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Analysis · Liquidity · 2026

A depeg is a queue problem dressed as a price glitch

When everyone wants out at once, redemption throughput matters more than marketing “backed 1:1.” stETH’s 2022 episode is a template: leverage + concurrent exits + uncertain settlement clocks.

Analysis

Mechanics to audit

Bitcoin-specific parallels

Wrapped BTC and LST-like products on other chains import bridge and custodian risk. Native BTC in cold storage has fewer moving parts — that’s the trade-off.

Never treat a receipt token as morally equivalent to on-chain BTC without reading the failure modes.
Educational content only. Not financial advice.