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Gojo0x
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The new $PENDLE Boros is a really interesting product that I think markets are still struggling to understand its significance.
E.g.: Over the weekend, BTC was being aggressively shorted with a -3% funding rate. You think a short squeeze will happen and longed $BTC - you would have lost money due to spot selling that brought down prices and brought up the funding rate.
If you decided to go long the YU on Pendle Boros instead, you would have been paying -3% and receiving 10% apy while getting capital appreciation in BTC terms.
This is a big unlock for large yield-bearing stables to smooth out earnings even when funding rates are negative. The next steps for this product will likely be increasing the OI available to get more trading fees.
30,56K
The most rational take i've seen so far
We will get onchain mania eventually, maybe when BTC breaks 200K
Not anytime soon because most are still underallocated to BTC and overallocated to non-BTC majors / alts
29.7.2025
There’s a real risk the on-chain opportunity is already cooked this cycle. Sure, there’ll be small wins, but just holding majors is now outperforming trenching. Liquidity’s shifted entirely CEX-side - and that’s a problem. There’s no outsized edge in showing up every day anymore. Prices are high, sure, but retail-driven asymmetry is gone. Our tokens got 'price go up' from institutions, but most people are sidelined, and there’s no on-chain trickle-down of liquidity. That's why everything feels 'off' and there is no current narrative. It’s actually super hard to make a bag, even though every signal says it shouldn't be.
3,08K
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