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Ketju research: RAAC

RejectedPublished by Ketju Research

This file describes the economic claim, control, loss, and exit evidence. Client action and amount belong to the advisor. Not investment, legal, tax, or compliance advice.

Research summary

This review rejects RAAC because the product holding nearly all of its tracked value is actively depegged. RAAC, or Regnum Aurum Acquisition Corp, is a British Virgin Islands entity that runs two product lines under one DefiLlama TVL figure: RWf(x)/pmUSD, a gold-backed stablecoin, and RAACLend, a tokenized-real-estate lending product. Despite RAAC's focus on real estate in its marketing, essentially all of the roughly $117M tracked TVL sits in pmUSD, not RAACLend. RAAC's own site reports $116.9M of $117M in pmUSD. pmUSD is currently trading around $0.65, down roughly 36% from its all-time high. An independent risk service grades its peg-defense mechanism "F" and attributes the failure to a structural reliance on Sky Protocol's sUSDS rather than RAAC's own collateral. No RAAC-published incident report or postmortem that addresses this depeg was found. This is a realized failure in the product carrying nearly all of this entry's tracked value, not a theoretical risk. The review therefore follows it on a 30-day cycle while the depeg remains active.

Observable review triggers

  • pmUSD trades back within a normal small-percentage band of $1 for a sustained period, with a published explanation of what fixed the peg mechanism
  • A RAAC-published incident report or postmortem addresses the depeg directly
  • The peg stability module's dependency on Sky Protocol's sUSDS health is reduced or independently insured against
  • Freeze, blacklist, and minting-eligibility policy for pmUSD are disclosed from primary sources

Facts on file

Verdict
Rejected
Type
Other
Chains examined
Ethereum
Reviewed
Last confirmed

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