RWA private credit and reinsurance are delivering high fixed yields on @pendle_fi this week.
Here is my stables watchlist:
1. PT nOPAL (13.16% APR) by @NestCredit
Plume brings Brazilian payment network receivables onchain. nOPAL offers fast redemption under 30 minutes. The PT fixes the RWA yield. 70 days to farm.
2. PT USD3 (11.97% APR) by @3janexyz
This is the senior tranche counterpart to sUSD3. Lower risk, still solid fixed yield from the same private credit book. Yields come from token farming campaign. $6.92M liquidity, 161 days to run.
3. PT reUSD (10.46% APR) by @re
reUSD delivers struc

RWA1.45%

PENDLE3.84%

PLUME2.28%

RE-4.26%

MORPHO-0.62%

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Tindorr🚢

06-27 08:56

STRC is in deadlock. The flywheel has stopped.
Here's the ELI5 decision tree, so you can decide when to cut loss. The situation isn't recovering, and probably isn't at its worst yet.
> STRC is supposed to sit at $100 par
> It's lost par, now trading ~$74
> Holders are in real pain (me included)
> Not enough consensus to push it back to $100
> Nobody bids it here. Down-only for two weeks
> Way to recover? You'd need cash to defend par
> But the reserve is only $1.4B, ~10 months of dividends. And that isn't spare cash, they just rebuilt it from ~$900M by selling MSTR
> So to keep paying, they ha

STRC-0.42%

MSTR-3.64%

BTC0.02%

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06-17 17:56

BTC slipping under $65K would be terrifying.
There's a band of negative gamma stacked between $60k and $65k, with net dealer gamma sitting short at -$10.8M across all six venues. Below this level dealers hedge by buying into strength and selling into weakness, which adds fuel to moves in both directions instead of dampening them.
The positive gamma is mostly above spot, so it acts more like a cap. The slippery side is underneath. Lose $65k and a sharp enough drop can cascade as each level gives way.
Short gamma means more volatility, not less. And there's still a decent number of people who do

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06-11 08:32

The state of Ethena, USDe, and ethereum:0x57e114b691db790c35207b2e685d4a43181e6061
I'd call @ethena in the "Upgrading" stage.
Been a while since the new USDe model announcement, so decided to write a deep dive with personal thought:
Let's start with sUSDe yield.
The current sUSDe APY is 4.5%. This is better than average APR during Q1-Q2 around 3.5% and will start to get more attention if it enters the 5-7% range.
The source of yield has now improved. They've made a right decision pivoting away from crypto basis trades which only generates 0.6% APY (well we're living in a bear so crypto fundin

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06-10 04:39

"What doesn't kill you makes you stronger" - Saturn just lived it.
STRC vol is cooling, and @saturn_credit's model proved resilient:
- USDat: Zero impact, as designed, 100% backed by tokenized T-Bills.
- sUSDat: Also performed as intended in terms of collateral and yield generation
sUSDat is structured with exposure to STRC (via staking USDat into sUSDat), so temporary drops come from STRC underlying volatility. It's by design.
The T-Bills yield from USDat now flows through as a boost/buffer, boosting sUSDat APY to 14.2%.
This should support sUSDat recovery toward prior levels, and can be acc

STRC-0.42%

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06-09 05:41

TradFi market peak + four-year Bitcoin cycle thought
Wait until the end of this year before quitting crypto
Quitting right now might be too early if you believe the following:
1. TradFi markets have likely peaked (or are in late-stage speculation)
In the coming weeks/months, any loss of momentum in AI infra stocks could confirm this. I wouldn’t rotate capital into stocks here. We appear to be at the end of the speculation regime i.e. smart money in TradFi is more likely taking profits than aggressively buying.
Expect a Q3 retrace, followed by a potential Q4 bounce. Switching from crypto to sto

BTC0.02%

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06-08 07:27

My Trifecta for portfolio resilience in volatility:
$DRV $HYPE $LIT
Onchain options + perps continue to grow in chaos.
Let them cook.

DRV2.14%

HYPE-0.54%

LIT4.22%

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06-05 10:41

Processing the STRC DeFi Situation
I took a day off to process everything happening with STRC protocols.
My PnL on STRC farming positions has completely wiped out the farming profits I made over the past six months.
Here are my raw thoughts on the situation:
1. Never break your own rules
My core DeFi farming rule has always been a maximum of ~10% of my portfolio per protocol. I shouldn’t have broken it.
Because I was deep in the STRC flywheel, I increased my allocation beyond that limit, and it ended up costing me.
My PT and LP positions in Apyx are currently down 6-8%, and my Saturn position

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06-03 11:50

My Opinion on STRC, Strategy, and Bitcoin
The STRC flywheel just faced its first real stress test, and it stumbled.
It wasn’t strong enough to keep Bitcoin in clear bull territory or push it sustainably above the $80k–$90k zone. Now the market is forcing a reset: we’re stress-testing whether Strategy’s entire capital structure (MSTR equity + STRC “Digital Credit”) can handle a risk-off environment.
I believe the market has already priced in some BTC selling from Strategy. The real question is whether this turns into a self-reinforcing downward spiral:
> Strategy sells BTC → funds dividends & r

BTC0.02%

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Kartal1520:

2026 GOGOGO 👊

Tindorr🚢

05-26 12:40

Ethereum looks like an existential death spiral.
But as a holder who used to be 100% in $ETH (I know, stupid mistake) I've watched ETH:
- how bottoms get structured
- how desperate holders felt liquidating in the lower range
- and how every pump left everyone behind
The sentiment from the community right now looks like nobody holds ETH anymore, or everyone rotated into HYPE/ZEC.
But you know how reflexivity works. Price leads narrative. This could be the exact moment ETH runs.
The narrative is already set. People just decided to downplay it.
Based on @VitalikButerin's post on the EF, I think m

ETH-0.14%

HYPE-0.54%

ZEC-1.89%

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05-24 09:23

Amazed how DeepSeek V4 is writing better than Opus 4.7
We don't need an expensive model anymore
So don't be scared if you don't have enough money, just be open-minded and try the cheaper ones.
Results will exceed your expectations.

DEEPSEEK-10.75%

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MrKing:

To The Moon 🌕

Tindorr🚢

05-22 14:20

Updates on my STRC DeFi positions + thoughts on STRC price/plays lately:
Starting with @apyx_fi, I've added more apyUSD LP (Pendle) to capture both ~22.85% APR + 11x Pips.
I want exposure to both the yield and the APYX token, as it could print if STRC demand keeps exploding through 2026.
I've also been looking at the new apxUSD and apyUSD markets with longer maturities on @pendle_fi. I think this is one of the best times to lock in ~12% fixed yield on apxUSD for the next 166 days. Liquidity on the pools is now deep enough to absorb high figures.
Now, let's talk about STRC price.
It's been trad

PENDLE3.84%

DEGEN-1.41%

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