[HN Gopher] Another stablecoin loses peg - DEI team working to r...
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       Another stablecoin loses peg - DEI team working to restore the peg
        
       Author : marban
       Score  : 190 points
       Date   : 2022-05-17 11:24 UTC (11 hours ago)
        
 (HTM) web link (finbold.com)
 (TXT) w3m dump (finbold.com)
        
       | NelsonMinar wrote:
       | Not to discount the hilarious news but DEI is pretty small beer,
       | a market cap of about $65M before the collapse.
       | https://www.bloomberg.com/news/articles/2022-05-16/another-s...
       | 
       | Tether is the big stablecoin, about $76B now (down from $83B).
       | They've consistently lied about how much real capitalization they
       | have backing it. When it collapses it will probably bring most of
       | the cryptocurrency market with them.
        
         | Animats wrote:
         | Yes, Tether's the big one.
         | 
         | Tether broke its peg last week, but recovered. That was a
         | shock.
         | 
         | The risk for Tether is that, while people may not be dumping
         | Tether, they're not likely to put new money into it. A slow
         | outflow will eventually drain the partial reserves.
        
       | zeven7 wrote:
       | This coin is rank #2858 on Coin Market Cap. This is non-news.
        
         | graeme wrote:
         | Someone may be practicing for peg breaks and/or gaining capital
         | for the big one (Tether). The more losses and panic, the easier
         | an attack
        
       | grnmamba wrote:
       | DEI seems to be a really tiny coin.
        
       | bandyaboot wrote:
       | Isn't the point of a "stablecoin" to remain stable against its
       | target? Why bother trying to restore the peg...even if they do,
       | it doesn't change the fact that it's not "stable". You failed--
       | give it up.
        
       | fsociety999 wrote:
       | I have noticed that people come on here to gloat about things
       | like this due to the pure hatred of crypto flowing through their
       | veins without realizing that they are cheering on regular people
       | suffering ultimately at what will be the expense of big banks and
       | Wall Street and governments.
       | 
       | What I mean is when these cryptos have problems or are hacked,
       | regular people are the ones who stand to lose everything in most
       | cases.
       | 
       | You can believe that people are dumb for "falling for the scam"
       | in the first place and deserve it, but if you really believe that
       | then I feel sorry for you.
       | 
       | It's pretty obvious and has been for quite some time that the
       | ultimate goal here is for a central bank digital currency (CBDC),
       | and stories like this as well as the UST collapse play right into
       | that hand.
       | 
       | I guess what I'm saying is be careful what you wish for. A
       | government/central bank issued digital currency will be far worse
       | for privacy and security than any of these insignificant
       | stablecoins. Imagine the government deciding when and where you
       | are allowed to access your money or what you are allowed to spend
       | it on and what items or stores you are allowed to shop for/in.
       | 
       | I feel like it is even possible that Wall Street is BEHIND the
       | collapse of these stablecoins. They couldn't pay for better press
       | to help convince the public that a CBDC is necessary for the
       | future. I suspect the CBDCs are already ready to go, but their
       | last step is convincing the public they need one. The push for a
       | cashless society has been going on for a number of years now and
       | seems amplified lately.
        
         | aabhay wrote:
         | My opinion on why this particular community on HN is interested
         | in crypto collapse stories is a) that we are probably embedded
         | in the tech world already so a "happy" story (fund raise,
         | adoption) just isn't notable enough. Same reason why cable news
         | only covers disasters. Then b) because many folks like me
         | genuinely believe that many crypto schemes are ponzis and our
         | technical brains have a cognitive dissonance to something
         | wrong/nonsensical being propped up as right. And then c) it's
         | probably just the effect of a group dynamic whereby weakly held
         | opinions are magnified in a shared setting making small things
         | feel like large biases. I doubt most people here are actively
         | protesting crypto or working towards its downfall.
        
           | randomsearch wrote:
           | Yes, you just nailed it. It's the cognitive dissonance. "That
           | doesn't make any sense, huh" leads to getting annoyed when
           | the world seems to disagree with something that you just
           | can't figure out any other way.
        
         | Jordrok wrote:
         | > _It's pretty obvious and has been for quite some time that
         | the ultimate goal here is for a central bank digital currency
         | (CBDC), and stories like this as well as the UST collapse play
         | right into that hand._
         | 
         | I'm not really sure why you would say this. If anything, I
         | would say that stories like these point much more strongly
         | towards an entirely crypto-less future. Who is going to trust
         | the crypto ecosystem as a whole after all these collapses?
         | 
         | > _I feel like it is even possible that Wall Street is BEHIND
         | the collapse of these stablecoins. They couldn't pay for better
         | press to help convince the public that a CBDC is necessary for
         | the future. I suspect the CBDCs are already ready to go, but
         | their last step is convincing the public they need one._
         | 
         | And now you're swerving into full-on conspiracy theory
         | speculation territory. Get a grip, man!
        
         | Nursie wrote:
         | What I wish for is that governments hadn't sat on their hands
         | when ordinary people were being scammed into these things in
         | the first place. The entire cryptocurrency ecosystem represents
         | a massive failure to regulate, and a massive victory of
         | technical flim-flam salesmen in bamboozling the governments in
         | the world into being afraid to regulate in case they strangled
         | something valuable, when in fact they were allowing normal
         | folks to get ripped off massively.
         | 
         | If "regular people" are losing money, it's because "regular
         | people" have been duped and regulators have been duped. It's
         | sad they're losing money, but it's also entirely predictable.
         | 
         | But do you know what? After years of being told I'm just a
         | jealous idiot who doesn't understand cryptocurrency or
         | blockchains by the oh-so-smart 'investors' in this space, I'm
         | going to enjoy a bit of shadenfreude here, whatever you think
         | of that.
         | 
         | If the whole space collapses I will celebrate - hopefully fewer
         | regular people will be duped in future.
        
         | boplicity wrote:
         | > privacy and security
         | 
         | This is where I'm confused. What are the actual advantages that
         | cryptocurrency provides that are superior to the Fed and
         | similar central banks? So far, in practice, they seem to lack
         | quite a lot, in terms of actual security. And, in terms of
         | privacy, I don't understand how crypto provides any real-world
         | advantages to most people that banks don't provide, unless you
         | want to operate outside the law. What am I missing here?
        
           | kayamon wrote:
           | It's largely about inflation.
           | 
           | Politicians can arbitrarily write blank checks to 'bail out'
           | as many banks every year as they want, printing as much money
           | as needed, but mostly that money goes to themselves and all
           | their friends. They then lie about having done that, and if
           | you press them on it they'll gaslight you to tell you that
           | was all normal.
           | 
           | As a result, all the world's evil, all the world's scams,
           | they all just kinda bubble upwards. People pay off the debt
           | from one stupid scam by borrowing more money. That money
           | eventually comes from idk someone's 401K fund, which is 'too
           | big to fail', more money gets printed, a bailout happens, and
           | off we all go again.
           | 
           | They shuffle the problems around the world so you don't see
           | them. A problem in California would be a disaster, but if you
           | can successfully shuffle the problem around the world to idk
           | Syria, or uhh Ukraine this year isn't it, then you can simply
           | drop a thermobaric weapon on them and then just carry on
           | again.
           | 
           | As long as there's a lunatic somewhere with his grubby
           | thieving little hand on the money printer, furiously cranking
           | out new dollars or rubles or whatever, then there's always
           | more money to pay off the lies.
           | 
           | Some people think it'd be nice if they could knock that shit
           | off. It's kinda fucking up the world economy. Also some
           | people may have perished.
           | 
           | A form of money that works for everyone should be (a) freely
           | tradable online, (b) backed by a real-world asset such as
           | energy, (c) fair and randomly distributed in terms of
           | inflation, not given to one madman, (d) open source and fully
           | auditable, (e) voted upon by all parties so no one majority
           | can seize power.
           | 
           | We have this now, for this first time in our history, because
           | of the Internet. It'd be nice to finally make use of it for
           | something worthwhile.                   "The Times
           | 03/Jan/2009 Chancellor on brink of second bailout for banks"
        
         | coding_unit_1 wrote:
         | How is the government (a publicly elected body that is subject
         | to being held to account by that same public) telling when you
         | can spend you money somehow worse than a private company
         | (without any accountability) deciding their shitcoin is no
         | longer allowed to trade or that they don't fancy pegging it
         | properly anymore?
        
         | svachalek wrote:
         | I was with you at the beginning but let's be clear that
         | algorithmic stablecoins are indeed scams. It's quite possible
         | to create a perpetual motion machine, if you just forget
         | friction exists, or entropy, or some other subtle law of
         | physics. In the same way, algorithmic stablecoins let you sell
         | nothing for something just by making the process complicated
         | enough.
        
         | zaphar wrote:
         | I don't hate crypto per-se. Nor am I particularly gloating
         | about it. However I _hope_ that the silver lining here is that
         | this will be yet another in my evergrowing list of examples to
         | share when I advise people not to get involved in crypto. It 's
         | not a safe environment and the people getting hurt don't
         | deserve to get hurt. The only weapon I have to help more people
         | not get hurt is to use these cautionary tales to help inform
         | them of the risk. The track record of crypto indicates that
         | right now many governments are _better_ at the whole monetary
         | policy thing than any blockchain.
         | 
         | Will blockchains fix these problems and mitigate the worst
         | facets of human nature? Maybe, but I have no reason to believe
         | they will right now and every argument that they will is rooted
         | in a faith based statement about the inevitability of
         | technilogical progress. A faith I don't subscribe to and
         | therefore is unconvincing to me.
        
           | ourmandave wrote:
           | _Will blockchains fix these problems and mitigate the worst
           | facets of human nature? Maybe,..._
           | 
           | Not sure how that will work when they power the coin of the
           | realm for malware, human exploitation, etc.
        
             | zaphar wrote:
             | Like you I'm skeptical. But there are certainly things I
             | have faith in that other people have no reason to believe
             | so I'll allow other people their own faith based beliefs as
             | well.
        
         | stickfigure wrote:
         | Due to Metcalf's Law (currencies are the poster child for
         | network effects), there is room in the marketplace for only a
         | small handful of cryptocurrencies. Therefore _bad_
         | cryptocurrencies are effectively an attack on _good_
         | cryptocurrencies.
         | 
         | I am generally pro-crypto, but I cheer when bad
         | cryptocurrencies fail. And there are is a _lot_ of bad right
         | now...
        
         | rtkwe wrote:
         | The longer we prop up a crumbling tower the more people's money
         | will be sunk into it when it inevitably falls. That's what
         | happened in '08, we had this fantastical tower that was so big
         | we couldn't let it fall so none of the people actually
         | responsible felt any pain so we're building new dumber towers.
         | 
         | https://www.smbc-comics.com/comic/the-village-and-the-tower
        
         | biztos wrote:
         | > It's pretty obvious ... the ultimate goal here is for a
         | central bank digital currency (CBDC)
         | 
         | How is that obvious, or maybe -- to whom?
         | 
         | I think the whole CBDC idea as more like governments trying to
         | pile on to the "blockchain" trend. We already have plenty of
         | digitalization of our finances and it seems to be working ok,
         | and while I'm sure there are some closet totalitarians who'd
         | love to have a database of all transactions, I don't think CBDC
         | is the way they're going to (try to) get there.
        
           | FabHK wrote:
           | > I think the whole CBDC idea as more like governments trying
           | to pile on to the "blockchain" trend.
           | 
           | No. Central bank digital currencies need not be implemented
           | with inefficient blockchain technology. Privacy is a big
           | issue, but the solution to that is not a public blockchain.
           | CBDC could be huge in actually disintermediating many banks.
           | 
           | Note that in some societies (eg Sweden) most transactions are
           | already cashless, so the whole issue of privacy is orthogonal
           | to CBDC.
        
       | dsr_ wrote:
       | A stablecoin can't lose a peg, because it is backed 1:1 with a
       | fully audited deposit of the underlying currency.
       | 
       | "But what about -" -- then it's not a stablecoin.
        
         | jMyles wrote:
         | Listen, I don't like stablecoins either.
         | 
         | But what's the sudden obsession on HN with collateralization of
         | blockchain assets?
         | 
         | Algorithmic pegs are far more interesting and democratic. That
         | scammers have discovered they can push ponzinomics out the door
         | as well does not change this.
        
           | rtkwe wrote:
           | Algorithmic pegs are inherently vulnerable to mass down
           | turns. Which makes them mostly useful for only very short
           | term transfer use instead of even multiday holdings.
        
             | jMyles wrote:
             | DAI has just survived a massive down turn.
             | 
             | I think your point is broadly sound, though. But it's not
             | an argument against algorithmic pegs; it's an argument
             | against stablecoins _in principle_. And on that point, I
             | agree.
        
               | FabHK wrote:
               | No. A currency board (a stable coin that is 100% backed
               | by the underlying) is theoretically sound, if boring. An
               | algorithmic stable coin is fashionable nonsense.
        
               | jMyles wrote:
               | > theoretically sound
               | 
               | "theoretically" here means, with cooperation from the
               | local state, who agrees not to seize the assets. And
               | cooperation from the local organized crime syndicate, who
               | agrees not to seize the assets. And with a consensus-
               | driven on-chain oracle representing the auditing process,
               | the key custody of which is entrusted to... someone.
               | 
               | I'm just baffled that on HN of all places we're saying we
               | prefer violent paleo-economic solutions to mathematical
               | verifiability.
        
               | FabHK wrote:
               | 1. There is no mathematical verifiability for a purely
               | algorithmic stable coin. You're dreaming of a mirage. A
               | perpetuum mobile.
               | 
               | 2. Your mathematically verified coin offers no protection
               | against the state or crime syndicate, either (see xkcd
               | about 50 years ago).
        
               | nemothekid wrote:
               | > _" theoretically" here means, with cooperation from the
               | local state, who agrees not to seize the assets_
               | 
               | The local state is a boogeyman here to prop up the
               | cyclical scams of stablecoins. There is nothing
               | mathematical verifiable in meatspace; you only have
               | trust. Somehow despite there being 0 cases of the USG
               | seizing legitimate crypto assets, and several failures of
               | algorithmic stablecoins, the "boring" option is still
               | being fearmongered as unsafe.
               | 
               | The mathematical verifiability of Terra was supposedly
               | meant that it would only lose its peg once in a million
               | years based off of thousands of simulations. Turned out,
               | shockingly, mathematical verifiability and economics
               | don't mix all that well and I won't be surprised if
               | "mathematical verifiability" of any of these stable coins
               | is NP-hard.
               | 
               | But it's baffling than HN prefers paleo-economic
               | solutions to trying to solve NP-hard problems.
        
               | jMyles wrote:
               | Casting the state as a phantom, rather than a real and
               | challenging obstacle, is ignoring one of the primary
               | motivations for ongoing development of the internet.
               | 
               | Of course we don't want structures in this realm that
               | rely on the predatory societal organization of humanity's
               | childhood.
               | 
               | The whole point is to move past that.
               | 
               | I'm not saying blockchain tech does that on its own of
               | course - and I think we all recognize that some of the
               | asinine and childish habits of capitalism are leaking
               | into crypto.
               | 
               | Nevertheless, to be internally consistent certainly means
               | that the role of the state (even if it has been on
               | relatively good behavior in this limited aspect lately)
               | needs to be taken seriously in the context of the system.
               | 
               | It's far better to craft solutions that are more
               | difficult for the state to compromise. How is this even
               | in dispute?
               | 
               | (Or have I misunderstood your argument?)
        
