# ![@LlamaRisk Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1494086645628518408.png) @LlamaRisk LlamaRisk

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

### Engagements: [-----] [#](/creator/twitter::1494086645628518408/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1494086645628518408/c:line/m:interactions.svg)

- [--] Week [------] -15%
- [--] Month [-------] +133%
- [--] Months [-------] +80%
- [--] Year [-------] +11%

### Mentions: [--] [#](/creator/twitter::1494086645628518408/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1494086645628518408/c:line/m:posts_active.svg)

- [--] Week [--] -19%
- [--] Month [--] +103%
- [--] Months [---] +133%
- [--] Year [---] -1.50%

### Followers: [-----] [#](/creator/twitter::1494086645628518408/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1494086645628518408/c:line/m:followers.svg)

- [--] Week [-----] +1.10%
- [--] Month [-----] +2.30%
- [--] Months [-----] +17%
- [--] Year [-----] +32%

### CreatorRank: [-------] [#](/creator/twitter::1494086645628518408/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1494086645628518408/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  62.04% [finance](/list/finance)  41.67% [technology brands](/list/technology-brands)  5.56% [stocks](/list/stocks)  1.85% [currencies](/list/currencies)  1.85% [exchanges](/list/exchanges)  0.93% [social networks](/list/social-networks)  0.93%

**Social topic influence**
[crvusd](/topic/crvusd) #6, [defi](/topic/defi) #280, [$crvusd](/topic/$crvusd) #2, [chainlink](/topic/chainlink) 11.11%, [we are](/topic/we-are) 9.26%, [crv](/topic/crv) 6.48%, [in the](/topic/in-the) 5.56%, [debt](/topic/debt) 5.56%, [gho](/topic/gho) 5.56%, [staking](/topic/staking) #805

**Top accounts mentioned or mentioned by**
[@curvefinance](/creator/undefined) [@aave](/creator/undefined) [@stakedaohq](/creator/undefined) [@chainlink](/creator/undefined) [@lordjorx](/creator/undefined) [@iporio](/creator/undefined) [@reserveprotocol](/creator/undefined) [@resupplyfi](/creator/undefined) [@curvefinances](/creator/undefined) [@angleprotocol](/creator/undefined) [@ethena](/creator/undefined) [@ipor_io](/creator/undefined) [@ceazor7](/creator/undefined) [@yieldbasis](/creator/undefined) [@optimism](/creator/undefined) [@evmknows](/creator/undefined) [@diligentdeer](/creator/undefined) [@eulerfinance](/creator/undefined) [@steakhousefi](/creator/undefined) [@prismarisk](/creator/undefined)

**Top assets mentioned**
[crvUSD (CRVUSD)](/topic/crvusd) [Chainlink (LINK)](/topic/chainlink) [USDC (USDC)](/topic/usdc) [Curve DAO Token (CRV)](/topic/$crv) [Ethereum (ETH)](/topic/ethereum) [Optimism (OP)](/topic/$op) [tBTC (TBTC)](/topic/$tbtc) [Renzo Restaked ETH (EZETH)](/topic/$ezeth) [Ethena USDe (USDE)](/topic/$usde) [GHO (GHO)](/topic/$gho) [CBBTC (CBBTC)](/topic/$cbbtc) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Electronic USD (EUSD)](/topic/$eusd) [Bitcoin (BTC)](/topic/bitcoin) [TrueUSD (TUSD)](/topic/$tusd) [PayPal USD (PYUSD)](/topic/$pyusd)
### Top Social Posts
Top posts by engagements in the last [--] hours

