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September 2–8, 2026
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Week 5 · September 2–8, 2026

The Infrastructure Premium

What are investors actually being paid for professionally curated on-chain yield?

Edition 05 September 2026 Research snapshot Source-led
Total deposits
$1.246B
Concrete platform total
Source: Concrete Earn app · Sep. 8, 2026
Total volume
$23.41B
Cumulative volume
Source: Concrete Earn app · Sep. 8, 2026
Depositors
53.76K
Unique depositors
Source: Concrete Earn app · Sep. 8, 2026
01 / The Market Snapshot

Institutional dashboard

A point-in-time view of Concrete’s public platform scale. The dashboard is dated so the reader can distinguish this historical snapshot from live application data.

Platform scale

MetricValueSource
Total deposits$1.246BConcrete Earn app · Sep. 8, 2026
Total volume$23.41BConcrete Earn app · Sep. 8, 2026
Depositors53.76KConcrete Earn app · Sep. 8, 2026

Reading the dashboard

Scale can show that a platform is being used. It does not, by itself, prove that one vault has better risk-adjusted performance than another.

Data as of September 8, 2026

This edition reports a dated research snapshot, not a real-time investment recommendation.

02 / Concrete Vault Board

Yield types stay separate

Live APY, 7-day APY, target APY and private APY answer different questions. They are displayed together for visibility, not combined into a single ranking.

VaultTVLYieldYield typeSource
Concrete USDT$29.8M8.30%LIVE APYConcrete Earn app · Sep. 8, 2026
Concrete USDT$29.8M8.29%7-DAY APYConcrete Earn app · Sep. 8, 2026
WBTC$2.30M7.00%TARGET APYConcrete Earn app · Sep. 8, 2026
Concrete Frontier$1.19M9.40%LIVE APYConcrete Earn app · Sep. 8, 2026
RWA USD1$25M8.00%TARGET APYConcrete official RWA materials · Sep. 8, 2026
WeETH$762MPrivatePRIVATE APYConcrete Earn app · Sep. 8, 2026
WLFIcx$101MPrivatePRIVATE APYConcrete Earn app · Sep. 8, 2026
03 / The Infrastructure Premium

Raw APY is only the opening number

Headline yield is not the whole product. A professionally curated strategy may also include selection, execution, monitoring, reporting and risk controls. Those services do not automatically make a yield superior, but they change what the investor is evaluating.

RAW APYWhat rate is visible?
RISKWhat can go wrong?
CURATIONWho selects?
INFRASTRUCTUREWho executes, accounts and reports?
INSTITUTIONAL YIELDWhat is the complete package?

Selected USDT strategies

Strategy7-day APYCategoryReading
Concrete USDT7.48%Curated strategyVaults.fyi snapshot · Sep. 7, 2026
Fluid USDT4.78%Selected strategyVaults.fyi snapshot · Sep. 7, 2026
Syrup USDT4.65%Selected strategyVaults.fyi snapshot · Sep. 7, 2026
Aave v3 USDT3.56%Lending marketVaults.fyi snapshot · Sep. 7, 2026
Morpho Steakhouse Prime Instant3.43%Curated marketVaults.fyi snapshot · Sep. 7, 2026
Spark USDT3.14%Lending marketVaults.fyi snapshot · Sep. 7, 2026
WildcatHigher outlierHigher-risk / smaller marketUse as context, not as a quality ranking. Snapshot source: Vaults.fyi · Sep. 7, 2026

The Concrete figure in this comparison is the September 7, 2026 7-day APY snapshot. It differs from the September 8 app snapshot in the vault board. APY is not normalized into a quality score, and higher APY can reflect higher risk, lower liquidity or different strategy exposure.

04 / TradFi Benchmark

Headline spread, not risk-adjusted premium

7.48%
Concrete USDT · 7-day APY
Source: Vaults.fyi snapshot · Sep. 7, 2026
4.79%
U.S. 10-year Treasury yield midpoint
Observed range: 4.78–4.80% · Source: U.S. Treasury market data · Sep. 8, 2026

Headline yield differential

7.48% − 4.79% = +2.69 percentage points. This is a simple arithmetic spread between two dated observations, not a risk-adjusted premium.

10-year Treasury · 4.79%Concrete USDT · 7.48%

Different risk profiles

DeFi yield may reflect smart-contract, protocol, stablecoin, liquidity, utilization, strategy and operational risks. A Treasury yield reflects a different instrument, market and sovereign-credit framework. Comparing the numbers can provide context; it does not make the risks equivalent.

05 / Curation Market

The market for professional selection

Vaults.fyi’s State of DeFi Curation 2026 describes a growing market around curated on-chain strategies. The figures below describe the dataset; the quote is a separately attributed company insight.

Vaults.fyi dataset

Curated on-chain markets$11.29B
Vaults856
Curators131
Protocols18
Source: Vaults.fyi, State of DeFi Curation 2026.

Market movement

Curated TVL growth39%Vaults.fyi · State of DeFi Curation 2026
Curated market share5.24% → 12.51%Vaults.fyi · State of DeFi Curation 2026
“Concrete is now the 4th-largest DeFi curator and largest outside Morpho.”Attributed to Concrete CEO Nic Roberts-Huntley. This statement is distinct from, and not independently established by, the underlying Vaults.fyi dataset.
06 / What Are You Paying For?

The service behind the rate

Use the controls to inspect the operating layers that may sit behind a professionally curated vault. APY alone cannot capture these attributes.

Strategy selection

Selecting a strategy is not the same as selecting the highest visible APY. It can involve liquidity, protocol design, counterparty exposure, capacity and mandate fit.

07 / Methodology

How to read this edition

Sources

Concrete Earn app

Platform deposits, volume, depositors, TVL and current vault yield fields. app.concrete.xyz/earn ↗

Concrete RWA materials

RWA USD1 TVL and target APY context. concrete.xyz ↗

Vaults.fyi comparison

September 7, 2026 USDT strategy APY snapshot and State of DeFi Curation 2026 dataset. vaults.fyi ↗

U.S. Treasury

10-year Treasury yield around 4.78–4.80% on September 8, 2026. Treasury rates ↗

Concrete CEO attribution

“4th-largest DeFi curator and largest outside Morpho” attributed to Nic Roberts-Huntley. This is kept separate from the Vaults.fyi dataset.

Editorial note

No single APY, TVL or platform scale metric is treated as proof of superior risk-adjusted performance.