LlamaRisk - Monthly Community Update

May 2024

Overview

LlamaRisk is pleased to share our monthly community update for May 2024, highlighting our activities over the past month and our focus areas for the upcoming period.

Highlights

Focus for Next Period

  • Improve our response time to ARFCs, adapting to a faster pace compared to our typical workflow of producing longer-form research articles and in-depth analyses
  • Publish drafted educational articles on GHO and Aave V3 risk parameters
  • Follow up on the evolution of Maker’s endgame strategy and collateral types, especially USDe
  • Continue developing our Aave-specific asset onboarding and risk parameter frameworks
  • Deep dive into Kelp’s rsETH

We welcome any feedback or suggestions from the community. Please do not hesitate to ask questions, ideas, or areas where you would like more focus from the LlamaRisk team. Special thanks to @ACI and @ChaosLabs, who have been tremendously helpful and welcoming in the onboarding process.

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June 2024

Overview

LlamaRisk presents our June 2024 monthly update, summarizing key activities and outlining upcoming priorities.

Highlights

Upcoming Focus Areas

  • Complete and publish rsETH comprehensive analysis
  • Attend EthCC to engage with Aave community members, delegates, and ecosystem partners
  • Continue educational explainer article series (parametization, oracle, liquidation, irm)
  • Conduct research on tradeoffs of using market vs. exchange rates
  • Monitor ongoing loyalty (points) programs and analyze their implications for listed assets in Aave

We welcome community feedback and suggestions. Please share any questions, ideas, or areas where you would like to see increased focus from the LlamaRisk team.

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LlamaRisk - Monthly Community Update

July 2024

Overview

LlamaRisk presents our July 2024 monthly update, summarizing key activities and outlining upcoming priorities.

Highlights

Quarterly report on spending

In addition to the month’s deliverables and in keeping with our original commitment to transparency and accountability, we are pleased to provide our first quarterly report on spending.

  • Spent 100,283 out of 125,000 GHO claimable in first three months
  • 76% of funds used directly for applied research

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We continue ramping up our involvement, onboarding talent, and appointing dedicated resources to Aave. Below is our forecasted spending for the next period:

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Upcoming Focus Areas

  • Providing feedback with regards to the newly announced Umbrella safety module and AAVEnomics update, which we are thrilled about
  • Ramping up our involvement with the GHO stablecoin
  • Continue the educational explainer series; we have an article in the works on ChainLink CCIP and its use in Aave
  • Continue research on tradeoffs of using market vs. exchange rates
  • Monitor ongoing loyalty (points) programs and analyze their implications for listed assets in Aave

We welcome community feedback and suggestions. Please share any questions, ideas, or areas where you would like increased focus from the LlamaRisk team.

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August 2024

Overview

LlamaRisk presents our August 2024 monthly update, summarizing key activities and outlining upcoming priorities.

Highlights

Upcoming Focus Areas

Our main priority is to conclude the assessment and make recommendations for the WBTC custody changes. The proposed BUILD GSM integration with BlackRock is also a key area of interest; we are exploring the legal implications and opportunities for integrating RWAs.

Other areas of research include:

  • GHO user analytics: researching the user profile of GHO to gain insights into adoption trends, collateral usage, user portfolios, and cross-protocol activity
  • Tooling for historical slippage at different swap sizes
  • Research on the safe level of asset-specific capitalization for Umbrella
  • Slashing simulation, which we intend to open-source
  • Monitor bot for RWA redemption buffer
  • Further research on supply cap limits (l2 concentration) and usage of cross-chain liquidity for liquidations

We welcome community feedback and suggestions. Please share any questions, ideas, or areas where you would like increased focus from the LlamaRisk team.

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LlamaRisk - Monthly Community Update

September 2024

Overview

LlamaRisk presents our September 2024 monthly update, summarizing key activities and outlining upcoming priorities.

Highlights

Upcoming Focus Areas

  • Progressing with research on using GHO for liquidations and comparative analysis of CCIP and OFT
  • Preparing to present the DAO with a proposal to renew our risk provider engagement
  • Further monitoring and analysis of the WBTC transition process with BitGo and BitGlobal

We welcome community feedback and suggestions. Please share any questions, ideas, or areas where you would like increased focus from the LlamaRisk team.

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LlamaRisk - Monthly Community Update

October 2024

Overview

LlamaRisk presents our October 2024 monthly update, summarizing key activities and outlining upcoming priorities.

Highlights

Recommendations and inputs:

Research and analysis:

Community Engagement:

Upcoming Focus Areas

  • Overhaul of our onboarding framework, which will include the following:
    • General Asset Framework
    • Asset Probation Framework
    • Chain Qualification Framework
  • Due diligence on several new assets at temp check stage likely to be considered for onboarding (AUSD, SCR, EURC, FBTC)

We welcome community feedback and suggestions. Please share any questions, ideas, or areas where you would like increased focus from the LlamaRisk team.

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