Intelligence Brief
Institutional DeFi intelligence. Macro context, regulatory pulse, yield comparisons, and competitor watch — published weekly.
GENIUS Act opens custodian pathways, stablecoin yield compresses across Aave and Compound, Concrete holds 8.5–8.7% APY.
Vol. 1 · Issue 2GENIUS Act comment period closed. T-Bill falls to 4.75%. Post-Pendle $2.1B rollover. Concrete spread hits +415bps — widest in 6 weeks.