RT David | www.usd.ai (@0xZergs)While we're humbly trending at a positive depeg, @S4mmyEth correctly identified the risks if AI goes sour (for sUSDai not USDai).We "mitigate" through rapid principal repayments & short dated loans. After 1 year a 70% LTV is really ~45%, then ~20%, etcDo your Due Diligence! ...

morpho holds 65% of cbbtc supply. that's $1.3b locked. 91.5% ltv available. september 7 they're upgrading architecture with peak tvl exposure, and coinbase users keep depositing through the app integration. ...

Market Dynamics - Morpho running 915% LTV on stablecoin loops for institutions [1] - Institutions are chasing 45% APY through Pendle PTS [1] Investment Opportunity & Risk - Extreme risk associated with stablecoin loops at such high LTV [1]