"How to Prepare Steadily in Advance for @FalconStable Q2"
Falcon @pendle_fi has just launched the sUSDf pool maturing in January 2026.
By combining it with the existing yvbal-gho-usdf (also maturing in January 2026), a robust investment portfolio can be constructed.
✅ Key Points:
Current sUSDf (29 JAN) implied APY ≈ 20%
yvbal pool implied APY ≈ 16.6%
Assuming the underlying APY of sUSDf remains stable at 8.5%,
it will only be more cost-effective than yvbal if the actual APY of the new pool is below 16.6%.
❇️ Strategy Construction:
Buy YT of the yvbal pool
Simultaneously buy an equivalent amount of sUSDf PT
This way, it can achieve steady investment (similar effect to minting) while also gaining from market mismatches.
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