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Elixir Retires deUSD After Stream's $93 Million Loss

The protocol is compensating remaining holders in USDC through a claims process.

Overview

  • Elixir halted minting and redemptions, took a snapshot of balances, and opened USDC claims, with affected AMM and lending LPs eligible to claim the full value of positions.
  • Around 80% of holders have already been repaid, with claims currently unavailable for users on Sui, Sei, and some specific AMM/LP setups.
  • Stream Finance suffered a confirmed $93 million asset loss and reportedly owes about $285 million across lenders, including roughly $68 million to Elixir.
  • Market dislocations persist, with deUSD trading near $0.026 by CoinGecko data and Stream’s XUSD falling from $1 to about $0.17.
  • Stream holds roughly 90% of the remaining deUSD supply (about $75 million), and Elixir says it will work with Euler, Morpho, and Compound to liquidate positions and distribute repayment, which it believes will be honored 1:1.