"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](https://x.com/LlamaRisk/status/2013989614571155614)  2026-01-21T14:58Z [----] 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](https://x.com/LlamaRisk/status/2020881128626733567)  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](https://x.com/LlamaRisk/status/2020881130845577535)  2026-02-09T15:23Z [----] followers, [---] 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](https://x.com/LlamaRisk/status/2020881133999640898)  2026-02-09T15:23Z [----] 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](https://x.com/LlamaRisk/status/2015407752546320860)  2026-01-25T12:53Z [----] 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](https://x.com/LlamaRisk/status/2018323819329450296)  2026-02-02T14:01Z [----] followers, 13.6K 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](https://x.com/LlamaRisk/status/2019455629937582088)  2026-02-05T16:58Z [----] 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](https://x.com/LlamaRisk/status/2010787250846474471)  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](https://x.com/LlamaRisk/status/2011827080837697729)  2026-01-15T15:45Z [----] 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](https://x.com/LlamaRisk/status/2014337763689050452)  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](https://x.com/LlamaRisk/status/2014337766566293848)  2026-01-22T14:02Z [----] followers, [---] engagements


"@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](https://x.com/LlamaRisk/status/2020861553017270487)  2026-02-09T14:05Z [----] followers, [---] 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](https://x.com/LlamaRisk/status/2020881124369527190)  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](https://x.com/LlamaRisk/status/2020881126500221112)  2026-02-09T15:23Z [----] 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](https://x.com/LlamaRisk/status/2015794618080678361)  2026-01-26T14:31Z [----] followers, [----] 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](https://x.com/LlamaRisk/status/2018753160005792184)  2026-02-03T18:27Z [----] 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](https://x.com/LlamaRisk/status/2019455627236356310)  2026-02-05T16:58Z [----] followers, 32.7K 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](https://x.com/LlamaRisk/status/2020881121588711862)  2026-02-09T15:23Z [----] followers, 18.6K 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](https://x.com/LlamaRisk/status/2021971456528134339)  2026-02-12T15:35Z [----] followers, [----] engagements


"yCRV gauge vote has been resubmitted We don't see any issues with yCRV as of now that would warrant a "no" vote. Stay tuned for a full report on veCRV derivative standards including $yCRV $vlCVX and $sdCRV https://dao.curve.fi/vote/ownership/220 https://dao.curve.fi/vote/ownership/220"  
[X Link](https://x.com/anyuser/status/1577658499433082887)  2022-10-05T13:54Z [----] followers, [--] engagements


"🧵1/4 In light of the recent reboot of @iearnfinance yCRV and further development of veCRV derivatives we would like to use this opportunity to propose standards for Curve DAO's secondary gov. framework. In collab with @evmknows and @chonkypandu http://cryptorisks.substack.com/p/the-vetoken-standard http://cryptorisks.substack.com/p/the-vetoken-standard"  
[X Link](https://x.com/anyuser/status/1587817739267493888)  2022-11-02T14:43Z [----] followers, [--] engagements


"bLUSD-LUSD LP is providing a tempting yield and it may increase after the $CRV gauge approval. But what are the risks @diligentdeer has covered risks associated with bLUSD-LUSD liquidity. A summarising 🧵 📜Article: 0/13 https://cryptorisks.substack.com/p/asset-risk-assessment-liquity-chicken https://cryptorisks.substack.com/p/asset-risk-assessment-liquity-chicken"  
[X Link](https://x.com/anyuser/status/1597123952882905088)  2022-11-28T07:03Z [----] followers, [---] engagements


"75%+ yield on clevCVX-CVX Borrowing w/o Liquidations Leveraging Curve wars and the power of FRAX. But what are the risks of using @0xC_Lever @diligentdeer has covered risks associated with clevCVX & clevUSD. A summarising 🧵 REPORT: 0/14 https://cryptorisks.substack.com/p/asset-risk-assessment-clever-clevcvx https://cryptorisks.substack.com/p/asset-risk-assessment-clever-clevcvx"  
[X Link](https://x.com/anyuser/status/1606012602009939968)  2022-12-22T19:43Z [----] followers, 24.4K engagements


"A recap of 2022: [--]. [--] protocols reviewed by [--] independent analysts. [--]. Tested public peer reviewed research. [--]. Helped guide several protocols in making right decisions. [--]. Tested research funding models. [--]. Funded research opportunities for external analysts"  
[X Link](https://x.com/anyuser/status/1606684111330054144)  2022-12-24T16:11Z [----] followers, [----] engagements


