June 2024
Overview
LlamaRisk presents our June 2024 monthly update, summarizing key activities and outlining upcoming priorities.
Highlights
- Provided recommendations on the following ARFCs:
- Published analysis on osETH and Aave-specific considerations
- Published GHO explainer article and twitter thread as part of our educational content series
- Published Additional notes on Ethena and sUSDe, including simulations on reserve fund decay
- Released LLR-Aave Framework v1.0 for asset onboarding and parameterization
- Expanded team capacity by onboarding an additional full-time analyst
- Developed internal tooling to monitor governance forum posts, snapshot votes, and market parameters
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.