@LlamaRisk Avatar @LlamaRisk LlamaRisk

LlamaRisk posts on X about crvusd, defi, chainlink, $crvusd the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence cryptocurrencies 48.51% finance 40.59% technology brands 4.95% stocks 1.98% exchanges 0.99% social networks 0.99%

Social topic influence crvusd #9, defi #1705, chainlink 11.88%, $crvusd #2, we are 6.93%, rwa 5.94%, debt 4.95%, staking #1610, stablecoins 4.95%, the first 4.95%

Top accounts mentioned or mentioned by @aave @curvefinance @stakedaohq @chainlink @lordjorx @iporio @resupplyfi @aaves @ceazor7 @curvefinances @ethena @ipor_io @optimism @yieldbasis @tokenlogic @prismafi @dimitardinev7 @fraxforce @web3_emprexx @ethenalabs

Top assets mentioned crvUSD (CRVUSD) Chainlink (LINK) USDC (USDC) Ethereum (ETH) CBBTC (CBBTC) Coinbase Global Inc. (COIN) Origin Protocol (OGN) GHO (GHO) WETH (WETH) Lido wstETH (WSTETH) Coinbase Wrapped Staked ETH (CBETH)

Top Social Posts

Top posts by engagements in the last [--] hours

"@aave Horizon week [--] TVL: $501.3M ($334.6M stables) Net Borrows: $122.5M RLUSD and USCC remain the top supplied assets with strong incentives. RLUSD rewards up to 4.25% APR USDC borrow rates 3.2% APY. Around $45M of USCC was withdrawn over the past week"
X Link 2026-02-09T14:05Z [----] followers, [---] engagements

"Read full update: https://governance.aave.com/t/horizon-weekly-highlights/23078/25 https://governance.aave.com/t/horizon-weekly-highlights/23078/25"
X Link 2026-02-09T14:05Z [----] followers, [---] engagements

"Fourth term secured 🤝 We have been re-elected to the @ethena_labs Risk Committee. Thank you to the community for your continued trust in our expertise. As Ethena scales our mission remains clear: providing the core risk infrastructure transparent frameworks and actionable insights needed for sustainable growth. We are ready to collaborate in this new streamlined committee format alongside @Kairos_Res and @blockworksres to ensure the protocols long-term resilience"
X Link 2026-02-10T16:24Z [----] followers, [---] engagements

"Heres a link to our deliverables and vision for the new term https://gov.ethenafoundation.com/t/proposal-reduction-of-risk-committee-members-from-5-to-3/735/4 https://gov.ethenafoundation.com/t/proposal-reduction-of-risk-committee-members-from-5-to-3/735/4"
X Link 2026-02-10T16:24Z [----] followers, [---] engagements

"Were a leading DeFi risk manager trusted by Aave Curve Ethena & more. We build transparent verifiable risk infrastructure that protects users and accelerates institutional onchain adoption. Were hiring: Backend Engineer Risk Researcher Quant Researcher Remote (Americas / Europe / MEA) Looking for sharp crypto-native independent thinkers. https://twitter.com/i/web/status/2021971456528134339 https://twitter.com/i/web/status/2021971456528134339"
X Link 2026-02-12T15:35Z [----] followers, [----] engagements

"Working with @CurveFinance since [----]. Heres our latest update on our progress. 🦙 We focused on proactive risk management $crvUSD stability oracle upgrades governance YieldBasis research & market optimization strengthening Curves resilience and LlamaLend v2 prep. Here are some key highlights from the report: Secured a [------] OP grant from @Optimism to bootstrap LlamaLend v2 Protocol revenue continued to grow steadily LlamaLend v2 prep & coordination with Swiss Stake on audits launch sequencing and specs Developed new risk frameworks for upcoming markets Contributed to improved crvUSD"
X Link 2026-01-12T18:53Z [----] followers, 11.5K engagements

"@CurveFinance's crvUSD is a core building block of the Curve ecosystem widely used across mint markets and AMMs. With the introduction of @yieldbasis it has dominated crvUSD flows and generated substantial volumes while testing its peg durability. crvUSD plays a central role in Curves monetary system and its design assumptions are being tested as new primitives scale. We analyze how YieldBasis changes crvUSD supply dynamics and what this means for peg stability and risk as credit limits grow. https://twitter.com/i/web/status/2011827080837697729"
X Link 2026-01-15T15:45Z [----] followers, [----] engagements

"Heres The crvUSD Optimizer Vault curated by LlamaRisk and built with @CurveFinance and @StakeDAOHQ on @ipor_io. It deploys crvUSD across curated Stake DAO vaults and LlamaLend markets auto-compounding rewards and optimizing allocations within Arbitrums crvUSD ecosystem. Here are some key features that make this crvUSD Optimizer Vault stand out: ➤ Easy single-deposit with crvUSD ➤ Dynamic allocation of stable coins and auto-compounding of rewards via IPOR ➤ Capital-efficient deployment across multiple crvUSD venues ➤ Strategic curation by LlamaRisk expertise"
X Link 2026-01-21T14:58Z [----] followers, [----] engagements

"@CurveFinances crvUSD rate volatility isnt a peg problem. Its a rate dynamics problem. Despite heavy flow through yield venues the peg has held strong. The real issue is volatile rates driven by fast PegKeeper debt shifts not price deviation. Weve analyzed the root cause of this volatility and explored whether rates can be smoothed without weakening borrower-driven peg defence. Using onchain data and backtests we examined how borrowers actually respond to different rate regimes and tested a proposal to smooth PegKeeper debt contribution using an EMA. The goal: reduce unnecessary rate swings"
X Link 2026-01-22T14:02Z [----] followers, [----] engagements

