Part 3 · Chapter 2

Understanding Stablecoins

At a Glance

Stablecoins aim to hold a peg, but backing models differ widely. You'll learn how collateral, algorithms, and regulation shape stability and risk.

Collateral ModelsDepeg RiskChoosing Wisely

Who Is This For?

  • Users parking funds in stable assets
  • DeFi participants using stablecoins as collateral

Learning Objectives

  1. 01Compare fiat, crypto, and algorithmic collateral models
  2. 02Identify warning signs of depegs and governance risk
  3. 03Select stablecoins that fit your risk tolerance
Section 1

Collateral Models

How a stablecoin maintains its peg is the most important factor in its risk profile. Three main models exist, each with distinct tradeoffs.

Explore Collateral Models

🏦
Fiat-Backed

Each token is backed 1:1 by traditional assets held in regulated financial institutions.

Backed By:
Bank reserves (USD, T-bills, cash equivalents)
Trust Required:
Issuer + Banks + Auditors
How It Works:
Users deposit fiat → Issuer mints tokens. Users redeem tokens → Issuer burns and returns fiat.
Examples:
USDC
Circle, monthly attestations
USDT
Largest by market cap
PYUSD
PayPal-issued
PROS
  • ✓ Simple 1:1 backing model
  • ✓ Highly liquid on all exchanges
  • ✓ Regulatory clarity in many jurisdictions
  • ✓ Stable peg under normal conditions
CONS
  • × Centralized: issuer can freeze addresses
  • × Bank dependency: SVB crisis affected USDC
  • × Requires trust in issuer and auditors
  • × Not censorship-resistant
Quick Comparison
ModelRiskDecentralizedCapital Efficient
🏦 Fiat-BackedLow-MedNoYes
🔐 Crypto-BackedMediumYesNo (150%+)
🤖 AlgorithmicMed-HighVariesYes
Section 2

Risks and Safeguards

Even “stable” coins can lose their peg. Understanding the risks helps you prepare and choose wisely.

Depeg Impact Simulator

See how a depeg would affect your holdings. Move the slider to simulate different scenarios.

$
$1.00 (No depeg)$0.01 (99% depeg)
If stablecoin drops to
$1.00
Loss
$0
Remaining
$10,000
Real Depeg Events:
UST (May 2022): $1.00 → $0.01 in days, $40B lost
USDC (Mar 2023): $1.00 → $0.87 briefly (SVB crisis)
Centralization Risk

Fiat-backed issuers can freeze your address or be forced to by regulators.

Affected: USDC, USDT, BUSD
Liquidation Risk

Crypto-backed stables can trigger liquidations in crashes, potentially cascading.

Affected: DAI, LUSD, sUSD
Algorithm Risk

Algorithmic mechanisms can fail in death spirals when confidence drops.

Example: UST collapse

Why Reserve Ratio Matters

A healthy stablecoin has reserves matching or exceeding circulating supply.

Circulating Supply$10B
Reserves$10.0B

✓ Healthy: Reserves cover 100% of supply. All redemptions can be honored.

Section 3

Choosing and Using

The right stablecoin depends on your use case and risk tolerance. Use this tool to find your match.

Find Your Stablecoin

Select what matters most to you:

Ranked by your priorities:
#1
USDC
Fiat | $25B+
Can freeze
#2
USDT
Fiat | $95B+
Can freeze
#3
DAI
Crypto | $5B+
No freeze
#4
FRAX
Hybrid | $1B+
No freeze
#5
LUSD
Crypto | $300M+
No freeze
💱
Trading Float

Parking funds between trades. Need high liquidity and tight spreads.

Best: USDC, USDT
🏦
DeFi Collateral

Borrowing against or providing liquidity. Need stability and wide acceptance.

Best: USDC, DAI
🔒
Long-term Savings

Holding larger amounts. Consider diversifying and censorship resistance.

Best: Mix of USDC + DAI
Stablecoin Best Practices
Diversify across 2-3 stables with different backing
Check reserve reports and audits regularly
Monitor on-chain liquidity before large moves
Use native issuance over bridged when possible
Watch Out

Common Mistakes & Gotchas

Stablecoins seem safe, but complacency is dangerous. Avoid these costly mistakes:

🤖
Algorithmic stablecoins are just as safe as fiat-backed ones
UST collapsed from $1 to near $0 in days. Algorithmic mechanisms can fail catastrophically. Always understand the backing model.
🌉
I'll bridge my USDC to this new chain for the yield
Check liquidity on the destination chain first! Low liquidity means high slippage when you try to exit. Native issuance > bridged.
🔒
My stablecoins can't be frozen, it's crypto
Centralized stablecoins (USDC, USDT) CAN freeze addresses. This has happened for regulatory/legal reasons. Only decentralized stables like DAI/LUSD cannot freeze.
📊
I'll use this 20% APY stablecoin as my main DeFi collateral
High yields often mean higher risk. Use battle-tested stables (USDC, DAI) for collateral. Save experimental stables for small allocations.

⚠️ Remember: “Stable” doesn't mean “risk-free.” Every stablecoin has assumptions that can break. Understand what you're holding and why.

Test Yourself

Knowledge Check

Let's see how well you understand stablecoin mechanics and risks.

1

Why are crypto-backed stablecoins overcollateralized?

2

What is a major centralization risk of fiat-backed stablecoins?

3

Name one hybrid/algorithmic stablecoin:

4

What happened to UST (TerraUSD) in May 2022?

5

Why did USDC briefly depeg to $0.87 in March 2023?

Next Steps

Continue learning: “NFTs and Digital Ownership” to explore non-fungible assets
Hands-on practice: Check a stablecoin's reserve report at Circle Transparency or DAI Stats