               | jMyles wrote:
               | > The mathematical verifiability of Terra was supposedly
               | meant
               | 
               | Yeah, but nobody believed that.
               | 
               | Just like now, we all know the other shoe is going to
               | drop on Tether. We all know it.
               | 
               | Are you going to feign surprise when that happens too?
        
               | rtkwe wrote:
               | The bigger issue with the off-chain backed coins is
               | verifying assets. I think it's pretty well accepted now
               | that Tether was just lying about their cash reserves in
               | the beginning and now don't even try to claim they're
               | backed with cash but a dubious opaque mix of commercial
               | debt, cash, and crypto.
        
               | [deleted]
        
           | Denvercoder9 wrote:
           | The point of stablecoins isn't to be interesting, it's to be
           | stable. Be as boring as possible, please.
        
             | jMyles wrote:
             | What proof do you need that collateralization, replete with
             | shady or non-existent audits, is not a source of stability,
             | and that something interesting, like approaches using pure
             | mathematics, are more auditable and, in the short- and
             | perhaps long-term, more stable?
             | 
             | The dream collateralized stablecoin, audited in some
             | transparent way, is still vulnerable to a good old
             | fashioned heist.
             | 
             | The gatekeeping of all projects that don't see the bank
             | vault as the holy grail of community economics feels
             | unbecoming of HN to me. This is creativity and science at
             | work.
             | 
             | Again, I understand that, in addition to sincere efforts to
             | find an algorithmic solution, we get ponzi scum peddling
             | their things. I don't understand why people buy those, and
             | that's an element of human nature we can hopefully overcome
             | as this process goes on.
             | 
             | But you're watching collateralized coins fail, and your
             | response is, "the only valid approach is
             | collateralization!" ?
        
               | ahtihn wrote:
               | > that something interesting, like approaches using pure
               | mathematics, are more auditable and, in the short- and
               | perhaps long-term, more stable
               | 
               | What approaches? Do you know of a known approach that
               | isn't flawed in some way?
               | 
               | Until proven otherwise, you can't create a stable coin
               | with "pure mathematics".
        
               | jMyles wrote:
               | Obviously your comment is a sideways jab at DAI. But why?
               | What's the problem? That it hasn't been able to scale? Or
               | something?
               | 
               | DAI is imperfect, but I think it's a sincere effort. It
               | hasn't scammed anybody and doesn't appear capable of
               | doing so.
               | 
               | And more and better efforts will follow.
        
               | [deleted]
        
             | tinco wrote:
             | You get it slightly wrong, the problem isn't that they're
             | interesting. The problem is that they're marketed to be
             | profitable.
             | 
             | The most interesting stable coin is DAI. It's not
             | particularly profitable, and it's stable and it will be
             | stable no matter what.
        
         | perryizgr8 wrote:
         | If there were to exist such a stable coin, that is always 1:1
         | with USD, wouldn't that negate the need for the coin? Just
         | convert your crypto into actual USD whenever you want. Why have
         | the intermediate stable coin step at all?
        
         | zionic wrote:
         | The good ones shouldn't be able to. What is up with HN posting
         | about these nonsense "stablecoins" that are seemingly named to
         | confuse people?
         | 
         | USDT (tether) vs UST (terra), and now DAI vs the DEI.
         | 
         | DAI kept its peg from ETH $1440 -> $50 last time and is battle-
         | tested + over-collateralized. Why don't people use that?
        
         | smiddereens wrote:
        
         | zeven7 wrote:
         | Direct backed stable coins require trust in the custodian.
         | Algorithmic stable coins don't require the same trust, so there
         | are benefits. And there are some that have been working well
         | for a long time, and continue to work well in current market
         | conditions. Look into DAI.
        
           | AlexandrB wrote:
           | In practice most people are trading one trusted party for
           | another. Instead of trusting the custodian, algorithmic
           | stable coins require trusting the designer/developer of the
           | smart contract(s). Not just because the code could be buggy,
           | but also because the developer could have missed (or lied
           | about) a corner case that could lead to a death spiral as
           | what happened with UST.
           | 
           | That's not to mention that, as what's happening with DEI, the
           | developers could do something like halt redemption making
           | your holdings suddenly illiquid at the pegged price.
           | 
           | DAI _seems_ safe given how over-collateralized it is. But a
           | drop of 60+% in the collateral basket used by DAI is not
           | inconceivable. In particular what happens if USDC 's
           | custodian is found to be untrustworthy? And the value of non-
           | pegged cryptocurrencies tend to be strongly correlated, so a
           | mix of crypto assets is not a diverse as one would hope.
        
             | zeven7 wrote:
             | > But a drop of 60+% in the collateral basket used by DAI
             | is not inconceivable.
             | 
             | Dai has survived a 94% drop in the value of its backing
             | collateral in 2018, and it maintained the peg well. It
             | would, however, be a problem if the drop was _instant_ and
             | sustained. But it should be able to handle the speed of the
             | drop we saw in Luna.
             | 
             | Your point is taken regarding trading types of trust with
             | respect to bugs or backdoors. There is certainly a level of
             | trust required there.
        
               | AlexandrB wrote:
               | Yeah, I was not aware of the liquidation mechanics used
               | by DAI. Your other comment was very informative.
        
         | salawat wrote:
         | Yes, and how do you think that's attainable when the value of
         | the dollar is always in flux, much of the collateral is
         | corporate paper, and trying to liquidate will result in price
         | movement of the underlying collateral?
         | 
         | Frankly, it seems to me stablecoins are a market pipedream.
        
           | rtkwe wrote:
           | USDT doesn't even have to liquidate the corpo paper if it
           | gets that far. Their agreement says they can just hand you
           | the paper itself and call that settled, then it's up to you
           | to turn that into real money.
           | 
           | https://tether.to/en/legal/#:~:text=Tether%20reserves%20the,.
           | ..
        
         | ragingglow wrote:
         | You're talking about backed stablecoins which are only a subset
         | of stablecoins. In the common usage of the term, stablecoins
         | include both backed stablecoins and algorithmic stablecoins.
        
         | grey-area wrote:
         | Unfortunately _none_ of these  'stablecoins' are actually
         | backed 1:1 with a fully audited deposit at all.
         | 
         | So when the crypto market crashes, some get exposed as a lie,
         | which causes the crypto market to crash...
        
           | zionic wrote:
           | DAI is, it is in fact over-collateralized.
        
             | grey-area wrote:
             | We'll find out.
             | 
             | I suspect you're wrong, unless by collateralized you mean
             | they store other cryptocurrencies of questionable value as
             | their collateral. In that case sure they're probably just
             | overflowing with funds, until they actually need to use
             | them during a crash.
        
               | zeven7 wrote:
               | Dai is backed by other cryptos, so 100% transparent, and
               | it was around in the last crash in 2018 and held up well.
               | At the time it was backed 100% by ETH (it is now multi-
               | collateral) and maintained the peg as ETH crashed from
               | $1400 down to $80/ETH.
               | 
               | It's a very different system from UST. The backing is
               | made up from collateral from borrowers. If the price goes
               | too far down, their position is liquidated, with
               | borrowers losing their collateral to maintain the peg.
               | 
               | So the funds are all accounted for, and there's an active
               | system to convert the funds to stabilize the peg. By
               | design Dai will still be $1 when there's only $100 left
               | of crypto backing the peg.
        
               | AlexandrB wrote:
               | I think this comment has it right:
               | https://news.ycombinator.com/item?id=31414217
               | 
               | DAI may still be vulnerable to a liquidity crisis. I.e.
               | if there are no buyers for the collateral. This is
               | probably not an issue if DAI is relatively small, but
               | what if it becomes the dominant stablecoin?
        
             | [deleted]
        
           | _fat_santa wrote:
           | I noticed that DEI is backed with BTC as one of the funding
           | options. I think it's a bit risky to back a stablecoin with a
           | non-stablecoin that can have wild price movements.
        
         | kwertyoowiyop wrote:
         | These are SchrodingerCoins: they may be stable or they may not,
         | and until you open the box...
        
           | whitesilhouette wrote:
           | he he he
        
         | davidcbc wrote:
         | I agree, there is no such thing as a stablecoin
        
           | lordnacho wrote:
           | Wrapped coins are actually stable, aren't they? You get one
           | for one, and both sides are on a blockchain.
           | 
           | In real life there's no stablecoin. Even fully backed
           | deposits can be traded at some other amount than 1:1, for
           | whatever reason. Totally depends on whether you actually
           | think the exchange can be done, and there are various reasons
           | it might not.
        
           | zionic wrote:
           | DAI would like a word.
        
             | davidcbc wrote:
             | DAI is not backed by dollars, it is backed by other
             | cryptocurrencies
        
           | biztos wrote:
           | But there could be, right?
           | 
           | It's just that _actually_ backing your PLNC 1:1 with actual
           | Zloty[0] you can actually retrieve, leaves very little room
           | for the people behind the coin to get rich.
           | 
           | [0]: https://en.wikipedia.org/wiki/Polish_zloty
        
             | reedjosh wrote:
             | Maybe someone should make a stablecoin that aims to trade
             | $1 to $.9999 and the operators take their cut purely for
             | auditing and maintaining the backing.
             | 
             | Thus a true backed stablecoin where the operators have
             | proper incentives.
        
               | rsync wrote:
               | Or you could run it exactly 1:1 with 7 day redemption-
               | and charge varying extra percentage fees for faster
               | redemption...
        
               | reedjosh wrote:
               | Sure, that'd be cool too. Basically just make the
               | incentive not about using the backing to gain money.
        
               | tyrfing wrote:
               | That's a unicorn that doesn't exist because after you set
               | up your Proper Incentives and take it to the Proper
               | Government Agencies to get Proper Approval, they'll tell
               | you "no". Then the project gets shut down and you get
               | back in line to wait another 5 years for government
               | regulations to maybe happen.
               | 
               | And that's how you get sketchy companies in Bermuda
               | holding $100 billion in Schrodinger's assets, as well as
               | other oddities like mining companies holding billions in
               | assets because an ETF holding billions in assets would be
               | illegal.
        
             | TheCoelacanth wrote:
             | Why would anyone bother running a real stablecoin? Even
             | real banks don't maintain 100% reserves, because if they
             | did there would be no way for them to profit.
        
               | rsync wrote:
               | Because it would be fun ?
               | 
               | If I wasn't fully occupied with rsync.net I would love to
               | run some kind of utility exchange/market/bank service ...
               | 
               | ... and I'm not involved or invested in crypto in _any
               | capacity_.
        
               | TheCoelacanth wrote:
               | That would be a very expensive hobby.
        
               | criddell wrote:
               | In the US, banks also pay FDIC insurance premiums. A
               | stable coin could run the same way - buy insurance on the
               | portion of the deposits that they gamble with.
        
               | davidcbc wrote:
               | Yet again cryptocurrency advocates independently
               | rediscover why financial regulations exist and are good
        
               | lm28469 wrote:
               | It reminds me of junior devs reimplementing existing
               | functions thinking they'll be faster just to discover
               | that they're either slower or not completing the task,
               | but instead of losing a few hours of work we're playing
               | with billions of $
        
               | scoopertrooper wrote:
               | Wouldn't really work. Stablecoins operate in highly
               | correlated markets, so if one goes down then presumably,
               | others should go down.
               | 
               | Also, the government is a highly diversified insurer that
               | can create more the underlying asset it is insurring.
        
               | criddell wrote:
               | > Stablecoins operate in highly correlated markets
               | 
               | Do they have to? Is there any reason they couldn't hedge
               | that money?
        
       | gbrits wrote:
       | DAI did _not_ loose peg. This story is completely fabricated.
       | There 's a tendency on HN to hate on everything crypto, but come
       | on. Please just look at the data.
       | 
       | In fact, along side USDC and BUSD, DAI is (or at least has been)
       | trading at a slight premium the last couple of days.
        
         | Animats wrote:
         | DEI, not DAI.
        
           | gbrits wrote:
           | mea culpa
        
       | MrMan wrote:
       | the price was hardcoded into the code, ha ha. now they changed
       | the hardcoded price to .85 or something.
        
       | bogomipz wrote:
       | The post states:
       | 
       | >"Deus Finance uses DEUS and DEI tokens for their DeFi protocol,
       | where minting 1 DEI requires $1 of collateral. When redeeming,
       | for instance, one DEI, users would get 80% of the value in USDC
       | and 20% in DEUS if USDC was used as collateral for the creation
       | of DEI in the first place."
       | 
       | I've read this same passage 5 times now and I still don't
       | understand it as this sounds very circular. Shouldn't you be able
       | to redeem a stable coin for $1 in whatever currency it is pegged
       | to? Could someone explain how this works?
        
       | Animats wrote:
       | Trading has been forcibly slowed down.[1] Coin goes into a
       | screaming dive, volume jumps up as people exit or speculate on a
       | rebound. Normal. Then, volume drops way off within an hour and
       | price stabilizes around US$0.58. Not normal. With the bridges out
       | of DEI offline, exiting must be harder. But that also means the
       | US$0.58 price is not a real market price.
       | 
       | [1] https://coinmarketcap.com/currencies/dei/
        
       | [deleted]
        
       | zivkovicp wrote:
       | Stablecoins will all collapse eventually, and then take down all
       | but a few of the cryto currencies.
       | 
       | To my understanding (I am not a crypto expert, just a casual
       | observer) Stablecoins basically collateralize a certain
       | percentage of the outstanding coin in order to provide the
       | "peg"... so maybe 1:10 coins is backed by USD, Btc, real estate,
       | or whatever... and then the exchange rate is set and as long as
       | everyone plays along, it works. If an actor starts redeeming a
       | significant percentage of coin for collateral, then there is less
       | and less collateral to prop up the coin. Same effect if that
       | collateral loses value.
       | 
       | It is also my opinion that most crypto "has value" only because
       | it is relatively liquid and can be "cashed out" to USD via an
       | exchange or stablecoin. When people start to recognize the
       | stablecoin scam, the price of all crypto will collapse because
       | the liquidity and USD exchange will disappear in an instant.
       | 
       | edit: same thing happened with the USD when it lost the gold
       | backing (and too much redemption led to the decoupling, not
       | enough collateral). In the crypto world, I would say that BTC is
       | the gold equivalent that provides the collateral and legitimacy,
       | so maybe a temporary panic will provide a good BTC buying
       | opportunity? We will see.
        
         | jcfrei wrote:
         | The DAI algorithmic stablecoin has been around for over 2 years
         | now and hasn't broken its peg (though it has fluctuated around
         | $1 a lot in the beginning). All these stablecoins breaking
         | their pegs usually promise some crazy yield one way or another
         | and are therefore much less stable than they appear to be.
        
           | DebtDeflation wrote:
           | The whole idea of stablecoin yield is a scam.
           | 
           | Generating yield by staking is a literal ponzi scheme.
           | Generating yield by loaning means taking on default risk so
           | your stablecoin is no longer stable in that you can lose
           | principal.
           | 
           | The regulators are asleep at the wheel. All the people
           | posting "Yoooooooo! 20% yield on my stablecoin. Living
           | large!" on Instagram will be the first to demand that the
           | government "do something" when their life savings evaporates
           | overnight.
        
