KETJU Research

← The Register

stable-lending

Unblock Equity

Rejected
Max sleeve
Reviewed
2026-08-16 · v1
Next review
2026-11-16
Chains
Base · hybrid

Rejected venues wait the longest for re-review; a rejection has to earn another look before the scheduled date.

Unblock Equity lends USDC through 24 segmented Morpho vaults on Base against tokenized Florida junior-lien home-equity loans, with verification, escrow and recovery choices. The 2026-08-16 survey measured about $0.023M, only 0.023% of the $100M materiality floor. The version-1 below-materiality dossier decides before borrower-level, lien-perfection, servicing, recovery, legal, curator or vault-liquidity diligence.

The research file

Mechanism applicability

Unblock Equity documents USDC vaults financing loans secured by tokenized voluntary junior liens on Florida residential property. Twenty-four combinations vary borrower verification, three-to-twelve-month senior-mortgage escrow and lien-only versus foreclosure recovery rights. Depositor yield remains private-credit exposure whose repayment and loss depend on homeowners, property values, senior liens, legal enforceability and servicing.

Control, loss and exit applicability

The product uses Base and Morpho vault infrastructure, while Unblock Equity performs underwriting, lien recording, escrow and recovery design. Curator materials describe market and allocation responsibilities, and the risk paper states withdrawals are subject to vault utilization. On-chain vault shares do not eliminate delays or losses in off-chain foreclosure, property sale, title disputes or junior-lien recovery.

Current observation and lifecycle

The DefiLlama API read on 2026-08-16 classified Unblock Equity as RWA Lending and reported approximately $0.023M entirely on Base, summing totalAssets across 24 segmented vaults. Current product, earn and security pages describe live Base vaults and a Florida launch. The project states third-party contract auditing and SOC 2 work are in progress, not completed assurances.

Why the materiality dossier decides

Measured TVL is approximately 0.023% of the $100M floor and cannot demonstrate diversified capacity or proposed-size liquidity. Reopen after TVL remains above $100M for 30 days; then obtain loan-level tapes, lien and senior-debt evidence, borrower and geographic concentration, valuation and servicing history, realized defaults and recoveries, legal opinions, vault roles, audits and proposed-size withdrawals.

Sources

The claims above trace to these. Where a number could not be independently verified, the thesis says so.

Inherited controls

The verdict above grades the protocol layer. Every position also inherits the asset it holds and the chain it settles on. The least safe layer sets the position’s grade, and the position table names which one that is.

ChainVerdictGradeControl constraint
BaseApproved · limits hybrid Coinbase — one regulated US company — operates the only sequencer, and admin keys can upgrade bridge contracts within ~7 days.
The memo is public. The watching is the product: the terminal reads your clients’ wallets against this Register and flags the events above when they fire. $49 per advisor per month, first 14 days free. Start the trial.