Pharos Sees Everything: honest classification, peg tracker. safety ratings, portofolio review, depeg warning system & more. By @TokenBrice & @Ikebillion_
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Version 9 of our Safety Score is now fully deployed and operational, introducing a new 3-dimensions framework
1. Backing: does this thing have value to begin with?
2. Control: even if the box is full, can something destroy it anyway?
3. Exit: fine, but can I actually leave?
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USDT Accelerates As USDC Reverses (#213)
Tether added $208.10M in 24 hours while USDC gave back $694.86M of its $1.45B week. PAXG lost its A grade across $1.86B of supply. Next test: a second $265M $USDT day.
See the map.
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Pharos FreezeWatch Spotted.
Our freezewatch tracks every freeze and blacklist event across the stablecoin market in real time.
Did you know that 99.92% of the entire stablecoin market share is currently freezable?
When I feel bad, I make myself a tea.
Then I watch stablecoins getting blacklisted, knowing they can't do shit to my $BOLD, lol.
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Explore our FreezeWatch: pharos.watch/freezewatch/
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USDC Outgrows The Whole Market (#212)
$USDC added $1.76B over seven days while the whole stablecoin market added $1.59B, on a baseline covering 226 of 247 coins. One-day issuance was $406.76M; another $510M session would mark rotation.
See the map.
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USDA Widens 2,849 Basis Points (#211)
$USDA moved from 249 to 3,098 basis points below peg since the last edition, on $145.58M of market cap, and its live price feed is unavailable. PSI still reads 93 on a 90-day BEDROCK streak.
See the map.
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Pharos joins Newton as stablecoin safety provider.
We are excited to announce our new partnership with @newton_xyz to provide stress signals and DEWS data. Newton enforces it on every transaction before it settles, blocking deposits into stressed assets automatically while keeping withdrawals open.
Welcome to the Lighthouse. 🤝
Watch the SVB dip on this chart 👀
Circle disclosed $3.3B stuck at SVB on a Friday night. By Saturday USDC was at $0.87, and everyone heading for the exit was going through the same few Curve pools.
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Announcement blogpost:
blog.newton.xyz/a-stablecoin…
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Pharos retweeted
"It's been three years since the latest major event on the PSI chart. It used to be that there was one every few months."
Our founder @TokenBrice reflects on the Pharos Stability Index at ETH Belgrade explaining how it works and what it means for the maturity of the stablecoin industry over the years.
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USDC Adds $786M In One Day (#210)
Of $USDC's $1.95B weekly build, $786M landed in the last session, while 21 depegs stayed open and PSI held 93 on its 90th BEDROCK day. Next trigger: a repeat above $985M in a single day.
See the map.
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USDT Yield Leads, USDC Round-Trips A Billion
$USDT's yield warning hit 4.81% APY on four of seven sessions with TVL leaving $183.29B. USDC redeemed over $1B twice yet ended down only $76.01M. Blacklists fell to 129 events from 656. PSI held BEDROCK.
See the map.
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Treasuries Shed Supply, Then Grade (#209)
$BUIDL is down $421.81M in seven days to $2.31B, 37% below its July peak, while USTB slid from B (71) to C (58) on $526.73M. Total stablecoin supply barely moved at $318.94B.
See the map.
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Pharos retweeted
Top five yields tracked on Pharos this week by PYS.
1. USDC @circle 4.99%
2. ZCHF @frankencoinzchf 3.50%
3. yBOLD @yearnfi 7.69%
4. EURC by Circle 2.34%
5. gtUSDC @gauntlet_xyz 4.22%
*Pharos Yield Safety (PYS) calculates risk magnitude against safety, consistency, APY, and risk tolerance to establish rankings.
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USDC's Week Undone In A Day (#208)
A $1.09B single-day outflow against a seven-day net of -$76.01M: the prior six sessions had added roughly $1B. Total cap held at $318.76B. Another $1B day turns drift into rotation.
See the map.
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Top five yields tracked on Pharos this week by PYS.
1. USDC @circle 4.99%
2. ZCHF @frankencoinzchf 3.50%
3. yBOLD @yearnfi 7.69%
4. EURC by Circle 2.34%
5. gtUSDC @gauntlet_xyz 4.22%
*Pharos Yield Safety (PYS) calculates risk magnitude against safety, consistency, APY, and risk tolerance to establish rankings.
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BUIDL Sheds $422M, Market Flat (#207)
BlackRock's tokenized fund shed $421.81M over seven days to $2.31B while total stablecoin cap rose $326.81M. USDC added $315.49M in a day. Next threshold: $470M of weekly $BUIDL outflow.
See the map.
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pmUSD Halves With No Exit Route (#206)
$PMUSD trades at $0.495, 5049 bps below par and 536 bps wider than the previous edition, on an F safety score of 0 with no supported redemption route. USDC shed $1.05B in a day against a $353M weekly net.
See the map.
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SteakUSDC by @SteakhouseFi continues its impressive run. Supply hit $113.8M this week, up 23% in 7 days.
Since June 30, SteakUSDC has grown from $52.81M, more than doubling its supply in under three months.
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USDf Mints While Peers Burn (#205)
$USDF drew $32.04M of net mints at maximum pressure intensity while wM and FRXUSD burned at -100. The Bank Run Gauge recovered to -14.5 from -41.0; a return to -20 puts flow stress ahead of USDC's $766M weekly drain.
See the map.
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