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This moment has been a year in the making and marks the first time ever that protocol-owned risk oracles land in prod, arriving first to @aave.
Way to go @LlamaRisk team and big thanks to our partners who have been there to support us along the way. More to come.
LETS GHO 👻
The first protocol-owned risk oracle is live on @aave.
Built by LlamaRisk.
Powered by the @chainlink Runtime Environment (CRE).
Owned by Aave.
It dynamically manages Pendle PT collateral risk. First on Aave v3 Ethereum. Coming soon to all Aave PT markets.
Let's gho 👻
Adam retweeted
An update on the Binance hot wallet hack and @aave's response.
- What happened,
- What we did,
- Market impact, and
- Next steps.
governance.aave.com/t/binanc…
Adam retweeted
Since the first reports of the Binance hot wallet hack, we’ve been working with Aave Labs and the other @Aave service providers to protect Aave and its users.
All Aave V3 and select V4 markets are now frozen to new exposure as a precaution.
> Existing positions are not affected. Users can repay and withdraw, and liquidations run as normal.
> User funds are safe.
We're tracking the exploiter's activity in real time and will share additional updates as the situation develops.
Adam retweeted
Had a great chat with @WormholeOracle, CEO of @LlamaRisk.
TLDR: @aave will be extremely well positioned to win the fastest growing markets.
LlamaRisk is currently focused on two major opportunities:
1. Optimizing tokenized equities compatibility with lending markets
2. Scaling risk curation safely and exponentially
I expect both to become major drivers of Aave V4’s growth, expanding lending activity, protocol revenue, and ultimately value accrual to $AAVE holders.
More on this soon.
The LINK:NYC week is here.
For this new @chainlink event, the main questions I’ll be trying to get answered are:
1. Which institutions are moving from pilots to production, and what’s the realistic timeline for real volume?
2. How fast is enterprise revenue flowing into the Chainlink Reserve, and when will more of it be visible onchain?
3. CCIP connects banks to blockchains, and now Vault Adapters connect it to DeFi vaults like Aave and Maple. Are institutions planning to use that path to deploy tokenized assets into DeFi, or is that still theoretical?
4. Will CCIP revenue grow linearly as it scales, or can we expect margins to improve over time?
5. What do banks actually need from offchain data verification before they put tokenized assets onchain
6. What are Chainlink’s current roadmap priorities?
7. Are there any staking updates taking place in the background? If so, when can we expect to hear more?
8. Which product does Chainlink Labs expect to be the top revenue generator in the Chainlink stack by the end of 2027?
Will keep y’all posted.
Adam retweeted
LlamaRisk team is attending @chainlink’s LINK:NYC this week.
If you’re an asset issuer, protocol team, institution, or just want to talk risk management, dm our CEO @WormholeOracle or COO @simonb_defi to book time.
It's been an exciting first month of tokenized stocks on @aave and the best part is this is both the beginning and the cusp of transforming our industry from being about crypto-native markets to becoming a convergence of financial markets to on-chain ecosystems. I've been working nearly a decade to see this transformation materialize, and it has never been more inevitable than it is today. I'm extremely grateful to be here with you all to witness what is coming.
When you have powerful risk management tooling continuously optimizing markets, why would you allocate anywhere else?
Just use @aave.
UPDATE: Since going live on @Aave, LlamaGuard PT Risk Oracles have:
> Covered $96M in PT collateral
> Executed 37 governance-bounded E-Mode changes
> Brought dynamic, risk-adjusted collateral limits to Aave @Ethereum, @Plasma and @Monad deployments
Built on @Chainlink CRE.
This marks the 3rd LlamaGuard risk oracle in prod. They will keep coming. 🚀
Risk management at scale
PT-AUSD-17DEC2026 on @Aave V3 @Monad is live with dynamic risk parameter updates, enabling a market priced to @Pendle_fi’s implied rates.
Powered by LlamaGuard.
One thing I love about this dashboard is it makes the oracle behavior for tokenized equities on @aave plain to see, including market closures
Tokenized stocks come with caveats for safe collateral integrations in onchain lending. For these, we need careful and verifiable risk controls.
Tokenized stocks mirror every corporate action of their underlying share.
For example, a stock split moves the share price and the token multiplier; any lag between these updates can misprice onchain collateral.
LlamaGuard keeps both in sync on @Aave using @chainlink feeds.
Anyone with lending market exposure should be able to verify operational risk management of their market and the judgment behind all actions. That information should be readily available.
Users first, always.
Reintroducing the @Aave Risk Dashboard
A live feed of all risk parameter updates on Aave, now tracking Risk Steward actions across V4 hubs and spokes.
Powered by LlamaGuard.
dashboard.llamarisk.com/prot…
A proposal to register LlamaRisk’s PT Risk Oracle agents for PT-sUSDe-22OCT2026 on @Aave V3 @Plasma is live for voting.
Over $45M of this PT is supplied on Aave. If approved, our risk agents will dynamically update the discount rate and E-Mode settings as market conditions on @Pendle change and maturity approaches.
Each update will have the following limits:
✅ Discount rate: up to 100 bps (at least 2 days apart)
✅ eMode categories 25 and 26: up to 50 bps per parameter (at least 3 days apart)
Vote here: app.aave.com/governance/v3/p…
The secret how the modular @aave v4 protocol scales trust:
A new type of credit instrument coming to @aave horizon.
Pay attention, our industry is evolving.
