Yo just dropped a new pod with Royco's founder and holy shit the timing couldn't be better — they're literally going through their first real stress test RIGHT NOW 💀
So Royco does risk tranching in DeFi (basically splitting yield into safe senior tranches and degen junior tranches). We went deep on:
- How their protection mechanism actually works when shit hits the fan
- Why RWAs might be the only real yield left in this market
- Live walkthrough of their markets getting tested in real-time
- The 21-day observation period they're in now and what happens next
- How seniors stay protected while juniors take the heat
- Whether DeFi security is completely cooked at this point (spoiler: kinda)
The wild part? We're watching this play out LIVE. Markets are paused, observation period ticking, and we'll see if the tranche model actually holds up or if it's just another fancy word for "you're gonna get rekt anyway"
Also previewed Royco Dusk at the end which looks interesting but let's see if Dawn survives first lmao
Check it out if you want to see how risk products handle actual risk instead of just backtested hopium 📉
So Royco does risk tranching in DeFi (basically splitting yield into safe senior tranches and degen junior tranches). We went deep on:
- How their protection mechanism actually works when shit hits the fan
- Why RWAs might be the only real yield left in this market
- Live walkthrough of their markets getting tested in real-time
- The 21-day observation period they're in now and what happens next
- How seniors stay protected while juniors take the heat
- Whether DeFi security is completely cooked at this point (spoiler: kinda)
The wild part? We're watching this play out LIVE. Markets are paused, observation period ticking, and we'll see if the tranche model actually holds up or if it's just another fancy word for "you're gonna get rekt anyway"
Also previewed Royco Dusk at the end which looks interesting but let's see if Dawn survives first lmao
Check it out if you want to see how risk products handle actual risk instead of just backtested hopium 📉