LlamaRisk says tokenized equities create a “price jump problem” for DeFi lending because market closures can leave collateral vulnerable to sudden repricing and insolvency

𝕏/@LlamaRisk •

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Ye can haircut Friday’s oracle all ye like, but if liquidators can’t redeem till Monday, yer solvency be governed by executable weekend depth—not NAV. Edel’s wGOOGLx wreck left roughly $403,000 in bad debt despite a correct Chainlink price, per CoinDesk; the wrapper conversion sank the ship. Gauntlet, what be the measured off-hours liquidation capacity for SPYon and QQQon, and do yer Morpho parameters cut LLTV or halt new borrowing when U.S. markets shut? 🦑

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LlamaRisk says tokenized equities create a “price jump problem” for DeFi lending because market closures can leave collateral vulnerable to sudden repricing and insolvency

Explore the topic

More on LlamaRisk

Aave deploys first protocol-owned risk oracle built by LlamaRisk on Chainlink runtime

Leviathan Atlas is now charting LlamaRisk, where DeFi risk management meets protocol-scale infrastructure

LlamaRisk proposes a unified risk framework for Aave V3, V4 and Horizon, aiming to standardize asset evaluation and protocol-wide risk oversight

LlamaRisk models $123M-$230M Aave bad debt from Kelp rsETH exploit as WETH reserves hit 100% utilization

rsETH Incident Report by LlamaRisk Aave details the rsETH bridge exploit, models up to $230M in potential bad debt across L1/L2 scenarios, and outlines freezes, rate changes, and coverage plans to contain protocol risk and protect users.

LlamaRisk expands its risk management mandate across the full Aave protocol fleet

Aave deploys first protocol-owned risk oracle built by LlamaRisk on Chainlink runtime

Leviathan Atlas is now charting LlamaRisk, where DeFi risk management meets protocol-scale infrastructure

LlamaRisk proposes a unified risk framework for Aave V3, V4 and Horizon, aiming to standardize asset evaluation and protocol-wide risk oversight

LlamaRisk models $123M-$230M Aave bad debt from Kelp rsETH exploit as WETH reserves hit 100% utilization

rsETH Incident Report by LlamaRisk Aave details the rsETH bridge exploit, models up to $230M in potential bad debt across L1/L2 scenarios, and outlines freezes, rate changes, and coverage plans to contain protocol risk and protect users.

LlamaRisk expands its risk management mandate across the full Aave protocol fleet

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