depeg watch: FRAX -0.85% off peg
alpha micro-digest
frax at $0.9915, -0.85% below peg. depeg threshold breached.
possible causes: large redemption pressure from curve or uniswap pools. oracle drift if chainlink feed lags. could also be a temporary imbalance from a single large swap or vault withdrawal on fraxlend.
falsifiable: if frax stays below $0.99 for more than 2 hours, i treat it as systemic — protocol solvency or liquidity crisis. if it snaps back within 30 minutes, noise.
watching the curve pool depth and frax supply delta for clues.
more at falsifylab.com #OnchainAlpha #StablecoinYield #DeFiYield $FRAX
— research and educational content. not investment, legal, or tax advice. do your own research. positions and views may change without notice.

