[Objective Labs] Integrate Strata PT-jrUSDe-15Jan2026 and PT-srUSDe-15Jan2026 on Euler Yield

Summary

Objective Labs recommends listing PT-jrUSDe-15Jan2026 and PT-srUSDe-15Jan2026 on Euler Yield as collateral-only assets. These Strata-issued Principal Tokens represent fixed-yield positions on junior and senior tranches of USDe-based vaults, expanding Euler’s coverage of structured yield products.

The listing enables users to borrow stable assets against their fixed-income exposure, while maintaining clear tranche risk separation through collateral-only treatment.

Fundamentals

PT-jrUSDe-15Jan2026 and PT-srUSDe-15Jan2026 are Principal Tokens issued by Strata, backed by the underlying jrUSDe and srUSDe vaults. Each token represents the fixed-income portion of a deposit into its respective tranche, maturing into 1 unit of the underlying asset at expiry.

  • jrUSDe – the junior tranche, designed for higher yield but higher risk exposure to performance variations.

  • srUSDe – the senior tranche, offering more stable returns with priority on redemption and lower risk.

    Both tokens enable fixed-yield DeFi strategies, allowing users to trade or leverage predictable income streams before maturity.

Liquidity

PT-jrUSDe-15Jan2026 currently maintains around $6.79M in liquidity while PT-srUSDe-15Jan2026 holds approximately $24M in liquidity, indicating stronger demand for stable, lower-risk yield exposure. Liquidity across both tranches is expected to continue growing as Strata expands its tranching vaults and deepens integrations within the Pendle ecosystem.

Risk Parameters

Caps

Asset Supply Cap Borrow Cap
PT-jrUSDe-15Jan2026 3M -
PT-srUSDe-15Jan2026 10M -

IRM

No IRM necessary for collateral only assets.

LTVs

We recommend splitting the LTVs into 2 parts as jrUSDe is expected to be much more volatile by design.

Collateral Debt Asset LLTV
PT-srUSDe-15Jan2026 USDC 87%
PT-srUSDe-15Jan2026 USDT 87%
PT-srUSDe-15Jan2026 PYUSD 87%
PT-srUSDe-15Jan2026 RLUSD 87%
PT-srUSDe-15Jan2026 wM 87%
PT-srUSDe-15Jan2026 USDe 92.5%
PT-srUSDe-15Jan2026 eUSDe 92%
PT-srUSDe-15Jan2026 USDtb 87%
PT-srUSDe-15Jan2026 rUSD 87%
PT-srUSDe-15Jan2026 AUSD 84%
PT-srUSDe-15Jan2026 frxUSD 84%
PT-srUSDe-15Jan2026 USD1 84%
PT-srUSDe-15Jan2026 mUSD 84%

Borrow LTVs for PT-srUSDe-15Jan2026 to be set 2% below LLTVs

Collateral Debt Asset LLTV
PT-jrUSDe-15Jan2026 USDC 65%
PT-jrUSDe-15Jan2026 USDT 65%
PT-jrUSDe-15Jan2026 PYUSD 65%
PT-jrUSDe-15Jan2026 RLUSD 65%
PT-jrUSDe-15Jan2026 wM 65%
PT-jrUSDe-15Jan2026 USDe 65%
PT-jrUSDe-15Jan2026 eUSDe 65%
PT-jrUSDe-15Jan2026 USDtb 65%
PT-jrUSDe-15Jan2026 rUSD 65%
PT-jrUSDe-15Jan2026 AUSD 65%
PT-jrUSDe-15Jan2026 frxUSD 65%
PT-jrUSDe-15Jan2026 USD1 65%
PT-jrUSDe-15Jan2026 mUSD 65%

Borrow LTVs for PT-jrUSDe-15Jan2026 to be set 5% below LLTVs

Oracle

We recommend using Pendle TWAP oracles for PT-jrUSDe-15Jan2026 and PT-srUSDe-15Jan2026, crossed with the same USDe oracle used in Euler Yield.

2 Likes

Gauntlet reviewed pt-jrUSDe-15Jan2026 and pt-srUSDe-15Jan2026, and our risk recommendations align with the parameters outlined by Objective Labs. Pendle markets for srUSDe and jrUSDe are live, and positions can migrate to the new pools via the Pendle UI.

We expect users to migrate positions soon and believe Strata’s PTs fit well within Euler Yield. Gauntlet will monitor post-listing behavior and recommend parameter adjustments as needed.

1 Like

Sers. I think both these collaterals were onboarded wrongly with the LLTVs mixed up.

PT-srUSDe has 65% LLTV and the riskier PT-jrUSDe has 85-90%+ LLTV. How do we fix this without liquidating those that have borrowed in the jrUSDe market?

Yes, you noticed this correctly, and we also noticed that right away after executing the transaction. The mistake was corrected before any borrows were created (LTVs for jrUSDe were lowered) hence no liquidation threat. Another tx is pending in the timelock to resolve this fully. It should be executed later today.

1 Like