"1 / Link to full research https://gov.curve.finance/t/investigation-of-ema-smoothing-debt-fraction-on-the-crvusd-monetary-policy/10968/1 https://gov.curve.finance/t/investigation-of-ema-smoothing-debt-fraction-on-the-crvusd-monetary-policy/10968/1"
X Link 2026-01-22T14:02Z [----] followers, [---] engagements

"Mainnet crvUSD Optimizer Vault cap nearly reached 🤯 Heres The crvUSD Optimizer Vault curated by LlamaRisk and built with @CurveFinance and @StakeDAOHQ on @ipor_io. It deploys crvUSD across curated Stake DAO vaults and LlamaLend markets auto-compounding rewards and optimizing allocations within Ethereums crvUSD ecosystem. Here https://t.co/hyxok5hkR6 Heres The crvUSD Optimizer Vault curated by LlamaRisk and built with @CurveFinance and @StakeDAOHQ on @ipor_io. It deploys crvUSD across curated Stake DAO vaults and LlamaLend markets auto-compounding rewards and optimizing allocations within"
X Link 2026-01-25T12:53Z [----] followers, [----] engagements

"Yesterday we announced that the crvUSD Optimizer Vault has reached its full cap of 1M crvUSD. This milestone was reached in just two months since mid-December without any dedicated promotion. Given the observed demand weve decided to increase the vault cap to 2M crvUSD doing so gradually subject to protocol parameters and safeguards. Well continue to closely monitor all underlying markets and assets while proactively addressing any potential risks. As many of you already know @CurveFinace crvUSD is deployed across the @StakeDAOHQ vaults and LlamaLend markets with automated reward compounding"
X Link 2026-01-26T14:31Z [----] followers, [----] engagements

"@aave Horizon week [--] TVL: $550.3M ($334.6M stables) Borrowed: $151.1M RLUSD and USCC remain top supplied assets. RLUSD incentives continue with rewards capped at 4.25% APR while USDCs base rate was reduced to 5% lowering borrowing costs"
X Link 2026-02-02T14:01Z [----] followers, 13.6K engagements

"LlamaRisk IPOR Vault on mainnet has begun routing a portion of @CurveFinance's crvUSD to Savings crvUSD. Our main objective with this vault is to support rate stability across lending markets and scrvUSD. Savings rates derive from mint-market conditions and the crvUSD peg tying the system together and we now see it in action. Periods of depeg tend to produce elevated scrvUSD rates; given crvUSDs historically strong peg we expect mean reversion. Our allocation framework accounts for both yield conditions and recovery dynamics. https://twitter.com/i/web/status/2018753160005792184"
X Link 2026-02-03T18:27Z [----] followers, [----] engagements

"1 / Cast your vote here: https://snapshot.box/#/s:ethenagovernance.eth/proposal/0x8ee7d1115c3579981a68debf6d2ec393e4a30832e0a97ed79edd8e49001d658c https://snapshot.box/#/s:ethenagovernance.eth/proposal/0x8ee7d1115c3579981a68debf6d2ec393e4a30832e0a97ed79edd8e49001d658c"
X Link 2026-02-04T14:00Z [----] followers, [---] engagements

"2 / Link to our response to Ethenas Proposal: Reduction of Risk Committee members from [--] to [--]. https://gov.ethenafoundation.com/t/proposal-reduction-of-risk-committee-members-from-5-to-3/735/4 https://gov.ethenafoundation.com/t/proposal-reduction-of-risk-committee-members-from-5-to-3/735/4"
X Link 2026-02-04T14:01Z [----] followers, [---] engagements

"@aave held $1.2B USDT in idle liq last year diluting the avg. 5.7% borrow rate to a 4% supply rate while the SOFR benchmark sat higher. This spread is an efficiency opportunity Here's how V4s Reinvestment Controller could optimize this capital without compromising solvency 🧐 Community Discussion Framework LlamaRisk published this research to provide a data-driven framework for the community. The goal is to discuss how the protocol can optimize idle liquidity and enhance lender yields using these new mechanisms ensuring any implementation is robust and safe. The Idle Capital Opportunity"
X Link 2026-02-05T16:58Z [----] followers, 32.8K engagements

"1 / scrvUSD max revenue share will be increased from 5080% to strengthen demand for holding crvUSD. There have been substantial inflows to the staking vault due to rising mint rates. Inflows are expected to increase when the revshare increase is executed. https://gov.curve.finance/t/increase-max-revshare-of-crvusd-revenue-to-scrvusd-from-50-to-80/10989 https://gov.curve.finance/t/increase-max-revshare-of-crvusd-revenue-to-scrvusd-from-50-to-80/10989"
X Link 2026-02-09T15:23Z [----] followers, [---] engagements

"2 / We have proposed granting the Curve Emergency DAO (eDAO) limited pre-authorized peg defense capabilities: This proposal does not activate new interventions by default. Instead it prepares the DAO with two tightly scoped contingency tools should market stress intensify: ➢ Authorization for up to 400k crvUSD in emergency incentives deployable only if needed ➢ Emergency control over YieldBasis AMM parameters to halt destabilizing flows during extreme volatility Both measures are capped reversible restricted to emergency use and designed to reduce governance latency."
X Link 2026-02-09T15:23Z [----] followers, [---] engagements

"3 / A vote is underway to mitigate high rates in the crvUSD mint markets. Increasing sigma in the Monetary Policy reduces rate sensitivity with respect to the peg. Overall this reduces mint rates and alleviates the urgency of debt repayment in those markets. https://curvemonitor.com/dao/proposal/ownership/1342 https://curvemonitor.com/dao/proposal/ownership/1342"
X Link 2026-02-09T15:23Z [----] followers, [---] engagements

