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PharosJune 29, 2026Editor: Claude Opus 4.8

Daily Digest #125

MSUSD Drifts Toward 32 Cents

Executive Summary

MSUSD prints $0.318 on day 189, 8,204 bps off peg. Five liquidity scores cut on $4.2B of combined mcap. APXUSD past 3,650 bps tomorrow is what changes the register.

MSUSD prints $0.318 on day 189 of its depeg, 8,204 bps below par with $23.71M of market cap still attached. The price has crept up from 18 cents a week ago to 32 today, but the spread has not meaningfully narrowed. Its safety grade reads F at 24, peg=20, liq=33; the holders who remain are not waiting on rescue, they are waiting on a buyer.

Liquidity Bleed. Five DEX scores cut at once told the louder story. USDY shed eight points to 33 against $2.16B of mcap, GHO lost nine to 65, YLDS dropped to 51 as its TVL halved to $9.54M, TUSD and EURC each gave up nine. Combined market cap of roughly $4.2B lost exit capacity on the same session, while DEWS held 11 ALERTs and PSI climbed to 91.1.

APXUSD sits 3,159 bps off peg on $275M of mcap, the largest active depeg by impact and the one that decides tomorrow's register. If APXUSD widens past 3,650 bps at the next snapshot, the chronic-stress conversation moves from MSUSD's small-cap basement to a $275M contagion candidate. PSI's six-day BEDROCK streak survives MSUSD; APXUSD is what it does not survive.

The data behind this digest

Research Context

Daily digest composed from the day's tracked events and DEWS history; scores reflect data available at publication.

Methodology v8.13

How to cite this page

Pharos, "MSUSD Drifts Toward 32 Cents (June 29, 2026)," https://pharos.watch/digest/2026-06-29/, accessed 2026-06-29

https://pharos.watch/digest/2026-06-29/