DeFi Scholar 🎓🎓
DeFi Scholar 🎓🎓
USDC+0,30 %
ETH-2,00 %
One of the strategies I’m maxxing out right now on @pendle_fi is YT-DUSD. Burn $50 to earn 2608+ pts daily. Here’s a quick step-by-step guide ↓
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First, let’s get the basics: @makinafi is bringing institutional-grade strategies to retail. In simple terms, you deposit your funds into a vault, and professionals allocate them across different yield strategies for boosted APYs. To me, this feels like what the future of DeFi will look like — automated, efficient, and yield-optimized.
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While doing this, Makina charges a small performance fee, which accrues value to $MAK, their native token. As they head towards ICO and TGE, the current focus is simple: farm as many points as possible. Season 0 is over. We’re now in Season 1.
This season, I’ve been focusing on the boosted pools, while my initial deposit (USDC → DUSD) keeps running. The major boosted pools right now are Curve liquidity pools for $DUSD, $DETH, and $DBIT, all earning 3x points. Then last week, they integrated @pendle_fi starting with $DUSD pools (YT + PT) then eqbPENDLE-LPT (just yesterday).
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So far, the pool on Pendle has: ✅ $3.46M TVL ✅ $500K+ in volume ✅ 15.04% implied APY Now, how can you position yourself? Here’s my quick thesis 👇
Since TVL is capped on Makina, point dilution is limited and early entrants have a better edge. But then Pendle now becomes another way to gain exposure asides from depositing directly. The YT-DUSD (expiring Jan 29, 2026) pool gives: 🟱 5x points 🟱 2.49% APY on yield this forms the basis of my calculation..
Currently, $1 = 29 YT-DUSD (≈ 28.98x) So, $50 = 1,449 YT-DUSD and with the 5x multiplier, that’s around 2,608 pts daily. but how did we get this rough point estimation? according to @makinafi $1000 = 360pts thus with a TVL of $97.7m we are looking at 0.36pts/$.
Because 1YT will give same yield + pts as $1, we can safely say that $1449 YT will earn 521.64 pts. however, because it has 5x multiplier, we have (521.64 * 5 = 2608pts) simply and sleek right?
now, since the pool is set to mature on Jan 29th, we have like 87 days and under same conditions we could be looking at a cumulative of 226.9k pts by the end of campaign. don't stress your head too much if you don't understand, I can explain for you again and again until you do.
Also, in the end, I will attach the editable calculator but before you jump into this, these are few things to note: ‱ YTs trend to zero as they approach expiry, so if you hold till Jan 29th, they’ll be worth $0.
‱ All this is speculative — actual points may vary depending on the final points-to-$ rate. ‱ The notional value of points is not known yet (I am still doing research and very soon,I will share what each point might look like in price)
That’s how I’m currently positioning myself with YT-DUSD on Pendle + MakinaFi. Small capital, smart timing, and compounding points while we wait for the big reveal. If you want to go above this one, you can buy PT-DUSD (5x multiplier), take it to @Equilibriafi and LP (5x extra)
Disclaimer: This is NFA, I might be messing around and my noobs brain might have missed some key things. so DYOR is not a meme... Tagging some chads who will love this: @Rightsideonly @PendleIntern @phtevenstrong @TheDeFinvestor @The_Tradeguru @patfscott @TheDeFISaint @satyaki44 @YashasEdu @hmalviya9 @crypto_linn @DefiIgnas
@Rightsideonly @PendleIntern @phtevenstrong @TheDeFinvestor @The_Tradeguru @patfscott @TheDeFISaint calculator:
Provenance :twitter
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