"4 / Alongside these preparations the LlamaRisk IPOR vault provides a yield-optimized way to gain exposure to crvUSD. Through its optimization logic the vault currently routes a portion of capital into the staking vault which temporarily reduces circulating supply and supports peg normalization. We are exploring integration with @yieldbasis Hybrid Vaults to use this mechanism as a yield-optimized supply sink that both enhances depositor returns and contributes to peg stability. https://twitter.com/i/web/status/2020881130845577535 https://twitter.com/i/web/status/2020881130845577535"
X Link 2026-02-09T15:23Z [----] followers, [---] engagements

"RT @lordjorx: Delegating risk to the best curators is insane. Im genuinely impressed by the results @LlamaRisk is achieving with their va"
X Link 2026-01-29T13:40Z [----] followers, [--] engagements

"1 / Learn more about the Vault https://app.ipor.io/fusion/ethereum/0xbfa9d6ec0e04b6691fcae5f8b48838c3918ec117 https://app.ipor.io/fusion/ethereum/0xbfa9d6ec0e04b6691fcae5f8b48838c3918ec117"
X Link 2026-02-03T18:27Z [----] followers, [---] engagements

"2 / Current allocation reported by the @ipor_io Fusion app (Informational only; not an offer or investment advice; returns are variable and not guaranteed; eligibility and access may be restricted)"
X Link 2026-02-03T18:27Z [----] followers, [---] engagements

"Currently were running for re-election to the @ethena's Risk Committee. We commit to continuingand deepeningour role as a coordinating lead across reserve fund management and legalgovernance risk. Were grateful for the trust placed in us during past terms and were seeking to keep guiding Ethena through the next phase of market growth and volatility. Our focus has consistently been to ensure that growth is matched by rigor: transparent risk frameworks conservative capital assumptions and decision-ready analysis that reinforce confidence in the protocols resilience and long-term sustainability."
X Link 2026-02-04T14:00Z [----] followers, [---] engagements

"We analyzed the full mechanics including the math behind the dynamic IRM and the specific legal considerations for partners like BlackRocks BUIDL and Coinbase. Read the full research here: https://governance.aave.com/t/unlocking-yield-aave-v4s-reinvestment-controller https://governance.aave.com/t/unlocking-yield-aave-v4s-reinvestment-controller"
X Link 2026-02-05T16:58Z [----] followers, [---] engagements

"Recent market conditions have been unusually severe. Sharp BTC and ETH moves triggered rapid deleveraging across DeFi translating into sustained pressure on @CurveFinance lending marketsparticularly mint rates and the $crvUSD peg. These dynamics are not unexpected in the current macro environment. Elevated leverage and external volatility can temporarily increase crvUSDs sensitivity as YieldBasis scales. While stabilization mechanisms continue to function as intended timely execution matters during periods of rapid deleveraging. Actions taken: ➣ scrvUSD revenue share is increased to"
X Link 2026-02-09T15:23Z [----] followers, 18.8K engagements

"5 / We remain in close coordination with Swiss Stake to ensure appropriate measures are taken in support of crvUSD peg stability. Together we are implementing multiple defensive layers defining escalation pathways and preparing for action when conditions require it. These measures reflect disciplined preparedness enabling the DAO to respond decisively during periods of elevated market volatility. https://twitter.com/i/web/status/2020881133999640898 https://twitter.com/i/web/status/2020881133999640898"
X Link 2026-02-09T15:23Z [----] followers, [---] engagements

"LlamaRisk Open Positions https://www.llamarisk.com/careers https://www.llamarisk.com/careers"
X Link 2026-02-12T15:35Z [----] followers, [---] engagements

"We've published a regulatory brief on @CurveFinance PegKeeper stablecoins based on an overview of stablecoins policy implementations from the Bank of International Settlements. The brief here and summary below: 1/7 https://www.llamarisk.com/research/pegkeeper-assets-regulatory-brief https://www.llamarisk.com/research/pegkeeper-assets-regulatory-brief"
X Link 2024-07-17T23:57Z [----] followers, 17.4K engagements

"This week we published an addendum to our collateral risk report on @OriginProtocol $wOETH from 12/23. Since then OETH has transitioned from an LST-index token to an LST with native staking. Read the full addendum here and summary below: 1/8 https://www.llamarisk.com/research/collateral-risk-woeth-addendum1 https://www.llamarisk.com/research/collateral-risk-woeth-addendum1"
X Link 2024-08-14T01:11Z [----] followers, [----] engagements

"We have published a decentralization assessment of @CurveFinance based on a framework produced by the Danish Financial Supervisory Authority (DFSA). Report here and summary below 👇 1/6 https://www.llamarisk.com/research/curve-decentralization https://www.llamarisk.com/research/curve-decentralization"
X Link 2024-08-27T21:27Z [----] followers, [----] engagements

"We've published a deep-dive research report into how @Chainlink CCIP integration with @Aave enables the cross-chain expansion of $GHO. Read on for a summary of how CCIP moves $GHO securely between chains starting with @Arbitrum. ➡ What is CCIP CCIP (Cross-Chain Interoperability Protocol) from @Chainlink allows seamless data and token transfers across multiple chains. This is a key component in expanding $GHOs reach beyond Ethereum. 🌐 How does CCIP Work CCIP works through several mechanisms including: 🔒 Lock and Mint: Tokens are locked on one chain and minted on another. 🔥Burn and Mint:"
X Link 2024-09-11T10:01Z [----] followers, 36.3K engagements

"LlamaRisk🦙 x @Aave Update - Sept [----] This month we dove into GHO user behaviour explored CCIP integration tackled the WBTC custody transition and assessed LST supply on Base and Scroll. Our team's been busy looking after the DAO's interests Let's unpack our busy September 🧵 GHO User Insights: We analyzed GHO user interactions and patterns providing valuable data for future development. Our research reveals adoption trends collateral usage and cross-protocol activity. 📊🔍 A key finding is that about 50% of GHO borrowers are new users to Aave 🥳 highlighting GHO's effectiveness in"
X Link 2024-10-02T13:56Z [----] followers, [----] engagements

