🉐 Crypto Linn

utility is what you sell

speculation is what they buy

everyone’s hunting yield

no one’s looking at csUSDL YT on @pendle_fi

here’s why that’s a mistake:

1. highest base APY in defi
csUSDL is paying 4.2%, higher than USDY, higher than any t-bill yield token
it’s real, onchain, stablecoin-native yield

2. you can buy the yield leg at a discount
csUSDL YT is pricing in ~10% implied APY
but the actual yield is 4.2%
that means the market is paying you to take the upside
this is where ze points kicker gets WILD

3. point meta: 70x leverage
every $1k into csUSDL YT gets you ~70k tokens
each token = 30 points per day
that’s 115m+ points by maturity
points value (assuming conservative airdrop math):
≈ $3,600 on $1k in 2 months
plus $6 in yield
total roi: 260%
apy: 490,000%+
yes....four hundred ninety eight thousand

4. you can exit early
sell your YT whenever
keep all your earned points
or set a limit order and walk away

5. and it gets better if yield rises
current YT price is 1.5% of csUSDL price
that means yield moves are magnified ~70x
if csUSDL jumps to 5%+?
your upside gets juiced

6. why it’s mispriced
most are farming PT for “safe” yield
they push the fixed rate down
which makes YT cheaper
which makes the multiplier crazier
yt is the underdog trade
it’s the bet on coinshift thriving
on defi volumes coming back
on the airdrop actually mattering

tl;dr:
- csUSDL YT = best t-bill base APY in defi
- 70x point leverage
- 260% in 2 months is on the table
- liquid exit, no lockup risk
- still under the radar

ooof, if you like those odds, and you agree with the above...could be mighty TASTY

dc: not financial advice, but maybe it should be, (but it's not though) linn has a high risk tolerence, linn is addicted to pendle pt's and yts, linn collabs with @0xCoinshift

Linn's Leverage #784 is out: (Link in tweet below)

- @GammaSwapLabs Aggressive Strats
- @redstone_defi Supercharging Credit
- @Mantle_Official FBTC on AAVE
- @maplefinance On Solana
- @pendle_fi Mature YILFS
- @arbius_ai Unstoppable

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guy who is too damn lazy to relentlessly shill his own bags yet has the gall to complain about price

which coins are quantum resistent

The next billion-dollar unlock is yield tokens

@GammaSwapLabs Yield Token is going live soon and it might just rewrite how we think about liquidity

this is what it enables:
- 20-25%+ passive APY on ETH and USDC
- auto-hedged concentrated LPing with no impermanent loss
- zap in with a click, no spreadsheets, no liquidations
- tokenized LP positions that accrue value over time
- composable, tradable, capital-efficient (like stETH, but for LPs)

this is the ETF moment for AMMs

LSTs made staking accessible

Ethena made basis trades composable

GammaSwap makes LPing finally usable, and yields sustainable
- the best-performing product category in DeFi (CLAMMs)
- without the downside (IL, rebalancing, UX nightmares)
- and instead of trying to bribe users with inflation, GammaSwap uses real hedging mechanics, flipping IL into IG (impermanent gain)

if you're still manually LPing + hedging, great, keep printing

but this abstracts it down to one token, one click, one unstoppable flywheel

LPing becomes plug-and-play, DEX liquidity becomes scalable, capital becomes productive again

and just like LSTs unlocked Eigenlayer

this will unlock an entirely new layer of composable DeFi primitives on top

this is the infrastructure that makes “passive DeFi” real

and unlocks a wave of yield strategies retail can actually use

MUCHO EXCITED

dc: linn holds a large amount of GS and is a gammaswap ambassador

cumulative attention

is more important than

height of attention

Linn's Leverage #783 is out: (Link in tweet below)

- @GammaSwapLabs Devin's Moustache
- @redstone_defi Proof of Reserve
- @pendle_fi Stickiest Liquidity
- @Mantle_Official Tasty Yields
- @arbius_ai Unrestricted AI
- @maplefinance $2b AUM

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is there a decentralised way to buy monero through eth

the most important fundamental

has and always will be price

"Linn you posted about Pendle yesterday" ...so? it's a free country, I can do what I want

Huge week for TRUST in Pendle:
- Reached $50B in cumulative in trading volume
- Despite the $1.6B maturity event last May 28, Pendle TVL is still $4.6B and climbing
- Pendle has processed up $1.5B in trading volume within the last 7 days, higher than other spot DEXs
- May vePENDLE fee distribution is the highest with $3.86M in fees distributed
- USDS TVL on Pendle now $100M: https://t.co/62Oqn9t5yQ
- Over $1.1B PT TVL on Aave
- And yet Pendle is still one of the most liquid markets to get fixed yields with size and minimum price impact

Trust.

Linn's Leverage #782 is out: (Link in tweet below)

- @GammaSwapLabs Bigger than you Think
- @Mantle_Official Superior Dynamics
- @maplefinance Spark Campaign
- @redstone_defi x Sentiment
- @pendle_fi Boros LEAKED
- @arbius_ai LP Program

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"fugg you guys I don't need you bishes"

is actually a better marketing strategy than

"pls like me"

study the hoooman

every great investor is either

slightly mad

spiritually detached

or entirely alone

Linn's Leverage #781 is out: (Link in tweet below)

- @GammaSwapLabs Volatility Season
- @pendle_fi $50,000,000,000
- @Mantle_Official Fixing DeFi
- @redstone_defi sACRED
- @maplefinance Cantor
- @arbius_ai Booba

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prefer people who have faults

to those who are shallow and without passion

when PENDLE pumps (and it inevitably will)

linn will (once again) hear from all the people that said to linn in dm's "really should get more pendle"

that they "really should have gotten more pendle"

so here is reminder to all of them to do what they think they should do

Linn's Leverage #780 is out: (Link in tweet below)

- @GammaSwapLabs The Perfect Solution
- @redstone_defi Cookie Rewards
- @maplefinance $2B Lending
- @arbius_ai Taking AI Further
- @pendle_fi Yield Goldmine
- @SiloFinance xSILO

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ask

“who am I”

“who is the observer of my thoughts”

accepting you can live a fulfilling life with nothing but your existence unlocks the ability to fill your life with meaning