Forecasting Crypto Market Regimes

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.