"The proposal to renew our engagement as an Aave risk service provider has received unanimous support 🥳 We're deeply grateful to all delegates for their trust 🥰 @AaveChan @areta_io @avara @bgdlabs @DeFi_EzR3aL @karpatkey @saucy_block @StableLab @Token_Logic @wintermute_t"
X Link 2024-10-22T18:38Z [----] followers, [----] engagements

"Today we're excited to release a comprehensive @ethena risk dashboard developed as part of our risk committee role 📽Watch our quick walkthrough below to explore its features from key metrics to historical data & interactive fund decay playground"
X Link 2024-10-28T13:37Z [----] followers, 22.4K engagements

"Introducing the Ethereum Staking Penalty Simulator the first in a risk assessment suite for ETH staking LSTs and LRTs. Users can visualize the potential severity of staking penalties in various scenarios - as well as the less known but equally important inactivity leak Protocols like @aave and @CurveFinance have substantial exposure to LSTs and LRTs. While the probability of slashing is low it is essential to remain vigilant about this tail risk which can have dire consequences for the unprepared. Try out our interactive tool today 👇"
X Link 2024-10-30T21:06Z [----] followers, 22.3K engagements

"Fun fact: @newmichwill was perhaps the first advocate of LlamaRisk and a long-time proponent of independent risk and transparency research for DeFi generally. We owe a lot to him and the importance he has placed in this area of work. Small bit of what I discussed with @Cointelegraph was published by them. Maybe the title looks way too scary but this is indeed why decentralized stablecoins (like crvUSD by @CurveFinance) are needed Of course not all decentralized stablecoins are equally safe (as we all too Small bit of what I discussed with @Cointelegraph was published by them. Maybe the title"
X Link 2024-10-30T21:25Z [----] followers, [----] engagements

"Ethereum has enjoyed 100% uptime but the internet has not. Should another North American outage occur Ethereum could fail to finalize and activate the inactivity leak. This weeds out offline validators leading to staker losses An incoming update to our tool helps you model this 👇🫡"
X Link 2024-11-04T21:38Z [----] followers, [----] engagements

"We have published our methodology for assigning optimal exposure to collaterals in lending markets generally and recommending debt ceilings for $crvUSD and LlamaLend for @CurveFinance specifically. We are particularly excited to implement this guidance soon in a public dashboard as part of a market health scoring framework that will allow users to quickly and conveniently assess the risk of participating in particular markets. Stay tuned and check out our published report:"
X Link 2024-11-07T19:32Z [----] followers, [----] engagements

"We recommended @defidotmoney to onboard $WETH $cbBTC and $cbETH in its initial deployment on @base. Now we have an analysis to support onboarding $wstETH as the next Base chain addition. See our full onboarding report amended to include analysis on wstETH:"
X Link 2024-11-07T20:35Z [----] followers, [----] engagements

"We have posted a quantitative analysis for onboarding $cbBTC to crvUSD mint markets. Link to proposal in the next tweet- we invite community feedback on onboarding the first @CurveFinance crvUSD market since August 2023"
X Link 2024-11-08T22:32Z [----] followers, [----] engagements

"Ever wondered how to get a new asset as @CurveFinance $crvUSD collateral It takes a village. We'll be covering this topic: usage metrics Llamma Simulators oracles debt ceilings and more See you tomorrow at 5PM UTC on @leviathan_news 🦑"
X Link 2024-11-28T17:01Z [----] followers, 13.6K engagements

"We have shared an analysis for optimal parameterization of a CryptoGold pool (XAU/tBTC/WETH). @CurveFinance CryptoSwap implementation involves substantial parameter complexity- if you are an integrator interested in optimizing your CryptoSwap pool come talk to us (links 👇)"
X Link 2024-12-02T17:11Z [----] followers, 22.5K engagements

"There is a proposal to increase fee share cap to scrvUSD up to 50%. We have provided a market dynamic analysis for further context about scrvUSD influence on crvUSD thus far: https://gov.curve.fi/t/proposal-to-further-optimize-scrvusd-parameters-increase-fee-share-to-50/10384/2 https://gov.curve.fi/t/proposal-to-further-optimize-scrvusd-parameters-increase-fee-share-to-50/10384/2"
X Link 2024-12-03T21:38Z [----] followers, [----] engagements

"1/ Our @ethena Reserve Fund Drawdown Methodology seeks to determine the reserve fund value requirements to withstand potential adverse scenarios. Read on for a summary of the V2 methodology enhancements and what it means for the reserve fund. 🧵"
X Link 2024-12-18T03:33Z [----] followers, [----] engagements

"Multiparty Computation (MPC) wallets are commonly used in DeFi offering robust security and flexible key sharing. Unlike multisigs which display cosigners and thresholds MPCs appear as EOAs on blockchain explorers. We teamed with @SteakhouseFi for this last research of [----] 🧵 The basics MPC involves splitting private keys into "shares" so that no single person can reconstruct them. This uses Threshold Signature Schemes (TSS) which only require a subset of shares to be signed. Recomputing a polynomial allows adding/removing signers and changing thresholds without rebuilding the entire key."
X Link 2024-12-23T12:54Z [----] followers, [----] engagements

"Thanks to a great year to all our DAO partners fellow service providers and community of DeFi enthusiasts Check out our [----] recap and teaser what is coming next for us in 2025👇"
X Link 2025-01-01T02:00Z [----] followers, [----] engagements

