Episode Details

TN (Pendle) on Stable Yield (EP.623)
5/12/2025
On The Brink with Castle Island

Key Insights

Bullish:

  • 🟢 $USDC - There's a shift towards USDC for protocol fee distributions, indicating growing preference for this stablecoin in the DeFi ecosystem.
    • Previously up until recently, it was ETH, but this month onward, it would be USDC.” - Tien (16:31)
  • 🟢 $STABLES - 🔒
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  • 🟢 $ATHENA - 🔒
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  • 🟢 $DEFI - 🔒
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