           | polygamous_bat wrote:
           | > The DAI algorithmic stablecoin has been around for over 2
           | years now and hasn't broken its peg
           | 
           | Past performance doesn't guarantee future rewards. This same
           | sentence could be said for Terra/UST up until sometimes last
           | week.
           | 
           | Afaik the two differences between DAI and UST is 1. DAI is
           | backed by Eth instead of Luna, and 2. DAI is ideally backed
           | to 200%, although the requirements have been adjusted
           | downwards (so < 200%).
           | 
           | So explain to me what's backing DAI except for hopes and
           | prayers of cryptobros worldwide that Ethereum is gonna change
           | the world someday, very soon (and probably around when it
           | moves over to Eth 2.0 sometimes in the next 18 months, this
           | time for sure!)
        
             | vmception wrote:
             | DAI is primarily backed by USDC actually, and then ETH.
             | There is a funny argument to be made _about that_ , but you
             | didn't make it.
             | 
             | My thoughts are that the MakerDAO (DAI) community existed
             | too early and didn't have other backing options, so
             | gravitated towards centralized collateral for their
             | decentralized stablecoin, despite the irony.
             | 
             | There are newer communities of stablecoins with a similar
             | design to DAI that chose different decentralized collateral
             | options, and are functioning just as well.
             | 
             | None of them are perfect though, usually some baggage with
             | the founding team, or a shitty governance platform. But
             | they're working okay.
             | 
             | My only point here is let's just criticize the accurate
             | thing.
        
         | zaphod12 wrote:
         | So that's just 1 kind of stablecoin. The other is algorithmic -
         | Terra was in that model. There are many excellent descriptions
         | online, but essentially the backing entity buys and sells
         | another coin (Luna in the case of Terra) whose value can
         | fluctuate to maintain the price of their stablecoin. They are
         | kinda genius in theory and so far rather messy in practice.
        
           | zivkovicp wrote:
           | No doubt, there are a lot of brilliant minds at work in this
           | space and I hope it becomes more mainstream.
           | 
           | I'm still a bit of a skeptic though when it comes to anything
           | other than Bitcoin and tend to believe that it's all just a
           | liquidity game and if you can maintain the illusion of USD
           | liquidity, you will keep the ball rolling and rake in a lot
           | of money. Ultimately they do it so they can exchange their
           | coin for USD, or maybe buy real estate, etc.
        
         | PKop wrote:
         | > a certain percentage of
         | 
         | > ...Btc, real estate, or whatever
         | 
         | USDC is over-collateralized by cash and US government
         | securities. There is a difference between centralized (at
         | least) 1:1 tokens backed by dollars, and "decentralized" algo-
         | stablecoins that use convoluted exchange mechanisms and often
         | lose their peg.
         | 
         | You can deposit USDC at Coinbase, circle, other exchanges and
         | get cash easily.
        
           | SemanticStrengh wrote:
           | Correct comments should not be downvoted.
        
             | zivkovicp wrote:
             | It's HN, even a slightly unpopular opinion will result in
             | half of your comment history getting downvoted, especially
             | on topics with fanatical followings like crypto.
             | -\\_(tsu)_/-
        
               | SemanticStrengh wrote:
               | In fact I have a high respect for people that have
               | negative karma accounts because of this
        
           | zivkovicp wrote:
           | I did not know that. +1
        
         | Vladimof wrote:
         | > Stablecoins will all collapse eventually, and then take down
         | all but a few of the cryto currencies. To my understanding (I
         | am not a crypto expert, just a casual observer) [...]
         | 
         | These two sentences appear to contradict each other...
        
           | zivkovicp wrote:
           | I don't agree, but I see your point.
           | 
           | The reason I say it is because currency pegs in practice
           | never last forever, they all fail eventually... even the USD.
           | My criticism is not toward the crypto space or any coin in
           | particular but rather the idea of maintaining a long term
           | stable peg.
           | 
           | In general I'm rather bullish on the long term prospects of
           | crypto currencies.
        
             | Vladimof wrote:
             | I don't know if that's true or not, but I'm glad I don't
             | have to use "pegged" coins... unless they have 100% backing
             | from what is being pegged.
        
           | jerf wrote:
           | This is possibly one of those rare cases when knowing a bit
           | less is actually helpful.
           | 
           | Any "stablecoin" not based on 100% hard asset redemption is a
           | financial perpetual motion machine in proportion to how much
           | of its market cap is not backed by hard assets. It can work
           | for a while but it is fundamentally unstable and
           | fundamentally guaranteed to collapse after a certain point.
           | Knowing "too much" about the cryptocurrency mechanics and
           | this algorithm and that detail of how they redeem and all the
           | other mechanical details really reminds me of people who put
           | forth very complicated mechanical perpetual motion machines
           | and basically meet all objections about how perpetual motion
           | is not possible by pointing at their machine and saying (in
           | essense) "But look how complicated that is! You can't prove
           | it doesn't work, it's too complicated!"
           | 
           | But I don't have to. I don't need to learn the details of the
           | exact obscure magnetic effect you're using or delve deeply
           | into your exotic dark-matter-catalyzed fusion or theory about
           | how your machine captures zero point energy or take out my
           | crystals to examine your machine's chi. All I need to see is
           | that energy is conserved and/or your machine is not actually
           | putting out any power across long terms.
           | 
           | Stablecoins are not possible in the long term. I don't need
           | to know the exact financial machinations of this or that
           | stablecoin to know that. They are fundamentally castles in
           | the sky.
           | 
           | The other problem "stablecoins" have is that there is very
           | little incentive for anyone to create a coin that is actually
           | hard-backed by 100% assets. In that situation, all the backer
           | is doing is signing up to lose the assets once the market
           | burps, the stablecoin appreciates even a bit, and everyone
           | redeems them. There's this fundamental mismatch between
           | incentives, a fundamental inability to peg one asset to
           | another by fiat, a number of fundamental impossibilities,
           | really.
           | 
           | I find myself wondering if it comes back to the fundamental
           | misapprehension shared by so many crypto advocates that
           | money's value is just completely arbitrary, and easily
           | changed. If so, why not just arbitrarily declare that this
           | stable coin is worth one dollar? We shouldn't even need any
           | backing to that claim _at all_ , since money's value is so
           | arbitrary, so 10% backing in dollars and 30% backing in other
           | cryptocurrencies should be _more_ than enough, right? Well,
           | even if money 's value is an "opinion", it turns out the
           | collective opinion of millions of people and numerous
           | governments still provides the system rather a lot of mass,
           | and it doesn't move around easily as they think and isn't as
           | arbitrary as they think. Certainly it isn't infinitely
           | strong; I'm rather a dollar skeptic myself lately. But
           | there's a big difference between the concepts of a completely
           | arbitrary value of low mass and any value with the mass of
           | millions or billions of people and governments behind it.
        
       | [deleted]
        
       | WalterBright wrote:
       | Pegging has never worked for fiat currencies, and I don't know
       | why anyone thought this would work for cryptocurrencies.
       | 
       | One classic example is when the US dollar was pegged to gold, and
       | then the fiat dollar was inflated until the banking system
       | collapsed, resulting in the Great Depression.
       | 
       | Earlier examples are every attempt at bimetalism.
        
       | mtoner23 wrote:
       | Traders arent taking advantage of the situation. They are doing
       | what they're supposed to to bring back the peg. You are supposed
       | to buy up the stablecoin to restore the peg. The fact that this
       | causes a death spiral is why people keep saying these projects
       | are worthless.
        
       | marban wrote:
       | Can someone ELI5 why we need more than one fiat-collateralized
       | stablecoin?
        
         | ipnon wrote:
         | People need a way to make dollar denominated transactions on
         | blockchains. The Fed doesn't provide a way to do this natively,
         | so companies have stepped in to solve the problem in various
         | creative and fraught ways.
        
         | petesergeant wrote:
         | I think people are starting to think we don't even have one
        
         | kwertyoowiyop wrote:
         | "The answer to all your questions is money" - Don Ohlmeyer
        
         | 542458 wrote:
         | The big reasons I could see would be that
         | 
         | a) you don't trust the people behind the first one (or the
         | country they're based in, etc)
         | 
         | b) the underlying technology of the new coin is more appealing
         | (tx/s, smart contracts, fees, etc)
         | 
         | That said, this is all Wild West and trusting any of these
         | vendors to actually do what they say seems very risky.
        
           | marban wrote:
           | Seems like I trust neither a nor b.
        
           | charcircuit wrote:
           | For b) you can get around that by creating wrapped versions
           | of a more trusted stablecoin.
        
             | joosters wrote:
             | 'Wrapping' a coin implies trusting some other person to not
             | run away with them.
        
               | charcircuit wrote:
               | You can easily create a smart contract that can wrap and
               | unwrap tokens. This requires no extra trust.
        
               | pigeons wrote:
               | Trust in the contract code and execution environment
        
               | polygamous_bat wrote:
               | If they exist in two different chains, they need a bridge
               | which is very centralized.
        
           | UncleMeat wrote:
           | You missed c) you want to make a lot of money by creating a
           | new stablecoin and granting some percentage of it to
           | yourself.
        
             | wiredfool wrote:
             | The ability to create money out of thin electrons can't be
             | undervalued.
             | 
             | If you're 80% collateralized and 1% is fu money, there's no
             | defense against going to 78% collateralized if the code
             | allows it.
        
               | zaphar wrote:
               | The code can't exactly prevent it unless your collateral
               | is another crypto asset but then you can't peg against
               | something like the Dollar because the crypto asset is
               | guaranteed to fluctuate in price. Code can't enforce
               | anything outside of the blockchain. It has to rely on an
               | oracle and oracles can lie.
        
         | phire wrote:
         | It's profitable to launch new stablecoins.
        
           | FabHK wrote:
           | I think fully collateralised stable coins (the only ones that
           | are stable) are not very profitable, in particular in times
           | of negative rates. The Swiss central bank, for example,
           | charges 0.75% p.a. to hold onto your CHF.
           | 
           | https://data.snb.ch/de/topics/snb/cube/snbgwdzid
        
         | itsoktocry wrote:
         | Because every second one is failing.
        
         | NovemberWhiskey wrote:
         | ... and why the most popular one (i.e. Tether) would be the
         | sketchiest one?
         | 
         | Stablecoins ought to be exceedingly boring and non-sexy. The
         | key requirement ought to be "obvious, abundant and solid
         | collateral", and nothing else should matter.
        
         | dqpb wrote:
         | Evolution
        
         | zivkovicp wrote:
         | So whoever is running it can scam you out of your money.
        
         | dsr_ wrote:
         | It's not a stablecoin if it doesn't have a fully audited 1:1
         | reserve. There aren't any of those, so the first one will be
         | the only one.
         | 
         | "stablecoin loses peg" is an absolute proof that it wasn't a
         | stablecoin any more than tranches of CDOs made high-quality
         | bonds out of junk.
        
           | mschuster91 wrote:
           | > "stablecoin loses peg" is an absolute proof that it wasn't
           | a stablecoin any more than tranches of CDOs made high-quality
           | bonds out of junk.
           | 
           | In the end, it's statistics (assuming that 10 out of 100
           | similarly sized debts default, the expected value for such a
           | CDO is 90% of the face value of all its debts) and the
           | assumption there will not be any major market issues such as
           | a bank run, a pandemic or war that suddenly increase the risk
           | of debts going bad - or in this case, the stablecoin running
           | out of the liquidity it needs to maintain the peg.
           | 
           | CDOs and all forms of coins are essentially bets.
        
             | whimsicalism wrote:
             | Everything is a bet, even holding actual dollars.
        
           | pru567 wrote:
           | GUSD is fully backed and audited.
           | 
           | https://www.gemini.com/cryptopedia/gusd-stablecoin-gemini-
           | do...
        
             | dsr_ wrote:
             | If the statements made there are correct and complete then
             | I agree that GUSD is an actual stablecoin.
        
       | wallaBBB wrote:
       | some new news while we're all waiting for USDT to lose its peg...
        
       | prionassembly wrote:
       | Banking is older than trigonometry, or even writing. All of this
       | has happened with clay tablets; all of this will happen again.
        
         | tintedfireglass wrote:
         | AFAIK banking started in Italy during the Renaissance. Which is
         | quite young imo. Trigonometry is way older than that.
        
           | prionassembly wrote:
           | https://michael-hudson.com/2000/03/how-interest-rates-
           | were-s...
        
       | TedShiller wrote:
       | Can we at least not call them stablecoins anymore?
        
       | thaway2839 wrote:
       | Distributed Finance:
       | 
       | > Deus Finance reacted by halting the redemption process in order
       | to try and stabilize the coin
       | 
       | The Aristocrats!
        
         | ceejayoz wrote:
         | The _losses_ are distributed.
        
           | [deleted]
        
       | jmyeet wrote:
       | Once again, the only thing that maintains value in an asset is
       | the collective belief of said value. This applies to currencies
       | and other assets. It doesn't matter what assets you have backing
       | a peg because there's always a trust element. Even if, say, the
       | US dollar was 100% backed by gold, there'd still be a trust
       | element that the government would honor redemptions. Once again,
       | the US dollar has never been 100% backed by gold. It was a peg,
       | which doesn't even require you to hold any gold. And FDR changed
       | the peg, which was a sovereign devaluation. The same thing
       | could've happened with 100% gold reserves.
       | 
       | And what gives the US dollar its value is really the long dick of
       | the US government.
       | 
       | What we're seeing here once again if Crypto Andys learn exactly
       | why the financial system is the way it is.
       | 
       | An algorithmic stablecoin is ridiculous. Collateral helps but it
       | all boils down to trust. Consider this quote:
       | 
       | > Deus Finance reacted by halting the redemption process in order
       | to try and stabilize the coin.
       | 
       | This is exactly the sort of intervention a central bank performs
       | when managing a currency. So what exactly are we gaining with
       | crypto?
        
         | dqpb wrote:
         | > It doesn't matter what assets you have backing a peg because
         | there's always a trust element.
         | 
         | Presumably if you have enough assets backing it, then if people
         | start mass selling you can just buy back the currency for the
         | price it's pegged at.
        
       | kristjansson wrote:
       | > Traders are taking advantage of this arbitrage mismatch, buying
       | up DEI coins and exchanging them for $1 worth of collateral,
       | making matters worse
       | 
       | Really? Isn't that the mechanism as intended? Why is anyone still
       | selling to them at .64 if there's really an arb?
        
         | cycrutchfield wrote:
         | Who wants to play musical chairs and be left standing when the
         | music stops?
        
           | kristjansson wrote:
           | No one, but the question is why a ton of arb _buyers_ were
           | pushing the price _down_.
        
       | logifail wrote:
       | > Traders are taking advantage of this arbitrage mismatch, buying
       | up DEI coins and exchanging them for $1 worth of collateral,
       | making matters worse. Deus Finance reacted by halting the
       | redemption process in order to try and stabilize the coin.
       | 
       | Good luck with that.
       | 
       | Who else is reminded of the story of George Soros "[making] $1.5
       | billion in just a single month [in late 1992] by betting [that]
       | the British pound and several other European currencies were
       | priced too richly against the German deutsche mark"[0] ?
       | 
       | [0]
       | https://www.forbes.com/sites/steveschaefer/2015/07/07/forbes...
        