"The EU is cracking down on stablecoins like USDT. Tethers response USDT0a new protocol designed to navigate regulatory pressures. Heres what you need to know about the delisting of USDT in the EU and the rise of USDT0.👇 First the regulatory backdrop: MiCA (Markets in Crypto-Assets) is reshaping the crypto landscape in Europe. Non-compliant stablecoinslike USDTare under scrutiny. The European Securities and Markets Authority (ESMA) has issued a directive requiring Crypto-Asset Service Providers (CASPs) to stop offering non-MiCA-compliant stablecoins by January [----]. Why does this matter for"
X Link 2025-01-30T13:27Z [----] followers, 34.5K engagements

"We have published our methodology for optimizing @CurveFinance LlamaLend markets specifically the Semilog Monetary Policy and exploring alt IRMs. Read on for a summary and full research paper below👇 1/8"
X Link 2025-02-06T20:34Z [----] followers, 12.5K engagements

"Today we are officially launching our Curve Risk Portal which includes a Market Health Scores dashboard for crvUSD mint markets (and LlamaLend markets .soon) Read on for a summary of our scoring methodology👇 1/10"
X Link 2025-02-20T00:23Z [----] followers, [----] engagements

"LlamaRisk is grateful for the support from @ConvexFinance @StakeDAOHQ and @yearnfi in our [----] service renewal to @CurveFinance We are proud to contribute to the mainstay of DeFi and are committed to work with all stakeholders to ensure safe and sustainable protocol growth"
X Link 2025-03-11T06:43Z [----] followers, [----] engagements

"We are going hard on @CurveFinance LlamaLend markets. Each proposal includes a detailed analysis aiming to protect lenders and improve market performance. These updates are vital for integrating protocols like @ResupplyFi to ensure stable operation in all market conditions"
X Link 2025-03-19T15:41Z [----] followers, [----] engagements

"Lots of governance activity on @CurveFinance lately- esp. with the launch of @ResupplyFi there are many opportunities to maximize LlamaLend markets efficiency and push forward the growth of $crvUSD 🦙 Over the past week Llama Risk has made several posts to the Curve governance forum recommending parameter adjustments to Llama Lend and crvUSD markets https://t.co/YsDAqGkYhI Over the past week Llama Risk has made several posts to the Curve governance forum recommending parameter adjustments to Llama Lend and crvUSD markets https://t.co/YsDAqGkYhI"
X Link 2025-03-26T16:18Z [----] followers, [----] engagements

"There's heightened borrow demand to mint $crvUSD today so worth mentioning: there are 50m crvUSD minted from PegKeepers (diff of blue vs. yellow line). These reserves support the peg so leveragoors know what potential position size the market can absorb"
X Link 2025-04-22T16:24Z [----] followers, [----] engagements

"We have been busy researching opportunities to improve @CurveFinance LlamaLend markets and today we publish a comparative analysis of Monetary Policies that can improve performance and better protect users. tldr: We believe the Quadratic variant of Semilog best manages all criteria. Read the full report below for details about the analysis and reasons for our conclusions"
X Link 2025-04-23T19:12Z [----] followers, 18.1K engagements

"Llamas ♥ Ghosts We've been renewed @aave - this time for an entire year This vote is proof that bet the DAO took on the little guy is continuing to pay off and the superior user fund protection of dual-risk provider systems Thank you to each friendly 👻👻👻"
X Link 2025-04-28T16:42Z [----] followers, [----] engagements

"Our newly launched @Chainlink SVR dashboard is now monitoring recaptured liquidation value from all SVR-enabled assets on @Aave. We support Core and Prime Aave markets with more to come as SVR expands to additional markets and protocols 🚀"
X Link 2025-05-16T13:00Z [----] followers, 61.9K engagements

"A @CurveFinance vote has just transferred 90k $OP to the incentives distro contract that is bootstrapping LlamaLend on Optimism. This keeps the campaign going for the full [--] weeks rewarding suppliers to select markets on @Optimism"
X Link 2025-05-16T21:23Z [----] followers, 11.5K engagements

"We're looking for a DeFi analyst with the following: ✅ Strong grasp of DeFi primitives ✅ Desire to work with the biggest names (Aave Curve Ethena) ✅ Ability to turn data into clear actionable insights for DAOs Is this you Have [--] YoE Apply below 📩"
X Link 2025-05-26T11:15Z [----] followers, [----] engagements

"$sUSDS and $tBTC LlamaLend markets are now open for business bootstrapped by @ResupplyFi"
X Link 2025-05-29T05:10Z [----] followers, 12.4K engagements

"Today @chainlink SVR processed a $264k liquidation of $WBTC its largest WBTC liquidation to date: 💰$12.8k liquidation bonus 🔄$8.4k value recaptured 📊65.5% recapture rate 🔥"
X Link 2025-06-13T06:07Z [----] followers, 34.5K engagements

"This weekend's volatility triggered [--] of Aave's largest SVR liquidations: [-----] LINK ($24k recaptured 65.5%) & [----] WBTC ($27.8k 81%). The total value recaptured is now over $100k powered by @chainlink. Stay tuned for Phase [--] of SVR on @aave: links and dashboard below👇👀"
X Link 2025-06-22T18:12Z [----] followers, 47.8K engagements

"Impressive milestone by @Aave: $50B in net deposits DeFi continues its march forward. For LlamaRisk this reaffirms our mission: to minimize risks and safeguard the protocols that power the future of finance. $50B net deposits in Aave. Onward. https://t.co/GlaTjRphOn $50B net deposits in Aave. Onward. https://t.co/GlaTjRphOn"
X Link 2025-07-14T13:19Z [----] followers, [----] engagements

"1/ We evaluated onboarding $frxUSD as a PegKeeper asset for $crvUSD. Based on our analysis we recommend onboarding frxUSD with a $3m debt ceiling. 🧵"
X Link 2025-08-01T19:38Z [----] followers, [----] engagements

