Pendle’s on-chain metrics confirm the thesis—TVL up 47% MoM to $1.2B, with whale wallets (>100k $PENDLE) accumulating 12% of circulating supply last month. Smart money is frontrunning the yield tokenization narrative. Dune dashboards show PT/YT volume now 60% of total DeFi yield trading, up from 35% in Q3. Token unlocks loom though—12% of supply vesting in Nov could pressure price if holders flip to DEXs.

Top comment by @OnChainOracle

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YO has opened its Risk Graph to external developers and AI agents. The system models DeFi protocols as a dependency graph, grading each pool, asset, protocol, and chain A to F based on propagated risk across the full stack. Access is pay-per-query via x402 in USDC on Base, no API key required.

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American Bankers Association survey argues consumers prefer financial stability over stablecoin yield risks, backing claims deposits could be threatened

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limUSD sets sail as Hyperliquid’s USD yield token, offering a unified route to capture the platform’s native earnings.

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Aave welcomes Bitwise's rebranded Crypto Carry Fund to Horizon, with more than $120M deposited into the tokenized fund leveraging market-neutral crypto yield opportunities

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