now be allocated liquidity by the Pendle Ecosystem Vault too. PT looping for the market is also now supported. Enjoy: https://x.com/pendle_fi/status/2092121983903473767?s=46
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Top 5 ways to earn in the Pendle ecosystem: https://x.com/PendleIntern/status/2090628091286892957
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