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Memo 0xa44cd46f…f2fb79 on Ethereum

# Onboard PT-USDe-25SEP25 Market to FiRM # Add PT-USDe-25SEP25 Market to FiRM Forum Post: https://forum.inverse.finance/t/onboard-pt-usde-25sep25/595 ## Summary This proposal seeks to integrate the **PT-USDe-24SEP25** token from Pendle as a collateral asset on FiRM, Inverse Finance’s fixed-rate lending protocol. Like the PT-sUSDe markets, this is a Principal Token representing the right to receive **1 USDe** upon maturity—this time on **September 25, 2025**. ## Background Pendle Finance is a yield-trading platform that tokenizes yield-bearing assets into two components: - **Principal Tokens (PTs)**: redeemable for the underlying asset at maturity. - **Yield Tokens (YTs)**: accrue the asset’s yield until expiry. ## Price Feed Similarly to the previously onboarded PT-sUSDe markets, we intend to use a **discount to NAV price feed**. This feed accounts for the zero-coupon nature of the PT by applying a fixed discount rate to par value that exponentially converges to $1 as maturity nears. Only two main parameters—discount rate and time (block #) of maturity—must be configured. Importantly, by setting a conservative discount rate, the protocol intentionally underprices the PT relative to potential market optimism, which is safer from a protocol risk perspective. ## Business Case Multiple users, as well as the Ethena team, have requested the PT-USDe market for integration on FiRM. The fixed yield has been very high, near **15%**, given the robust market demand for buying the YTs. With current FiRM rates, this presents a very attractive opportunity for users to leverage a high fixed yield spread on FiRM. ## Market Parameters Given that the risk profile of the market is very similar to the previously onboarded PT-sUSDe-24SEP25 market, **identical risk parameters** are being proposed for this market. | Parameter | Recommended Value | |----------------------|---------------------------| | Supply Ceiling | 50,000,000 DOLA | | Daily Borrow Limit | 2,000,000 DOLA | | Collateral Factor | 91.5% | | Liquidation Factor | 100% | | Liquidation Incentive| 5% | | Minimum Debt Amount | 3,000 DOLA | | Oracle | Discount to NAV, r = 22% |