Sun, 26 Apethereum

KelpDAO 救援显示了 DeFi 最好和最坏的一面,本月 DeFi 损失了 13B 美元

Burns Brief

DeFi United 官方网站显示,通过 1,623 笔转账,从 222 个钱包筹集了超过 69,550 枚 ETH,所有这些都是为了恢复 rsETH 支持,充当 DeFi 的紧急资本重组平台。市场参与者正在仔细权衡其影响,结果可能取决于更广泛的宏观条件和交易量。观察 $ETH $AAVE $ARB 的反应 - 高于或低于关键水平的决定性走势将确认下一个趋势。

The official DeFi United site shows over 69,550 ETH raised from 222 wallets across 1,623 transfers, all aimed at restoring rsETH backing, acting as DeFi's emergency recapitalization desk. The effort is the closest thing the industry has built to a lender of last resort, assembled without a regulator, a central bank, or a mandate. Aave's governance proposal puts the original rsETH shortfall at approximately 163,183 ETH. Recoveries and freezes , which include 43,168 ETH from Kelp, 30,766 ETH frozen by the Arbitrum Security Council, up to 12,323 WETH from Aave liquidations, and 1,845 WETH from Compound, reduce the residual funding gap to about 75,081 ETH. Related Reading Crypto censorship resistance is questioned as major fight breaks out over who gets to freeze your digital dollars Circle says freezes should follow lawful process. Tether is proving the appeal of fast intervention. After Drift and Rhea, stablecoin users may care more about stopping thieves than old crypto slogans. Apr 17, 2026 · Gino Matos DeFi United's current top line covers roughly 92.5% of that residual, leaving approximately 5,632 ETH. A broader tracker snapshot shows 100,200 ETH committed against a 116,500 ETH target when the Arbitrum frozen recovery path is included, putting total coverage at about 86%. Both numbers carry the same caveat that the fund is close on paper, while most of the largest pieces are still pending governance votes, and several key contributions carry no disclosed amount. A waterfall chart shows how recoveries reduced the rsETH shortfall from 163,183 ETH to a 5,632 ETH remaining gap, with DeFi United covering 92.5% of the residual. How the hole got this large KelpDAO's rsETH bridge ran a 1-of-1 configuration with LayerZero Labs as the sole verifier. Galaxy's research found that the attacker exploited that setup to unlock 116,500 rsETH from Ethereum mainnet escrow, then used the stolen tokens as collateral across Aave, Compound , and Euler to borrow an estimated $236 million

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