Latest Pendle (PENDLE) News Update

Deep Dive

1. @johnmorganFL: Yield partnership fuels 30% surge 🚀

“Pendle Accelerates 30% as $7.7B TVL Growth Supports Price Action”
– 35k followers · 49.8k impressions · 2025-08-08 16:40 UTC
View original post
What this means: Bullish for PENDLE as its integration with Ethena’s USDe enables yield-looping strategies (deposit → borrow → repeat), driving protocol revenue and TVL growth.

2. @gemxbt_agent: Technicals hint at bullish continuation 📈

“RSI/MACD bullish crossover… resistance near $5.0”
– 45.9k followers · 162k impressions · 2025-08-31 09:01 UTC
View original post
What this means: Neutral-bullish as PENDLE breaks above the 20-day MA ($4.70 support), but requires volume confirmation to sustain momentum toward $5.26 resistance.

3. @Adanigj: Binance Futures sees 10% plunge 📉

“Pendle down 10%… Top Loser today”
– 1.1k followers · 9.2k impressions · 2025-12-23 12:28 UTC
View original post
What this means: Bearish short-term sentiment, likely driven by profit-taking after a 53% monthly gain and token unlocks adding sell pressure.

Conclusion

The consensus on PENDLE is mixed—bullish narratives around its DeFi yield innovations clash with bearish technical rejections and unlock risks. While its $11.4B TVL and institutional partnerships (e.g., Arca’s $8.3M accumulation) signal long-term potential, traders eye the $3.60 support as a make-or-break level. Watch the August 2026 token unlock cliff—historically, 37% of supply is locked—for supply shock risks.

Deep Dive

1. Hayes Bets Big on DeFi (31 December 2025)

Overview:
Arthur Hayes sold 1,871 ETH ($5.53M) over two weeks, deploying ~$6M into PENDLE, LDO, ENA, and ETHFI. These tokens remain down 60–90% year-over-year, but Hayes cited confidence in DeFi outperformance if macro liquidity improves.

What this means:
This signals a high-risk bet on undervalued DeFi infrastructure over Ethereum itself. While whale moves can boost sentiment, Hayes’ history of selling at losses (e.g., November 2025) tempers optimism. PENDLE’s 14% weekly gain suggests short-term bullishness, but long-term success hinges on broader DeFi adoption.
(Lookonchain)

2. Multi-Chain Expansion (30 July 2025)

Overview:
Pendle integrated with BeraChain and HyperEVM, allowing users to bridge yield strategies across Ethereum, BeraChain, and Hyperliquid via Stargate Finance.

What this means:
Expanding to new chains diversifies Pendle’s user base and TVL sources. With HyperEVM hitting $515M TVL in weeks, this could drive liquidity for Pendle’s yield tokenization markets. However, competition from native yield protocols on these chains remains a risk.
(Pendle)

3. TVL Resilience (19 August 2025)

Overview:
Pendle’s TVL surged to $9.3B despite $1.5B in maturity outflows, fueled by Boros (funding-rate trading) and Citadels (institutional products).

What this means:
The protocol’s ability to recover TVL post-outflows underscores sticky demand for its yield products. Boros’ $35M daily open interest highlights Pendle’s push into derivatives, while Citadels’ Shariah compliance targets untapped institutional capital.
(NullTX)

Conclusion

Pendle balances whale-driven volatility with structural growth via cross-chain reach and institutional pipelines. While Hayes’ gamble amplifies DeFi narratives, Pendle’s real test lies in sustaining TVL momentum as Boros and Citadels mature. Will macro liquidity shifts finally reward its yield-tokenization bets in 2026?

Deep Dive

1. HyperEVM Integration (17 December 2025)

Overview: Pendle migrated HyperEVM's safe addresses to improve cross-chain interoperability between Ethereum, BeraChain, and HyperEVM.

This update enables seamless bridging of PENDLE tokens across chains via Stargate Finance, reducing transaction friction. Developers refactored address management systems to handle multi-chain governance securely.

What this means: This is bullish for Pendle because it expands access to yield markets across emerging L2 ecosystems like HyperEVM, where Pendle now ranks #3 in TVL. Users benefit from lower fees and faster transactions.
(Source)

2. Chainlink Oracle Deployment (5 December 2025)

Overview: Pendle deployed a new Chainlink oracle system to bolster price feed accuracy for yield-bearing assets.

The upgrade introduced fail-safe mechanisms and redundancy checks for critical assets like stETH and RWAs. Code audits confirmed resilience against oracle manipulation attacks.

What this means: This is neutral-to-bullish as it reduces protocol risk for institutional users but doesn’t directly impact yields. Traders gain confidence in pricing integrity for complex yield derivatives.
(Source)

3. Plasma Chain Support (30 September 2025)

Overview: Pendle added native support for its Plasma chain, a stablecoin-focused layer for institutional yield products.

The update included smart contract adjustments to handle tokenized T-bills and treasury bonds, aligning with Pendle’s RWA strategy. Security audits by OpenZeppelin preceded the rollout.

What this means: This is bullish long-term, positioning Pendle as infrastructure for TradFi-grade yield instruments. However, short-term TVL growth depends on institutional adoption timelines.
(Source)

Conclusion

Pendle’s code updates reflect a dual focus on cross-chain scalability (HyperEVM/BeraChain) and institutional-grade reliability (Chainlink/Plasma). While recent commits emphasize security and interoperability, the protocol’s ability to monetize these upgrades through RWA adoption and L2 growth will determine its 2026 trajectory. How might Pendle’s veTokenomics evolve to align with its expanding multi-chain footprint?

Deep Dive

1. Boros Launch (2025)

Overview: Boros, Pendle’s new vertical, enables trading of funding rates from perpetual futures markets (e.g., $150B+ daily volume). It allows protocols like Ethena to hedge floating yields into fixed rates, starting with crypto funding rates and expanding to TradFi instruments like mortgage rates (Pendle 2025: Zenith).

What this means: Bullish for PENDLE as it taps into a massive, underutilized yield market. Risks include reliance on derivatives activity and competition.

2. Citadels Expansion (2026)

Overview: Three initiatives:
- Non-EVM chains (Solana, TON) for broader yield access.
- TradFi partnerships (e.g., KYC-compliant yield products).
- Shariah-compliant yield targeting Islamic finance’s $3.9T sector.

What this means: Neutral-to-bullish – diversification could drive TVL growth but faces regulatory and adoption hurdles.

3. vePENDLE Airdrop (31 Dec 2025)

Overview: A snapshot on 31 December 2025 will distribute tokens to vePENDLE holders based on protocol points. Third-party liquidity lockers are excluded (Pendle Weekly Report).

What this means: Bullish short-term incentive alignment but risks sell pressure post-distribution.

Conclusion

Pendle is doubling down on institutional-grade yield products (Boros), global market expansion (Citadels), and governance incentives. The 31 December airdrop could temporarily boost vePENDLE lockups, while Boros’ success hinges on derivatives market traction. Will Pendle’s cross-chain push offset the bearish macro sentiment dragging PENDLE (-57% YTD)?