"1/ In response to the gauge request made by @AngleProtocol & @Monerium we decided to shed light on the e-money regulation and a new stablecoin developed by @Monerium. Credits: @evmknows https://cryptorisks.substack.com/p/asset-risk-assessment-monerium https://cryptorisks.substack.com/p/asset-risk-assessment-monerium"  
[X Link](https://x.com/anyuser/status/1608551162097057792)  2022-12-29T19:50Z [----] followers, [----] engagements


"@InverseFinance is a DeFi protocol that has developed various financial tools including a lending market and a stablecoin (DOLA). We did a deep dive to shed some light onto the complex inner workings of Inverse. A summarizing thread: 1/10 https://cryptorisks.substack.com/p/asset-risk-assessment-dola https://cryptorisks.substack.com/p/asset-risk-assessment-dola"  
[X Link](https://x.com/anyuser/status/1612354628389310465)  2023-01-09T07:44Z [----] followers, 16.6K engagements


"🚨 Attention LPs in LINK/sLINK Curve pool @synthetix is deprecating $sLINK LPs should exit the pool. (Other LINK pool is stLINK/LINK pool. Also wen LINK/ETH V2 pool sers) More info: https://blog.synthetix.io/the-sadar-release/ https://blog.synthetix.io/the-sadar-release/"  
[X Link](https://x.com/anyuser/status/1621596584810254336)  2023-02-03T19:48Z [----] followers, [----] engagements


"1/ @MultichainOrg is a cross-chain router protocol employed by Curve to enable $CRV gauge rewards and automation on sidechains and alt-L1's. Read our full report on the protocol and integration with Curve here: Now for a quick 🧵 https://cryptorisks.substack.com/p/cross-chain-gauges-and-ecosystem https://cryptorisks.substack.com/p/cross-chain-gauges-and-ecosystem"  
[X Link](https://x.com/anyuser/status/1623408471411675136)  2023-02-08T19:48Z [----] followers, 18.5K engagements


"We are proposing to kill emissions to the Stax Frax/ Temple xLP + LP pool. This is a stagnant pool that has been leeching $CRV emissions since STAX was hacked in October. More details here: https://gov.curve.fi/t/proposal-to-kill-stax-frax-temple-xlp-lp-gauge/8852 https://gov.curve.fi/t/proposal-to-kill-stax-frax-temple-xlp-lp-gauge/8852"  
[X Link](https://x.com/anyuser/status/1624152502194282496)  2023-02-10T21:05Z [----] followers, 12.8K engagements


"Heads up Curve LP's Our latest risk report is here. We dug into Metronome an OG DeFi project that re-launched last year in a new form. It received a Curve gauge for its msETH and msUSD pools. Some important things to know👇 1/8 https://cryptorisks.substack.com/p/risk-assessment-metronome https://cryptorisks.substack.com/p/risk-assessment-metronome"  
[X Link](https://x.com/anyuser/status/1630293965588267008)  2023-02-27T19:49Z [----] followers, 12.7K engagements


"Our latest report is hot off the press this time covering the OG euro stable on Curve: @stasisnet $EURS This report will interest anyone exposed to any euro stable or any stablecoin issued by a centralized custodian Read the full report here: 1/8 https://cryptorisks.substack.com/p/asset-risk-assessment-stasis https://cryptorisks.substack.com/p/asset-risk-assessment-stasis"  
[X Link](https://x.com/anyuser/status/1633916022280560644)  2023-03-09T19:41Z [----] followers, [----] engagements


"1/ $agEUR has depegged in the wake of the March 13th @eulerfinance hack currently trading 30% below peg. There are [--] Curve pools affected all have experienced significant liquidity outflows as @AngleProtocol has paused the protocol and is addressing its $17.6M in losses"  
[X Link](https://x.com/anyuser/status/1636460843381723136)  2023-03-16T20:14Z [----] followers, 53.5K engagements


