Lending
Aave and Pendle may have found a way to keep yield capital from ever leaving DeFi
A $67 million AUSD maturity will test whether users keep rolling fixed-yield collateral instead of cashing out when each term ends.
Sentiment: Neutral
Latest stories
Technology
Cardano just added the kind of token controls Wall Street wants and DeFi may hate
CIP-113 enables freezes and transfer restrictions, but those rules can spill into other assets held alongside them.
Stablecoins
China’s crypto ban Is failing to stop a $176 billion P2P economy
Chainalysis says 59% of activity now happens between personal wallets as stablecoin use accelerates outside exchanges.
Tokenization
Cheap crypto capital hits wall as Bitfinex fee rule binds
Paolo Ardoino’s 80% cost-cutting goal faces a test as Bitfinex Securities charges a $100,000 minimum issuer fee.
Digital Asset Treasuries
Bitcoin treasury Strive risks cash reserve to fund $500M buyback and trim dividends
Strive opened a $500 million SATA repurchase program, giving management a new lever to cut preferred dividend costs and reshape Bitcoin capital allocation.
Banking
Kraken parent joins Singapore Gulf Bank, opening 24/7 institutional dollar rails
Kraken parent Payward has joined Singapore Gulf Bank’s SGB Net, giving selected institutions in Asia and the Gulf 24/7 access to US-dollar funding for digital asset trading.
Macro
US credit spreads eased on October 2 after widening beyond the weakest borrowers
From September 25 to October 1, credit premiums rose most in the weakest debt and also edged higher in investment-grade bonds. All three measures eased on October 2.
Stablecoins
Aave hikes GHO borrow rates to rescue depleted stablecoin pools
Aave’s 4.5% GHO borrowing rate closes the yield gap, with the next test whether repayments rebuild USDC and USDT liquidity for savers.
Digital Asset Treasuries
Strategy buys just 334 Bitcoin as preferred-share buybacks reach $1.45 billion
Strategy bought 334 BTC on Oct. 1–4 and repurchased $176.3 million of STRC over Sept. 28–Oct. 4 as the preferred stock nears 100 sessions below par.
Digital Asset Treasuries
Metaplanet sold 10,000 Bitcoin in a credit-rating bid, only to buy back 11,000 BTC at a higher price per coin
The company later bought back 11,000 BTC at a higher price as it prepares a new strategy built around bonds, preferred stock and yield.
Stablecoins
Circle and Tether find common ground against MiCA’s bank reserve rules
Both issuers argue Europe’s deposit requirements could expose stablecoins to the banking risks regulation is meant to contain.
Regulation
US expands Hamas sanctions after tracing crypto transfers from France
Treasury sanctioned two charities and three individuals while warning financial firms over dealings with blocked parties.
