How Does Hastra Work?

RWA|Risk C+|6 mechanisms|5 interactions

Hastra bridges institutional lending and DeFi by tokenizing exposure to Figure's $19B+ home equity loan portfolio on Solana. Users can earn yield through PRIME (backed by HELOC loan payments) or wYLDS (backed by US treasury securities). Unlike most DeFi yields that come from token emissions, Hastra's returns derive from real borrower payments. The protocol has $312M TVL and integrates with major Solana DeFi platforms like Kamino and Jupiter for composable yield strategies.

TVL

$353M

Sector

RWA

Risk Grade

C+

Value Grade

C+

Core Mechanisms

RWA/Tokenized-Lending

Novel

Tokenized exposure to Figure HELOC loan pools via PRIME

PRIME is a liquid staking token providing yield from Figure's Democratized Prime HELOC lending pools. Yield derives from real consumer lending operations with $19B+ in originations. Novel on-chain representation of institutional HELOC exposure.

Stablecoin/Yield-Bearing

Novel

wYLDS wrapped SEC-registered stablecoin backed by treasury securities

wYLDS is a wrapped version of Figure's YLDS, an SEC-registered stablecoin backed by US treasury securities. Provides on-chain yield from government bonds with regulatory compliance.

Yield/Real-World-Yield

Monthly yield claims from HELOC borrower payments

Yield accrues continuously and is claimable monthly through the DeFi Command Center. Returns derive from real borrower payments on home equity lines of credit.

Oracle/Price-Feed

Chainlink oracle infrastructure for yield primitive pricing

Chainlink provides oracle infrastructure for pricing Hastra's yield primitives including PRIME and wYLDS on Solana.

Integration/DeFi-Composability

Composable yield tokens across Kamino, Raydium, Jupiter

PRIME and wYLDS are fully composable across Solana DeFi protocols. PRIME Market has surpassed $500M in deposits on Kamino, enabling leveraged RWA yield strategies.

Custody/Institutional

Figure-backed institutional custody of underlying HELOC assets

Underlying loan assets are originated and custodied by Figure, a publicly-traded company (NASDAQ: FIGR). On-chain tokens represent claims against Figure's loan portfolio.

How the Pieces Interact

PRIME HELOC yieldHousing market conditionsHigh

PRIME yield is directly tied to HELOC borrower payments. A housing market downturn causing rising delinquencies or defaults reduces yield and could impair the principal value of PRIME tokens.

Figure single-issuer dependencyOn-chain token redemptionHigh

Both wYLDS and PRIME depend entirely on Figure for yield generation and redemption. Figure's insolvency, regulatory action, or operational failure would strand on-chain token holders with unredeemable claims.

DeFi composability on KaminoLeveraged RWA yield positionsMedium

Users leveraging PRIME on Kamino amplify exposure to HELOC default risk. A sudden yield reduction could trigger cascading liquidations of leveraged PRIME positions across DeFi.

Chainlink oracle pricingPRIME token market valueMedium

Oracle-reported PRIME value may not reflect true underlying HELOC pool health in real-time. Stale or inaccurate pricing could delay liquidations of leveraged positions or misrepresent protocol health.

wYLDS treasury backingInterest rate environmentLow

wYLDS yield derived from US treasuries is sensitive to rate changes. Falling rates reduce wYLDS attractiveness; rising rates could cause mark-to-market losses on the underlying treasury portfolio.

What Could Go Wrong

  1. Yield is backed by Figure's HELOC loan portfolio — borrower defaults, rising delinquencies, or housing market downturns directly reduce returns and could impair principal
  2. Protocol relies entirely on Figure (NASDAQ: FIGR) as the sole RWA originator; any regulatory action, insolvency, or operational failure at Figure halts all yield generation
  3. wYLDS and PRIME tokens represent claims on off-chain assets with limited on-chain enforceability; legal recourse in default scenarios remains untested in crypto-native courts

Housing Market Downturn and HELOC Default Cascade

Moderate

Trigger: US housing market correction of >15% triggers HELOC delinquency rates above 10% in Figure's loan portfolio

  1. 1.Housing prices decline 15%+; borrowers' home equity shrinks below HELOC balances HELOC delinquency rates rise as borrowers with negative equity default
  2. 2.Figure's HELOC pool yield drops as defaults reduce cash flows from borrower payments PRIME yield declines materially; token attractiveness decreases
  3. 3.PRIME holders begin redeeming; leveraged PRIME positions on Kamino face margin calls Redemption pressure forces Figure to liquidate loan positions at distressed prices
  4. 4.Fire-sale of HELOC assets further impairs pool value; PRIME NAV drops below market price Panic selling of PRIME on secondary markets; token depegs from underlying value

Risk Profile at a Glance

Mechanism Novelty5/15
Interaction Severity6/20
Oracle Surface3/10
Documentation Gaps3/10
Track Record2/15
Scale Exposure5/10
Regulatory Risk6/10
Vitality Risk6/10
C+

Overall: C+ (36/100)

Lower score = safer

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