Live tool · Onchain data

Collateral eligibility & haircut engine

Tokenized money-market funds are becoming collateral. A data vendor tells you what exists. This does a collateral desk's job: it decides what is eligible and at what haircut, calibrated against what the market already charges to lend against these tokens, then sized for stress. The output is an eligibility schedule, not a catalog. Every figure is live and sourced: onchain reads for supply, DeFiLlama for price, the Morpho API for the LLTV that sets the market haircut.

Collateral eligibility & haircut engine (cached)

The deliverable: an eligibility schedule with an assigned haircut per fund, the output a triparty desk produces. The assigned haircut starts from the live market benchmark and is sized up for stress. Move the sliders to re-run it; the schedule and the verdicts update live.

FundScoreMarket haircutAssigned haircutVerdict
BUIDL7814.0%on4.2%Eligible
USYC6714.0%on4.8%Eligible with conditions
USDY5914.0%on6.3%Eligible with conditions
OUSG73-4.7%Eligible
USTB7414.0%on4.7%Eligible
Stress console
Depeg vs NAV50 bps
Run (redemptions)20%
Rate shock50 bps
Illiquidity premium1.0×
Presets:
BUIDL
BlackRock, Securitize
Eligible
78/100 structural score
Market haircut
14.0%
Stressed haircut
4.2%
RedemptionT+0 to USDC ($250k min), else T+1
WAM (assumed)14 d
USYC
Circle, Hashnote
Eligible with conditions
67/100 structural score
Market haircut
14.0%
Stressed haircut
4.8%
A single holder concentrated ~94% of supply (2026)
RedemptionAtomic USYC to USDC via Circle
WAM (assumed)10 d
USDY
Ondo Finance
Eligible with conditions
59/100 structural score
Market haircut
14.0%
Stressed haircut
6.3%
RedemptionT+1 mint/burn, 40-50d lockup on new mint
WAM (assumed)30 d
OUSG
Ondo Finance
Eligible
73/100 structural score
Market haircut
-
Stressed haircut
4.7%
RedemptionInstant mint/redeem via USDC ($5k min)
WAM (assumed)20 d
USTB
Superstate (to Invesco sub-advised)
Eligible
74/100 structural score
Market haircut
14.0%
Stressed haircut
4.7%
RedemptionUSD or USDC, each market day, no minimum
WAM (assumed)15 d
Method (transparent). haircut = structural floor + depeg + (run × illiquidity × premium) + (rate shock × WAM). The floor tracks the quality of the underlying, the depeg passes through directly, the run component is amplified by gate risk, the rate component approximates a DV01 over duration. Every coefficient is an assumption shown on the surface: the grid is a starting point to calibrate, not a dogma.
onchain read live (supply, LLTV) · declared issuer disclosure, offchain (composition, wrapper) · assumption analyst parameter (stress). Permissioned registries are not readable here, by design.Live sources: Morpho API (LLTV) · DeFiLlama (price) · onchain totalSupply (supply).

A note on honesty. An LLTV is an immutable onchain parameter, so the implied haircut it yields is verifiable, not a guess. The underlying of a tokenized fund is not onchain, so its composition is issuer-declared and marked as such. The stress parameters are analyst assumptions, shown on the surface so anyone can challenge them. Permissioned registries are not readable here, by design, and that boundary is itself part of the read.

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