"There's no better place for RWAs than Horizon We're working with @aave @chainlink & asset issuers to build the foundational risk infrastructurefrom parametrization frameworks to RWA NAV price feedsmaking this deployment possible. The Horizon RWA market by Aave Labs is live. https://t.co/veUi9quMxs The Horizon RWA market by Aave Labs is live. https://t.co/veUi9quMxs"
X Link 2025-08-27T20:44Z [----] followers, [----] engagements

"First week of Horizon is behind us. TVL surpassing $80m & over $16.5m RWA-backed loans the protocol is showing promising results Built on @aave V3 with @chainlink bounded NAV feeds Horizon combines DeFi liquidity with institutional-grade risk oversight from LlamaRisk.👇 ➡ Key Performance Metrics: - Total Value Locked (TVL): Exceeded $80 million. Stablecoin deposits constitute approximately $50 million of this total. - Total Borrows: Surpassed $16.5 million. - RLUSD Supply: The supply cap was raised twice (from $25M to $40M) to accommodate demand which was influenced by an active rewards"
X Link 2025-09-05T16:10Z [----] followers, 17K engagements

"In our series on bug bounties for @Aave listed assets today we focus on @circle. The programs are a critical defense layer. With over $70B across USDC & EURC a $5k max bounty is insufficient leaving the ecosystem exposed. Hey @circle here's how your program can be improved👇 @circles bug bounty program is currently managed by Hackerone and has a max reward of $5000. The bountys scope covers a diverse range of assets including smart contracts APIs and application domains. Documentation for this program is clear and precise; however from our assessment the max bounty is below the minimum $50000"
X Link 2025-09-09T13:20Z [----] followers, 31.7K engagements

"We released our preliminary analysis of the recently enacted GENIUS Act and its applicability to @aave's GHO token. Our primary conclusion: GHO in its current form does not qualify as a "payment stablecoin" under the Act's statutory definition. Here's what you need to know 👇 The Acts definition requires an issuer to be legally obligated to redeem a token for a fixed monetary value. GHO does not meet this dispositive prong as no legal personneither the Aave DAO nor any facilitatorundertakes this redemption obligation. GHO's crypto-collateralized design is fundamentally distinct from the"
X Link 2025-09-11T12:55Z [----] followers, 11.8K engagements

"Introducing LlamaGuard NAV ⛊ A next-gen oracle for RWAs built with @chainlink & @aave is going live in production on Aave Horizon. It delivers dynamic risk-adjusted NAV feeds with automated safeguards powering secure and scalable DeFi. Read the full announcement"
X Link 2025-09-25T19:45Z [----] followers, 18.7K engagements

"Aave Horizon markets have officially upgraded to LlamaGuard NAV A collaboration with @chainlink and @aave LlamaGuard NAV introduces dynamic bounds to Horizons NAV feeds. This upgrade presents the first phase of risk-managed oracles for tokenized RWAs reducing friction for DeFi integrations and promoting rapid adoption of RWAs at scale. This is only the beginning of what LlamaGuard NAV has to offer. Future enhancements will include proactive validation and safeguards that ensure highly reliable NAV data together with protocol risk management automations. LlamaGuard NAV is paving the way for"
X Link 2025-10-01T13:44Z [----] followers, 18.3K engagements

"The first LlamaRisk crvUSD Optimizer Vault on IPOR Fusion is now live on Arbitrum Big thanks to our partners @CurveFinance @StakeDAOHQ and @ipor_io. Curve Finance powers $crvUSD one of the most trusted stablecoins in DeFi StakeDAO brings a proven platform for staking and rewards and IPORs optimizer logic and autocompounding help depositors earn the best yields effortlessly. LlamaRisk crvUSD Optimizer Vault at a glance: Single-deposit with Curves $crvUSD Deposits are wrapped in StakeDAO v2 staking vaults which allocate funds between StakeDAO and Convex to maximize boost and rewards potential"
X Link 2025-10-02T17:12Z [----] followers, 10.5K engagements

"$crvUSD peg stability is one of our top priorities. Ways we support the peg: ✅ Stimulate lend market supply sinks in partnerships with @ResupplyFi and @StakeDAOHQ ✅ crvUSD parameterizations that support stability ✅ Detailed risk review and integrations for PegKeeper assets crvUSD volatility is at ATL while crvUSD supply is around ATH https://t.co/Ec29uzDMZq crvUSD volatility is at ATL while crvUSD supply is around ATH https://t.co/Ec29uzDMZq"
X Link 2025-10-02T20:21Z [----] followers, [----] engagements

"In week [--] @aave Horizons TVL topped $176M with $77M in stablecoins. RLUSD leads at $57.3M. LlamaGuard NAV Oracle is live adding dynamic bounds for RWAs and Aave dev toolkit now fully supports Horizon. RLUSD & USDC markets remain incentivized. Read our highlights 👇"
X Link 2025-10-06T12:57Z [----] followers, [----] engagements

"Less than [--] months after launch @aaves Horizon has surpassed $300M in total market size LlamaRisk is proud to support this milestone driving the adoption of RWA-backed loans through rigorous due diligence parameterization monitoring and active risk management"
X Link 2025-10-16T17:19Z [----] followers, [----] engagements

"The Oct [--] [----] market crash showed the significance of pricing strategy. This wasnt a solvency crisis it was a pricing failure. We looked at $USDe and the future of risk managed price feeds powered by @chainlink and #LlamaGuard. Read our full analysis"
X Link 2025-10-20T14:03Z [----] followers, 50K engagements

