
PANews April 19 news, regarding the rsETH theft incident of KelpDAO, crypto KOL benmo.eth analyzed that this event has far-reaching implications, mainly reflected in the following six points:
1. The security of packaged assets like LRT cannot be compared to native assets, and lending platforms cannot treat these two equally in terms of mixed coin collateral;.
2. L0 will lose part of the cross-chain market in the future, with several assets like USDE and USD0 already stopping L0 cross-chain, perhaps even if the business resumes, the original credibility will be hard to regain.
3. AAVE's "golden body" has been broken, the security of the unified lending market is back under whale scrutiny, and each additional collateral asset equally increases the risk of the original collateral assets, which is inherently unfair to native assets. V4 and modularization are trends in lending product development, and this transition process will likely accelerate. Choose lending business rather than lending platform or curator, but the business cost is increasing.
4. The cost of acquiring TVL for L2 will further increase, and now the TVL level will further flow back to L1.
5. DeFi stops the expansion route, returning to a conservative safety mode, and further preventing the scanning of Anthropic Mythos.
6. From a risk control perspective, large lending platforms facing large withdrawals should consider the feasibility of on-chain delayed withdrawals.
免责声明:本文章仅代表作者个人观点,不代表本平台的立场和观点。本文章仅供信息分享,不构成对任何人的任何投资建议。用户与作者之间的任何争议,与本平台无关。如网页中刊载的文章或图片涉及侵权,请提供相关的权利证明和身份证明发送邮件到support@aicoin.com,本平台相关工作人员将会进行核查。