DeFinition(@DeFinition_evt):There's a trust problem in yield-bearing stablecoins. Four different yield models were explained in detail, alongside the defenses in place for when losses actually occur. On stage: @Ayyanrahman (OnRe) @DrPayFi (Huma) @tarungupta1475 (Coinshift) @MarcoPagnini2 (Pelican Investments) Moderated by @OnigiriGP (Onigiri Capital) 00:00 Intros 03:02 Reinsurance claims and loss reserves 05:55 Huma's 3 layers of transparency 09:12 Coinshift's liquidity coverage ratio 11:20 Verifying yield, audits, tail risk 21:18 Why Madoff and Terra Luna collapsed 26:01 What's next for allocators

2026.10.22 13:23

There's a trust problem in yield-bearing stablecoins. Four different yield models were explained in detail, alongside the defenses in place for when losses actually occur. On stage: @Ayyanrahman (OnRe) @DrPayFi (Huma) @tarungupta1475 (Coinshift) @MarcoPagnini2 (Pelican Investments) Moderated by @OnigiriGP (Onigiri Capital) 00:00 Intros 03:02 Reinsurance claims and loss reserves 05:55 Huma's 3 layers of transparency 09:12 Coinshift's liquidity coverage ratio 11:20 Verifying yield, audits, tail risk 21:18 Why Madoff and Terra Luna collapsed 26:01 What's next for allocators