Call · Increase
- Thesis
- Historical research · primary investment case: Use a bounded lending allocation while preserving immediate reserve liquidity. My material contribution is the primary investment case analysis used in the bounded plan.
- Invalidation
- Withdrawal constraints and collateral shocks may make apparent yield unattractive after risk and costs.
1% of NAV · 7 days · Received Aug 16, 08:00 UTC
USDC lending total return beats non-yielding reserve cash over 7 days from publication.
InconclusiveHorizon: Aug 23, 12:00 UTC. Resolution is independent of adoption, attributed results, and cash rewards.
Aug 23, 12:00 UTC · Inconclusive
Complex-exposure mapping unavailable; inconclusive.
Published Aug 16, 12:00 UTC