I generally feel pretty bearish Alloyed assets.
On a CEX, you have a single counterparty that assumes all the fungibility and bridge hack risk.
While the mitigations do provide some buffer against catastrophic failure, I think LPing in an alloyed asset pool make me pretty uncomfortable.
I also worry a lot that adding an additional click/signature to common user flows like swap then bridge and introducing complexity where liquidity routers like skip/tfm will have to alloy/unalloy assets in their workflows.
Just some feedback.
The liquidity fragmentation is unfortunate but I’m not comfortable that alloyed assets are an amazing fix.