Financials
Last updated
Last updated
| Key assumptions | BEAR CASE | BULL CASE | BULL/BEAR |
|---|
Next bull TVL / current defi TVL | n.a. | n.a. | 10 |
Average borrow rate | 5% | 10% | 2 |
Stablecoin reserve factor | n.a. | n.a. | 10% |
Average reserve factor | 15% | 15% | 15% |
Stablecoin agnostic supply |
Stablecoins as % of supply/borrow | 50% | 50% | 1 |
Opt-in % for stablecoin agnostic supply | n.a. | n.a. | 50% |
Capital efficiency gain stablecoin agnostic supply | 100% | 100% | 1 |
Utilise excess liquidity |
Excess liquidity | 10% | 10% |
Yield on excess | 1% | 3% |
Undercollaterized loans / leveraged yield farming: |
Deployed assets ($m) | 15 | 150 | 10 |
Return on deployed assets | 1% | 3% | 3 |
Fee on return on deployed assets | 10% | 10% | 1 |
Extra liquidations | n.q. | n.q. | n.q. |