0xa8a6…2022

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# Removal of ETHx from the collateral basket [https://forum.reserve.org/t/rfc-removal-of-ethx-from-the-collateral-basket/1623](https://forum.reserve.org/t/rfc-removal-of-ethx-from-the-collateral-basket/1623) ### Summary - This RFC proposes the removal ETHx from the collateral basket, reallocating its 5% weighting to frxETH, resulting in a basket comprised of 50% stETH, 25% weETH and 25% frxETH. - ETHx liquidity has deteriorated significantly over the past year. Removing the position now avoids the risk of a more difficult or costly exit if this trajectory continues. - ETHx also has the lowest yield of the current collateral assets, while its 5% allocation provides only a limited diversification benefit. - The rebalance has limited impact on ETHplus at a high level. Blended yield increases from 2.33% to 2.35% while the diversification ratio decreases only slightly from 0.65 to 0.63. - Redemption capacity improves from approximately 65% to 100% of current ETHplus supply in a single transaction below the 0.5% slippage threshold. - The proposal therefore represents a proactive simplification of the basket while ETHx remains small and manageable, rather than a reactive response to an immediate ETHplus-level liquidity constraint in the future.
# ETHplus Rebalance Proposal Q2/3 2026 [https://forum.reserve.org/t/ip-ethplus-rebalance-proposal-q2-2026/1531/14](https://forum.reserve.org/t/ip-ethplus-rebalance-proposal-q2-2026/1531/14) The first step of the Q1 2026 rebalance was successfully completed on 13th June 2026. As the backing buffer was heavily overfilled, ~150%, prior to the rebalance, the rebalance did not drop the buffer below 100%. As a result, ETHplus holders and RSR stakers experienced no interruption in yield distribution, as any debt burdens to the buffer must be filled in with new appreciation before yield distributions can continue. While the completion of the interim basket hasn’t materially improved the executional depth of ETHplus, with 100% of the supply (5,000 ETH) being able to enter and exit ETHplus in a single transaction with under 0.5% slippage before and after the rebalance, we do see material improvements in the holder yield profile which is now trails it’s stETH benchmark by 3% Vs 7% before the completion of the first step of the rebalance. ![image](https://europe1.discourse-cdn.com/flex005/uploads/reserve/original/2X/a/ae80419f65b71a28874f0897197853d5a8f8d705.png) ![image](https://europe1.discourse-cdn.com/flex005/uploads/reserve/original/2X/b/bbf34ceec88408cde4b2add93bdfdd056282dad0.png) ![image](https://europe1.discourse-cdn.com/flex005/uploads/reserve/original/2X/7/7a9e4404b36ddaa583b15b15dee6792d9d63838d.png) ![image](https://europe1.discourse-cdn.com/flex005/uploads/reserve/original/2X/f/f7f2852f7bda2b8603f6817d93d4b2ec0bb349d9.png)
# ETHplus Rebalance Proposal Q2 2026 - Step 1 [https://forum.reserve.org/t/rfc-ethplus-rebalance-proposal-q2-2026/1531](https://forum.reserve.org/t/rfc-ethplus-rebalance-proposal-q2-2026/1531) The April 2026 ETHplus Liquidity Analysis highlighted a growing misalignment between the current collateral basket and the ETHplus mandate. Most notably, ETHx has become the primary bottleneck to redemption liquidity, causing basket slippage to exceed the mandated 0.5% threshold at approximately 5,000 ETH, while the recent increase in the ETHplus take rate from 5% to 10% has pushed holder yield below the benchmark stETH rate. At the same time, increasing concentration within individual collateral assets requires closer monitoring to ensure compliance with the mandated 10% dependency limits. This proposal seeks to address these issues through a rebalance which removes rETH, reduces ETHx exposure, increases weETH and frxETH allocations and maintains stETH at 50%. The proposed basket improves redemption capacity, improves the holder yield profile while remaining diversified across multiple ETH staking protocols. ![image](https://europe1.discourse-cdn.com/flex005/uploads/reserve/original/2X/0/0c72328a01dce716d41595d862b3ae0e780d8830.png) ![image](https://europe1.discourse-cdn.com/flex005/uploads/reserve/original/2X/b/b349cc5307aae1e2adda752c61a23559e7828865.png)