0xResearch ORE, Tempo & Inside Stream’s $93M Meltdown
Nov 7, 2025
Join Matt and Aryan from CMT Digital, experts in DeFi and market analysis, alongside Dan from Blockworks, as they navigate the thrilling landscape of crypto. They dive into why Ore and Zcash are on the rise, and dissect the dramatic $93M meltdown involving Stream's rehypothecation loop. The guests explore innovative concepts like modular lending, structured products, and the dangers of liquidity fragmentation. They also analyze DEX aggregators and trading dynamics on Solana, offering intriguing insights into the evolving crypto ecosystem.
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Limit Vaults With Caps And Time Locks
- Implement allowlists, exposure caps and time-locks for vaults to create observation windows before full exposure.
- Make oracles liquidity-aware and add supply/borrow caps sized to real liquidation depth to prevent too-large positions.
Curators Must Block Collateral Lineage
- Curators should ban collateral lineage loops and set friendly allocation caps to avoid reflexive rehypothecation.
- Require read-only proof-of-backing signals so depositors can inspect what strategies use their funds.
Structure Demands Rating Not Just Permission
- DeFi is shifting toward structured products and composition; permissionlessness must be balanced with rating and coordination middleware.
- Ratings and transparency, not pure gating, will enable safe scaling of complex yield products.