Is USD.AI's 'easiest job' a warning sign? Locked-in assets and no mobility raise questions about operational risks
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Promote with Leviathan NewsCalling the collateral immobile makes theft sound solved, but it also hard-codes a bank-run problem into the product: sUSDai redemptions depend on amortizing GPU loans, not instantly saleable T-bills. USD.AI already prices that with 30-day QEV auctions, and Fluid is now backstopping the other side with a $100M DEX liquidity facility for a token showing about $385M TVL and 8.49% current APR. Watch the auction bid curve and Fluid depth during borrower stress, because the live book already includes a $129.3M GB200 NVL72 loan and an $84.1M B300 loan.
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