Alex BertoG 🐮
3.2K posts
@ABertoG
Carpe numeris @AllezLabs 🎲 DeFinitely optimistic 🌞 🇫🇷 🇪🇸 🇬🇧 👻
The Arbitrum Security Council has taken emergency action to freeze the 30,766 ETH being held in the address on Arbitrum One that is connected to the KelpDAO exploit. The Security Council acted with input from law enforcement as to the exploiter’s identity, and, at all times, weighed its commitment to the security and integrity of the Arbitrum community without impacting any Arbitrum users or applications. After significant technical diligence and deliberation, the Security Council identified and executed a technical approach to move funds to safety without affecting any other chain state or Arbitrum users. As of April 20 11:26pm ET the funds have been successfully transferred to an intermediary frozen wallet. They are no longer accessible to the address that originally held the funds, and can only be moved by further action by Arbitrum governance, which will be coordinated with relevant parties.
All funds across Allez Labs & partner protocols and vaults are safe from the @KelpDAO incident. No rsETH exposure. @kamino, @VenusProtocol, and @hyperdrivedefi acted early, freezing @LayerZero_Core OFT-related tokens and oracles with no impact on solvency.
🇬🇧 HUGE: UK banks will gain limited access to Anthropic's Mythos in the coming week, per Bloomberg.
Capital is rotating from volatile to yield bearing: @maplefinance Market surged +55.5% to $407M as PYUSD flowed in attracted by the better returns. Main Market share fell from 57% to 50%. @HastraFi Prime, Maple, and OnRe now represent 39% combined (up from 32%). @OnReFinance Market crossed $100M.
Monthly @Kamino Lend Insights - March 2026 Quiet market, but liquidity reshuffle under Kamino's liquidity pools: RWA token supply hit a new record at 22.5% of protocol liquidity. RWA markets surpassed $1.23B in supply. 👇 A thread
Elemental USDG lend vault on Kamino has averaged ~8% APY over the past 30 days the DeFi dollar benchmark rate averaged ~2.8% over the same period per @AllezLabs post Drift, the question everyone's asking about lending vaults is where is the yield coming from and what am I actually exposed to interestingly, this pool allocates solely to the OnRe Market that means two things: - the collateral risk you're underwriting is exposure to $ONyc - you are not exposed to unrelated assets across multiple pools while this brings concentration risk, it conversely eliminates contagion risk with the pool being entirely isolated from others the OnRe market looks compelling for stable allocation for several reasons: - NAV-based oracles protect LTVs during panic selling - low max leverage + wide 10% liquidation LTV window - ONyc price is tied to booked profit + proof of reserves, not speculative future profits - reinsurance premium losses hit APY rather than NAV you can always check where lend vaults on Kamino allocate via the allocation panel per vault - learning to assess risk rather than chase the highest APYs is an essential skill in DeFI