"1/ Big update today on the Euler exploit situation: [--------] ETH and [-------] DAI have been returned to Euler: Deployer [--------] ETH and [----------] DAI are distributed among [--] fresh addresses. Further details below 1/ $agEUR has depegged in the wake of the March 13th @eulerfinance hack currently trading 30% below peg. There are [--] Curve pools affected all have experienced significant liquidity outflows as @AngleProtocol has paused the protocol and is addressing its $17.6M in losses https://t.co/IQXh4HAyEQ 1/ $agEUR has depegged in the wake of the March 13th @eulerfinance hack currently trading"  
[X Link](https://x.com/anyuser/status/1639708081088245760)  2023-03-25T19:17Z [----] followers, 33.9K engagements


"Our latest report looks at the @ArchimedesFi leverage farming strategy that makes use of their $lvUSD stablecoin and the Curve lvUSD/3CRV pool Highlights below and the full report here: 1/8 https://cryptorisks.substack.com/p/asset-risk-assessment-lvusd-archimedes https://cryptorisks.substack.com/p/asset-risk-assessment-lvusd-archimedes"  
[X Link](https://x.com/anyuser/status/1644076064271114249)  2023-04-06T20:34Z [----] followers, 11.9K engagements


"This week we dive into the tokenized US treasuries product $OUSG by @OndoFinance and their onboarding to DeFi via @FluxDeFi Read the full report here and highlights below: 1/8 https://cryptorisks.substack.com/p/asset-risk-assessment-ondo-and-flux https://cryptorisks.substack.com/p/asset-risk-assessment-ondo-and-flux"  
[X Link](https://x.com/anyuser/status/1661406908526510080)  2023-05-24T16:20Z [----] followers, 13.6K engagements


"This week we deep dived into $eUSD and RTokens by the stablecoin factory @reserveprotocol Read the full article here and highlights below: 👇 1/8 https://cryptorisks.substack.com/p/asset-risk-assessment-reserve-protocol https://cryptorisks.substack.com/p/asset-risk-assessment-reserve-protocol"  
[X Link](https://x.com/anyuser/status/1667027094449328130)  2023-06-09T04:33Z [----] followers, 12.7K engagements


"We've published a postmortem of the recent reentrancy exploit that resulted in loss of LP funds in several Curve pools: https://hackmd.io/@LlamaRisk/BJzSKHNjn https://hackmd.io/@LlamaRisk/BJzSKHNjn"  
[X Link](https://x.com/anyuser/status/1686087645284429824)  2023-07-31T18:53Z [----] followers, 100.8K engagements


"🟥Stolen in Curve hack: [--------] ETH/WETH [------] msETH [-------] alETH [----------] CRV 🟩Funds returned: [------] ETH [------] msETH [-------] alETH Alchemix exploiter begun returning funds JPEG'd frontrunner appears to be cooperating up to [-----] ETH may be returned"  
[X Link](https://x.com/anyuser/status/1687525371850448896)  2023-08-04T18:06Z [----] followers, 18.7K engagements


"In [--] hours a bounty of [---] ETH + 719K CRV ($1.9M) will become open to anyone who manages to identify the CRV/ETH hacker that leads to their arrest. Hacker has until 08:00 UTC to return funds without involvement of law enforcement Exploiter address: https://etherscan.io/address/0xb1c33b391c2569b737ec387e731e88589e8ec148 https://etherscan.io/address/0xb1c33b391c2569b737ec387e731e88589e8ec148"  
[X Link](https://x.com/anyuser/status/1687928167225552896)  2023-08-05T20:46Z [----] followers, 61.6K engagements


"Llama Risk is applying for an Optimism retroPGF grant- grading starts next week so if you like our work and have $OP votes pls support us https://vote.optimism.io/retropgf/3/application/0x07eb70211826da3e78898cf90a43959efc016390207ae49ea19ac856deda8e68 https://vote.optimism.io/retropgf/3/application/0x07eb70211826da3e78898cf90a43959efc016390207ae49ea19ac856deda8e68"  
[X Link](https://x.com/anyuser/status/1717644035194748966)  2023-10-26T20:47Z [----] followers, [----] engagements


