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Pharos

PharosJuly 3, 2026Editor: Claude Opus 4.8

Daily Digest #129

USX Stays Broken At 5,783 BPS

Executive Summary

Twelve days under peg on $20.81M mcap, safety score F. Ten other depegs share the board while USDT quietly shed $2.08B and USDS prints a 10.06% APY that begs corroboration.

USX from dForce holds 5,783 bps below peg on $20.81M of market cap, twelve days into a break that no market maker seems inclined to close. The safety score reads F at 32/100, with peg at 39 and liquidity at 14. This is not a coin awaiting rescue; it is a coin awaiting a footnote in a post-mortem.

The depeg board rhymes. pmUSD sits 5,568 bps under on $65.72M, sixty-two days deep and unchanged in urgency. apxUSD carries the heaviest exposure at $313.43M on 3,159 bps, down from yesterday's 3,650 but still $99M of holder pain. Eleven active depegs, one KAG resolution, and the Bank Run Gauge whipsawed from +9.8 to -23.8 CAUTIOUS in twenty-four hours.

Above the wreckage, PSI reads 91.6 BEDROCK on a ten-day streak, and USDS advertises 10.06% APY against a 30-day average of 7.2%, a spread that flags either fresh incentives or fresh data trouble. USDT quietly shed $2.08B this week to $184.02B, its largest weekly contraction since the $8.46B print from 2022.

Next trigger: apxUSD widening back to 3,650 bps upgrades peg stress from chronic to worsening; PSI at 89 or lower flips the frame from regime to active deterioration.

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, "USX Stays Broken At 5,783 BPS (July 3, 2026)," https://pharos.watch/digest/2026-07-03/, accessed 2026-07-03

https://pharos.watch/digest/2026-07-03/