Aave's proposed USDG rollover plan, which allows borrowers to carry stablecoin debt into new fixed-yield USDG positions, offers a February principal token (PT) implied annual yield of about 2.98%. This yield falls short of several quoted borrowing rates, including USDT0 (4.12%), USDC (5.87%), and USDG (3.75%) as of an Oct. 10 refresh, according to data from Pendle's market API and Aave's X Layer market display. Risk provider LlamaRisk noted in its Oct. 8 assessment that only GHO (0.93% in an Oct. 7 snapshot) was cheaper than the PT yield. Additionally, the eligibility and terms for replacement-token rewards remain unconfirmed, leaving the financial viability of extending the trade dependent on leverage and these uncertain rewards.