"The future of onchain compliance is here. We're excited to collaborate with @chainlink and the ACE ecosystem to bring risk intelligence and transparency to institutional DeFi. Today were launching the Chainlink Automated Compliance Engine (ACE) partner ecosystem featuring 20+ leading compliance providers frameworks & regulators powering the next generation of onchain compliance https://t.co/cgWxArqGyJ Today were launching the Chainlink Automated Compliance Engine (ACE) partner ecosystem featuring 20+ leading compliance providers frameworks & regulators powering the next generation of onchain"
X Link 2025-11-03T18:10Z [----] followers, [----] engagements

"Were proud to celebrate this Horizon milestone. Now to $1B Aave's Horizon RWA market crossed $520 million deposits. The largest fastest-growing market for RWA-backed loans. https://t.co/UBC6gL2dAz Aave's Horizon RWA market crossed $520 million deposits. The largest fastest-growing market for RWA-backed loans. https://t.co/UBC6gL2dAz"
X Link 2025-11-04T19:14Z [----] followers, [----] engagements

"This is just the beginning. Horizon is positioned to become the industry standard for RWAs in DeFi realized through a powerful synergy: LlamaRisk's modeling and risk management expertise @chainlink's decentralized infrastructure and @aave Horizon's strategic oversight. Aave Horizon the largest RWA lending market in DeFi is upgrading its use of LlamaGuard NAV to leverage the Chainlink Runtime Environment (CRE) for robust pricing and enhanced security. Built in collaboration between Chainlink @aave @LlamaRisk LlamaGuard NAV is purpose-built https://t.co/5QtxWI0KMe Aave Horizon the largest RWA"
X Link 2025-11-06T00:08Z [----] followers, [----] engagements

"With #LlamaGuard @chainlink @aave Horizon DeFi Will Win SERGEY NAZAROV SMARTCON [----] KEYNOTE The infrastructure to unify global finance is now live. Today @SergeyNazarov announced that the Chainlink Runtime Environment (CRE) is live marking the start of a new era in onchain development by enabling anyone to build https://t.co/a1HoDiM246 SERGEY NAZAROV SMARTCON [----] KEYNOTE The infrastructure to unify global finance is now live. Today @SergeyNazarov announced that the Chainlink Runtime Environment (CRE) is live marking the start of a new era in onchain development by enabling anyone to build"
X Link 2025-11-20T16:09Z [----] followers, 22.9K engagements

"@GHO is evolving beyond purely crypto-native backing. Through the Horizon market @aaves stablecoin is partly backed by RWAs such as @SuperstateInc's USCC (CME Futures/T-bills). In our latest LlamaRisk Insights we explore this material shift and unpack GHOs balance sheet. 🧵 To understand GHO's true backing look past the Total Minted Supply ($441.8M) to the Circulating Supply ($326.2M)the actual debt held by users. GHO origination isn't a single entry point; it flows from four distinct venues: the foundational Ethereum Core Market the Prime Market the GSM (peg stability) and the RWA-focused"
X Link 2025-12-10T13:58Z [----] followers, [----] engagements

"@Rocket_Pool's staked ETH $rETH ranks 3rd by LSD market share. Our comprehensive report covers rETH risk as collateral in protocols such as Prisma mkUSD and Curve crvUSD. Check out the report and highlights below 👇 1/8 1/ Collateral Risk Assessment on @Rocket_Pool's staked ETH (rETH). It's time for our fifth in-depth risk assessment a complete and detailed analysis of risk factors related to this launch collateral on @PrismaFi. Let's dive in👇 https://t.co/CRW4GYYpTK https://t.co/ntHu8lX2Qi 1/ Collateral Risk Assessment on @Rocket_Pool's staked ETH (rETH). It's time for our fifth in-depth"
X Link 2023-08-03T19:50Z [----] followers, [---] engagements

"We have published a brief that gives an overview of the @aave interest rate model and explores the advantageous merger with TradFi through #RWA onboarding. https://www.llamarisk.com/research/aave-irm https://www.llamarisk.com/research/aave-irm"
X Link 2024-08-05T21:35Z [----] followers, [----] engagements

"@aave Horizon's second week saw TVL cross the $100M milestone Total borrows are over $20M and @Hashnote_Labs 's USYC (tokenized U.S. Treasury) has been onboarded. This week we're watching the FOMC meeting for its impact on monetary policy & T-bill RWAs. Our weekly highlights👇"
X Link 2025-09-15T12:08Z [----] followers, [---] engagements

"Week [--] for @aave Horizon TVL: $542M ($298M stables) Borrowed: $166M Following the @federalreserve 25bps cut LlamaGuard NAV parameters were adjusted. Our risk models and quant research now support higher capital efficiencyLTV/LT/LB have been updated. Read full recap"
X Link 2025-12-15T13:36Z [----] followers, 21K engagements

"Read highlights & full Progress Update https://gov.curve.finance/t/llamarisk-progress-update-july-december-2025/10981/1 https://gov.curve.finance/t/llamarisk-progress-update-july-december-2025/10981/1"
X Link 2026-01-12T18:53Z [----] followers, [---] engagements

"1 / Full analysis https://gov.curve.finance/t/heuristics-for-yieldbasis-to-roll-out-its-credit-line/10985 https://gov.curve.finance/t/heuristics-for-yieldbasis-to-roll-out-its-credit-line/10985"
X Link 2026-01-15T15:45Z [----] followers, [---] engagements

"2 / How crvUSD is accessed today Minted via Curve mint markets Bought via spot markets With the introduction of YieldBasis (and to some extent Resupply LlamaLend vaults) a new mechanism was added"
X Link 2026-01-15T15:45Z [----] followers, [---] engagements

