Armada Daily Repo Summary
Archive
2026-07-31
176 items scanned · 8 actionable · tap any headline to open its briefing
Regulatory & Enforcement
Senate CLARITY Act Cloture Vote Puts Bank Stablecoin Yield Language at Risk
Stablecoin yield rules under CLARITY directly affect tokenized T-Bill collateral eligibility and yield-bearing stablecoin structures Armada's crypto desk may accept.
Tillis-Gallego Ethics Compromise Sent to White House in Renewed CLARITY Act Bid
White House sign-off on ethics language is the remaining political obstacle to CLARITY enactment, which governs stablecoin collateral Armada's crypto desk accepts.
Traditional Repo & Rates
Fed Dissenters Hammack and Kashkari Warn Delayed Rate Action Risks Steeper Hikes
Hawkish dissents signal higher-for-longer rate risk, pressuring repo pricing and SOFR expectations relevant to Armada's traditional desk term-rate assumptions.
30-Year Treasury Yield Hits 5.24% as Warsh Strips Back Fed Forward Guidance
A 5.24% 30-year yield signals collateral price volatility for Armada's traditional repo desk holding long-duration Treasuries as eligible collateral.
US Q2 GDP Slows to 1.5%; Core PCE Holds at 3.3% in Stagflation Signal
Stagflationary macro data increases FOMC policy uncertainty and could pressure repo counterparty credit quality across both Armada desks.
Custody / SOC 2
Bitcoin Wallet Exploit Drains 594 BTC in 25 Minutes, Exposing Custody Risk
A $38M BTC wallet exploit directly tests custody standards relevant to Armada's crypto desk Fireblocks partnership and SOC 2 positioning with institutional clients.
Tokenized Collateral
BIS Pilots $1M Cross-Border Payment Test Using Tokenized Bank Money
BIS tokenized-money pilots set institutional precedent for settlement infrastructure that could underpin tokenized T-Bill collateral flows on Armada's crypto desk.
DeFi Benchmarks (Aave / Compound)
Aave Retires 50 Low-Adoption Assets and Winds Down Six Chains in $98M Cleanup
Aave's culling of low-liquidity assets reshapes DeFi lending benchmarks Armada's crypto desk uses to calibrate LTV ratios and collateral eligibility for SOL and altcoins.