RWA reshapes yield coins as institutions favor U.S. Treasuries

The DeFi market is shifting away from yield-focused coins toward institutions and U.S. Treasury-based real-world assets, or RWA. Institutional demand is increasingly focused on predictability rather than crypto interest rates, changing a market that had largely tracked the value of the dollar. According to the original report, sUSDe supply fell by half in just 90 days. The move highlights growing preference for assets with clearer structures, such as U.S. Treasuries, over yield coins marketed with high rates. At the same time, some coins have come under Wall Street scrutiny as risk levels were cited at 1250%. Going forward, DeFi is likely to be reassessed less on headline yields and more on stability, transparency and predictability acceptable to institutions. Source: mk.co.kr