[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @LlamaRisk LlamaRisk LlamaRisk posts on X about crvusd, balance sheet, $294m, rlusd the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1494086645628518408/interactions)  - X Week XXXXXX +963% - X Month XXXXXX -XX% - X Months XXXXXXX +108% - X Year XXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1494086645628518408/posts_active)  - X Week XX +31% - X Month XX -XX% - X Months XXX +48% - X Year XXX -XX% ### Followers: XXXXX [#](/creator/twitter::1494086645628518408/followers)  - X Week XXXXX +1.20% - X Month XXXXX +2.60% - X Months XXXXX +15% - X Year XXXXX +36% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1494086645628518408/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) XXXXX% [finance](/list/finance) XXXXX% [exchanges](/list/exchanges) XXXX% **Social topic influence** [crvusd](/topic/crvusd) #9, [balance sheet](/topic/balance-sheet) #1583, [$294m](/topic/$294m) 10.53%, [rlusd](/topic/rlusd) 10.53%, [$4418m](/topic/$4418m) 5.26%, [$3262mthe](/topic/$3262mthe) 5.26%, [gho](/topic/gho) 5.26%, [$591m](/topic/$591m) 5.26%, [$193m](/topic/$193m) 5.26%, [usdc](/topic/usdc) XXXX% **Top accounts mentioned or mentioned by** [@aave](/creator/undefined) [@immunefi](/creator/undefined) [@aaves](/creator/undefined) [@superstateincs](/creator/undefined) [@resolvlabs](/creator/undefined) [@chainlink](/creator/undefined) [@lcl27_seer](/creator/undefined) [@gho](/creator/undefined) [@tokenlogic](/creator/undefined) [@originprotocol](/creator/undefined) [@etherfi](/creator/undefined) [@lidofinance](/creator/undefined) [@ethenalabs](/creator/undefined) [@skyecosystem](/creator/undefined) [@uniswap](/creator/undefined) [@avax](/creator/undefined) [@avalabs](/creator/undefined) [@metamasks](/creator/undefined) [@kelpdao](/creator/undefined) [@yieldbasis](/creator/undefined) **Top assets mentioned** [crvUSD (CRVUSD)](/topic/crvusd) [USDC (USDC)](/topic/usdc) ### Top Social Posts Top posts by engagements in the last XX hours "@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](https://x.com/LlamaRisk/status/1998754096304587081) 2025-12-10T13:58Z 6843 followers, 3993 engagements "Last week @aave Horizon TVL reached $591M with $294M in stablecoin supply and $193M in net borrows. RLUSD & USCC continue to lead supply driven by looping and active incentives. RLUSD supply APY sits up to XX% and a new USDC borrow campaign is now live. More details" [X Link](https://x.com/LlamaRisk/status/1992956874468278367) 2025-11-24T14:02Z 6832 followers, 6956 engagements "In our @aave listed asset bug bounty series today we look at @KelpDAO rsETH. With over $1.29B secured a $250k max bounty is insufficient leaving the ecosystem exposed. KelpDAO heres how you could improve your program. KelpDAOs bug bounty program is currently hosted on @immunefi with a maximum payout of only $250000. The bountys scope includes coverage for websites applications and smart contracts. We view the financial incentives as insufficient compared to the size of one of the most significant Liquid restaking protocols. While the bug bounty exceeds our recommended minimum $50000 necessary" [X Link](https://x.com/LlamaRisk/status/1988245931695735175) 2025-11-11T14:02Z 6842 followers, XXX engagements "Week XX 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](https://x.com/LlamaRisk/status/1995498402227081435) 2025-12-01T14:21Z 6832 followers, XXX engagements "1/ The recent vote to increase @yieldbasis credit line from 300m to 1B is putting in the spotlight YB's influence on crvUSD stability. Here's what we're doing to address this question and help YB scale safely while preserving the stability of crvUSD 👇" [X Link](https://x.com/LlamaRisk/status/1997406188506599558) 2025-12-06T20:42Z 6843 followers, 5108 engagements "2/ Recent months brought surging Curve DEX volume largely thanks to YieldBasis. This has been a major win for the DAO higher DEX LP fees and more revenue for veCRV holders" [X Link](https://x.com/LlamaRisk/status/1997406191287501122) 2025-12-06T20:42Z 6842 followers, XXX engagements "3/ With YieldBasis crvUSD is entering a new era of scale. But higher activity also means the existing mint-market monetary policy needs to evolve. We now see a gap between todays market conditions and parameters that were calibrated for a purely CDP-backed stablecoin" [X Link](https://x.com/LlamaRisk/status/1997406193258844222) 2025-12-06T20:42Z 6842 followers, XXX engagements "4/ To adjust for this growth and support Curves long-term scaling weve updated the mint-market monetary policy across two key levers: X Increase target_fraction reduces sensitivity to PegKeeper swings X Reduce rate0 makes mint borrowing more