         | IAmEveryone wrote:
         | I don't quite understand how these traders are "making matters
         | worse" by using the defining characteristic of a "stablecoin".
         | If anything is making matters worse, it would seem to be the
         | "reaction" of halting the redemption process.
        
           | Tenoke wrote:
           | Presumably because it would be more likely to stabilize if
           | they didn't take advantage but it's designed so they would so
           | one can't really complain about that.
        
           | sp332 wrote:
           | Yes, normally buying DEI would help drive demand and thus
           | price back upward. The article mentions that arbitrage bots
           | do this all the time and it helps maintain the peg. It's only
           | a problem when it's too difficult to mint new DEI (putting
           | collateral into the system).
        
             | pas wrote:
             | could you explain this in a bit more detail? why it's
             | difficult to mint new DEI, or why it's difficult to put
             | collateral into the system?
             | 
             | is the incentive that "currently it trades below 1.0, so I
             | buy it, then redeem it for 1.0" which should drive the
             | price up, right?
             | 
             | where does the money come from to finance this arbitrage?
             | is there a redemption pool that shrinks every time someone
             | executes this cycle?
        
           | jbverschoor wrote:
           | The same way we can do by organizing bank runs.
           | 
           | They're illegal, but in reality the system is just broken
        
             | logifail wrote:
             | > The same way we can do by organizing bank runs. They're
             | illegal [..]
             | 
             | Source?
             | 
             | Imagine we're all back in early September 2008, and one of
             | us were to post that Lehman Brothers was suffering
             | unprecedented losses due to the subprime mortgage crisis.
             | 
             | Would you count that as organizing a bank run?
             | 
             | > in reality the system is just broken
             | 
             | Indeed. Yet another system which only reveals just how
             | broken it is when you apply enough pressure.
        
               | salawat wrote:
               | Modern finance would argue it isn't broken and is working
               | as designed. You're running perilously close to an
               | Austrian school of thinking about currency for daring to
               | suggest that everyone _should_ in theory be able to get
               | their money out at the same time!
               | 
               | Think of all the businesses you'd hamstring! All of the
               | exec bonuses that wouldn't happen! Think of the traders,
               | and speculators!
               | 
               | ...I'll admit I do, and the ensuing chaos and having to
               | come to terms and actually having to adjust the the
               | economic vote of no confidence is a favorite pass time of
               | mine.
        
               | logifail wrote:
               | > You're running perilously close to an Austrian school
               | of thinking about currency for daring to suggest that
               | everyone should in theory be able to get their money out
               | at the same time!
               | 
               | With the amount of financial stimulus that governments
               | have done in the last two years, in the event of a bank
               | run there are possibly finance ministers who would simply
               | _print_ the required money and drop it from helicopters
               | on the mobs waiting outside the banks.
        
               | jbverschoor wrote:
               | https://www.recht.nl/44735/oproep-tot-bank-run-strafbaar
               | 
               | 4 years of jail
        
               | logifail wrote:
               | I'm sorry I don't think I can access that content.
               | 
               | Is it along the lines of jurisdictions that have laws on
               | the books to try to prevent rumor or malicious speech
               | from causing runs on the banking system?
               | 
               | What if you're _telling the truth_ when you say a bank
               | (or some other financial institution or vehicle) is
               | bankrupt and that investors should withdraw their money?
               | 
               | A bit like shouting fire in a crowded theatre, when the
               | theatre actually is on fire... not a crime, more of a
               | public duty.
        
         | mytailorisrich wrote:
         | These so-called 'stablecoins' are bound to end badly, frankly.
         | It's the same story repeating itself again and again, just need
         | to wait long enough for a new generation to come of age and
         | think that past history does not apply to them.
        
         | haasted wrote:
         | Sounds a lot like the same mechanism that undid the Iron
         | Finance stablecoin [0]:
         | 
         | > One IRON token is always redeemable for $1 worth of
         | collateral, which on IRON is a mixture of TITAN and the Circle
         | and Coinbase-created stablecoin USDC.
         | 
         | [0] https://thedefiant.io/iron-finance-implodes-after-bank-run/
        
           | lalaland1125 wrote:
           | It's also the same problem that UST had.
           | 
           | Algorithmic stablecoins don't work
        
             | yokem55 wrote:
             | _Undercollateralized_ algorithmic stablecoins that use
             | their own issued coin as a  '1:1' collateral don't work
             | because they depend on ponzi growth to maintain the
             | illusion of it working.
             | 
             |  _Overcollateralized_ algo stables such as DAI are much
             | more sustainable. They require substatially more of a user
             | 's unrelated capital (whitelisted assets not based on the
             | stablecoin's issuing protocol such as eth or wbtc which
             | also have relatively deep liquidity available on the
             | market) to be locked up and held as collateral to mint the
             | stablecoin. And that makes drawing down the supply much
             | smoother when times get rough as folks with their capital
             | locked up will repay their debt on their own or have the
             | market do it for them in a liquidation of locked capital.
             | This repayment is what burns the supply and keeps the
             | stable from falling far below peg. In fact historically,
             | DAI's problem was that it would go way over peg during
             | drawdowns because damand for DAI to stave off or
             | participate in liquidations would push the usd price of dai
             | way up.
             | 
             | It is highly capital inefficient model, as it takes roughly
             | at least $1.50 of the other asset to mint $1.00 worth of
             | stablecoin, and users will usually go for a much higher
             | ratio to prevent the liquidation threshold from kicking in.
             | And this capital inefficiency really kneecaps growth since
             | you can't mint anywhere near as much of the stablecoin, but
             | it also means the protocol and thus the stablecoin is much
             | more robust in downturns.
             | 
             | Now it still has real risks because the protocol still
             | depends on lively and accurate oracles to watch and report
             | the collateral values, and that liquidations execute
             | properly when collateral values fall enough to trigger
             | them. But those risks are much more manageable compared to
             | the risks undercollateralized stablecoins present.
        
               | lalaland1125 wrote:
               | Yep. DAI is stable, although I wouldn't really call it an
               | algorithmic stablecoin.
        
               | boc wrote:
               | DAI _has been_ stable because the assets that are used to
               | defend the 1:1 peg have been liquid. In the event of a
               | credit crunch /liquidity freeze, the assets that need to
               | be sold to defend the DAI peg aren't going to have an
               | acceptable buyer, thus breaking the peg and causing DAI
               | to fail.
               | 
               | Everyone is thinking way too hard about this. There's no
               | mathematical or economic way to create a parallel US
               | currency that won't break in a credit crisis. It's called
               | the Impossible Trinity [1] because it's empirically
               | impossible to do the following all at once:
               | 
               | 1. Setting a fixed currency exchange rate
               | 
               | 2. Allowing capital to flow freely with no fixed currency
               | exchange rate agreement
               | 
               | 3. Autonomous monetary policy
               | 
               | If you do number 1 (set a fixed currency exchange rate,
               | aka 1 DAI : 1 USD), you CANNOT allow for the free flow of
               | capital in and out of your exchange regime. It will
               | eventually break every. single. time. Even if you're a
               | massive sovereign nation, you still can't defend a peg
               | against the Trilemma [2]
               | 
               | Crypto investors should understand that they aren't up
               | against ideology here or "haters", they are up against
               | empirical mathematic principles.
               | 
               | [1] https://en.wikipedia.org/wiki/Impossible_trinity
               | 
               | [2] https://www.thebalance.com/black-wednesday-george-
               | soros-bet-...
        
               | SilasX wrote:
               | DAI sacrifices 3 [A] so it should be able to meet 1 and
               | 2, though, right? Much the same as GUSD maintains one by
               | obligating itself to honor redemptions.
               | 
               | [A] policy is not autonomous; new units can only be
               | issued for sufficient collateral and must be destroyed
               | when value falls too low, a constraint that would make a
               | central bank not be regarded as autonomous.
        
               | AlexandrB wrote:
               | Interesting, this reminds me of how perpetual motion
               | machines can be dismissed out of hand by citing the 2nd
               | law of thermodynamics. As with plausible-seeming
               | perpetual motion machines, the key to a popular
               | stablecoin seems to be to make it complicated enough that
               | it's difficult to analyze from first principles.
        
               | boc wrote:
               | I think you've hit the nail on the head. Stablecoins
               | exist in the non-crypto world [1] and they all are slaves
               | to the Trilemma - there are trillions at stake if someone
               | could figure out a way around this, but, much like the
               | 2nd law of thermodynamics, you can't make the math work.
               | Crypto doesn't offer a technology solution to this issue
               | since it's not a matter of tech, but rather financial
               | math.
               | 
               | If you're a fan of crypto and still reading, here's a
               | hint at the next financial innovation after pegged
               | currencies that you can try to replicate in the
               | cryptoverse: XDR [2]
               | 
               | [1] https://en.wikipedia.org/wiki/List_of_circulating_fix
               | ed_exch...
               | 
               | [2] https://en.wikipedia.org/wiki/Special_drawing_rights
        
               | [deleted]
        
               | [deleted]
        
               | SilasX wrote:
               | Special Drawing Rights was one of the stablecoins on the
               | (recently defunct) Terra platform.
               | 
               | You present yourself as deeply knowledgeable about these
               | topics, I'm surprised you missed it:
               | 
               | https://www.investopedia.com/terra-5209502
        
         | Ekaros wrote:
         | Isn't entire point of stablecoin that you can redeem it for the
         | face value at any time? Not being able to redeem it seems like
         | violating the contract or changing the rules while game is
         | running...
        
           | DebtDeflation wrote:
           | Yes, a true "stablecoin" would be 100% backed by deposits in
           | a known and verifiable money market account and able to be
           | withdrawn into USD or other real currency on demand at a 1:1
           | ratio. None of the things called stablecoins today meet this
           | very simple set of criteria.
        
             | FabHK wrote:
             | Does USDC not fit that description?
        
               | DebtDeflation wrote:
               | https://en.wikipedia.org/wiki/USD_Coin
               | 
               | >The wording on the Circle website changed from the
               | previous "backed by US dollars" to "backed by fully
               | reserved assets" by June 2021.
               | 
               | >USDC reserves are regularly attested (but not audited)
               | by Grant Thornton, LLP
               | 
               | This is the same bullshit that Tether has repeatedly
               | pulled.
        
               | FabHK wrote:
               | Ah, thanks for the info. I thought Coinbase was more
               | reputable.
        
               | noneeeed wrote:
               | What's the difference between "attested" and "audited" in
               | this context. That really sounds like a linguistic cop-
               | out.
        
               | DebtDeflation wrote:
               | Read the actual report to see what they are attesting to:
               | 
               | https://www.centre.io/hubfs/PDF/2022%20Circle%20Examinati
               | on%...
               | 
               | 1) There are 51.39 billion USDC in circulation.
               | 
               | 2) On a particular day (the Report Date) Circle held an
               | amount of USD-denominated assets at least equal to the
               | number of USDC in circulation in a segregated account.
               | 
               | Note what is absent: No statement as to what these assets
               | are. No statement as to where they came from and whether
               | they were in the account the day before or the day after
               | the Report Date.
        
               | Animats wrote:
               | On a particular date _and time_ - 11:59 PM on March 31,
               | 2022.
               | 
               | In the crypto world, where you can borrow a few billion
               | dollars for a few seconds cheaply, that doesn't mean
               | much.
        
               | vkou wrote:
               | My understanding is that an attestation that you have a
               | billion dollars looks at your bank balance, and observes
               | that you have a billion dollars in your accounts.
               | 
               | An audit looks at the history of your overall financials,
               | to ensure that you didn't just borrow that billion
               | dollars two days ago for the sole purpose of passing the
               | audit. Or that you didn't, like, cash a half-billion
               | dollar check from yourself to yourself, and have the
               | money immediately show up in the destination account,
               | before it was debited from the source account.
        
               | dylan604 wrote:
               | I attest that the last time I looked under the cushions,
               | there was money there, but nobody has audited my claims.
               | 
               | Has anybody trusted the attestations, but verified
               | (audited)?
        
               | ceejayoz wrote:
               | > What's the difference between "attested" and "audited"
               | in this context.
               | 
               | Attestation: "Person X has $50 million dollars in an
               | account."
               | 
               | Audit: "Person X has $50 million dollars in an account,
               | and we know how it got there, who has claims on it, and
               | whether it's fairly likely to still exist tomorrow."
               | 
               | As a concrete example:
               | 
               | https://ag.ny.gov/sites/default/files/2021.02.17_-_settle
               | men...
               | 
               | > On the morning of September 15, 2017, Tether opened an
               | account at Noble Bank. Later that day, Bitfinex
               | transferred $382,446,847.71 from Bitfinex's account at
               | Noble Bank into Tether's account at Noble Bank. Friedman
               | conducted its verification of Tether's assets as of 8:00
               | p.m. EST.
               | 
               | https://ag.ny.gov/press-release/2021/attorney-general-
               | james-...
               | 
               | > On November 1, 2018, Tether publicized another self-
               | proclaimed 'verification' of its cash reserve; this time
               | at Deltec Bank & Trust Ltd. of the Bahamas. The
               | announcement linked to a letter dated November 1, 2018,
               | which stated that tethers were fully backed by cash, at
               | one dollar for every one tether. However, the very next
               | day, on November 2, 2018, Tether began to transfer funds
               | out of its account, ultimately moving hundreds of
               | millions of dollars from Tether's bank accounts to
               | Bitfinex's accounts. And so, as of November 2, 2018 --
               | one day after their latest 'verification' -- tethers were
               | again no longer backed one-to-one by U.S. dollars in a
               | Tether bank account.
               | 
               | An audit would've flagged this. An attestation does not.
               | 
               | It's like a kid who answers "are you eating cookies
               | before dinner" with "no" because they stopped when you
               | asked the question and are not _currently_ eating one.
        
               | bcaffrey wrote:
               | The market cap of USDC is something like $52 billion. No
               | bank or banks would allow Circle to hold all that in a
               | commercial bank account, so they diversified into holding
               | treasuries. I don't really see the issue with that.
        
               | DebtDeflation wrote:
               | Then why not replace "US dollar denominated assets" with
               | "cash and short-dated U.S. government obligations,
               | consisting of U.S. Treasuries with maturities of 3 months
               | or less" in the actual report and have Grant Thornton
               | attest to that?
        
               | bcaffrey wrote:
               | Their website says: "USDC is fully backed by cash and
               | short-dated U.S. government obligations". I'm sure they'd
               | absolutely love an official audit of that, but given the
               | murky regulatory environment for crypto, I'm also sure
               | that Grant Thornton is refusing to do anything more than
               | it already is.
               | 
               | I admit I'm biased, I've used USDC personally &
               | professionally, and I know people involved with running
               | USDC. They're not evil geniuses. And even if they were,
               | you could make so, so much money by breaking it ala Soros
               | & the Bank of England, that I think it would've happened
               | by now.
        
               | DebtDeflation wrote:
               | I'm sure Grant Thornton would be happy to do a full audit
               | of Circle's assets IFF Circle was willing to hand over
               | all of their banking/brokerage statements and allow them
               | to contact those institutions. Verifying the quantity of
               | cash and Treasuries sitting in an account, the length of
               | time they have been there, and the counterparties to
               | their largest transactions is trivial and doesn't
               | compromise any trade secrets which is why it's such a
               | huge red flag for Circle (and Tether) that they refuse to
               | do this while continuing to tease that they will do it at
               | some point in the indeterminate future.
        
