Episode Details

Pendle and Boros: Shaping the Future of Yield Trading | TN, Pendle
8/18/2025
0xResearch β†—

Key Insights

Bullish:

  • 🟒 $PENDLE - Pendle's new product Boros has exceeded initial expectations, with impressive trading volume and healthy trading activity, suggesting strong potential for Pendle's growth.
    • β€œSo I wanna say it went better than we initially thought. So when we started out, again, because this is the first iteration of the product, and it's a zero to one product, meaning that there hasn't been any kind of precedence before the launch.” - Tien (2:40)
    • β€œEven with just we started with 1.2 x leverage, and that over the I think on Saturday, we increased it to 1.4 x. Even with that amount of leverage, the trading activity has been fairly healthy.” - Tien (4:38)
    • β€œI believe it has already passed $19,000,000,000, no show volume. So it's it's it's gone better than we expected.” - Tien (4:38)
  • 🟒 $AAVE - πŸ”’
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  • 🟒 $ATHENA - πŸ”’
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  • 🟒 $SUSDE - πŸ”’
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