"Llama Risk legal counsel Svetlin Konsulov will be speaking here about the work we are doing to push for regulatory clarity in DeFi 📅Happening Monday [--] Nov at 5.30pm CET 11.30am ET 🎙Challenging Centralised Stablecoin Dominance w @adcv_ (@steakhousefi) @tadeongmi (@phoenixlabsdev) @itspublu (@qidaoprotocol) & @LlamaRisk Moderated by @DeFiDave22 himself. Let's get technical. https://t.co/czpZSKFf1x 📅Happening Monday [--] Nov at 5.30pm CET 11.30am ET 🎙Challenging Centralised Stablecoin Dominance w @adcv_ (@steakhousefi) @tadeongmi (@phoenixlabsdev) @itspublu (@qidaoprotocol) & @LlamaRisk"  
[X Link](https://x.com/anyuser/status/1719382453109014903)  2023-10-31T15:54Z [----] followers, [----] engagements


"This week we conducted an in-depth collateral risk review of @TheTNetwork $tBTC tokenized Bitcoin bridged to Ethereum which has a $crvUSD market. Read the full report here and highlights below👇 1/8 https://hackmd.io/@LlamaRisk/tBTC https://hackmd.io/@LlamaRisk/tBTC"  
[X Link](https://x.com/anyuser/status/1719854585853198806)  2023-11-01T23:11Z [----] followers, 21.4K engagements


"We have teamed up with @SturdyFinance on their V2 launch to manage their $crvUSD aggregator paired with a set of Curve crvUSD stableswap LPs that earn up to 18.61% APY at current rates. See our aggregator here: 1/ https://v2.sturdy.finance/aggregators/ethereum/0x73E4C11B670Ef9C025A030A20b72CB9150E54523/deposit https://v2.sturdy.finance/aggregators/ethereum/0x73E4C11B670Ef9C025A030A20b72CB9150E54523/deposit"  
[X Link](https://x.com/anyuser/status/1753476211874177528)  2024-02-02T17:51Z [----] followers, 18K engagements


"Last week we announced the Sturdy v2 crvUSD Aggregator managed by Llama Risk. Now we're sharing an explainer of the oracle used with the Yearn vault crvUSD stableswap LPs for the benefit of users: 1/3 https://cryptorisks.substack.com/p/sturdy-finance-crvusd-aggregator https://cryptorisks.substack.com/p/sturdy-finance-crvusd-aggregator"  
[X Link](https://x.com/anyuser/status/1757121239674683410)  2024-02-12T19:15Z [----] followers, 16.9K engagements


"In a previous report on $TUSD we recommended Curve exclude the asset from crvUSD pegkeeper until V2 release. After our report its debt cap was reduced from 20m to 5m. Now TUSD has been off peg for a month and we have a proposal to reduce debt cap to 0: https://gov.curve.fi/t/reduce-tusd-pegkeeper-debt-ceiling-to-0/9952 https://gov.curve.fi/t/reduce-tusd-pegkeeper-debt-ceiling-to-0/9952"  
[X Link](https://x.com/anyuser/status/1758280977120743753)  2024-02-16T00:03Z [----] followers, [----] engagements


"We have submitted a grant proposal to the Optimism Foundation on behalf of @CurveFinance to bootstrap Curve Lending on Optimism. The proposal is open for feedback. View on CharmVerse: https://app.charmverse.io/op-grants/curve-lending-proposal-9157534743318139 https://app.charmverse.io/op-grants/curve-lending-proposal-9157534743318139"  
[X Link](https://x.com/anyuser/status/1773142110834770120)  2024-03-28T00:16Z [----] followers, 15.4K engagements


"We have conducted a comprehensive review of Paypal's $PYUSD for suitability as a crvUSD pegkeeper asset. Read the full report here and highlights below 👇 1/8 https://hackmd.io/@LlamaRisk/PYUSD https://hackmd.io/@LlamaRisk/PYUSD"  
[X Link](https://x.com/anyuser/status/1775662098833613297)  2024-04-03T23:10Z [----] followers, [----] engagements


