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Short notes from the risk desk.

Short blog posts for busy individuals. Our full-length risk assessment reports might also be interesting to you.

Published 2026-05-19

Digital gold assets: what actually matters?

Tokenized commodities · Digital asset risk

Gold-backed tokens can share the same reference asset while differing materially in chain exposure, issuer domicile, redemption design, legal structure, liquidity, and operational controls.

Published 2026-05-13

Digital assets change the risk profile of familiar value

Digital asset risk · Risk assurance

A token can reference a familiar currency, commodity, debt instrument, or collateral category while adding new smart contract, operational, liquidity, and redemption risks. The digital wrapper changes the diligence question.

Published 2026-05-12

Supply-chain attacks are now a smart contract assurance problem

Smart contract security · Bytecode assurance

Recent npm and PyPI compromises show that trusted build systems are now attack targets. For Web3 teams, the relevant assurance question is whether the deployed bytecode can be proven free of hidden trapdoor surfaces.

Published 2026-05-11

USDC, USDS, and USDT: what actually differs

Stablecoins · Comparative note

Smart contract risk is Low with High confidence across all three. The real differences sit in operational transparency, reserve assurance, liquidity, redemption design, and the evidence available to verify each claim.