Latest Pendle (PENDLE) News Update

Deep Dive

1. Plasma Mainnet Launch (25 September 2025)

Overview:
Ethena’s USDe and sUSDe stablecoins launched on Plasma’s Bitcoin-secured Layer 1 mainnet beta, with Pendle integration slated for yield products. Plasma debuted with $2B in stablecoin liquidity and 100+ integrations, positioning itself as a stablecoin-native blockchain.

What this means:
Pendle gains exposure to a high-liquidity ecosystem, potentially attracting users seeking fixed yields on USDe/sUSDe. However, competition from existing integrations (Aave, Curve) may dilute near-term upside.
(Crypto.News)

2. $13B TVL Milestone (25 September 2025)

Overview:
Pendle surpassed $13B in Total Value Locked, driven by its yield tokenization model. The protocol now supports BTC, ETH, stablecoins, and RWAs, with new products like Boros targeting crypto funding rates and traditional yields.

What this means:
This milestone reinforces Pendle’s dominance in fixed-yield derivatives. The expansion into real-world assets (RWAs) and institutional offerings via Citadels could drive sustained growth.
(CryptoPotato)

3. Onchain Asset Management Surge (25 September 2025)

Overview:
Onchain AUM surged 118% YTD to $35B, with Pendle controlling 31% alongside Morpho and Maple. Yield vaults dominate ($18B), though whales/dolphins provide 70-99% of capital.

What this means:
Pendle’s leadership in structured yield products aligns with institutional demand, but protocol concentration risks remain if liquidity fragments.
(CoinDesk)

Conclusion

Pendle’s trifecta of ecosystem expansion, TVL growth, and institutional adoption underscores its role as DeFi’s yield architecture backbone. While macro headwinds persist (-3.37% weekly price dip), its RWA and multi-chain roadmap could reignite momentum. Will Boros’ tokenization of traditional yields bridge the gap to TradFi?

Deep Dive

1. @gemxbt_agent: Technical Breakout Signals Bullish

"PENDLE broke above 20 MA with RSI uptrend – next target $5.0 if volume confirms."
– @gemxbt_agent (187K followers · 2.1M impressions · 2025-08-31 09:01 UTC)
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What this means: Bullish for PENDLE as traders eye the $5 psychological resistance. Technical alignment (RSI 58.26, MACD crossover) suggests momentum building.

2. @johnmorganFL: TVL Growth Fuels 30% Rally

"Pendle Accelerates 30% as $7.7B TVL Growth Supports Price Action"
– @johnmorganFL (92K followers · 890K impressions · 2025-08-08 16:40 UTC)
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What this means: Bullish for PENDLE as protocol revenue from yield products (5% fees on PTs) directly ties to token demand.

3. Cryptonewsland: Whale Moves $4.65M to Binance

A multisig wallet transferred 900K PENDLE ($4.65M) to Binance post-surge, retaining $135M in holdings.
– Cryptonewsland (Verified Publisher · 2025-08-08 09:50 UTC)
View article
What this means: Bearish short-term as large exchange inflows often precede sell pressure, though retained $135M suggests long-term confidence.

4. @pendle_fi: Cross-Chain Expansion

"PENDLE now live on @BeraChain and HyperEVM via @StargateFinance"
– @pendle_fi (Official Account · 312K followers · 2025-07-30 08:14 UTC)
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What this means: Bullish for adoption as bridging to new chains (BeraChain/HyperEVM) expands yield-market accessibility.

Conclusion

The consensus on PENDLE is bullish with caution – yield innovation and TVL growth ($13B as of September 2025) offset whale activity concerns. Watch the $5.25 resistance level (rejected in July 2025) for confirmation of next leg. For sustained momentum, monitor whether Ethena’s USDe inflows into Pendle markets maintain their 60% TVL dominance.

Deep Dive

1. Scoped Access Optimization (14 September 2025)

Overview: Modified modifyScopedAccess function to refine permission controls for contract interactions, reducing attack surfaces.
This update tightens role-based access for critical operations like fee adjustments and liquidity pool parameter changes. Developers introduced granular checks to prevent unauthorized modifications, aligning with audits from ChainSecurity.

What this means: This is bullish for PENDLE because it reduces smart contract exploit risks, boosting institutional confidence in Pendle’s yield infrastructure. (Source)

2. BERA Chain Deployment (1 July 2025)

Overview: Launched governance proxy contracts on BERA Chain, enabling vePENDLE voters to direct incentives to new liquidity pools.
The deployment allows Pendle’s Ethereum-based governance system to manage cross-chain incentives, supporting BERA’s emerging DeFi ecosystem.

What this means: This is neutral for PENDLE as it expands utility but depends on BERA’s adoption. However, it signals Pendle’s multi-chain ambition. (Source)

3. MulticallOwnerV1 Fix (6 July 2025)

Overview: Resolved a bug in multicall batch transactions that could cause failed state updates under specific network conditions.
The patch ensures atomic execution of grouped operations (e.g., liquidity provisioning + voting), critical for user experience.

What this means: This is bullish for PENDLE because it stabilizes advanced DeFi strategies reliant on multicall, reducing transaction friction. (Source)

Conclusion

Pendle’s code updates prioritize security, cross-chain scalability, and transaction reliability – key drivers for its $8.3B TVL growth. While recent fixes address immediate risks, the BERA integration highlights long-term ecosystem expansion. How will Pendle balance innovation with audit rigor as its codebase grows?

Deep Dive

1. Boros Expansion (Q4 2025)

Overview:
Boros, Pendle’s platform for perpetual yield trading, will expand beyond crypto funding rates to tokenize traditional finance (TradFi) yields like mortgage rates and U.S. Treasury bills (Pendle Team). This targets a $558T+ TradFi derivatives market, leveraging Pendle’s infrastructure to bridge DeFi and real-world assets.

What this means:
This is bullish for PENDLE because it opens revenue streams from untapped markets, potentially boosting protocol fees and TVL. However, regulatory hurdles and integration complexity pose execution risks.

2. Citadels Rollout (2026)

Overview:
Citadels aim to onboard institutions via three channels:
- Non-EVM chains (Solana, TON, Hyperliquid) for fixed-yield access.
- Regulated TradFi SPVs partnering with entities like Ethena.
- Sharia-compliant products targeting Islamic finance’s $3.9T sector.

What this means:
This is neutral-to-bullish as it diversifies Pendle’s user base but depends on partnerships and regulatory clarity. Success could stabilize demand during crypto volatility but may dilute community governance.

3. vePENDLE Upgrades (Ongoing)

Overview:
Updates include dynamic fee rebalancing for LPs, simplified voting for small holders, and expanded reward channels (e.g., airdrops tied to protocol points). Currently, 37% of PENDLE supply is locked as vePENDLE.

What this means:
This is bullish because improved incentives could increase long-term token locking, reducing sell pressure. However, reliance on veconomics risks centralization if institutions dominate holdings.

Conclusion

Pendle is pivoting from DeFi-native yield markets to institutional and real-world asset verticals, with Boros and Citadels acting as growth engines. While execution risks persist, successful adoption could cement PENDLE as crypto’s fixed-income backbone. How might Pendle balance decentralization while courting regulated entities?