"Today we are pleased to announce the crvUSD MetaMorpho vault collateralized by Convex-wrapped TriCrypto LPs is live on the @MorphoLabs UI. CRV + MORPHO incentives have begun flowing to the vault today Vault: Highlights below👇 1/8 https://app.morpho.org/vaultvault=0x67315dd969B8Cd3a3520C245837Bf71f54579C75 https://app.morpho.org/vaultvault=0x67315dd969B8Cd3a3520C245837Bf71f54579C75"  
[X Link](https://x.com/anyuser/status/1788225025662959988)  2024-05-08T15:10Z [----] followers, [----] engagements


"The #crvUSD vault has 100-700k crvUSD available to borrow against an assortment of TriCrypto LPs. A single borrow position is open in the crvUSD/tBTC/wstETH LP market. paying 0.03% APY on a 25k crvUSD borrow while the LP is earning 15% in CRV + CVX + fees on Convex 🧐"  
[X Link](https://x.com/anyuser/status/1790150834581557538)  2024-05-13T22:43Z [----] followers, [----] engagements


"This week we have published a comprehensive analysis of $ezETH collateral risk for overcollateralized stablecoin protocols including mkUSD crvUSD and GHO. See the full report by @PrismaRisk and the highlights below 👇 1/8 1/ Collateral Risk Assessment on @RenzoProtocol ezETH. An in-depth risk assessment has been completed with a detailed analysis of various risk factors. Let's dive in👇: https://t.co/V0icaPVHZ8 https://t.co/7OfC8IAGXh 1/ Collateral Risk Assessment on @RenzoProtocol ezETH. An in-depth risk assessment has been completed with a detailed analysis of various risk factors. Let's"  
[X Link](https://x.com/anyuser/status/1790538972848144880)  2024-05-15T00:25Z [----] followers, 40K engagements


"We have published an asset risk report for @ethena $USDe the synthetic stablecoin backed by delta-neutral hedging strategies that recently attracted notoriety for its aggressive growth and perceived risk. Summary below and the full report at the end of the thread👇 1/8"  
[X Link](https://x.com/anyuser/status/1790803774493311146)  2024-05-15T17:57Z [----] followers, 13.4K engagements


"There were a few things we got wrong / needed more thorough coverage in our recent report on @RenzoProtocol $ezETH. We always strive for accurate research and in this case some changes were merited. We've amended the report and here's a summary of the corrections 👇 1/6 This week we have published a comprehensive analysis of $ezETH collateral risk for overcollateralized stablecoin protocols including mkUSD crvUSD and GHO. See the full report by @PrismaRisk and the highlights below 👇 1/8 This week we have published a comprehensive analysis of $ezETH collateral risk for overcollateralized"  
[X Link](https://x.com/anyuser/status/1794164685803262407)  2024-05-25T00:32Z [----] followers, 37.7K engagements


"Our initial research on behalf of @aave as a risk service provider begins with an explainer series on the $GHO stablecoin. In it we cover its mechanics historical trends and risk considerations. Read the full post here and a summary below👇 1/12 https://www.llamarisk.com/research/explainer-series-gho-stablecoin https://www.llamarisk.com/research/explainer-series-gho-stablecoin"  
[X Link](https://x.com/anyuser/status/1802849294149722394)  2024-06-17T23:42Z [----] followers, [----] engagements


"We are working on a research series for @reserveprotocol that will involve a comprehensive review of RTokens. Part one is a general risk overview introducing RToken mechanics and risk considerations. Read the full report here and a summary below👇 1/8 https://www.llamarisk.com/research/reserve-rtokens-general https://www.llamarisk.com/research/reserve-rtokens-general"  
[X Link](https://x.com/anyuser/status/1802862521813958871)  2024-06-18T00:34Z [----] followers, [----] engagements


"We have published a report of the recent incident where $crvUSD temporarily depegged upward during a large liquidation event. In it we analyze the event and offer recommendations to improve resiliency/further research. https://www.llamarisk.com/research/crvusd-incident-report-20240612 https://www.llamarisk.com/research/crvusd-incident-report-20240612"  
[X Link](https://x.com/anyuser/status/1807851281949905308)  2024-07-01T18:58Z [----] followers, 16.9K engagements


