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Independent DeFi news and analysis on lending, stablecoins, crypto regulation and security. Read dated briefings with primary sources and practical context.
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Curve DAO funded a risk team led by Resupply contributors on 2 September 2026, after doubling the sreUSD market's crvUSD credit line on 17 August. What the developments mean for Resupply, reUSD and RSUP—and what they do not prove.
Read analysis →Aave’s 15 September 2026 account explainer describes password-based access, device recovery and optional biometric recovery. The important questions are who can recover access, which permissions exist and how withdrawals are authorized.
Read analysis →Aave Labs introduced its official MCP server on 8 September 2026. It supports protocol queries and unsigned transaction preparation across V3 and V4. The key distinction is between reading data, preparing an action and signing it.
Read analysis →Morpho announced its Arc deployment on 16 September 2026. Variable-rate credit is live; further distribution and fixed-rate products remain roadmap items. Here is how to assess the integration and its risks.
Read analysis →The Senate rejected cloture on the motion to proceed to H.R. 3633 on 15 September 2026, by 49–50. This was a procedural setback, not final passage or a new crypto law.
Read analysis →US agencies did not publish final GENIUS Act payment-stablecoin rules by the statutory 18 July 2026 date. NPRMs remain. The Act’s default effective date is 18 January 2027 unless finals start the 120-day clock first — a path that needed roughly mid-September 2026.
Read analysis →On 25 August 2026 a thin Pendle YT-reUSD tape moved PT-reUSD about 3% and Morpho liquidated roughly $36 million of looped debt in 14 minutes. Lenders were made whole. The lesson is oracle window, LLTV and looping — not a hack.
Read analysis →On 22 August 2026 Stani Kulechov said Aave deposits crossed $30 billion. That is a protocol deposit print, not DeFiLlama TVL, and it sits below 2025 peaks. Treat it as a recovery datapoint, not a buy call.
Read analysis →Curve’s July recap and early-August gauge votes put LlamaLend V2 on Ethereum with Inverse Finance sDOLA and Frax sfrxUSD as the first yield-bearing markets. Convex now votes those gauges on-chain; Resupply remains the CDP that sits on Curve Lend and Fraxlend collateral — adjacent, not the same product.
Read analysis →Convex’s Resupply Summer campaign is live: extra RSUP and CVX for Curve Lend and Fraxlend collateral, gauge weight, and a structural positive-carry borrow. Round 1 began 3 August 2026. This is a growth programme, not a price forecast.
Read analysis →BitMine, SharpLink, and other corporate ETH holders are funding Ethlabs while expanding balance-sheet Ether positions — signalling institutional conviction in Ethereum as settlement infrastructure.
Read analysis →Historical June 2026 countdown: agencies were due to publish final GENIUS Act stablecoin rules by 18 July 2026. That deadline was missed — read the August recap for the January 2027 effective-date backstop.
Read analysis →We cover decentralized lending, stablecoins, protocol infrastructure, regulation and security. Each briefing separates reported facts from analysis and links to research that explains the underlying mechanisms.
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We prefer original protocol announcements, governance proposals and official legislative records. We identify issuer claims, distinguish proposals from live changes, and update earlier coverage when a development changes its conclusion.