TL;DR in one sentence: Buy YT from the Ethena system, if hedged at 0.7. The implied APY corresponding to the September pool is as follows: sUSDe 15% tUSDe 17% Left a little buffer. NFA DYOR
Labrin🌺🏹@quant_sheep
Labrin🌺🏹@quant_sheep10.8. klo 11.27
🧵<Ethena YT ALPHA> Based on the current rewards growth rate, sUSDe (25 SEP), tUSDe (25 SEP) and pUSDe(16 OCT) on @pendle_fi are still significantly undervalued. @Terminal_fi @strata_money Here's the reason and strategies👇
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