Charrette's architecture explained: the plan loop, the tracker protocol, the orchestrator mandate, the aiview viewer, the swarm board and the release mechanics.
2026, Oct 13 — 21 minute read
Analysing a Morpho vault entered through Zama: who bears a loss, the two exits and their delay, contagion through markets and decryption, what stays public.
2026, Oct 11 — 15 minute read
On 25 August 2026 a 320,000 SY trade on Pendle liquidated 36M of Morpho loans. The mechanism from the code, and a replay that predicts the same 20 positions.
2026, Oct 11 — 15 minute read
When collateral loses value, a lending market sees only its oracle. How each oracle kind passes a shock on, and how to price liquidations, bad debt and drains.
2026, Oct 11 — 19 minute read
Two ways to price yield collateral on Morpho: Huma's PST exchange rate and Ojo's min(TWAP, linear) PT feed, with the failure each one allows.
2026, Oct 11 — 17 minute read
Measuring the risk of Ethena's USDe and sUSDe: backing by exchange, reserve fund, depeg priors, a venue failure and negative funding on a leveraged PT loop.
2026, Oct 11 — 15 minute read
Where a Morpho Vault V2 depositor's loss comes from, which on-chain events and views reveal it, and what a block-by-block watcher showed on a 458M-RLUSD vault.
2026, Oct 10 — 19 minute read
