We analyze the significance of the MCR% decline on recent outflows from the Capital Pool, along with what’s being done to potentially curb that outflow and expectations going forward.

Key Takeaways:

  • The Capital Pool has experienced an outflow of almost 30k ETH since October 1st.

  • We believe it’s unlikely that MCR hits 100% because it’s a momentum play, and MCR decline has effectively stopped.

  • This situation has no effect on the ability of the protocol to function as intended.

  • Investing Capital Pool assets will actually have a more meaningful impact than people think. 

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