Curator Vaults, Depegs, and a 3AM Panic

2025/11/12

Silo Panic

Today I was scrolling through the Silo Discord and reading messages from depositors who’ve just realized - more than a week later - that their funds are frozen and there’s no liquidity left.

Before all this happened, I had been fascinated by the concept of curated vaults - strategies designed and managed by specialized teams who take care of allocation, parameters, and risk control.
Without digging too deep (classic me), I decided to test them in practice - with my own stablecoins 😌

At the end of October, I deposited into several vaults and was ready to sit back and enjoy the ride.
Then, on November 3rd, the news broke about the Balancer exploit.
I sighed with relief - no positions there. But soon Telegram chats started buzzing with messages about XUSD depeg and warnings to close positions on Silo, Morpho, and Euler.
That’s when I got tense and decided to check my positions.

These were my “brilliant” strategies (or so I thought):

  1. Borrowing AUSD on Aave against BTC as collateral - and depositing it into a vault with a higher APR.
  2. A deposit into Beefy, a yield aggregator built on top of the Euler protocol, in a new blockchain Plasma.

Naturally, I closed these positions immediately.
But it turned out that other strategies were also at risk - namely:

I rushed to withdraw everything while monitoring Telegram chats, but the Silo Greenhouse vault didn’t have enough liquidity - no matter how many times I refreshed the page.
Eventually, unable to calm down, I woke up in the middle of the night, checked again, saw liquidity freed up - and withdrew instantly.

If you want a deep analytical breakdown, I recommend this read:
House of Cards - rekt.news


What happened next

In the Silo Discord, chaos unfolded.
Admins kept repeating “DeFi is risky by nature” and occasionally banned users who asked about liquidity.
People were frustrated: every time a bit of liquidity appeared, bots instantly drained it before humans could even click “withdraw.”

The situation is still unfolding - the team is working on a fix, but trust has clearly taken a hit.


As for me - I’m once again searching for new stablecoin placement ideas 😌


Posts