We’re a research and advisory firm that specialises in tokenomics, stablecoins and DeFi
Nov 10 • 12 tweets • 3 min read
Recently, @StreamDefi's xUSD stablecoin collapsed catastrophically, wiping out millions and leaving users with massive losses.
One platform with zero exposure was @infiniFi, which rejected xUSD months earlier, thanks to their risk framework, which we'll explore.
1/12 👇 🧵
The xUSD collapse wasn't just another protocol failure. It exposed how DeFi platforms assess risk.
Users trusted not only Stream Finance, but also established risk curators who onboarded xUSD without adequate vetting to @eulerfinance and @MorphoLab lending markets.
Aug 25 • 12 tweets • 4 min read
Traditional banking is broken because risk is hidden. @infiniFi_ rebuilds the fractional reserve model on-chain: same capital efficiency, but transparent and user-directed.
Think “an on-chain bank” where depositors see and shape the risk.
1/12 👇🧵
For multiple centuries, banks kept a fraction in reserve and lent the rest. The result is credit creation and returns, but unfortunately also opacity.
@infiniFi_ keeps the model, removes the black box, and shows exactly how liquidity and risk are managed in real time.