               | zepolen wrote:
               | You don't see an issue that USDC has not had a real audit
               | for that $52 billion?
               | 
               | I could say my pencil is worth $52 billion and therefore
               | I have the assets to cover $52 billion USDC and that
               | would be the same as their 'transparency' reports which
               | don't itemize a single asset, just an 'attestation' that
               | the amount is covered.
        
             | pojzon wrote:
             | > Yes, stable currency would be 100% backed by gold
             | deposits in a known and verifiable storage facility and
             | able to withdrawn at on demand ratio.
             | 
             | > None of the things called "real world currencies" meet
             | today this very simple set of criteria.
             | 
             | ---
             | 
             | I dont own crypto but Im able to see the hypocrisy in our
             | current global financial system.
        
             | omnibrain wrote:
             | > Yes, a true "stablecoin" would be 100% backed by deposits
             | in a known and verifiable money market account and able to
             | be withdrawn into USD or other real currency on demand at a
             | 1:1 ratio.
             | 
             | But where would be the money in that?
        
               | lokedhs wrote:
               | You could invest it in bonds issued by the central bank
               | for the currency you're tied to. But that would only
               | provide a stable income with essentially zero risk (since
               | your binds are denominated in the same currency you're
               | linking to).
               | 
               | But that won't be enough money for these people, of
               | course
        
               | tdhoot wrote:
               | That's not without risk -- you might have to sell the
               | bonds at a loss if there is a run on the currency.
        
           | izzydata wrote:
           | Yea, but to me it sounds like the same problem as a bank run.
           | If everyone tried to retrieve their money from the bank at
           | the same time they wouldn't have enough money.
        
             | trompetenaccoun wrote:
             | That's true for banks but it's not a similar mechanism in
             | any way. You should look into the term 'algorithmic
             | stablecoin', these are basically a scam and don't work,
             | which is why they keep losing their peg. There are other
             | examples long before the media started paying attention and
             | people in the crypto space have warned about this for ages.
             | 
             | Of course, some might call fractional reserve banking a
             | scam as well but what these algorithmic stablecoins are
             | doing isn't the same thing as the credit creation by
             | private banks. It's more like they tried to create a
             | "decentralized" central bank. I put that in quotations
             | because the ones I know aren't actually decentralized
             | either, they just use such buzzwords to trick traders.
             | 
             | Not all stablecoins work that way. There are more reputable
             | ones like DAI or USDC. Actually the first stablecoins were
             | all collateralized, the shananigans started in 2017 during
             | the last bubble and now there are even more of these scammy
             | projects because the market has grown so much. Adoption
             | brings in a lot of newbies with money, and that in turn
             | attracts charlatans of course. You can get a feel for what
             | level of education the general public has when even in a
             | tech forum most people don't understand anything about the
             | economics and mechanisms of all these projects.
        
             | salawat wrote:
             | Correct. These exchanges are banks, which are reliant on
             | statistical multiplexing. There is quite literally zero
             | difference between the sets of failure states that
             | "stablecoins" are vulnerable to.
             | 
             | ...which makes you wonder: why the cryptographic overhead
             | at all? Oh wait... Because places want to be banks, without
             | adhering to the regulations thereof...
        
               | throwanem wrote:
               | > statistical multiplexing
               | 
               | "Fractional reserve."
        
           | SilasX wrote:
           | I think that's confusing means and ends.
           | 
           | The point of stablecoins is to have something that's the same
           | value as a dollar, but which can interface with ("all the
           | wonderful magic of") smartcontracts.
           | 
           | One _way_ to achieve that is to have a big trusted
           | organization honor redemption on demand. (GUSD and, I think
           | but don 't quote me, USDC.)
           | 
           | Another way is for an org to consistently honor _enough_
           | redemptions (but not on an on-demand basis) that it trades at
           | par (USDT, for now).
           | 
           | Another (dubious, increasingly unreliable) way is for some
           | cryptocurrency to automatically buy the stablecoin when it
           | falls below par (TerraUSD/UST with LUNA, already failed).[1]
           | 
           | Yet another is to issue the stablecoin only in return for a
           | significant collateral buffer (with other cryptocurrencies)
           | and force sellbacks when the collateral gets too close to
           | critical (DAI and, I think, FEI, not to be confused with the
           | DEI in this story).
           | 
           | [1] TerraUSD's platform had the Ponzi-esque Anchor paying 20%
           | returns, but is stabilizing mechanism did not (attempt to)
           | depend on this in any direct sense.
        
           | phire wrote:
        
             | cowtools wrote:
             | Well, the users did agree to the code when they bought
             | $cryptocurrency
        
               | phire wrote:
               | Are all the users programmers, are they fluent with the
               | language and frameworks? Could they even read the code if
               | they wanted to?
               | 
               | Even if they could read the code and understand that
               | there is a mechanism in place that allows designated
               | humans to pause redemption, the code says nothing about
               | when and how this mechanism should be used.
               | 
               | The user might reasonably expect such a mechanism would
               | only be used in an emergency, like the network has been
               | hacked, or there is a bug. They might expect that it
               | would never be used for the financial advantage of the
               | network operators simply because the coin has depegged
               | and redemption is acting as expected.
        
               | reedjosh wrote:
               | Users that don't understand these things shouldn't jump
               | into the market and buy the hottest thing.
               | 
               | They should probably stick to long lasting products like
               | BTC, ETH, or XMR.
               | 
               | > The user might reasonably expect such a mechanism would
               | only be used in an emergency
               | 
               | A de-peg event is an emergency if there's not enough real
               | value to back it.
               | 
               | The USD was depegged from gold in the seventies for very
               | similar reasons.
               | 
               | In both cases the printer got ahead of the backing.
               | 
               | Today we use a currency that survived a de-peg event due
               | to military backing.
        
               | coding_unit_1 wrote:
               | You've neatly captured why TradFi regulation is a thing.
        
               | ibejoeb wrote:
               | > Are all the users programmers, are they fluent with the
               | language
               | 
               | That's a fair criticism, but isn't it the status quo in
               | the industry in general? Surely most people with stakes
               | in the markets don't truly understand the regulations or
               | the innate dynamics of them.
        
             | ipnon wrote:
             | What makes central bank currencies special is that
             | institutions like the Fed can "mint" or "burn" dollars
             | whenever they please to maintain the "peg". In reality
             | they're targeting a 2% floating rate of inflation, and the
             | "minting" is done by making loans to banks that are
             | motivated by economic stability instead of profit. Crypto
             | stable coins don't have this luxury because this mechanism
             | is founded upon trust in the central bank's governance and
             | the underlying government.
        
               | umanwizard wrote:
               | Correct. You've discovered one of the many disadvantages
               | with cryptocurrencies relative to traditional finance.
        
               | stickfigure wrote:
               | Also the advantage! Sometimes central banks screw up the
               | minting process and severely damage the currency (see:
               | Argentina, Venezuela, Zimbabwe). Historically, currencies
               | are a mixed bag and we should be glad there is more than
               | one.
        
               | Fnoord wrote:
               | Right, and you can add Russia to that list most likely,
               | but I live in a relatively stable country.
        
           | davidcbc wrote:
           | The big stablecoins have terms of service that say they don't
           | guarantee you can _ever_ redeem them.
        
             | djbusby wrote:
             | What!? how is there a TOS on a coin? Maybe TOS on a gateway
             | site?
        
               | E4YomzYIN5YEBKe wrote:
               | A coin is code and the code for pretty much every stable
               | coin allow the creator to prevent coins from being sent
               | to/from blacklisted addresses.
               | 
               | Tether freezes $150 million in USDT
               | https://cointelegraph.com/news/tether-
               | freezes-150-million-in...
               | 
               | Circle Confirms Freezing $100K in USDC at Law
               | Enforcement's Request
               | https://www.coindesk.com/markets/2020/07/08/circle-
               | confirms-...
        
               | aabhay wrote:
               | stable coins with redemption must be centralized at the
               | point of fiat exchange.
        
               | FabHK wrote:
               | There are
               | 
               | 1. purely algorithmic stable coins (on-chain), such as
               | UST. Voodoo, if you ask me. Can be decentralised.
               | 
               | 2. (over)collateralised stable coins (on-chain), such as
               | DAI (not DEI, which is at issue here). Collateralised by
               | other crypto, smart contracts, and what have you. Can
               | still be decentralised.
               | 
               | 3. collateralised stable coins (off-chain), such as USDC
               | or (allegedly) USDT. Those are collateralised by good old
               | USD (or treasuries or commercial paper). Those need a
               | central authority that holds on to the USD (or whatever
               | form the collateral takes). So, makes sense that they
               | have TOS.
        
           | Spivak wrote:
           | I'm sure in the contract it says they have the right to
           | "delay" redemption. Really is amazing that the crypto world
           | is finally discovering bank runs.
           | 
           | We're truly living like it's 1929.
        
           | jMyles wrote:
           | The "entire point"? What, in your mind, does redemption mean
           | for an algo stable?
           | 
           | Obviously, as we've seen, algo stables are subject to their
           | own engineered ponzinomics, but I don't think redemption is
           | "the entire point", or even a cognizable concept.
        
         | zzleeper wrote:
         | Wouldn't it had made more sense for the "market makers" to buy
         | the coins themselves at half the price instead of waiting for
         | arbitragers to just pocket the extra money?
        
           | [deleted]
        
         | icambron wrote:
         | > buying up DEI coins and exchanging them for $1 worth of
         | collateral
         | 
         | Doesn't seem like this would be possible? When the peg fails,
         | wouldn't all the people holding the coin flood the redemption
         | process, immediately draining it of all USD?
         | 
         | Or put it this way: those traders buying the coin for 80 cents
         | and then redeeming it for a dollar...who are they buying it
         | from and why wouldn't _they_ redeem it? They just left 20 cents
         | on the table. I feel like I'm missing something.
        
           | vkou wrote:
           | I'm just guessing, here, but it's possible you're missing the
           | exit strategy where the insiders are calmly walking towards
           | the escape pods.
        
         | SemanticStrengh wrote:
         | for DEI there is no redemption..
        
         | UncleMeat wrote:
         | "Cryptocurrencies are trustless, distributed, and
         | uncensorable."
         | 
         | "The team behind cryptocurrency X has halted a primary use of
         | the tokens."
         | 
         | Hmm...
        
           | EdwardDiego wrote:
           | Has Binance "gone down for maintenance" yet?
           | 
           | Typically happens when the market's scary.
        
             | Tenoke wrote:
             | The market isn't 'scary', this is a small stablecoin, and
             | overall the crypto market is up today[0]. Also exchanges do
             | have issues when the volume is much above the norm but this
             | if anything happens as or more often when there's a lot of
             | buying pressure. It's also much more of an issue with e.g.
             | Coinbase than Binance. Binance are more likely to let you
             | trade as you wish but temporarily disable withdraws while
             | they move funds around.
             | 
             | 0. https://www.coingecko.com/
        
               | logifail wrote:
               | > Binance are more likely to let you trade as you wish
               | but temporarily disable withdraws while they move funds
               | around
               | 
               | I was under the impression that providers being able to
               | "temporarily disable withdrawals" [due to lack of
               | liquidity, political pressure, or indeed any other
               | reason] is one of the key things that crypto didn't
               | suffer from?
        
               | Tenoke wrote:
               | On-chain sure. I am not sure why you'd expect guarantees
               | off-chain. If you let me handle an asset for you instead
               | of handling it yourself you are bound by how I operate,
               | not just how the asset itself operates. Though I am also
               | not sure why you'd think liquidity doesn't matter, that's
               | neither here nor there.
        
               | logifail wrote:
               | > If you let me handle an asset for you instead of
               | handling it yourself you are bound by how I operate, not
               | just how the asset itself operates
               | 
               | Is it possible (just for example) to exchange fiat for
               | crypto, or crypto for fiat, or indeed one crypto for
               | another, without having to involve an "off-chain"*
               | counterparty which comes with no guarantees?
               | 
               | In the fiat world it would appear one can do an exchange
               | "old school" by going to a physical bank branch and
               | exchanging [physical] fiat for fiat (USD to EUR or
               | whatever) and not have to worry that the transaction is
               | going to be halted half way through due to "temporary
               | restrictions" leaving you unable to access your capital.
               | 
               | * I'm not sure I properly understand this phrase as
               | you've used it
        
               | Tenoke wrote:
               | >Is it possible (just for example) to exchange fiat for
               | crypto, or crypto for fiat, or indeed one crypto for
               | another, without having to involve an "off-chain"*
               | counterparty which comes with no guarantees?
               | 
               | Fiat exists inherently off-chain, so you can't not
               | involve an off-chain as you put it, unless you count
               | stablecoins (government or non-government issued) as
               | fiat. Crypto for crypto or crypto for stablecoins you can
               | exchange purely on-chain via DEXs.
               | 
               | >In the fiat world it would appear one can do an exchange
               | "old school" by going to a physical bank branch and
               | exchanging [physical] fiat for fiat (USD to EUR or
               | whatever) and not have to worry that the transaction is
               | going to be halted half way through due to "temporary
               | restrictions" leaving you unable to access your capital.
               | 
               | When you involve a bank or brokerage or paypal you do
               | face those same risks (but possibly to a lesser extent)
               | with fiat.
        
               | logifail wrote:
               | > When you involve a bank or brokerage or paypal you do
               | face those same risks (but possibly to a lesser extent)
               | with fiat.
               | 
               | Aren't money exchange services fairly heavily regulated,
               | for precisely this reason?
               | 
               | I'm asking specifically about _unregulated_ counterparty
               | risk. Which there seems to be quite a lot of in the grey
               | area between crypto and, well, everything else that isn
               | 't pure crypto.
        
               | cassepipe wrote:
               | There actually is a p2p marketplace for buying and
               | selling of crypto called Bisq. You don't need a third
               | party wallet. All trades are from/to BTC. It's a native
               | Java app and it relies on the Tor Network.
        
               | zapdrive wrote:
               | Yes, you can trade crypto assets on-chain with
               | decentralized exchanges like uniswap, sushiswap etc. Of
               | course you can not fiat-crypto trading on chain , but you
               | can do USDT-crypto trading.
        
               | emptysongglass wrote:
               | Folks, nothing has been said by the commenter that is
               | non-factual. Please contribute to making HN a space of
               | curiosity.
               | 
               | The commenter didn't even take a stand on crypto vs fiat.
               | The market isn't scary. The stock market also halts
               | trades when things get rough.
        
               | cycomanic wrote:
               | I think the point of criticism is (as alluded by the
               | previous poster) that crypto (I can't believe that this
               | term now means cryptocurrency, not cryptography)
               | proponents like to say that they are different from
               | traditional markets which are "corrupted" by those with
               | power.
               | 
               | That said, I agree that this should be a point to debate
               | not downvote.
        
