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[return to "YC W22 Stablegains is being sued for losing $42M in funds from 4878 customers"]
1. nivert+Xc[view] [source] 2022-05-19 08:16:58
>>donsup+(OP)
1. HYIP (High Yield Investment Programs) is an old scam. Rebranding it as DeFi doesn't change this.

https://www.investor.gov/protect-your-investments/fraud/type...

2. Algorithmic "stablecoins" don't work, in the same way as perpetuum mobile doesn't work. You think you're inventing a perpetuum mobile, but you're building a Rube Goldberg's machine instead ;)

3. Every algorithmic "stablecoin" can be traced to 2 papers published in 2014: Hayek Money and Robert Sams' Seigniorage Shares

https://twitter.com/nivertech/status/1073248331726553090

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2. dropne+ZK[view] [source] 2022-05-19 13:09:30
>>nivert+Xc
algo stablecoins work fine when they're overcollateralized, like dai.

the industry keeps chasing undercollateralized algo stablecoins because of capital efficiency. jon wu explains to laura shin, worth a watch: https://twitter.com/laurashin/status/1525505300219961344

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3. nivert+FY[view] [source] 2022-05-19 14:19:27
>>dropne+ZK
> algo stablecoins work fine when they're overcollateralized, like dai.

DAI/MakerDAO isn't an algorithmic "stablecoin", it's an unregistered SEF (Swap Execution Facility) which should be regulated by the CFTC in the US, and similar agencies in other parts of the world.

The only reason DAI didn't broke the USD peg during the "crypto" bear market, is because OG's cost base of ETH was zero to 30 cents, and their objective was to save MakerDAO, rather than make a profit on their CDPs.

> the industry keeps chasing undercollateralized algo stablecoins because of capital efficiency.

Isn't it obvious? ;)

The energy industry also chased perpetuum mobile because of the fuel efficiency, so what?

IMO there are ways to design a capital-efficient low-volatility digital assets (not algorithmic "stablecoins" per say - they're impossible), but they will most-likely be illegal in any developed country, as they will be an exotic derivative instruments.

From the JTBD PoV, the job of the "stablecoins" is to hedge your exposure to the volatile "crypto" assets. The only way to do this is either to exchange them to a less volatile assets, or to enter into a contract with somebody else willing to take the risk in exchange for something.

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4. dropne+J32[view] [source] 2022-05-19 19:39:31
>>nivert+FY
stablecoins don't promise to hold the peg 100%. they promise to be able to repeg in times of severe distress. even some money markets broke the dollar. they had to be bailed out by the government.

what about makerdao makes it reliant on dao goodwill? the incentive to restore the peg is the expectation of profits from liquidating the overextended.

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