Methodology

The taxonomy is derived through a three-pillar approach that triangulates evidence from the academic literature, first-principles theory, and real-world crisis episodes.

Three Pillars

1

Systematic Literature Review

2,433 papers retrieved from OpenAlex using Boolean keyword queries across 14 candidate channels.

2

Theoretical Derivation

First-principles analysis of mechanism distinctiveness, novelty relative to traditional finance, and cross-channel interactions.

3

Crisis Case Evidence

25 crisis episodes (2009–2026) mapped to channels, weighted by log-transformed loss estimates.

Data Collection

The literature corpus was assembled from OpenAlex, an open scholarly database. For each of the 14 candidate systemic risk channels, a Boolean keyword query was constructed targeting titles, abstracts, and concepts. Results were sorted by citation count (descending) with a 200-paper cap per channel, yielding 2,433 papers in total after deduplication across channels.

The 14 candidate channels were identified through a combination of prior literature surveys, the authors' domain expertise, and iterative refinement during the review process.

Search Keywords

The exact Boolean keyword queries passed to the OpenAlex API, as defined in references/search_queries.json and executed by scripts/openalex_search.py:

Search Parameters

API
OpenAlex (api.openalex.org/works)
Publication years
2009–2026
Minimum citations
5
Sort order
cited_by_count descending
Max results per channel
200
Language
English

Per-Channel Queries

Network Contagion
  • systemic risk contagion cryptocurrency network
  • DeFi interconnectedness systemic risk
  • crypto exchange network contagion
  • financial network topology cryptocurrency
Liquidity Spirals
  • liquidity spiral cryptocurrency
  • AMM liquidity crisis DeFi
  • exchange run crypto
  • fire sale digital assets
Stablecoin Runs
  • stablecoin de-peg systemic risk
  • algorithmic stablecoin collapse
  • stablecoin bank run
  • USDT USDC de-pegging contagion
Composability Risk
  • DeFi composability risk
  • smart contract exploit cascade
  • money legos systemic risk
  • DeFi protocol dependency
Liquidation Cascades
  • on-chain liquidation cascade
  • DeFi leverage systemic risk
  • cascading liquidation cryptocurrency
  • margin call crypto
Counterparty Concentration
  • counterparty risk cryptocurrency exchange
  • FTX contagion systemic
  • centralized exchange failure
  • crypto concentration risk
Information Asymmetry and Opacity
  • proof of reserves cryptocurrency
  • CeFi opacity systemic risk
  • information asymmetry crypto exchange
Gateway Risk (Fiat-Crypto Bridging)
  • fiat crypto gateway systemic
  • banking channel cryptocurrency
  • on-ramp off-ramp fragility
  • Silvergate SVB crypto
Oracle Manipulation
  • oracle manipulation DeFi
  • price feed contagion blockchain
  • oracle dependency systemic risk
  • Chainlink oracle attack
Governance Failure
  • DAO governance attack
  • crypto governance systemic risk
  • hard fork contagion
  • protocol governance failure
Regulatory Contagion
  • regulatory shock cryptocurrency
  • crypto regulation financial stability
  • compliance contagion digital finance
Cross-Chain Bridge Vulnerability
  • cross-chain bridge exploit
  • bridge hack systemic risk
  • Wormhole Ronin bridge contagion
Validator/Miner Concentration
  • mining concentration systemic risk
  • validator centralization blockchain
  • consensus layer risk
Real-World Asset Transmission
  • tokenized assets systemic risk
  • real world asset DeFi bridge
  • tokenization financial stability

Broad Queries (Cross-Channel)

  • systemic risk digital finance
  • systemic risk cryptocurrency
  • DeFi financial stability
  • stablecoin systemic risk
  • crypto contagion
  • tokenization systemic risk
  • CBDC financial stability
Source: All queries above are reproduced verbatim from references/search_queries.json. The search was executed by scripts/openalex_search.py using scripts/openalex_client.py (rate-limited at 10 req/sec via the OpenAlex polite pool). Results were deduplicated across channels by OpenAlex work ID. Per-channel raw results are stored in output/data/openalex_raw_{channel_id}.json; the merged corpus is in output/data/openalex_merged.json.

Composite Scoring

Each candidate channel was scored on three normalized dimensions, combined with the following weights:

  • Literature volume (35%): paper count per channel, normalized to [0, 1]
  • Citation impact (35%): mean of top-10 cited papers per channel, normalized to [0, 1]
  • Crisis evidence (30%): count of associated crisis events, weighted by log-transformed aggregate losses, normalized to [0, 1]
Important: Composite scoring was applied to the full, unscreened OpenAlex retrieval as a preliminary heuristic for channel screening. No channel was retained or excluded solely on the basis of its composite score; qualitative assessment of mechanism distinctiveness and theoretical grounding determined the final selection.

Channel Selection

All 14 candidate channels ranked by composite score, with disposition decisions based on qualitative assessment:

Rank Channel Lit Cit Crisis Composite Decision
1 Cross-Chain Bridge Vulnerability 0.575 1.000 0.517 0.706 Merged into Composability Risk
2 Liquidity Spirals 0.756 0.307 0.996 0.671 Retained
3 Gateway Risk (Fiat-Crypto Bridging) 1.000 0.325 0.680 0.668 Retained
4 Composability Risk 0.575 0.578 0.740 0.626 Retained
5 Counterparty Concentration 0.575 0.211 1.000 0.575 Retained
6 Validator/Miner Concentration 0.575 0.964 0.076 0.561 Merged into Counterparty Conc.
7 Information Asymmetry and Opacity 0.575 0.177 0.618 0.449 Retained
8 Liquidation Cascades 0.575 0.220 0.343 0.381 Retained
9 Network Contagion 0.575 0.164 0.406 0.380 Retained (foundational theory)
10 Governance Failure 0.575 0.232 0.210 0.345 Split: Composability / Counterparty
11 Stablecoin Runs 0.626 0.031 0.245 0.304 Retained (foundational theory)
12 Oracle Manipulation 0.598 0.131 0.131 0.295 Merged into Composability Risk
13 Regulatory Contagion 0.575 0.179 0.073 0.286 Distributed: Gateway / Counterparty
14 Real-World Asset Transmission 0.575 0.220 0.000 0.278 Deferred (insufficient crisis evidence)

Sensitivity Analysis

Four alternative weight schemes were tested to assess the robustness of the channel selection:

Scheme Literature Citations Crisis
Primary0.350.350.30
Equal0.3330.3330.333
Crisis-dominant0.250.250.50
Literature-dominant0.500.250.25

All four schemes produce the same qualitative retention decisions, confirming selection stability. While individual rank orderings shift under alternative weights, the set of eight retained channels remains unchanged.

Known Limitations

  • Off-topic papers in citation impact: Broad Boolean keyword matching retrieves papers only tangentially related to each channel. The top-10 citation metric may therefore reflect the prominence of a research area rather than the specific systemic risk mechanism.
  • 200-paper cap compresses literature volume: Channels with large literatures (e.g., gateway risk at 348 papers before capping) lose information when truncated, compressing variance in the literature volume sub-score.
  • Temporal citation bias: Sorting by citation count favors older, heavily cited works and may underweight recent contributions.
  • Single-coder classification: Channel assignment and crisis mapping were performed by a single researcher, introducing potential classification bias.