Breakage analysis per dependency

Circle USYC's assessment for RD-F-052 — scored yellow on the v1.7.0 rubric. The evidence below is the curator's reasoning for this score.

Evidence summary #

Breakage analysis: (1) NAV oracle stale - Teller uses stale NAV for subscription/redemption pricing; users over/under-charged vs actual fund NAV; impact HIGH for transacting users; (2) CCTP attestation failure - cross-chain operations for BSC (96% of $2.97B TVL) halt; redemptions from BSC to Ethereum blocked; impact HIGH; (3) USDC depeg - in-flight subscriptions/redemptions mispriced; (4) RolesAuthority compromise - global freeze possible. Analysis is partial - BSC-side oracle dependency not fully confirmed. Yellow: major dependencies covered, some cross-chain nuance unresolved.

Sources #

Etherscan
CrossChainTeller BSC - BSCScanCrossChainTeller BSC at 0xf38979E05650be7926EA07BB59C48Fb9b1DB3D08 - redeemComplete() relies on Circle CCTP attestation; failure = BSC redemption haltretrieved 2026-05-16
Internal
00-profile.md §4 TVL distributionProfile §4 TVL anomaly: BSC holds 96.19% of TVL ($2.86B); BSC cross-chain operations are dominant risk surfaceretrieved 2026-05-16

Methodology #

Produce a short per-dependency text describing which protocol functions halt or degrade and impact severity if each declared dependency fails.

See the full factor methodology and distribution across all protocols →

rubric_version v1.7.0 protocol circle-usyc factor RD-F-052 score yellow collected_at 2026-05-15 21:56:43