Resupply vs Yala: Risk & Value Comparison
Resupply
Yala
Sector
CDP
CDP
Risk Score
44/100
44/100
Risk Grade
C
C
Value Score
38/100
22/100
Value Grade
C-
D
TVL
$36M
$2M
FDV
$6M
$230,038
Mechanisms
7
5
Interactions
5
4
Quadrant
Neutral
Weak
Risk Dimension Comparison
Mechanism Novelty/ 15
Resupply
6
Yala
6
Interaction Severity/ 20
Resupply
10
Yala
8
Oracle Surface/ 10
Resupply
4
Yala
5
Documentation Quality/ 10
Resupply
3
Yala
4
Track Record/ 15
Resupply
7
Yala
7
Scale Exposure/ 10
Resupply
3
Yala
0
Regulatory Risk/ 10
Resupply
5
Yala
5
Protocol Vitality/ 10
Resupply
6
Yala
9
Value Dimension Comparison
Fee Capture/ 25
Resupply
10
Yala
3
Token Distribution/ 25
Resupply
8
Yala
5
Emission Sustainability/ 25
Resupply
8
Yala
5
Competitive Moat/ 25
Resupply
12
Yala
9
Verdict
Both protocols have identical risk scores (44/100), making them equally risky.
Resupply has stronger value accrual (C-, 38/100) compared to D (22/100).