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The T-Bill Beats The Lending Pool?

Tokenized real-world assets (RWAs), particularly Treasury funds, have seen a surge in deposits (from $2.3B to $7.4B), while DeFi lending deposits fell by 15% between Q2 2025 and Q2 2026. Investors are shifting toward RWAs as they offer competitive, lower-risk yields compared to crypto-native lending pools, which are susceptible to market sentiment and smart contract risks.

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Why It Matters

The shift indicates a structural change in how capital is deployed on-chain, moving from speculative DeFi lending to yield-bearing collateral like tokenized T-bills, which reduces the opportunity cost of borrowing.