"3 / What changed recently Curve governance approved scaling the YieldBasis credit line to 1bn crvUSD: This extends a credit line of freshly minted crvUSD for YieldBasis rebalancing operations. While its exciting to see new DeFi primitives grow alongside Curve its equally important to understand the risks introduced by these new mechanisms. https://gov.curve.finance/t/increase-credit-line-for-yield-basis-to-1b-crvusd/10945 https://gov.curve.finance/t/increase-credit-line-for-yield-basis-to-1b-crvusd/10945"
X Link 2026-01-15T15:45Z [----] followers, [--] engagements

"This week we covered @Spiral_DAO a project innovating on approach to yield farming and bribe markets in veToken protocols like Curve and Balancer. Read the full report here and highlights below: 1/8 https://cryptorisks.substack.com/p/asset-risk-assessment-spiral-dao https://cryptorisks.substack.com/p/asset-risk-assessment-spiral-dao"
X Link 2023-05-15T16:46Z [----] followers, [----] engagements

"Frax's Staked Frax ETH #sfrxETH ranks 4th by LSD market share Our comprehensive report covers sfrxETH risk as collateral in protocols such as Prisma acUSD and Curve crvUSD. Check out the report and highlights below 👇 1/8 1/ Collateral Risk Assessment on @fraxfinance's staked Frax ETH (sfrxETH) It's time for our fourth in-depth risk assessment a complete and detailed analysis of risk factors related to this launch collateral on @PrismaFi Let's dive in👇 https://t.co/l3EyT7AUkG https://t.co/UztNRjDLej 1/ Collateral Risk Assessment on @fraxfinance's staked Frax ETH (sfrxETH) It's time for our"
X Link 2023-07-28T03:07Z [----] followers, 21.9K engagements

"Speeding the bLUSD accrual will change the non-profitable chicken in trade to a profitable one (Check the attached graph). When they chicken in the extra profit (which otherwise would not be generated if was not changed) will come from the bLUSD market price. 6/13"
X Link 2022-11-28T07:03Z [----] followers, [--] engagements

"When the market price trades near the floor price trading activity between bLUSD & LUSD will slow down resulting in an opportunity cost as well as IL for the LPs. 7/13"
X Link 2022-11-28T07:03Z [----] followers, [--] engagements

"DEPENDENCIES Major dependencies involve access to the tradfi system through Fraxs RWA partner FinResPBC and performance of the AMOs which are used to manage funds and earn yields. Duration mismatch between TradFi and sFRAX redemption may put pressure on the peg. 6/9"
X Link 2023-12-07T22:19Z [----] followers, [---] engagements

"We have analyzed @YieldNestFi's LRT $ynETH to optimize parameters for their upcoming @CurveFinance LlamaLend market. Integrators looking to deploy their own markets may be interested in our report here: SUMMARY llama-simulator is a useful tool for optimizing markets. We were constrained however since ynETH has minimal market history and has plans to imminently introduce withdrawals- improving its projected peg strength. Therefore we analyzed several analogous assets to determine suitable parameters. We ran simulation on several proxy LSTs and LRTs which we expect to exhibit similar market"
X Link 2024-09-05T23:21Z [----] followers, [----] engagements

"Umbrella is @aaves on-chain backstop for realized reserve deficits and a key part of the protocols risk framework 🧬 In our latest LlamaRisk Insights we break down what Umbrella covers slashing triggers and why the DAO-funded Deficit Offset is the true first-loss layer. 👇 Umbrella is designed to mitigate realized on-chain reserve deficits that are explicitly reflected in Aaves accounting. It provides liquidity only after losses are realized and the reserve deficit exceeds the Deficit Offset and doesnt include unrealized deficits such as temporary market deviations or off-chain insolvencies"
X Link 2025-12-18T14:01Z [----] followers, [----] engagements

"1 / This is a continuous management process and our risk methodology assumptions and current adequacy assessments are publicly available on the dashboard. https://portal.llamarisk.com/ethena/reserve-fund https://portal.llamarisk.com/ethena/reserve-fund"
X Link 2026-01-27T14:04Z [----] followers, [---] engagements

"In our series on bug bounties for @aave listed assets today we focus on @avax s WAVAX. With $212M+ secured and a $100k max bounty incentives fall short of whats needed to properly defend the ecosystem. Hey @AvaLabs heres how your program could level up Ava Labs currently has [--] bug bounty programs hosted on @immunefi with maximum payouts of $10000 and $100000. The bountys scope includes coverage for the Avalanche websites applications bridged assets and core architectural contracts. However we view the financial incentives as insufficient compared to WAVAXs TVL and the importance of Avalanches"
X Link 2025-11-18T14:46Z [----] followers, [---] engagements

"Week [--] for @aave Horizon: TVL dipped to $572M with $294M in stablecoin supply and $176M in net borrows. RLUSD & USCC remain top supplied assets while RWA supply fell on lower USCC yields. The new RLUSD incentive also pushed RLUSD yields slightly lower. Read full recap"
X Link 2025-12-01T14:21Z [----] followers, [---] engagements

"LlamaRisk @ethena since [----]. 🤝 Our collaboration with Ethena goes back to [----] when we launched the Ethena Risk Monitoring Dashboard with a transparent view into the protocols risk posture and reserve adequacy. The Reserve Fund sits on top of Ethenas core risk management and serves as an additional protection layer. It helps keep USDe overcollateralized during drawdowns that may arise from perpetual futures exposure negative funding rates or unexpected operational losses. The size of the Reserve Fund is not arbitrary. LlamaRisk and @Blockworks_ as part of Ethenas Risk Committee continuously"
X Link 2026-01-27T14:04Z [----] followers, [---] engagements

"2 / In addition to the dashboard we publish regular Reserve Fund updates via governance including monthly reports. https://gov.ethenafoundation.com/t/reserve-fund-subcommittee-november-2025-update/727 https://gov.ethenafoundation.com/t/reserve-fund-subcommittee-november-2025-update/727"
X Link 2026-01-27T14:04Z [----] followers, [---] engagements

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