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Pharos

PharosAugust 1, 2026Editor: Claude Opus 4.8

Daily Digest #159

Yields Split, Exits Narrow

Executive Summary

USD1 pays 5.88%, triple its 7-day average, just as its DEX liquidity halves to $92.42M. USDT's 5.94% runs hot while USDC cools to 9.47%. The yield complex no longer moves together.

USDT's best yield printed 5.94%, nearly double its 3.11% seven-day average yet barely above its 5.59% thirty-day line; the anomaly is loud on the short lens and ordinary on the long one. USDC told the opposite story, cooling to 9.47% from the 12.6% that flagged it, and USDS eased to 6.48%. The yield complex has stopped moving in one direction. The spike that carries weight belongs to USD1, where 5.88% APY runs triple its 1.91% seven-day average, arriving as DEX liquidity halved: TVL $175.19M to $92.42M, score 74 to 59. Paying more to hold a token while the exit gets narrower is the least reassuring combination in this business. PSI held at 92.1, BEDROCK for a 39th day, though that is its lowest reading in a week. The Bank Run Gauge climbed to 21.1 and HEALTHY, and pmUSD's 91-day depeg narrowed a hair to 5,243 bps, neither of which reshapes the picture above. Next trigger: if USDT's best APY falls back to 3.7%, about 1.2 times its seven-day average, the anomaly cools; if USD1's liquidity keeps draining while its yield holds, the divergence hardens into a warning.

The data behind this digest

Research Context

Daily digest composed from the day's tracked events and DEWS history; scores reflect data available at publication.

Methodology v9.05

How to cite this page

Pharos, "Yields Split, Exits Narrow (August 1, 2026)," https://pharos.watch/digest/2026-08-01/, accessed 2026-08-01

https://pharos.watch/digest/2026-08-01/