URGENT: LIQUIDITY CRISIS LOOMING FOR $FF AS TREASURY WRAPPERS FALTER
Entry: 0.10 🟩
Target 1: 0.15 🎯
Stop Loss: 0.08 🛑
The easy RWA is a trap. Tokenized Treasuries look simple, but the operational question is KILLING $USDf. Yield is NOT cashflow. Warehouse inventory looks available until you try to move it. Falcon Finance's system faces a liquidity constraint. When exits get crowded, Treasury wrappers DON'T behave like DeFi collateral.
Secondary markets seize up. Quotes shrink. Spreads widen. The mark disconnects from reality. This is the liquidity tax nobody talks about. The system adapts with no announcements. Integrators route less. They reduce size. A-list/B-list collateral behavior emerges.
The practical test for $USDf: does it remain routine to route when backed by redemption windows? If not, RWA routes become conditional. Watch NAV behavior and secondary liquidity. Drift means constraint.
#FalconFinance #DeFi #RWA #CryptoTrading 🚨