             | lalaland1125 wrote:
             | This one is too small to have a larger effect on the
             | market. Only 2% the size of Terra UST
        
               | FabHK wrote:
               | Sorry, I saw on Coinmarketcap a market cap of around $4bn
               | for DEI, which is about 25% of UST, or 2.5% of the entire
               | USD stable coin "market" (while UST was about 10%). Is
               | that what you meant?
               | 
               | https://coinmarketcap.com/currencies/dei/
        
               | lalaland1125 wrote:
               | That market cap is inaccurate because it doesn't
               | represent the true supply.
               | 
               | Note the red explanation marks that indicate how the data
               | is inaccurate.
               | 
               | https://www.coingecko.com/en/coins/dei-token has a better
               | estimate.
               | 
               | At peak, DEI was only around $100 million or so. Compared
               | to roughly $20 billion for UST.
               | 
               | You could also look at the volume. UST frequently had
               | $500 million of volume each day. DEI only had a couple
               | million at best. (Volume is of course also a flawed
               | metric and can be faked, but the lack of effort in faking
               | volume is a signal in and of itself.)
        
               | kristjansson wrote:
               | Interesting. Coingecko is basically reporting #(float) *
               | price for a coin, while Coinmarketcap is reporting
               | #(minted) * price. Neither of which feel perfectly
               | accurate for token pricing, but do seem like reasonable
               | high and low endpoints, with the gecko version closer to
               | an estimate of 'other peoples money' involved in the
               | coin.
        
               | lalaland1125 wrote:
               | Coinmarketcap isn't reporting the minted numbers.
               | Coinmarketcap is just reporting the theoretical maximum
               | in the protocol. It's a really bad estimate.
        
               | kristjansson wrote:
               | Oh, wow, really? That's even worse.
        
               | Fargoan wrote:
               | I just checked coingecko and the highest market cap Dei
               | ever had was barely over $100 million
        
           | Animats wrote:
           | This is when which blockchain it's on really matters. DEI is
           | on Fantom. Unclear who controls that. It's a "consensus
           | blockchain", which means some group of operators has control.
           | 
           | With UST, the issuer controlled the blockchain and shut it
           | down completely.
        
             | charcircuit wrote:
             | >With UST, the issuer controlled the blockchain and shut it
             | down completely.
             | 
             | The issuer didn't control Terra. The Terra blockchain is
             | unable to come to connesus about creating a new block if
             | 33% of the staked Luna goes offline. You just have to get
             | the largest validators to agree to go offline and it will
             | stop.
        
           | gonzo41 wrote:
           | I heard on the radio a financial planner talking about the
           | desperate need for regulation in the crypto space because of
           | the terra/luna crash. I laughed, I mean I really laughed. I'm
           | a happy no coiner, and I don't know why people are so excited
           | to experience banking in the 1820's.
           | 
           | "What do you mean the bank is out of money?"
        
             | teekert wrote:
             | Banking from 1820? I'm currently listening to a podcast,
             | streaming back 40 sats per minute, supporting indie content
             | creators using the btc lightning network. Banking from the
             | 1820's jeez.
        
             | hinkley wrote:
             | It's easy for me to see how the 'supervillain origin story'
             | for some bad actors can start with looking at how naive
             | young people are and deciding to exploit it.
             | 
             | We don't want to study history. It's boring. The immersive
             | experience of doing the historical re-enactment is much
             | more intense, and something you can talk about for years to
             | come. Eventually to the next batch of people who want to
             | learn things the hard way, until it's happened so often
             | that you turn into that old person you swore you'd never be
             | when you were that age.
             | 
             | These aren't games though. Learning things the hard way can
             | mean death, chronic illness or crippling debt that affects
             | the entire rest of your life. School needs history lessons,
             | and more of them, but there's also quality vs quantity (how
             | do you make history interesting to kids who think this is
             | just an old story and not a parable?)
        
             | gitfan86 wrote:
             | Same thing with DAOs democratizing governance. Have you
             | been to a city council meeting? You want ANYONE to be able
             | to create a proposal that everyone else has to vote on?
        
               | krageon wrote:
               | The alternatives are a corporatocracy, a dictatorship,
               | etc. All of those things will be bad for you to live in,
               | except if you are at the top. If you are at the top now,
               | you should not weigh in here. As such, I have to assume
               | you are not at the top - which makes me wonder why you
               | hate yourself so much you believe you should have no
               | voice. Doesn't sound healthy to me.
        
               | gitfan86 wrote:
               | No I'm not a president or dictator, so no I'm not at the
               | top of anything. I would describe myself as a realist.
               | And in the real world it is extremely ineffective for
               | everyone to have an equal voice in all matters.
               | 
               | Have you ever seen a road? Do you think everyone got an
               | equal say and vote if and how that road was built? Cities
               | that operate well and are not total disasters to live in,
               | have governments that can improve infrastructure without
               | having to include everyone's opinions equally. Obviously
               | I think that is unfair, especially if I am the person who
               | doesn't want brighter street lights on my street, but I
               | don't want my city to end up like San Francisco where
               | apartments cost 2 Million dollars and are surrounded by
               | tent cities and taxes are super high.
        
               | jkubicek wrote:
               | I have a voice, I vote with my feet. I don't get to
               | choose what products Apple makes or what games Nintendo
               | releases, but I do get to choose wether I engage in their
               | ecosystems.
               | 
               | In any system I'm not obligated to participate in, I
               | prefer benevolent dictatorships. If I disagree with the
               | dictator, I can take my business elsewhere.
        
               | aaroninsf wrote:
               | * in the form of code.
               | 
               | As if procedural hacks were not enough (leveraged seizure
               | of stake sufficient to exploit anyone...?),
               | 
               | who could possibly both be smart enough to _write_ a
               | contract, yet dumb enough to entrust it with _their own
               | money_?
               | 
               | Trick question. That's the crypto koan of rue. The answer
               | is no one. The rest is an exercise a lot of students are
               | learning the hard way.
        
               | alasdair_ wrote:
               | Yes. With some kind of minimum number of initial votes
               | pledged towards it and some other anti-spam measures.
        
               | wing-_-nuts wrote:
               | Yes I do. We could accomplish so much more with a direct
               | democracy. This Roe v Wade thing? We could have a
               | referendum and be done with it. Instead it will be fought
               | over by ineffectual politicians for the next decade and
               | accomplish little.
               | 
               | Yes I realize that sometimes referendums give sub-optimal
               | results (i.e. brexit), but I'd much rather live in a
               | truly representative democracy that occasionally gets it
               | wrong than a republic that doesn't represent the people's
               | wishes _at all_.
        
               | pohl wrote:
               | Or, just like everything else, the same forces that
               | brought us to this point would weaponize direct democracy
               | as a denial of service attack against itself and we'd
               | still be able to accomplish nothing.
        
               | fredgrott wrote:
               | funny thing about stable governments, we need irrational
               | actors to slow down popular impulses to make immediate
               | drastic changes.
        
               | treeman79 wrote:
               | That's what the court ruling is. The law makers need to
               | decide the issue. Not the court.
        
               | mook wrote:
               | There's enough support on either side to have a
               | referendum on the same topic every week. I don't see how
               | that's going to be helpful in any way...
        
               | handmodel wrote:
               | Agree. Especially if you change the wording a bit.
               | 
               | I do think something like Brexit is fine for a
               | referendum. It's a singular issue and clearly very
               | important. In California we have referendums for weird
               | tax issues that become impossible to be informed on and
               | it leads to bad outcomes.
        
               | formerly_proven wrote:
               | Brexit was decided by like, what, 1 % margin? For that
               | kind of decision? Nevermind the ... "meddling" by
               | foreigners and of course populists...
        
               | kd913 wrote:
               | Brexit was fine for a referendum? Are you kidding me?
               | 
               | This Country hasn't held a fair, informed referendum.
               | Whether that be the AV , Scottish independence or brexit.
               | 
               | The game has changed, you have social media companies,
               | Russia, Palantir and Cambridge Analytica types
               | weaponizing misinformation.
               | 
               | The electorate got pushed to voting against their
               | interests for both Brexit and AV by absolute bullshit
               | lies. (E.g. 350 million to the NHS, AV referendum killing
               | babies...)
               | 
               | At this point in time, we have seen the same thing happen
               | in India, Brazil, the US, UK...
        
               | ALittleLight wrote:
               | With direct democracy we have people voting on issues
               | they don't understand. With representative democracy we
               | have people voting on politicians, whose positions the
               | voters don't understand, to deal with issues the voters
               | don't understand. Why is the latter better?
               | 
               | Also, I would very much like to see a 5 hour free form
               | interview with major political candidates. I feel like
               | politicians mostly just repeat prepared remarks and don't
               | really have a thorough understanding of issues and/or are
               | not that smart.
        
               | handmodel wrote:
               | California essentially has a referendum system. But it's
               | very confusing. Every ballot has like ~20 of them so as
               | an informed person I have views on many of them. But then
               | there are ones like "Should we fund this stem cell
               | research project for 4B that looks into this" and people
               | have no idea how to vote. Things sound good and then you
               | realize it was funded by very specific group of people
               | and the money would go to their own project. Even though
               | we shit on legislators having super well-informed people
               | with staffs actually does lead them to work out kinks and
               | negotiate good policy that pleases a larger swath of
               | people.
        
               | zeven7 wrote:
               | Exactly, I don't want to have to be an expert on every
               | issue that needs to be decided. And I don't want to trust
               | regular people with other jobs and areas of focus to be
               | those experts either. Job specialization was an important
               | invention. Let's give people the job of figuring out
               | policy, and let's hold them accountable by regularly
               | voting on whether they stay in office.
        
               | boc wrote:
               | Direct democracy is great unless you're a minority (or
               | hold an unpopular policy stance) and the majority keeps
               | voting to make your life worse.
        
               | tlear wrote:
               | You think voting on Roe vs Wade would solve it? Not a
               | snowball chance in hell. Republic is there to make it so
               | that wishes of different parts of the state that do not
               | align at all do not rip the state to pieces and lead to a
               | civil war. Governing by simple majority in long term
               | never worked and never will.
               | 
               | Everyone likes to talk about will of the people. Well
               | here is news. Different people have different desires, in
               | different regions of the country majority wants to do
               | different things. Only way to keep lid on this without
               | the whole thing blowing up is to have representation of
               | the this and slow the process down as much as possible,
               | quick changes are the most disruptive/dangerous.
        
               | alasdair_ wrote:
               | >Different people have different desires, in different
               | regions of the country majority wants to do different
               | things
               | 
               | Sure. But there is a big problem when the _minority_ of
               | people in an area end up getting what they want because
               | the system that is in place isn 't able to properly
               | enfranchise the majority.
        
               | WalterBright wrote:
               | > This Roe v Wade thing? We could have a referendum and
               | be done with it.
               | 
               | I don't think "be done with it" on abortion is remotely
               | possible. The two sides are completely intractable. In my
               | long life I've never heard anyone be persuaded by the
               | other side.
               | 
               | Besides, overturning RvW will not federally prohibit
               | abortion. It will leave it up to the states, which will
               | decide democratically.
               | 
               | This satisfies nobody.
               | 
               | For example, here in Washington State, there is no chance
               | that abortion will be outlawed by the State. But that
               | hasn't stopped major demonstrations protesting the
               | Supreme Court.
        
               | tombert wrote:
               | I think part of the fear is that they will not stop at
               | _just_ overturning RvW. Once it's overturned, there's a
               | risk of a federal ban being proposed by congress.
        
               | vmception wrote:
               | The "two-sides" were created by Roe v Wade. There were
               | always other sides, a 50 year false dilemma where you
               | couldn't even bring it up because "yeah but which side
               | are you on?" Glad that's over! Kind of sad about the
               | inconvenience for people in areas where they expected
               | something different, and I'm moderately annoyed at the
               | next decade where people try to recreate the two sides at
               | the state and congressional level. But it does force room
               | for inspiration!
        
               | logifail wrote:
               | > It will leave it up to the states, which will decide
               | democratically. This satisfies nobody.
               | 
               | Not wishing to be unnecessarily provocative, but if each
               | state were to have to set the policy isn't it likely it
               | would be that which is most popular _in that state_?
               | 
               | Wouldn't more people be satisfied overall? Even if some
               | states end up hating each other a bit more ... than they
               | already do
        
               | rglullis wrote:
               | I was pro-choice until my early-20s and I changed my
               | view. I've met others who were in favor of complete
               | freedom for abortions and now oppose them because they
               | see as veiled eugenics. Not to mention the countless
               | stories of women who attempted or had abortions and
               | regretted it for the rest of their lives and became vocal
               | opponents of it.
        
               | [deleted]
        
               | chasd00 wrote:
               | isn't direct democracy basically a "3 wolves and a lamb
               | voting on lunch" scenario?
        
               | arcticbull wrote:
               | > Yes I do. We could accomplish so much more with a
               | direct democracy.
               | 
               | Absolutely not, lol.
               | 
               | The world is way, way too complicated for every
               | individual to have a meaningful and informed opinion
               | about every particular topic. That's why we delegate to
               | experts in the field. There's no way I want some corn
               | farmer in Iowa voting on monetary policy. Most people
               | _here_ haven 't the faintest idea how monetary policy
               | works. The comments here are horrifying, and this is a
               | pretty elite group to begin with.
               | 
               | Similarly there's no way I want some city-slicker who's
               | never held a hoe to vote on farm policy.
               | 
               | That's _before_ we even start in on civil rights.
               | 
               | It's a flawed, backwards idea best left in the dustbin of
               | history. It just doesn't stand up to scrutiny.
               | Specialization is good. Delegation is productive.
        
               | andreilys wrote:
               | Most economists have no idea how monetary policy or
               | macroeconomics works.
        
               | arcticbull wrote:
               | That's a great opinion, but even if so - you know who has
               | less idea? You and me. And you know who has even less
               | idea? Some random corn farmer.
               | 
               | So why on earth would you advocate for the people who
               | know the least about a topic to make the decisions? It's
               | bananas.
               | 
               | There's no janitorial staff on Apple's board. There's no
               | cooks on the Facebook board. There's no software
               | engineers on the Twitter board. At least in industry
               | we've - more or less - accepted that the folks with the
               | relevant experience should be making the relevant
               | decisions. This should be no less true in governance.
        
               | charcircuit wrote:
               | >There's no software engineers on the Twitter board
               | 
               | Yes there is. 3 out of the 11 members the board are
               | clearly software engineers.
        
               | arcticbull wrote:
               | Formerly, not actively. Now they do thinks like sit on
               | boards.
        
               | ZoomerCretin wrote:
               | There is currently no need to get 50%+1 voters on board
               | with any arbitrary policy that
               | politicians/corporations/others want passed. Hence the
               | current mismatch between the policies that are passing
               | and their current popularity.
               | 
               | If 50%+1 of voters becomes the metric to hit, it will
               | almost certainly be achieved. Looking at California's
               | ballot referendums, it's clear that it's no impossible
               | task to get voters to approve something against their
               | best interest or ostensibly against their stated
               | political values and beliefs.
               | 
               | See: The ballot initiative exempting commercial property
               | from Prop 13 that failed: (https://ballotpedia.org/Califo
               | rnia_Proposition_15,_Tax_on_Co...), and the initiative to
               | overturn California's law requiring ride share drivers to
               | be classified as employees that passed:
               | (https://ballotpedia.org/California_Proposition_22,_App-
               | Based...).
        
               | cycrutchfield wrote:
               | Ah yes, the wonderful California ballot proposition
               | system is really something that we should extend to all
               | of government.
        
