Is Resupply a Good Investment?
| TVL | $38M |
| FDV | $9M |
| TVL/FDV | 4.13x |
| Risk Grade | C |
| Value Grade | C- |
Value Accrual: Does the Resupply Token Capture Value?
Resupply scores C- on Hindenrank's value accrual framework (38/100), indicating average value capture — some strengths offset by weaknesses in fee distribution or sustainability. Fee capture scores 10/25 — moderate, with some fees reaching token holders but room for improvement. Token distribution is rated 8/25 (significantly concentrated among insiders or early investors), and emission sustainability sits at 8/25. The competitive moat dimension scores 12/25.
Protocol Health: Is Resupply Still Growing?
Resupply's vitality risk score is 7/10 on Hindenrank's rubric (lower is healthier). This raises concerns about protocol vitality — Resupply shows signs of declining activity, stagnant or falling TVL, or reduced developer engagement. Investors should monitor whether this trend reverses before increasing exposure.
Risk-Adjusted View: Is the Upside Worth the Risk?
Risk-Adjusted Position
NeutralResupply sits in the Neutral zone — average on both risk (C) and value (C-). There is no strong reason to overweight or avoid the token at current levels. Monitor for catalysts that could shift the balance in either direction.
Risk Context
Resupply carries a risk grade of C (45/100), classified as elevated risk — multiple novel mechanisms and notable interaction risks. While no critical-severity interactions were identified, 2 high-severity interactions warrant attention. The primary risk factor is: Resupply suffered a $9.6M donation-attack exploit in June 2025 on a newly deployed wstUSR vault, demonstrating that empty-pool vulnerabilities in freshly launched markets remain a critical attack vector.
Read our full safety analysis →Should you buy Resupply?
Resupply scores C- on Hindenrank's value accrual framework, placing it among the average CDP protocols. Fee capture scores 10/25 — moderate, with some fees reaching token holders but room for improvement. Token distribution is significantly concentrated among insiders or early investors, and emission sustainability sits at 8/25. On the risk side, Resupply carries a C grade (45/100), which is elevated risk — multiple novel mechanisms and notable interaction risks. The combined risk-value position places Resupply in the Neutral quadrant.
Resupply investment outlook for 2026
With $38M in total value locked and FDV of $9M, giving a TVL/FDV ratio of 4.13, Resupply's fundamentals do not strongly support the current valuation from a usage perspective. The competitive moat dimension scores 12/25, suggesting meaningful but not impregnable competitive advantages.Investors should weigh these fundamentals alongside market conditions and their own risk tolerance.
This analysis is based on cryptoeconomic fundamentals, not price prediction. It is not financial advice. Full methodology
Weekly Commentary
ProWeek of March 3, 2026
Resupply sits squarely in no-man's land — a C risk grade and C- value score mean you're taking mid-tier CDP risk without compelling token economics to justify the exposure. At $41M TVL, it lacks the scale to generate meaningful fee revenue or build a liquidity moat against entrenched competitors like Liquity. Pass unless the value accrual story materially improves.
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