Mar 23
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I’ve already done a short dive into InfiniFi, but a lot of you asked for a deeper look — so this video goes all the way down the stack. This is not a hype video. I’m not here to sell yield or promise safety. In this video, I break down: 1. What InfiniFi actually is (and what it isn’t) 2. How its fractional-reserve model works on-chain 3. Where the yield really comes from 4. How siUSD and liUSD redistribute risk 5. Why liquidity — not “depegs” — is the real risk 6. How the looping strategy amplifies both upside and downside 7. And why I personally classify InfiniFi as high risk, despite thoughtful design We’ll reference InfiniFi’s own whitepaper and documentation throughout, including: - Duration mismatch and laddering - Explicit loss waterfalls - Exit timers and unwind mechanics - Bank-run dynamics and reserve dependency This is a serious breakdown for people who want to understand risk, not chase APY. 📌 Resources Mentioned InfiniFi Website: https://infinifi.xyz InfiniFi Docs & Whitepaper: https://docs.infinifi.xyz Looping Interface: https://loop.infinifi.xyz On-chain data (Dune): https://dune.com/bob_dinkytown/infinifi 📬 Substack If you like this style of analysis — mechanics first, risk second, no hype — I write everything out in more detail on Substack. Free subscribers get deep dives and frameworks Paid subscribers see my real allocations, position sizing, and hard “no” decisions 👉 https://stablelad.substack.com/ ⚠️ Disclaimer (YouTube-Ready) This video is for educational and informational purposes only and does not constitute financial, investment, or legal advice. I am not a licensed financial advisor. All opinions expressed are my own and are based on personal research and experience. Cryptocurrency and DeFi protocols involve significant risk, including the loss of principal. Past performance is not indicative of future results. Always do your own research and consult a qualified professional before making financial decisions.