Ignas | DeFi
Ignas | DeFi|4月 23, 2026 18:52
Lido proposes 2,500 stETH to the rsETH relief fund. Total hole is 112,204 rsETH unbacked (~$258M at current ETH price). So we have: - Arbitrum froze 30,766 ETH from the exploiter (~$71M) - Lido 2,500 stETH (~$5.75M) - Aave has $181M treasury: $62M ETH correlated, $52M stablecoins, $54M in AAVE (probably won't use it as it dumps price). So ~$114M realistically deployable? No number committed yet. Even if Aave puts up the full $114M, you're at $191M covered. Gap still ~$67M. Not great not terrible. Kelp and LayerZero caused this (whatever has more fault) but Aave suffers the most. Lido, too. Kelp and L0 are yet to publicly committed $$$ but Kelp keeps posting some vague posts saying nothing at all. ugh. And Lido only deploys if the fund is fully raised! There's still a gap. If it isn't, their stETH isn't used and EarnETH ends up exposed to 9k ETH in losses. @justinsuntron got some $67M USD to spare?(Ignas | DeFi)
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