LlamaRisk
DeFi 的風險管理
表现
RD 熱度指數
RD 增長指數
收入和銷毀
協議收入
$0回購資金
--銷毀資金
--回購率
--協議資金趨勢
月度金額與比值
| 週期 | 協議收入 | 回購資金 | 銷毀資金 | 回購率 |
|---|---|---|---|---|
| 2026-11 | $0 | -- | -- | -- |
| 2026-10 | $0 | -- | -- | -- |
| 2026-09 | $0 | -- | -- | -- |
| 2026-08 | $0 | -- | -- | -- |
| 2026-07 | $0 | -- | -- | -- |
| 2026-06 | -$0.72 | -- | -- | -- |
比較
跟隨更新
跟隨列表
人物
關於LlamaRisk
LlamaRisk 是一家專注於 DeFi 的風險管理服務提供商。其業務包括針對借貸協議、穩定幣及代幣化現實世界資產的風險研究、參數建議、抵押品評估、市場與清算監控,以及自動化風險基礎設施。 其核心敘事為「可驗證的風險工程」。LlamaGuard 套件由三個層級組成:Proof(儲備與抵押品驗證)、NAV(持續鏈上資產估值)及 Actions(根據閾值自動調整風險參數)。Proof 已上線,採用開源 SAVE 框架。數據流程涵蓋來源證明、鏈上錨定及獨立第三方驗證,產出機器可讀的加密證明,解決了代幣化產品依賴單一實體定期報告而缺乏可程式化驗證的問題。 過去六個月內,LlamaGuard Proof 於 2026 年 3 月推出,已在以太坊主網上為 Midas 產品(如 mHYPER)投入生產,並與 Chainlink CRE 及 vlayer 合作。此外,Aave 推出了由 LlamaRisk 構建、Chainlink CRE 驅動的協議自有風險預言機,用於動態管理 Pendle PT 抵押品風險。總體而言,LlamaRisk 正從研究與顧問服務擴展至鏈上自動化驗證與執行。
LlamaRisk renewed with Curve in April 2026 through April 2027 but announced an early exit on May 29, 2026, ending all active risk work on June 30 and returning about 270,247 crvUSD of unvested funds to the DAO treasury, citing a structural shift in where it would concentrate resources.
During the 2025-2026 mandate LlamaRisk submitted 54 governance proposals, including 27 for LlamaLend, 10 for crvUSD and monetary policy and 7 for gauge management, secured a 250,000 OP grant to bootstrap LlamaLend v2 on Optimism, and drove the deprecation of underperforming Sonic markets, cutting related TVL exposure by roughly 50%. Curve DAO voted on September 2 to replace it with yRisk for crvUSD and LlamaLend.
Future strategy and roadmap: LlamaRisk said it will focus on its LlamaGuard risk infrastructure across valuation, verification and enforcement, and keep serving other lending and stablecoin protocols with parameter calibration, stress testing and real-time monitoring.
Wormhole — Head Llama Herder; started the risk research group inside the Curve community in 2021 and leads risk assessment for Aave and Ethena.