competitive" [X Link](https://x.com/LlamaRisk/status/1997406194915234236) 2025-12-06T20:42Z 6842 followers, XXX engagements "5/ These updates help smoothen rates improving the borrower experience. This is necessary as we observe heightened pegkeeper activity due to volatility absorption of Yieldbasis LPs. A robust crvUSD mint market remains essential for peg stability and driving direct revenues" [X Link](https://x.com/LlamaRisk/status/1997406197322829862) 2025-12-06T20:42Z 6840 followers, XXX engagements "6/ We have also been working with the @CurveFinance dev team to design and implement adaptive EMA smoothing on borrow rates that enhances borrower experience while crvUSD is stable and remains highly reactive when it goes off peg" [X Link](https://x.com/LlamaRisk/status/1997406199352791107) 2025-12-06T20:42Z 6843 followers, XXX engagements "7/ We are partnering with @in_pangea on research that will be the basis for guidance on how to scale Yieldbasis while preserving the superior reliability of the crvUSD peg which has become one of DeFi's most consistently pegged stabelcoins over the past year" [X Link](https://x.com/LlamaRisk/status/1997406201592566110) 2025-12-06T20:42Z 6843 followers, 1013 engagements "8/ See our recent analysis for how we are enhancing crvUSD for the YieldBasis era and we'll be releasing more soon in collaboration with our partners Swiss Stake and Pangea 🦙🚀" [X Link](https://x.com/LlamaRisk/status/1997406203337748953) 2025-12-06T20:42Z 6843 followers, XXX engagements "Since launching in August @aave Horizon has quickly risen to #1 venue for the composable use of Real-World Assets attracting over $550M. Our report covers key trends: the growing demand for borrowing against RWAs and the new risk infrastructure supporting institutional adoption. Market Trends Supply growth has been driven primarily by high-yield assets such as @SuperstateInc's USCC with close to XX% of its total supply being used as collateral on Horizon. Although recent basis compression resulting from a significant shift in market sentiment has reduced yields from approximately XX% to 5%" [X Link](https://x.com/LlamaRisk/status/1998391030303859126) 2025-12-09T13:55Z 6843 followers, 39.2K engagements "At LlamaRisk we unpack the full balance sheet break down borrower concentration risks and evaluate the economic reality of these improved stability metrics. Read the full LlamaRisk Insight" [X Link](https://x.com/LlamaRisk/status/1998754454162534847) 2025-12-10T13:59Z 6843 followers, XXX engagements "Interesting idea @gondorfi However a few details have sparked our curiosity Integrating @Polymarket into DeFi is bold but using prediction shares as collateral comes with some caveats. Naturally it attracts interestbut is the binary risk truly managed We have some Qs👇 Gordor indicates that for every market the maximum loan-to-value ratio is XX% while the liquidation threshold is 77%. Generally this parameter setup demonstrates a conservative approach to collateral management and is intended to provide a XX% buffer against insolvency (i.e. bad debt). While this approach works for volatile" [X Link](https://x.com/LlamaRisk/status/1999489131940827259) 2025-12-12T14:38Z 6843 followers, 1696 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@LlamaRisk LlamaRisk
LlamaRisk posts on X about crvusd, balance sheet, $294m, rlusd the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX +963%
- X Month XXXXXX -XX%
- X Months XXXXXXX +108%
- X Year XXXXXXX -XX%
Mentions: XX #
- X Week XX +31%
- X Month XX -XX%
- X Months XXX +48%
- X Year XXX -XX%
Followers: XXXXX #
- X Week XXXXX +1.20%
- X Month XXXXX +2.60%
- X Months XXXXX +15%
- X Year XXXXX +36%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence cryptocurrencies XXXXX% finance XXXXX% exchanges XXXX%
Social topic influence crvusd #9, balance sheet #1583, $294m 10.53%, rlusd 10.53%, $4418m 5.26%, $3262mthe 5.26%, gho 5.26%, $591m 5.26%, $193m 5.26%, usdc XXXX%
Top accounts mentioned or mentioned by @aave @immunefi @aaves @superstateincs @resolvlabs @chainlink @lcl27_seer @gho @tokenlogic @originprotocol @etherfi @lidofinance @ethenalabs @skyecosystem @uniswap @avax @avalabs @metamasks @kelpdao @yieldbasis
Top assets mentioned crvUSD (CRVUSD) USDC (USDC)
Top Social Posts
Top posts by engagements in the last XX hours
"@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 6843 followers, 3993 engagements
"Last week @aave Horizon TVL reached $591M with $294M in stablecoin supply and $193M in net borrows. RLUSD & USCC continue to lead supply driven by looping and active incentives. RLUSD supply APY sits up to XX% and a new USDC borrow campaign is now live. More details"