               | ralusek wrote:
               | Roe v. Wade being overturned is making it so states can
               | vote on their own abortion policies. That's closer to a
               | direct democracy and closer to local democracy. You've
               | also referred to Brexit as a suboptimal result, when
               | Brexit was a move about breaking away from a large
               | bureaucratic body of mostly unelected decision makers.
               | The EU is the least democratic body in the West, so I'm
               | having a very hard time understanding exactly what it is
               | you want.
               | 
               | Also, just wanted to point out that you said you'd rather
               | live in a "representative democracy" when talking about
               | direct democracy. Representative democracy is another
               | term for a republic.
        
               | alasdair_ wrote:
               | >Representative democracy is another term for a republic.
               | 
               | Not really. Since we're talking about Brexit, it's worth
               | noting that the UK is a representative democracy but is
               | definitely not a republic.
        
               | [deleted]
        
               | fredley wrote:
               | UK citizen here. We implemented direct democracy by
               | having a largely ill informed and sometimes deliberately
               | misled population vote on the highly technical and
               | complicated matter of EU membership. Ask us how it's
               | going.
        
               | gitfan86 wrote:
               | I would like to hold a referendum to decide the
               | organization's official stance on what is more attractive
               | on a man between these two options:
               | 
               | A. Hitler Mustache
               | 
               | B. KKK Hood
               | 
               | Do you think everyone should have to vote on that?
        
               | wing-_-nuts wrote:
               | I don't think you understand how referendums work. They
               | require a certain number of signatures to even be
               | considered. There would obviously be a filtering
               | mechanism for trolls.
        
               | ceejayoz wrote:
               | Until you recruit enough trolls.
        
               | jefb wrote:
               | The perquisite to successful DAO's is actually a strong
               | centralized universal identity system (which is
               | ironically counter to cryto-bro anarcho-capitalists
               | philosophies).
               | 
               | From there it's pretty easy to associate real political
               | capital with digital decisions.
               | 
               | E.g. Automatic n+1 "ban proposing user" option added to
               | all proposals. If after n votes (where n is large) the
               | sum(ban proposing user) > 0.25*sum(all other options),
               | proposal is removed and user is banned until a proposal
               | to unban is passed.
        
               | duskwuff wrote:
               | > Same thing with DAOs democratizing governance.
               | 
               | Is "plutocratizing" a word? Because that's what most of
               | them are actually doing -- granting power to whoever has
               | purchased (or rented!) the largest number of tokens.
        
               | pphysch wrote:
               | Too many people are married to the idea of how
               | "democracy" and "decentralization" works in ideal
               | conditions and turn a blind eye to their practical
               | faults.
               | 
               | Makes em easy to dupe...
        
           | idiotsecant wrote:
           | Yes, many crypto projects are permissioned scams. The few
           | that aren't just may change the world yet. There are plenty
           | of people who continue to work on these projects as markets
           | fluctuate and crypto trends come and go.
        
           | ipnon wrote:
           | The smart contracts are still ironbound to whatever they end
           | up compiling to. It's the pesky humans who are ruining
           | things. It can be easily argued that any cryptocurrency
           | involving human intervention is vulnerable to ... human
           | intervention.
        
             | mavu wrote:
             | Oh, don't worry about it, with the amount of (increasing)
             | energy demand and the resulting pressure on climate change,
             | Crypto is working hard at removing that bad influence.
        
           | kybernetikos wrote:
           | Yeah, those attributes describe just one point in the design
           | space of tokens running on distributed ledgers. It's
           | perfectly possible to create tokens that require trust, that
           | have centralised elements or that can have their transactions
           | easily censored.
        
           | superkuh wrote:
           | Yep. Pretty much nothing created after 2015 is an actual
           | cryptocurrency. It's just the normal finance scammers
           | dressing their scams up with cryptocurrency buzzword camo. It
           | hasn't been possible to organically grow a cryptocurrency
           | from the vulnerable starting state to usefulness in nearly a
           | decade.
        
             | driverdan wrote:
             | Nice No True Scotsman fallacy.
        
               | anonporridge wrote:
               | No.
               | 
               | This is a stablecoin which has a centralized management
               | team that can halt and control activity on the
               | blockchain, which is fundamentally different from a
               | bitcoin or monero which is a truly decentralized system
               | with no controlling organization that can change anything
               | without slow bulding, mass consent of all participants in
               | the network, and is anyway naturally very stable because
               | of its simplicity and extremely conservative and risk
               | averse development process.
               | 
               | It's more like an Englishman yelling out that they're a
               | Scotsman as they ransack the public square. It's not a
               | fallacy to point out that they're simply not a Scotsman.
        
               | [deleted]
        
               | Spivak wrote:
               | I hate this meme, "No True Scotsman" is not the same
               | thing as language being descriptive and evolving over
               | time. There are two concepts the parent is describing:
               | the set of things described as crypto made before 2015
               | and the set of things described as crypto made after
               | 2015. The two groups are well defined.
               | 
               | The fact that there isn't a formal name for the era of
               | "pre-finance-bro crypto" or "first wave crypto" doesn't
               | mean it's has anything to do with the scotts. The
               | parent's language might be a little ambiguous but that's
               | to be expected when trying to describe yet unnamed things
               | and their meaning is clear enough.
               | 
               | Willfully misunderstanding someone's words to create a
               | logical flaw that isn't there should be its own fallacy.
        
               | master-lincoln wrote:
               | superkuh did not specify what exactly changed. Saying
               | nothing created after 2015 is an "actual cryptocurrency"
               | without justifying that somehow makes me think this might
               | be a "no true Scotsman" argument.
               | 
               | What constitutes these eras? And why do you bring that up
               | when it was about a class of products not being "an
               | actual cryptocurrency". I would have thought there are
               | properties to the product that make it belong to the
               | class, not merely when it was created.To me these unnamed
               | things and their meaning you talk about are absolutely
               | not clear enough.
               | 
               | I believe you two have a point. But it doesn't come
               | across...
               | 
               | PS: I would argue in 2015 "crypto" was mostly known as
               | abbreviation for cryptography and had nothing to do with
               | decentralized public ledgers.
        
               | Spivak wrote:
               | I'm in no way trying to argue that the parent's
               | classifications or conclusion make sense, just that it's
               | not NTS because the parent isn't trying to make some
               | universal assertions about crpyto in general and denying
               | the exceptions but comment that the "scene" has changed
               | drastically and the word cryptocurrency along with it.
               | 
               | NTS would be something like
               | 
               | * "All things people are calling cryptocurrencies made
               | after 2015 are just finance-bro scams."
               | 
               | * "But what about TotallyLegitCoin, it's not a scam."
               | 
               | * "But that's not _really_ a cryptocurrency. "
        
             | nix0n wrote:
             | > organically grow a cryptocurrency ... to usefulness
             | 
             | You might be right, but the only thing they were ever
             | useful for, was money laundering.
             | 
             | So, I don't think that drawing a greater distinction
             | between the first wave of money-laundering crypto, vs the
             | current wave of Ponzi crypto, is really a defense of
             | either.
        
               | superkuh wrote:
               | Oh? Is that what I've been doing all these years paying
               | my VPS bills and buying computer hardware? I was money
               | laundering? Was it also money laundering when I donated
               | to wikileaks after the US Dept. of Justice forced the
               | credit card companies to blacklist them? All those
               | donations to the internet archive: just money laundering.
               | 
               | And little did I know that others were laundering their
               | money through me when they donated to my websites'
               | bitcoin addresses.
               | 
               | I guess everything that isn't some incorporated third
               | party transfering the money for you must be money
               | laundering. Corporate persons transfer money. Human
               | persons launder. Got it.
        
             | jfb wrote:
             | I mean, language is descriptive, and while it's useful to
             | be able to maintain a distinction between what the world
             | called "cryptocurrencies" in 2015 and what we call
             | "cryptocurrencies" today, that ship has sailed.
        
               | pas wrote:
               | at the same time they are not really currencies, they are
               | "stablecoins" on a many-times replicated digital machine
               | playground where you can pay to add your own machine to
               | interact with the others, and sometimes it turns into
               | Robot Wars and the little coins get mercilessly cut up
               | into bits of worthless parts that are then sold for scrap
               | in the actual currency that runs the playground
        
             | hinkley wrote:
             | The first principle is that you must not fool yourself, and
             | you are the easiest person to fool.
             | 
             | While some people are really good at lying or dodging
             | direct questions, many more are very good at lying to
             | themselves. If you believe your own bullshit it's
             | remarkably easy to look sincere while spewing it.
             | 
             | There are certainly many scammers out there, but also some
             | people who believe their own marketing material. But the
             | thing is that once you start picking apart one infinite
             | growth pyramid, then you start seeing them everywhere, and
             | eventually respectable people start trying to draw lines
             | and claim that the bullshit on this side of the line is
             | obvious and bad, but the bullshit on the other side is okay
             | because reasons (reason #1: we can keep this running for at
             | least another 100-200 years at which point I will be long
             | dead)
        
         | formerly_proven wrote:
         | > Deus Finance reacted by halting the redemption process in
         | order to try and stabilize the coin.
         | 
         | Nothing to see here, move along
        
       | webinvest wrote:
       | > Investors should keep an eye on USDT as the largest stablecoin
       | and how its prices move in relation to other major coins to
       | determine the direction of the markets.
       | 
       | Has anyone here already done this analysis?
        
       | nikolay wrote:
       | In the cryptocurrency space, everything is false advertising!
       | Stable coins are neither stable, nor coins!
        
       | empathy_m wrote:
       | Looking forward to seeing what's next for YC-backed Stablegains.
       | 
       | (Glad I invested with them instead of buying UST myself as I got
       | out early in the de-peg at 1:1. Thanks to investors for funding
       | that and for the 15% APY while the good times lasted.)
        
       | Fargoan wrote:
       | I've been into crypto since 2012 and have never heard of this
       | coin. USDX on Kava lost it's peg too but there are no articles
       | about that because it's another small cap coin. Though USDX never
       | was meant to follow the dollar exactly it is down significantly
       | more than normal.
        
         | vmception wrote:
         | USDX is a casualty of UST implosion and bad coding. People
         | found a way to arbitrage the low value UST for something in the
         | USDX system.
         | 
         | Press F to pay respects.
        
       | bzxcvbn wrote:
       | If I wanted to own something that I could always redeem for $1, I
       | would buy $1.
        
         | out_of_protocol wrote:
         | you also need a bag and a plane/bus/etc ticket to give that
         | heap of dollars to a desired seller. X bank dollar is not the
         | same as USD, you can be locked out of your money quote easily.
         | Plus all the other regular points if you want to buy or sell
         | some crypto
        
           | polygamous_bat wrote:
           | I keep hearing this narrative
           | 
           | > you can be locked out of your money quote easily.
           | 
           | But I am curious, do you have examples that show that this is
           | really the corner case I should be worried about?
        
             | out_of_protocol wrote:
             | Google examples, there are a lot of very much different
             | cases, sometimes wild ones. As example, whole country of
             | Russia was locked out of all non-RUB assets in their banks
             | (at this moment restrictions are partially lifted), in
             | Belarus you need 10+ work days to take at most 10K USD and
             | 3K EUR out of bank per month.
        
               | hef19898 wrote:
               | In bith cases we talk about international sanctions. So
               | you are saying that one of crypto's advantages is,
               | basically, illegal finance. Nice.
        
               | out_of_protocol wrote:
               | > international sanctions
               | 
               | Not really, in these cases banks themselves decided to
               | not give away "their" money
        
               | roenxi wrote:
               | The problem is, when discussing international sanctions,
               | that most of the finance is probably illegal. The US
               | bans, say, economic activity in Iran. Iran bans economic
               | activity in the US. Now all the finance in both economies
               | is illegal.
               | 
               | Something being illegal doesn't really say what can and
               | cannot be done. Or what is a good idea. Or what is moral.
               | It is a vague signpost and really only matters as far as
               | things can be enforced.
        
               | FabHK wrote:
               | That is indeed one of the main "innovations" of
               | cryptocurrencies: the circumvention of rules and
               | regulations. (Reminds me of Uber.)
        
             | pavel_lishin wrote:
             | Yes: https://www.yahoo.com/news/canada-says-freeze-bank-
             | accounts-...
        
             | salawat wrote:
             | Canada would essentially lock down financial system access
             | for members of an unpopular demonstration.
             | 
             | Sanctions are literally "your money no longer exists". Or
             | it does, but we refuse to allow you to transact with it.
             | Financial access is a hugely powerful diplomatic/political
             | tool.
        
             | jacobsenscott wrote:
             | Certainly you can find cases of government overreach if you
             | look hard enough but they aren't common. The USD is backed
             | by faith in the US Government, and it would be financial
             | suicide for the wealthy to destroy that faith by just
             | randomly locking people out of their bank accounts.
             | 
             | Meanwhile people get "locked out" or just lose their crypto
             | far more regularly. Lost passwords, crashed drives, hacked
             | online wallets, rug pulls, crashing values, fake "pegs",
             | misplaced decimals during transactions, etc. 20% if bitcoin
             | is forever inaccessible, and that percent will only go up,
             | never down.
             | 
             | The "you can be locked out of your fiat" cohort are the
             | climate deniers of the financial world "If the earth is
             | warming why was there a record low temperature somewhere
             | yesterday?". "Your fiat isn't safe - just look how those
             | donations to the truckers in Canada were reversed!"
        
               | ptudan wrote:
               | https://en.wikipedia.org/wiki/Convertibility_plan#Abandon
               | men...
               | 
               | Entire countries have had access to a currency completely
               | pulled. Not just the US wants to use USD.
               | 
               | Plenty of people can lose access to their money, not just
               | alleged domestic terrorists (and isn't alleged is a scary
               | word?).
        
               | jacobsenscott wrote:
               | I'm certainly no expert on Argentina, but I'm talking
               | about dollars backed by the US government, not pesos that
               | the Argentine government was pretending were worth a
               | dollar. I'm sure even when the hard peg was in effect it
               | would have been impossible to actually convert the bulk
               | of the pesos to dollars - I'm sure no foreign bank would
               | cooperate. This was no different than some crypto coin
               | pretending to be worth a dollar.
        
           | jacobsenscott wrote:
           | Or you can back your "stablecoin" with dollars. For each coin
           | issued put a dollar in a vault. There is no other asset on
           | earth pegged to the dollar, so it is impossible to back it
           | with anything other than dollars.
        
         | vmception wrote:
         | There are plenty of times when I don't want to use FEDwire,
         | SWIFT, VISA, you name it. Its all dollar centric.
         | 
         | I have plenty of clients that _only_ want to use SEPA (europe
         | and some european country colonies), because they 're familiar
         | with it and for some specifically because its not dollar
         | centric. People fear the US will try to establish jurisdiction
         | over them or inconvenience their ability to transact now or in
         | the future, whether that is unfounded or not. (They're not
         | legal experts, they just have chain letters forwarded around
         | whatsapp)
         | 
         | I'm sure you only want to use things that are familiar as well
         | and would scoff at any client trying to do commerce in a system
         | that isn't common to you.
         | 
         | WISE (Transferwise) has extremely arbitrary limits, holdups,
         | freezes, opaque issues, and a ridiculous terms of service if
         | you've ever looked. Revolut is the same way.
         | 
         | Western Union is expensive, and cumbersome.
         | 
         | Paypal is a worse version of WISE, and is known for its
         | international issues and patch work of countries it services.
         | Let alone arbitrary freezes.
         | 
         | Crypto is fast, exposure to any crypto is as short or as long
         | as you want (worth saying because its a common imagined issue
         | people have with using crypto because they think it'll change
         | value alot over the time period they need it. its a very simple
         | understanding). And people can convert it to something more
         | liquid in their local economy with their local offramps. For
         | many years I've basically used crypto to circumvent using
         | international wires, the same transaction becoming a domestic
         | wire and therefore less room for error and less arbitrary
         | scrutiny. There are probably zero statistics on this. Client
         | overseas pays me, I wire to USD domestically same day.
        
