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September 9–16, 2026
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Week 6 · September 9–16, 2026

The $1.25B Yield Layer

Concrete’s scale is growing. How does its yield stack up across the DeFi market?

Edition 06September 2026Research snapshotSource-led
$1.25B+
Capital earning through Concrete
Concrete describes this as capital earning through the platform. This page does not describe the figure as TVL because the source does not explicitly define it as TVL. Source: Concrete public messaging, September 2026.
01 / Concrete at Scale

Scale is context, not a yield score

The $1.25B+ figure is a platform-positioning metric. It says something about the amount of capital Concrete describes as earning through the platform; it does not tell us the TVL, APY, risk or performance of any one vault.

$1.25B+Capital earning through Concrete
Not TVLNot labeled TVL because the source does not define it that way
September 2026Public messaging reference period
Context onlyScale does not establish superior returns
02 / USDT Yield Market

USDT strategies in context

This is a categorized market snapshot, not a winner ranking. Each row shows recent 7-day APY alongside TVL, protocol and curator or strategy context where available.

Strategy7-day APYTVLProtocol / curatorMarket readingSource
Wildcat — Selini Tether USD9.89%$8MWildcatSmaller strategy / higher headline yieldVaults.fyi · Sep. 16, 2026
Wildcat — Wintermute Trading Tether USD9.08%$47MWildcatCurated strategy / higher headline yieldVaults.fyi · Sep. 16, 2026
Concrete USDT7.27%$30MConcreteCurated vault strategyVaults.fyi · Sep. 16, 2026
Morpho — Wintermute USDT Select6.12%$11MMorphoCurated market / named curatorVaults.fyi · Sep. 16, 2026
Yearn v2 USDT5.61%$4MYearnAutomated vault strategyVaults.fyi · Sep. 16, 2026
Compound v3 USDT5.38%$2MCompoundLending marketVaults.fyi · Sep. 16, 2026
Syrup USDT4.62%$336MSyrupLarger market / lower headline yieldVaults.fyi · Sep. 16, 2026
Fluid USDT4.48%$131MFluidProtocol marketVaults.fyi · Sep. 16, 2026
Aave v3 USDT3.41%$3.2BAaveLarge lending market / scale and liquidity contextVaults.fyi · Sep. 16, 2026

No winner declared

Concrete is not presented as the highest-yielding strategy. Higher APY can come with smaller scale, different liquidity, incentives, risk or strategy exposure. Lower APY can coexist with a larger market and different capacity or infrastructure priorities.

03 / Yield vs Scale

High yield and high scale are different characteristics

The scatter plot puts TVL on the horizontal axis and 7-day APY on the vertical axis. Click a point to highlight the strategy label. Positions are illustrative placements based on the September 16 snapshot and are not a risk score.

Concrete USDTOther strategies
High yield and high scale are different characteristics. Smaller strategies can produce higher headline APYs while larger markets may prioritize liquidity, capacity and established infrastructure.
04 / USDC

USDC strategies in context

The same reading applies to USDC: recent APY, TVL, protocol design and strategy context must be considered together.

Strategy7-day APYTVLProtocol / strategySource
Concrete Frontier USDC7.77%~$1MConcrete curated strategyVaults.fyi · Sep. 16, 2026
Aave Horizon RWA USDC8.29%~$3MAave RWA marketVaults.fyi · Sep. 16, 2026
Morpho M1 USDC8.32%~$9MMorpho marketVaults.fyi · Sep. 16, 2026
Morpho Steakhouse Confidential Prime USDC7.20%~$33MMorpho curated marketVaults.fyi · Sep. 16, 2026
Fluid Lite USD Vault7.09%~$43MFluid vaultVaults.fyi · Sep. 16, 2026
Yearn OG USDC7.08%~$9MYearn vaultVaults.fyi · Sep. 16, 2026
05 / Return Sources

What actually generates the yield?

APY is an output. To understand the product, ask where the return originates and what risks travel with that source. Click a source below to inspect the mechanism.

Select a return source

The same headline APY can represent very different underlying economics.

06 / The Concrete Model

Infrastructure and strategy management

The model below is an educational representation of the value proposition: capital enters a vault, strategies are selected and allocated, risk is managed, execution occurs, and yield is an outcome.

CAPITALInvestor assets
CONCRETE VAULTProduct wrapper
STRATEGY ALLOCATIONWhere capital goes
RISK MANAGEMENTLimits and controls
EXECUTIONActions and monitoring
YIELDPotential outcome

Infrastructure is not just an APY display

Concrete’s value proposition is framed here as infrastructure and strategy management, not simply displaying a rate. That framing does not remove the risks of the underlying strategies or guarantee any return.

07 / Data Methodology

How to read this edition

Final / One Number Isn’t Enough

One Number Isn’t Enough

APY tells you

How much a strategy recently returned over the measurement period. It does not, by itself, explain why the return occurred or what risk accompanied it.

TVL tells you

How much capital was using the strategy at the snapshot. It does not, by itself, explain the strategy mandate, liquidity conditions or risk-adjusted outcome.

The complete reading

Yield, TVL, strategy type, market scale and risk context belong in the same conversation. Neither APY nor TVL alone explains the entire risk/reward picture.

Sources

Vaults.fyi USDT

September 16, 2026 USDT snapshot: APY, TVL, protocol and strategy context. vaults.fyi ↗

Vaults.fyi USDC

September 16, 2026 USDC snapshot: APY, TVL, protocol and strategy context. vaults.fyi ↗

Concrete public messaging

September 2026 public messaging for the $1.25B+ “capital earning through the platform” figure. concrete.xyz ↗

Concrete Earn

Concrete product and strategy context. app.concrete.xyz/earn ↗

Data boundary

The $1.25B+ figure is not called TVL because the source does not explicitly define it as TVL.

Editorial standard

No strategy is declared “best.” The comparisons are dated market context, not investment advice.