X Link 2025-11-24T14:02Z 6832 followers, 6956 engagements
"In our @aave listed asset bug bounty series today we look at @KelpDAO rsETH. With over $1.29B secured a $250k max bounty is insufficient leaving the ecosystem exposed. KelpDAO heres how you could improve your program. KelpDAOs bug bounty program is currently hosted on @immunefi with a maximum payout of only $250000. The bountys scope includes coverage for websites applications and smart contracts. We view the financial incentives as insufficient compared to the size of one of the most significant Liquid restaking protocols. While the bug bounty exceeds our recommended minimum $50000 necessary"
X Link 2025-11-11T14:02Z 6842 followers, XXX engagements
"Week XX 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 6832 followers, XXX engagements
"1/ The recent vote to increase @yieldbasis credit line from 300m to 1B is putting in the spotlight YB's influence on crvUSD stability. Here's what we're doing to address this question and help YB scale safely while preserving the stability of crvUSD 👇"
X Link 2025-12-06T20:42Z 6843 followers, 5108 engagements
"2/ Recent months brought surging Curve DEX volume largely thanks to YieldBasis. This has been a major win for the DAO higher DEX LP fees and more revenue for veCRV holders"
X Link 2025-12-06T20:42Z 6842 followers, XXX engagements
"3/ With YieldBasis crvUSD is entering a new era of scale. But higher activity also means the existing mint-market monetary policy needs to evolve. We now see a gap between todays market conditions and parameters that were calibrated for a purely CDP-backed stablecoin"
X Link 2025-12-06T20:42Z 6842 followers, XXX engagements
"4/ To adjust for this growth and support Curves long-term scaling weve updated the mint-market monetary policy across two key levers: X Increase target_fraction reduces sensitivity to PegKeeper swings X Reduce rate0 makes mint borrowing more competitive"
X Link 2025-12-06T20:42Z 6842 followers, XXX engagements
"5/ These updates help smoothen rates improving the borrower experience. This is necessary as we observe heightened pegkeeper activity due to volatility absorption of Yieldbasis LPs. A robust crvUSD mint market remains essential for peg stability and driving direct revenues"
X Link 2025-12-06T20:42Z 6840 followers, XXX engagements
"6/ We have also been working with the @CurveFinance dev team to design and implement adaptive EMA smoothing on borrow rates that enhances borrower experience while crvUSD is stable and remains highly reactive when it goes off peg"
X Link 2025-12-06T20:42Z 6843 followers, XXX engagements
"7/ We are partnering with @in_pangea on research that will be the basis for guidance on how to scale Yieldbasis while preserving the superior reliability of the crvUSD peg which has become one of DeFi's most consistently pegged stabelcoins over the past year"
X Link 2025-12-06T20:42Z 6843 followers, 1013 engagements
"8/ See our recent analysis for how we are enhancing crvUSD for the YieldBasis era and we'll be releasing more soon in collaboration with our partners Swiss Stake and Pangea 🦙🚀"
X Link 2025-12-06T20:42Z 6843 followers, XXX engagements
"Since launching in August @aave Horizon has quickly risen to #1 venue for the composable use of Real-World Assets attracting over $550M. Our report covers key trends: the growing demand for borrowing against RWAs and the new risk infrastructure supporting institutional adoption. Market Trends Supply growth has been driven primarily by high-yield assets such as @SuperstateInc's USCC with close to XX% of its total supply being used as collateral on Horizon. Although recent basis compression resulting from a significant shift in market sentiment has reduced yields from approximately XX% to 5%"
X Link 2025-12-09T13:55Z 6843 followers, 39.2K engagements
"At LlamaRisk we unpack the full balance sheet break down borrower concentration risks and evaluate the economic reality of these improved stability metrics. Read the full LlamaRisk Insight"
X Link 2025-12-10T13:59Z 6843 followers, XXX engagements
"Interesting idea @gondorfi However a few details have sparked our curiosity Integrating @Polymarket into DeFi is bold but using prediction shares as collateral comes with some caveats. Naturally it attracts interestbut is the binary risk truly managed We have some Qs👇 Gordor indicates that for every market the maximum loan-to-value ratio is XX% while the liquidation threshold is 77%. Generally this parameter setup demonstrates a conservative approach to collateral management and is intended to provide a XX% buffer against insolvency (i.e. bad debt). While this approach works for volatile"
X Link 2025-12-12T14:38Z 6843 followers, 1696 engagements