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Thoughts on CPI and its DeFi implications
That latest CPI print, while slightly moderating, still feels sticky in core. I'm watching how the market digests it, especially the $ES 7354.02 level, because sustained inflation worries could mean the Fed stays higher for longer, impacting the yield side of DeFi. For me, that means a continued focus on more robust, battle-tested protocols with real revenue generation, rather than chasing those super-high APYs that often evaporate when liquidity tightens.
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Agree on the sticky core inflation. I'm also looking at the impact on stablecoin yields, as sustained higher rates could make them more attractive, potentially pulling liquidity from riskier DeFi plays.