What the numbers do—and do not—show.
Stablecoin supply, lending rates and tokenized funds tell different stories about digital finance. This section examines what those measures represent before drawing conclusions from them. We explain the assets behind fund tokens, the sources of lending yields and the limits of onchain activity data. Our coverage focuses on market structure and evidence, not price targets or trading signals.
Where to start
Browse the reporting and explainers below, or visit all explainers for the wider picture. Our sources are linked in each article. About CJSOI explains the journal’s scope and its collective SOI Editorial byline.
Essential reading
- Stablecoin Supply: What It Says About Crypto Markets — More tokens outstanding can mean more potential liquidity. It does not prove what holders will do next.
- Tokenized Treasury Funds: What Investors Hold — A token can represent a fund share—not a Treasury bill in your wallet and not a payment stablecoin.
- Where DeFi Lending Yields Come From — Borrower interest can fund supplier returns. A quoted rate is neither fixed nor a guarantee of withdrawal.
