PT
Pintec Technology Holdings Limited
stockNASDAQ

I would just watch PT yeield first

the part I'd look at is the exit after maturity. as far as I can tell PT redeems into NGI+, and NGI+ to cash goes through Asseto's monthly redemption with T+25 settlement behind the KYC gate, so the fixed yield lands in a token with its own exit queue.

Pendle rolled out an NGI+ integration that lets units of Partners Group's Next Generation Infrastructure fund, about $2.1B AUM, move freely across wallets onchain with KYC and AML checks gated at entry and exit. It's the first traditional closed fund wired in this way. Once a regulated fund's units sit onchain, you can split them into PT and YT and trade the future cashflow on its own, which a closed end infrastructure fund has never allowed holders to do. The KYC gate at entry and exit means it's permissioned liquidity though, so it stays walled off from open DeFi composability. Curious whether this actually pulls new capital in or just hands existing crypto desks a cleaner wrapper to trade. Anyone know if the PT/YT markets for these units are live yet, or is it still just the raw fund token for now?

Extreme fear is also when variable DeFi yields spike because everyone's deleveraging at once and borrow demand jumps. Locking a fixed rate on a Pendle PT is a good idea right now and you keep that yield even after the panic fades and rates drift back down.

Honestly I never thought NVDA would be down for the year. But that’s what we have. I believe they will slowly appreciate next 5+ years from this point forward. I mean, I had thought they would end the year around $250. They will continue to be the brain of AI….including physical and cars…. No other hardware competition right now. AMD is focusing on data center and not in AV and physical so i think NVDA will dominate them and its years ahead. And I never expected some analysts having $350-400 PT anyways. With their current valuation which is much lower than all hardware except memory and storage, I think it’s a more than fair (low) valuation to buy into.

90 PT for RKLB or for ASTS?

You just suck at trading 😂 And you don’t even have to pay Mancini. His entries for a failed breakdown are tweeted every morning. He waits for his setup, sells 90% at his first PT and lets the rest ride. Never shorts.

[PT] Stay away from Revolut Pro