CRASSUS

Institutional Credit Intelligence Platform

Systematic analysis of distressed credit, insured infrastructure, and structured credit cascades.

Impact lens: AGO ~$1.04bn expected loss Derived Scenario inputs

Core risk: Concentration & funding chains Modeled

Market state: Bifurcated & opaque Modeled

Core thesis: Funding is procyclical Modeled

Core risk: Liquidity & procyclicality Modeled

Key idea: Risk is in the plumbing Modeled

Regulatory‑constrained, liquidity‑driven restructurings in essential services.

Concentration risk in wrapped senior exposures and monoline guarantors.

Transmission channels from single‑name stress to sector‑wide repricing events.

BETA BUILD 2026 | PUBLIC ACCESS | Informational only — not investment advice.

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