🎯 Maintaining Stability: Arbitrage & Incentives

Understand how market forces and incentives restore the peg

🛡️ Maintaining Stability

Maintaining a stable peg requires constant monitoring and adjustment. Different stablecoin types use different tools to respond to market pressure and maintain price stability.

🎮 Interactive: DAI Collateralization Simulator

Adjust parameters to see how over-collateralization protects DAI's peg:

ETH Collateral
10.00 ETH
= $20,000
Collateralization Ratio
200%
✓ Safe
Liquidation Price
$1500
ETH can drop 25%

✓ Position Healthy

This vault has 50% buffer above the minimum 150% requirement. ETH can drop to $1500 before liquidation. The over-collateralization protects DAI's $1.00 peg even if ETH crashes.

Stability Mechanisms by Type

💵

Fiat-Backed (USDC, USDT)

Stability tools:

  • Reserve audits: Monthly attestations by accounting firms
  • Instant redemption: 1:1 swap guaranteed by issuer
  • Banking relationships: Regulated custody, FDIC insurance
  • Market making: Authorized partners provide liquidity
🔐

Crypto-Backed (DAI, LUSD)

Stability tools:

  • Over-collateralization: 150-200% backing creates buffer
  • Liquidation system: Bots buy stablecoin to repay debt
  • Stability fee: Interest rate adjusts to control supply
  • PSM (Peg Stability Module): DAI can swap with USDC at 1:1
  • Emergency shutdown: Last resort to protect peg
⚙️

Algorithmic (Experimental)

Stability tools (theoretical):

  • Rebase mechanism: Supply expands/contracts automatically
  • Dual-token system: Volatile governance token absorbs volatility
  • Seigniorage shares: Bond system to contract supply
  • ⚠️ Critical weakness: Requires perpetual growth or death spiral

DAI's Peg Stability Module (PSM)

MakerDAO introduced the PSM to strengthen DAI's peg during the March 2020 crash. It allows 1:1 swaps between DAI and USDC with zero slippage.

DAI above $1.00?

Swap USDC for DAI in PSM → Sell DAI for profit → Increases DAI supply → Price drops to $1.00

DAI below $1.00?

Buy cheap DAI → Swap for USDC in PSM → Profit → Decreases DAI supply → Price rises to $1.00

⚠️ Trade-off: PSM makes DAI more dependent on USDC. Currently ~50% of DAI backing is USDC. Improves stability but reduces decentralization.

💡

Why Over-Collateralization Works

Crypto-backed stablecoins need 150-200% collateral because crypto is volatile. If ETH drops 40%, a 150% collateralized position becomes 90% → liquidation → DAI demand → peg maintained.

The buffer protects against flash crashes and ensures liquidators have incentive to buy the stablecoin (creating demand) even during severe market stress.