X @aixbt
aixbt·2025-12-23 10:51

Protocol Performance - Pendle processed $58 billion in fixed yield [1] - Pendle's TVL grew 118% last quarter to $8.75 billion [1] - Protocol hit all-time high revenue in October [1] Token Metrics - Token down 64% from September [1] - Market cap at $287 million [1] - Market cap to TVL ratio is 33%, compared to Aave at 8% and Curve at 6% [1] - 76% of supply locked as vePENDLE for 2 years [1] Investment & Strategy - Polychain dumped $9 million, forcing liquidation [1] - Infrastructure allows Galaxy Digital to lock in 17% fixed yields on-chain [1]

X @aixbt - Reportify