DWF Labs Partner: Stablecoins and BTC account for 89% of USDF reserve assets, and the current excess collateral ratio is 116%

By: odaily.com|2025/07/08 19:06:50

Odaily News In response to the communitys questions about the reserve status and revenue sources of Falcon Finance (USDf), a stablecoin project under DWF Labs, Andrei Grachev, executive partner of DWF Labs, responded in a post on X.
Among USDfs reserve assets, stablecoins and BTC account for about 89% (about US$565 million), and altcoins account for about 11% (about US$67.5 million). The reserve assets have been audited and the current over-collateralization ratio is 116%.
In terms of yield, the composition of the agreement income is as follows: basis trading income accounts for 44%, arbitrage trading income accounts for 34%, and pledge income accounts for 22%.
According to previous news, Falcon Finances stablecoin USDf was temporarily unpegged, falling to $0.8799, and has now rebounded to $0.9905.

Since 2024, Bitcoin ETFs have become one of the main channels through which institutional capital enters the crypto market. Unlike traditional crypto exchange volume data, ETF flow data reflects portfolio allocation decisions from large investors, which often influence long-term price direction rather than short-term speculation.

How to Invest in Bitcoin ETF in 2026: Beginner's Step-by-Step Guide

For users who want the simplest way to follow Bitcoin price movements, ETFs can be a convenient starting point.

What Is a Bitcoin ETF? Is Bitcoin ETF a Good Investment Entry for Crypto Beginners in 2026?

What is a Bitcoin ETF and why does it matter in 2026? Learn how Bitcoin ETFs work, why institutions use them, and how they changed crypto market access worldwide.

Bitcoin ETF vs Ethereum ETF: What's the Difference in 2026?

Bitcoin ETF vs Ethereum ETF: What’s the difference and which should you choose in 2026? Compare risk, adoption trends, and portfolio roles before investing.

The Bounce is a Illusion? The Bond Market Has Answered

The Stock Market is in Frenzy, Bonds and Oil Are Signaling Caution

The Flip Side of the Stock Market Rally: Energy Reconfiguration, Bitcoin Short Squeeze, and Market Dislocation

The stock market continues to rise on optimistic expectations, but structural risks are still accumulating.

Claude's Request for Identity Verification Prompts Reflection from a Relay Operator

AI should, in theory, be something that everyone can benefit from.

PinPet × VELA: Solana's First Atomic Swap Engine and Yield Hedging Protocol, Reframing the DeFi Financial Paradigm

As the flagship project of the ecosystem, VELA is expected to receive more funding and exposure, and its value will gradually be reflected as the ecosystem grows.

From Coinbase to OpenAI: When lobbying experts start to flee crypto

A Coinbase policy executive has jumped to OpenAI, signaling that the "compliance war" in the cryptocurrency industry is nearing its end, with policy benefits rapidly shifting towards the AI sector.

Understanding the Key Issues of Tokenization in One Article

The value of Bitcoin and its speculative derivatives comes from scarcity and narrative. Tokenized real estate, bonds, and private equity represent assets whose value is derived from income, cash flow, and physical operations. Tokenization is a completely new layer of ownership and settlement for exi...

Silicon Valley Entrepreneurship Guru Steve Blank: In the AI Era, Startups Over Two Years Old Should Reboot

You need to first see what is happening around you, or else your company will die.

How Dangerous Is Mythos? Why Anthropic Has Decided Not to Release the New Model

Mythos has now acquired stand-alone attack capability, and the risk is transitioning from containable to unpredictable

The third round of repurchase and destruction by JST has been completed as scheduled, with a repurchase and destruction scale exceeding 21 million USD

Will Bitcoin ETF Increase Bitcoin Price in 2026?

Will Bitcoin ETF increase BTC price in 2026? See what ETF inflows signal about institutional demand, market momentum, and Bitcoin’s long-term outlook.