Dossier
SGOV
Coverage of SGOV in the Nexus archive.
- No – Digital Credit Cannot Be Replicated With Bitcoin and Treasuries
The article critiques Onramp's analysis of replicating Digital Credit with Bitcoin and U.S. Treasuries, highlighting factual errors in the report and arguing that Digital Credit's overcollateralization and external capital structure cannot be replicated by simple BTC/Treasury portfolios. The author emphasizes economic and empirical flaws in Onramp's 'simpler trade' argument.
- How risky is USDC lending in Coinbase to Morpho?
A user is concerned about the safety of lending USDC on Coinbase via Morpho after a recent $200 million DeFi hack at Kao DeFi. They are considering moving $100k to safer alternatives like SGOV, government treasury bills, or ETFs like VOO/VTI.