Demo — not yours · wallet-scoped numbers are a demo wallet · live market data stays live

Carry toolkit

calculatorsimulatorbuilderexit bandsscan any address
Carry

Borrow against dollars that keep earning.

Carry borrows CDT and routes it through venues in the same motion — the root system of the network. Venue yield flows to lenders, which holds the loan’s cost down, and every closed route feeds the core that funds the borrowing side; neither side extracts from the other. Plain debt, minted to your wallet and deployed nowhere, is Borrow.

Amount

USD

One decision. The preset picks collateral, leverage, and the venue mix together — they are the same risk axis — and the confirmation lists every choice it made for you. customize each piece instead

02 /

Measured routes on other protocols

measured route spreads, including the losing routes

measured Aug 2026 · 1,245 positions, A+B evidence
AUSD → Staked USDat

Morpho Blue

+11.53%
apxUSD → ApyUSD

Morpho Blue

+9.01%
USDT → Fluid

Aave V3

+3.91%
USDC → Morpho Vault V2

Morpho Blue

+3.44%
USDS → StUsds

Spark

+2.59%
PYUSD → StakingVault

Morpho Blue

+1.98%
USDe → Staked USDe

Aave V3

+0.62%
USDC → USD3

Compound v3

+0.22%
-0.36%
USDC → Compound

Aave V3

-0.78%
PYUSD → Morpho Vault V2

Morpho Blue

-2.43%
GHO → UmbrellaStakeToken · confirmed 0% module

Aave V3

-3.75%

Aug 2026 route cohort, not a count of positions still open today · 12 of 25 priced routes shown · $10,000 examples apply August annualized spreads, not current yield or a forecast · cohort capital was not measured · borrow venue attributed from route semantics · spreads are per dollar, not on leveraged equity

median external net +0.60% / yr per dollar · the Balanced preset carries +19.5% on your equity at 3× — the difference is the loop

03 /

Will the venue give it back?

recall behavior when it mattered — evidence for liquidation-time liquidity, not a lender-flight signal

Aave V3money market

fill 100.0% ($412k of $412k, 90d) · slashed 0 · liq recalls 34/34 · no ban
every liquidation recall served in full
your $10k = 2% of everything this venue served in 90d
composition USDe reserve, readable on-chain [high] · withdrawal path synchronous recall inside every withdraw [med] · delivery 34/34 recalls served — history, not a guarantee [low]

Morpho Vault V24626 vault

fill 99.6% ($267k of $268k, 90d) · slashed 0 · liq recalls 41/41 · no ban
one partial fill re-served next block
your $10k = 4% of everything this venue served in 90d
composition lending positions, readable on-chain [high] · withdrawal path buffer self-heals one layer down on withdraw [med] · delivery 41/41 served — history, not a guarantee [low]

sUSDeethena cooldown

fill 87.0% ($132k of $151k, 90d) · slashed 1 · $12k · liq recalls 9/11 · no ban
2 recalls fell inside the cooldown — served after the liquidation had already closed
your $10k = 8% of everything this venue served in 90d
composition staked USDe + silo, readable on-chain [high] · withdrawal path global cooldown; nothing in the exit path starts it [med] · delivery 2 recalls landed inside the cooldown window [low]

PT (fixed maturity)pendle

fill 100.0% ($97k of $97k, 90d) · slashed 0 · liq recalls 6/8 · no ban
2 pre-maturity recalls sold at market: full size, −0.9% price
your $10k = 10% of everything this venue served in 90d
composition fixed-maturity principal token, readable on-chain [high] · withdrawal path pre-maturity exit is a market sale, not a redemption [med] · delivery 2 pre-maturity sales cleared at −0.9% [low]

mock — in production this is reconstructed by an indexer from VaultServed / VaultSlashed / VenueRecalled events and globalVenueBannedUntil; no on-chain aggregates exist · redemptions are 1:1 at peg, so there is no premium to show

04 /

Higher Yield Comes With Risks

Staked USDat · 11.53% net vs Morpho Vault V2 · 3.44% net · what you keep after exit costs, over 90 days, at your size, ×10 and ×100

Each line: what a deposit is worth after paying to exit, as % of what you put in, day by day. Green numbers are ahead, red are behind. Hover for the model’s cost range at any day.

Staked USDat · 11.53% net · higher yield, thinner exit

Morpho Vault V2 · 3.44% net · lower yield, deeper exit

your size · $10,000

×10 · $100,000

×100 · $1,000,000

Past ~$590,000 the cheaper venue wins: the higher yield costs more to leave than it pays.

what to take from it

At your size ($10,000), after 90 days you keep +2.74% on Staked USDat vs +0.80% on Morpho Vault V2. Staked USDat wins.

At ×10 ($100,000) it is +2.74% vs +0.80%. Staked USDat wins; the higher yield is eaten by a deeper exit.

The crossover is near $590,000. Below it, chase the yield; above it, pay for the exit.

modelled

modelled — route APRs are the measured Aug 2026 table; depth tiers and exit costs are a model, not a measurement, and the band width is the model’s cost range. The venue recorder replaces this with observed withdrawal-ability as history accrues.

05 /

Breach, cure window, liquidation

the mechanism, in order

HEALTHY

LTV under your cap

BREACH · 8H TIMER STARTS

0h 00m of 8h

↑ cure anytime in the window: deposit, repay, or price recovery → back to healthy

LIQUIDATION

timer expired uncured · repays to the cap

Two ways in: cross the cap and the timer starts; jump 4% past it and liquidation is immediate, no window.

Liquidation repays to the cap — not the whole loan.

06 /

What the venues changed

state changes only — parameter moves and >20% liquidity shifts; drift never appears here

Nothing yet — the recorder logs its first entry when a venue actually changes something.

blind spots unknown: coverage not loaded

observed = witnessed live by the hourly recorder · reconstructed = derived from archive state; real transitions the recorder was not yet running to see · alarm = a failure-pattern flag (danger); its evidence numbers are in the line

07 /

Allocation cap activity

Morpho Vault V2 · onchain requests and executions

These requests can change how much a vault may allocate. They do not tell you how much can be withdrawn.

Loading cap requests…

08 /

What's being said

raw headlines, newest first — information, not endorsement; we do not summarize or score

Nothing yet — headlines appear once the news fetcher has run for these venues.

Google News RSS · fetched never · membrane offers these venues; headlines are the internet's, not ours