"This week we continue our research series on @reserveprotocol with a comprehensive risk review of ETH+ the ETH index token backed by prominent LSTs. Read the full report here and highlights to follow👇 1/8 https://www.llamarisk.com/research/rtoken-risk-ethplus https://www.llamarisk.com/research/rtoken-risk-ethplus"  
[X Link](https://x.com/anyuser/status/1808565419013460180)  2024-07-03T18:16Z [----] followers, [----] engagements


"This week we continue our research series on @reserveprotocol with a comprehensive risk review of USD3 the yieldbearing USD stablecoin built on DeFi markets. Read the full report here and highlights to follow👇 1/8 https://www.llamarisk.com/research/rtoken-risk-usd3 https://www.llamarisk.com/research/rtoken-risk-usd3"  
[X Link](https://x.com/anyuser/status/1812709591928483982)  2024-07-15T04:43Z [----] 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](https://x.com/anyuser/status/1813724675463421970)  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](https://x.com/anyuser/status/1823527709747585242)  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](https://x.com/anyuser/status/1828544879695405184)  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](https://x.com/anyuser/status/1833808197808722407)  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](https://x.com/anyuser/status/1841477371737596260)  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](https://x.com/anyuser/status/1848796158459535492)  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](https://x.com/anyuser/status/1850894739727413707)  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](https://x.com/anyuser/status/1851732313920372751)  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](https://x.com/anyuser/status/1851737220803441095)  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](https://x.com/anyuser/status/1853552548101406902)  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](https://x.com/anyuser/status/1854607919985394131)  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](https://x.com/anyuser/status/1854623742732988499)  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](https://x.com/anyuser/status/1855015443419087233)  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](https://x.com/anyuser/status/1862180135991976375)  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](https://x.com/anyuser/status/1863632076299469269)  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](https://x.com/anyuser/status/1864061787580272779)  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](https://x.com/anyuser/status/1869224321044173142)  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](https://x.com/anyuser/status/1871177455618113694)  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](https://x.com/anyuser/status/1874274522658119844)  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](https://x.com/anyuser/status/1884956579914510543)  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](https://x.com/anyuser/status/1887600689028997450)  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](https://x.com/anyuser/status/1892369479113335104)  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](https://x.com/anyuser/status/1899350399808872932)  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](https://x.com/anyuser/status/1902384992690565344)  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](https://x.com/anyuser/status/1904931087039754633)  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](https://x.com/anyuser/status/1914716834055786954)  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](https://x.com/anyuser/status/1915121717317664993)  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](https://x.com/anyuser/status/1916895800916873617)  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](https://x.com/anyuser/status/1923362805417152641)  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](https://x.com/anyuser/status/1923489424874320320)  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](https://x.com/anyuser/status/1926960415805669661)  2025-05-26T11:15Z [----] followers, [----] engagements


"$sUSDS and $tBTC LlamaLend markets are now open for business bootstrapped by @ResupplyFi"  
[X Link](https://x.com/anyuser/status/1927955604103954905)  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](https://x.com/anyuser/status/1933405815534202939)  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](https://x.com/anyuser/status/1936849685206982691)  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](https://x.com/anyuser/status/1944748665085612172)  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](https://x.com/anyuser/status/1951366823963984087)  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](https://x.com/anyuser/status/1960805724818165847)  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](https://x.com/anyuser/status/1963998129897775397)  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](https://x.com/anyuser/status/1965405009266278677)  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](https://x.com/anyuser/status/1966123485500940479)  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](https://x.com/anyuser/status/1971300167363199305)  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](https://x.com/anyuser/status/1973383540738830745)  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](https://x.com/anyuser/status/1973798146053480601)  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](https://x.com/anyuser/status/1973845811273564426)  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](https://x.com/anyuser/status/1975183690884898857)  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](https://x.com/anyuser/status/1978873483816738948)  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](https://x.com/anyuser/status/1980273609156247636)  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](https://x.com/anyuser/status/1985409140156408218)  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](https://x.com/anyuser/status/1985787826881847726)  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](https://x.com/anyuser/status/1986224193046782217)  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](https://x.com/anyuser/status/1991539358898483699)  2025-11-20T16:09Z [----] followers, 22.9K engagements

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