In today’s episode we are joined by Luke from the research team to discuss Blockworks Research’s report on using Pendle’s sUSDe term structure to forecast crypto market regimes. It covers yield curves, backwardation versus contango signals, links to Bitcoin returns, Pendle V2 mechanics, and the potential future role of Boros and money market integration.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Resources:
Forecasting Market Regimes with the sUSDe Term Structure Report: https://app.blockworksresearch.com/unlocked/defi-yield-curve
Ethena Overview Analytics Data Dashboard: https://blockworks.com/analytics/ethena
--
Follow Blockworks Research: https://x.com/blockworksres
Follow Luke: https://x.com/0xMether
Follow Danny: https://x.com/defi_kay_
Follow Boccaccio: https://x.com/salveboccaccio
--
Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
Subscribe on Spotify: https://spoti.fi/3NlP1hA
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(0:00) Introduction
(1:06) sUSDe Yield Curves on Pendle
(8:38) Term Structure Signals and Positioning
(22:44) Mean Reversion in Crypto Yield Regimes
(32:03) Ethena Yield Drivers and Funding Volatility
(41:12) Boros and the Future of Rate Markets
(52:56) Current Market Outlook Using the Curve
(57:19) Closing Comments
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.
