We ran a simulation over the timeframe of 3 months from 13th Sept 2024 to 19th Dec 2024 to test how the project performed in terms of various parameters.

Below will be the 2 areas of user participation Supply Side - Borrowing & Hedging module - Users deposit ETH or LRTs as collateral and mint $USDa at 100% synthetic value Demand Side - dCDS Yield module - Users deposit $USDa and other tokens in dCDS module to earn high yields.

Assumptions Taken

TVL added in ETH for USDa minting

13th Sept to 1st Oct - Random No. of ETH added per day between a range of 1-9 2nd Oct to 17th Oct - Random No. of ETH added per day between a range of 1-20 18th Oct to 1st Nov - Random No. of ETH added per day between a range of 1-50 18th Nov to 19th Dec - Random No. of ETH added per day between a range of 10-70

Deposits added in stablecoins in dCDS

***2 Scenarios

  1. Every borrowed USDa has a min of 20% funds in dCDS and time locks of min 1 month (Our current code works like this )*

The Initial dCDS balance on day 1st is assumed to be $20K

14th Sept to 19th Dec The minting of USDa is only allowed if atleast 20% of that amount is in dCDS to offer 20% downside protection on the collateral backing it. Time locks of min. 1 month in dCDS for user to withdraw funds.

2. No limits on dCDS, anyone can withdraw anytime

The Initial dCDS balance on day 1st is assumed to be $20K

14th Sept to 13th Oct - Funds in dCDS change between a range of -10% to +10% per day i.e any %age in between above range. If negative then funds withdrawal and if positive then funds addition.

14th Oct to 19th Dec- If dCDS yields > 50% then growth rate will increase by any random number between 1% - 10% every day If dCDS yields > 30% then growth rate will increase by any random number between 1% - 5% every day If dCDS yields < 30% then dCDS funds will decrease by any random number between - 1% to -10% every day.

Along with that, we have considered a fixed daily withdrawal rate of 5% every day irrespective of any scenario.

We have not considered the positive price change gains for dCDS just to solely see the impact of option fees on yields. This is done so as to not let the “ETH price increase” factor into the yields as ETH price variation isn’t in our control. This will make our simulation results more rigorous for bearish scenarios as well.

Summary of Results - dCDS Scenario 1 ( With Code Limits placed)

This is how our code works now, with some code limits

  1. The collateralization ratio of collateral backing $USDa were always above 100% over past 3 month scenario. Thus, any $USDa minted during last 3 months can always be redeemed for > 100% ETH value and hence maintaining the $1 peg reliability.
  2. The total Downside fall protection for all users having borrowed $USDa at any instant reached a max of 24% of dCDS pool. This doesn’t include the yields added to the dCDS pool and only considers the funds deposited/withdrawed.
  3. Net dCDS yields/user reached a high of 180% within 3 months. This is after deducting any unrealized losses occuring due to above dCDS fall protection.
  4. When considering no repayment of loans by anyone, the total liquidations within the 3 month were 0.

Google Sheet Data - https://docs.google.com/spreadsheets/d/1T_P16rZMrNNxbeoq-5a3S8QTgyvnnRK9kI9v76qwo0A/edit?usp=sharing

Here are the detailed results for Scenario 1

Net Yields on $USDa in dCDS module

Users can deposit $USDa and other volatile tokens in dCDS and earn pure stablecoin yields. This yields are derived from a combination of option fees paid by borrowers and liquidation gains. We also subtract any unrealized losses in providing downside fall protection to borrowers due to price change. We add this yields every day and after doing this we can see that the Net dCDS Yields/user reaches a high of 180% over a time span of 3 months.

Thus dCDS is able to offer 10X -12X yields on $USDa in comparison to existing protocols providing stablecoin yields of upto 50% at any moment. This makes dCDS the highest yield bearing opportunity in pure stablecoin yields across entire Defi market.

https://docs.google.com/spreadsheets/d/e/2PACX-1vSvcDEAI2n0-MBpjB73N94yd2xVh4i9JRQe2qbFEfAoXmUAbBmRbQTIs3EUXArHRsnyOL9CdzRrzavP/pubchart?oid=398698824&format=interactive"></iframe>