         | hippich wrote:
         | Similarly, if I wanted to pay someone a $1, I would give them a
         | $1. Except I am trying to send some cash to my retired mother
         | in Belarus for a month and a half. She is not under any
         | sanctions, her bank is not sanctioned. Yet wire transfer stuck
         | in some Fed's system (for the second time, first time i sent
         | it, it was just returned 3 weeks later without explanation, and
         | only now I know the real reason.)
         | 
         | Traditional money transferring companies all exited Belarus
         | (PayPal, Western Union, etc.) Now we exploring ability to send
         | some kind of crypto, either bitcoin or stablecoin, in Belarus
         | as a last ditch effort to send over some $1s...
        
           | pphysch wrote:
           | Stay safe
        
           | BetaDeltaAlpha wrote:
           | This was one of the original use cases of Crypto!
           | 
           | Have you looked at the Stellar Project? They've got a lot of
           | remittance systems running on it that may suit you. Algorand
           | is also a low-cost alternative, if you're looking to
           | frequently send small amounts (assuming your mother has
           | access to a fiat off-ramp like Binance).
        
             | hippich wrote:
             | Unfortunately, most (all?) international transfers are no-
             | go for her. So we are looking for someone inside Belarus
             | who can do a cash transaction or local bank transfer
             | instead.
        
               | BetaDeltaAlpha wrote:
               | Sorry to hear, best of luck
        
         | LegitShady wrote:
         | If you wanted to trade some other crypto for USD without
         | incurring taxation issues, you could get a "pegged" stablecoin
         | and hold that without incurring any taxation since you haven't
         | redeemed anything for money, and maybe trade it for other coins
         | later on if you so chose.
         | 
         | There's function in the stablecoins in terms of crypto trading,
         | but of course there's risk that your always pegged stablecoin
         | isn't.
        
         | sonicggg wrote:
         | But what if you're trying to avoid tax?
        
           | a2800276 wrote:
           | Cash
        
           | consp wrote:
           | The coin will compensate you by removing your wealth so you
           | avoid tax by not having any.
           | 
           | Anyway: You will lose either by the tax agencies finding out
           | (when you actually try to buy stuff) or this way.
        
             | bliteben wrote:
             | Bonus if you do both
        
         | once_inc wrote:
         | Unfortunately, dollars aren't digitally native, or easily
         | transportable. It requires gatekeepers to give permission,
         | which often isn't processed in real time.
        
           | paulgb wrote:
           | From the article:
           | 
           | > Deus Finance reacted by halting the redemption process in
           | order to try and stabilize the coin.
        
             | out_of_protocol wrote:
             | good thing smart contract can be checked before buying any
             | amount of that coin. Also, DAI exists, which don't have
             | such downside
        
               | FabHK wrote:
               | So, UST was halted, DEI was halted, but DAI won't/can't
               | be halted? Good to know.
        
               | ck_one wrote:
               | DAI highly depends on USDC, ETH and BTC. If there is a
               | bank run on DAI, they have to sell their collateral which
               | leads to price drop in BTC/ETH which will make the
               | situation worse. USDC, their other collateral, is
               | controlled by a US company and therefore to some extend
               | by the US government.
        
               | out_of_protocol wrote:
               | UST, USDT/USDC, DAI all use widely different methodology
               | to keep themselves stable
        
           | dralley wrote:
           | >which often isn't processed in real time
           | 
           | Crypto transactions aren't processed in real time. Most
           | networks can only handle, what, less than 10 transactions per
           | second? Even when you start adding additional layers there is
           | only so much you can do.
           | 
           | Realtime transactions with traditional currencies are a
           | solved problem. The UK has had this for years in their
           | banking system, the US will have it by the end of 2023
           | (FedNOW network).
        
           | davidcbc wrote:
           | If you don't want gatekeepers I've got some bad news for you
           | about stablecoins.
        
             | whimsicalism wrote:
             | Nobody is gatekeeped from buying Dai, what bad news do you
             | have?
        
               | davidcbc wrote:
               | For now, until they decide to "pause" the blockchain like
               | Terra. Stablecoins are centralized and your ability to
               | use them is entirely dependent on the central authority
               | letting you.
        
               | out_of_protocol wrote:
               | > "pause" the blockchain
               | 
               | Good luck stopping Ethereum
               | 
               | > Stablecoins are centralized
               | 
               | Only some, like USDT, USDC.
               | 
               | Just google what DAI is and how it managed.
        
               | davidcbc wrote:
               | Fine, there's one that's a DAO instead of a central
               | authority, it's hard to keep track of all the different
               | flavor of crypto scams. This one will collapse when a bug
               | is found and someone gains full control instead.
        
               | ironlake wrote:
               | Can Ethereum Classic be stopped?
        
               | tromp wrote:
               | It can be effectively stopped as long as you control 51%
               | of its hashrate. Then you can just keep appending empty
               | blocks to your longest chain...
        
               | whimsicalism wrote:
               | Neither can be stopped unless you control the miners,
               | what do you mean?
        
               | whimsicalism wrote:
               | you can't halt Ethereum, the only central authority is
               | the dao
        
               | polygamous_bat wrote:
               | It's backed by volatile assets that can be wiped out in a
               | flash crash and we all saw how well volatile asset backed
               | securities work in 2008.
        
               | whimsicalism wrote:
               | > volatile assets
               | 
               | It's backed by a multi-collateral set of assets. If they
               | drop below the vault threshold for over-
               | collateralization, they will be automatically auctioned
               | off.
        
               | salawat wrote:
               | Auctioning causes price movement which can cascade. If
               | markets were straightforward, economics would not be "tge
               | Dismal Science".
        
               | whimsicalism wrote:
               | Which is why the auctions are triggered while eth still
               | has considerable room to fall and also why Dai is multi-
               | collateralized.
        
               | FabHK wrote:
               | What process is in place to guarantee (!) that the price
               | of the collateral does not gap down below the value
               | required to secure the peg? You realise that a stop loss
               | order sell order triggered when an asset hits 100, say,
               | turns into a market order and might be executed at
               | basically any value.
        
               | whimsicalism wrote:
               | There is no guarantee. We are talking about auctions so
               | your discussion of different types of orders is
               | irrelevant.
               | 
               | if it dips below $1.45 in collateral for $1, the auctions
               | will be triggered and Dai collateral will shift to USDC &
               | RWA. If the price slips 50% before the auction bots can
               | bid (it is close to instantaneous, so it would have to be
               | an extremely fast crash of more than 50% - which I'm not
               | sure we've ever seen in eth/btc), then you are shit out
               | of luck. This is a risk.
               | 
               | But it's not as big of a risk as the stupid reasons these
               | other stablecoins have been failing.
        
               | FabHK wrote:
               | Glad you see it: there is a risk.
               | 
               | Note that to go from 1.45 to 1 is a drop of 31%.
        
               | whimsicalism wrote:
               | Dai is at 166% collateralization, so closer to 40%
        
         | PKop wrote:
         | USDC
        
         | whimsicalism wrote:
         | Not always an option, depending on where you live.
        
           | onlyrealcuzzo wrote:
           | It's always an option if you have a meaningful amount of
           | money.
        
           | tgv wrote:
           | Or if you need to evade taxes and other tyrannical measures.
           | Yes, being sarcastic.
        
         | koonsolo wrote:
         | Sometimes you don't want to have large quantities in cash. So
         | you store it in a bank. But sometimes you want it outside of
         | the (possibly corrupted) legal system, or want to take money
         | outside of the (corrupted) country. In that case, a stable
         | cryptocurrency seems to do fine.
         | 
         | It's truly online without any government being able to
         | confiscate it (if you play it smart).
         | 
         | It all depends on the use-case.
        
       | qgin wrote:
       | I don't know enough about crypto to understand what it means that
       | the team is working to restore the peg. Unless something is
       | literally 100% collateralized by the thing it is pegged to, what
       | code changes are there in the world that can legitimately
       | maintain that peg under all conditions?
        
         | LegitShady wrote:
         | The only way to peg it is to always be willing to give someone
         | a $1 for one, which will drive the price towards a $1 assuming
         | you can convince people to buy them.
         | 
         | The problem is that this coin won't give you $1 - assuming
         | they're allowing redemption at all, it will give you .80c worth
         | of coinbase's USDC and .20c worth of DEUS tokens. If you
         | believe DEUS is going to crash, that means the value of DEI is
         | 80c maximum through USDC.
         | 
         | Coinbase is of course is dire straits as its stock has
         | plummeted from ~$360 (it's all time high) in early november to
         | $130 in early may and is currently sitting at around $70, so
         | while it isn't a coin, the future of USDC is tied to coinbase
         | and the future of USDC is unknown especially if its parent
         | company is floundering and stock is down to ~20% of its high in
         | november and down ~73% YTD. I would describe their situation as
         | "volatile".
         | 
         | DEUS had already lost more than 50% of its value between the
         | beginning of April ($1100) and the beginning of May ($420 ha!),
         | and its continuing on its way down ($200 currently).
         | 
         | So not sure how they can maintain a peg when 20% of that peg is
         | in 'currency' that is in free fall, and the other 80% is tied
         | to coinbase whose stock is in freefall this year. They never
         | had any currency backing it at all - it was always coinbase's
         | USDC and DEUS which is the 'luna' of DEI's 'terra'.
        
         | jacobsenscott wrote:
         | There is exactly one way to peg a currency to the USD. It is to
         | simply declare it is pegged, and have a super power sized
         | military to force people to act like it is. Even then you are
         | constrained by the geography your military controls.
        
           | qgin wrote:
           | Sounds like the dev team has a lot of work to do then
        
         | NovemberWhiskey wrote:
         | When I read "working to restore the peg" I read either
         | "frantically looking for a bailout" or "frantically looking for
         | a way to turn this into a rug pull".
        
         | joosters wrote:
         | > _what code changes are there in the world that can
         | legitimately maintain that peg_
         | 
         | None. But I guess it sounds good to pretend to be doing
         | something useful!
        
       | calltrak wrote:
       | "There's a sucker born every minute." -- P. T. Barnum
        
       | turtledove wrote:
       | You love to see it. Every one of these is a joy to behold.
        
       | joosters wrote:
       | coinmarketcap.com says there are 7.46 billion DEI coins out there
       | => a 'market cap' of about $4.4B, yet coingecko.com says there
       | are only 89 million coins (implying $52M) - that's a huge
       | difference. Which one is right?
       | 
       | FWIW, there doesn't appear to be any 'real world' exchange that
       | handles DEI.
        
         | charcircuit wrote:
         | >Which one is right?
         | 
         | 88,867,859.101631 DEI
         | 
         | https://ftmscan.com/token/0xDE12c7959E1a72bbe8a5f7A1dc8f8EeF...
         | 
         | >there doesn't appear to be any 'real world' exchange that
         | handles DEI.
         | 
         | SpookySwap is the largest DEX on Fantom.
        
       | timcavel wrote:
        
       | antupis wrote:
       | Tether is also brink of collapse
       | https://www.ft.com/content/db9c3f32-cd91-4149-9788-95b2046be...
        
         | eli wrote:
         | Has been for years but it does seem like an extended bear
         | market will finally do it and unravel most crypto
        
         | mcintyre1994 wrote:
         | Not clear. Tether is back at $0.9988, and the 9% decrease in
         | that headline is market cap not price - it never got anywhere
         | near 9% below peg. I'm very skeptical of Tether's collateral,
         | but it seems to have withstood this and maintained its peg for
         | now.
        
           | pavlov wrote:
           | As you say, there's reason to be very skeptical of their
           | collateral. We know 9% of market cap has been paid out in a
           | matter of days. If they were only, say, 10% collateralized by
           | liquid assets, then they would be on the edge of collapse
           | right now. That may be pessimistic but we can't know because
           | they don't provide audited reports.
        
             | JamesSwift wrote:
             | Exactly, thats the thing people seem to look past. A
             | stable-coin could theoretically be entirely stable up until
             | they were absolutely insolvent. They just allow redemption
             | and treat everything as business as usual until their
             | collateral runs out. Then they close up shop and everyone
             | else gets 0.
        
               | FabHK wrote:
               | Plus: Say everyone assumes that USDT is about 60%
               | collateralised with very liquid stuff, and everyone
               | holding USDT is comfortable with that
               | undercollateralisation. Now USDT has just lost 10% market
               | cap, so now they're just 55% collateralised (before:
               | 60/100, now: 50/90). You might still be comfortable with
               | that cushion, but some people might not. They'll redeem
               | their USDT.
               | 
               | Etc., we have a classic bank run.
        
           | thaway2839 wrote:
           | It's consistently 1/10th of a cent below the peg.
           | 
           | That's not maintaining its peg. That being said, it has been
           | stable at that price for several days now, but let's see what
           | the next few weeks hold.
        
             | soared wrote:
             | It's peg is isn't entirely accurately described as $1.
             | 
             | > Tether charges a 0.1% fee for withdrawals up to a maximum
             | of $1,000, which means Tether is redeemable at $0.99 for up
             | to $1 million, and then $1 above $1million in terms of
             | money in the bank.
             | 
             | Plus a $100k minimum to withdraw and a $150 fee for KYC.
        
             | TheAlchemist wrote:
             | This is due to the redemption fee. Per se, it's not an
             | alarming sign.
             | 
             | There are more than enough red flags with Tether already !
        
             | phphphphp wrote:
             | I'm as cynical about Tether as any sane person, but it's
             | important to disambiguate between value on an exchange and
             | redeemable value. If USDT is $0.90 on every exchange, but
             | you can still redeem 1 USDT for 1 USD from Tether, then it
             | is maintaining its peg. UST's value on an exchange was the
             | peg by design, because it was algorithmic, but that's not
             | true of non-algorithmic stable coins -- i.e: Tether.
        
               | AlexandrB wrote:
               | IIRC to redeem you need a minimum of 100,000 USDT. So
               | being a little off the peg still loses a bunch of
               | "retail" investors money.
        
               | soared wrote:
               | That is correct, and additionally:
               | 
               | > Tether charges a 0.1% fee for withdrawals up to a
               | maximum of $1,000, which means Tether is redeemable at
               | $0.99 for up to $1 million, and then $1 above $1million
               | in terms of money in the bank.
        
               | ShamelessC wrote:
               | Wait, so they charge an _actual_ transaction fee in
               | addition to whatever "gas fees" are already in place?
               | 
               | I mean I get it, it's all a scam. But, this feels
               | so...callous.
        
         | Tenoke wrote:
         | 'Bring of collapse' is likely an exaggeration. Tether might
         | fall but this is weak evidence, it lost 4-5 cents of peg for a
         | few hours or less and people pulling out a few billion is not
         | something it hasn't survived before.
        
         | charcircuit wrote:
         | No, it's not. It just means that the demand for tether has gone
         | down.
        
         | [deleted]
        
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