Cryptocurrency23 Apr 2026SEO 881 min read

Analysis: The market repriced DeFi in just 48 hours

Di Bartolomeo argues that last weekend the market achieved – in real time – a notable feat that no regulator, auditor or commentator has ever done. Until last…

Di Bartolomeo argues that last weekend the market achieved – in real time – a notable feat that no regulator, auditor or commentator has ever done. Until last Friday, April 17, lending stablecoins into Aave, widely considered the gold standard of DeFi, paid 2.32% APY . The Federal Reserve's overnight rate was 3.64% . Taken at face value, the market was pricing an unregulated, open-source smart contract as a lower credit risk than the United States Treasury. In 48 hours, that ended. The mar…

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