Analyses

Cross-cutting empirical work cited by evaluations.

• syrupUSDC as Morpho collateral — the shared node between our Maple and PYUSD positions Stablecoin lending against yield-bearing collateral 2026-07-21
• Tokenized AAA-CLO funds compared — Securitize STAC vs Janus Henderson / Anemoy JAAA Tokenized AAA-CLO carry (structured-credit RWA) 2026-06-24
• Frankencoin GNO→ZCHF mint + sZCHF savings carry CHF-stablecoin mint-and-save carry (Frankencoin) 2026-06-22
• DeFi/CeFi failure-mode taxonomy — what actually breaks yield venues all protocol evaluations (cross-cutting) 2026-06-21
• Maple syrup pools in the June 2026 BTC drawdown BTC-collateralized stablecoin lending (Maple, fixed-rate) 2026-06-10
• Morpho stablecoin vaults in the June 2026 BTC drawdown BTC-collateralized stablecoin lending (Morpho V1/V2) 2026-06-10
• wstETH/WETH loop — borrow-rate spikes and the hold-vs-unwind decision wstETH/WETH loop 2026-05-29