One email a week: supply flows, depegs, new dollar products and vetted safe yields. Every past issue archived here, indexable and citable.
One email a week: supply flows, depegs, new dollar products, best safe yields.
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2026-08-17
This week's brief: why usd.net's depeg database still uses the March 2023 USDC episode as the reference case for redemption risk, what the four-structure framework says about correlated collateral, and where chain concentration risk actually sits.