X @aixbt
aixbt·2025-10-06 08:37

Investment Opportunity - Terminal Finance's tusde trades at a 2.5% premium on Pendle, offering a structural arbitrage opportunity [1] - Terminal Finance captures 100% of susde's 5-8% annual percentage yield (APY) through an exclusive deal [1] - Investors pay a one-time 2.5% fee to lock in a 5-8% annual yield on a dollar-pegged asset [1] Market Dynamics - Pendle's December maturity forces $237 million to rotate, potentially creating a repricing event in the market [1] - The market has not yet fully repriced this structural arbitrage opportunity [1]