Adam

Founder & CEO @LlamaRisk

[Adam @WormholeOracle]

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 👻

[LlamaRisk @LlamaRisk]

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 @WormholeOracle]

The latest solution in the LlamaGuard suite of verifiable risk oracles on @aave introduces rate limits that govern the borrowable funds buffer.

This substantially hardens Aave's risk perimeter while ensuring organic borrow demand continues to be reliably satisfied.
👻🤝🦙

[LlamaRisk @LlamaRisk]

1/ Introducing LlamaGuard Caps

Dynamic borrow caps that keep @Aave V3 liquidity available to borrowers and sized to live demand.

Powered by @Chainlink CRE.

[LlamaRisk @LlamaRisk]

Following the introduction of the Aave Risk Framework, the deprecation of low-adoption reserves and the oracle deprecation for long-tail assets, we’ve published the next strategic step: an ARFC to reposition Aave V3 Core around established and liquid collateral.

The proposed first step curbs new exposure to the assets in scope. Existing positions stay open and can unwind gradually; the plan is designed to minimize impact to existing users.

https://t.co/QWkeJUdTdB

[LlamaRisk @LlamaRisk]

“The great thing about Aave is that it’s built with lots of modularity and configurability.”

LlamaRisk CEO @WormholeOracle spoke to @Unchained_pod about how @Aave’s modular design pairs fast risk execution with governance-set guardrails.

[LlamaRisk @LlamaRisk]

Despite sharp volatility across US stocks, @Aave's tokenized equity markets on @Base remain stable and fully functional, with risk parameters set by LlamaRisk holding up as designed.

Biggest movers among tokenized stocks today:

> TSLA: -10.4%
> SPCX: -8.5%
> NVDA: -7.0%
> META: -3.6%
> MSFT: -2.7%

Out of the ~$15M in tokenized stocks supplied on Aave, only $393 has been liquidated today, and there is zero bad debt in this market.

As always, you can track every position on Aave live with our dashboard:
https://t.co/tk3s2zBR2Q

[Adam @WormholeOracle]

How a Fake Job Interview Led to a $6.34B Binance Drain https://t.co/LpSRbvy3ej

[Adam @WormholeOracle]

Today I’ll be talking about Aave’s response to the Binance hack and what this means for onchain risk management

[Laura Shin @laurashin]

A fake job interview, a tainted dev install and an internal AI tool: that's how North Korea got $6.34B out of Binance.

@kain and @tayvano_ dig in with LlamaRisk CEO @wormholeoracle .

Live today at 4pm ET here on X

[Laura Shin @laurashin]

A fake job interview, a tainted dev install and an internal AI tool: that's how North Korea got $6.34B out of Binance.

@kain and @tayvano_ dig in with LlamaRisk CEO @wormholeoracle .

Live today at 4pm ET here on X

[LlamaRisk @LlamaRisk]

Risk management at scale

@Pendle_fi's PT-USDG-25FEB2027 on @Aave V3 @XLayerOfficial is live with automated risk parameter updates.

X Layer is the 4th Aave chain running LlamaGuard PT agents, after @Ethereum, @Plasma and @Monad.

[LlamaRisk @LlamaRisk]

Threshold has paused tBTC minting and redemptions as a precaution.

On our recommendation, @aave V3 Ethereum Core stopped new tBTC deposits and new borrows against tBTC.

Existing positions keep their health factors, and repay and withdraw work normally.

https://t.co/9PJQenZEWp

[LlamaRisk @LlamaRisk]

An update on the Binance hot wallet hack and @aave's response.
- What happened,
- What we did,
- Market impact, and
- Next steps.

https://t.co/ucSmTqqXQz

[LlamaRisk @LlamaRisk]

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.

[jfab @josefabregab]

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.

[Adam @WormholeOracle]

@josefabregab @LlamaRisk @aave Great to see you today and thanks for the shout out!

[LlamaRisk @LlamaRisk]

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.

[Adam @WormholeOracle]

@chainlink @LlamaRisk @simonb_defi 🫡

[Adam @WormholeOracle]

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.

[LlamaRisk @LlamaRisk]

https://t.co/aL77ufW8SU

[Adam @WormholeOracle]

When you have powerful risk management tooling continuously optimizing markets, why would you allocate anywhere else?
Just use @aave.

[LlamaRisk @LlamaRisk]

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.

[LlamaRisk @LlamaRisk]

Tokenized equities are being put to work on @Aave V4

35% of tokenized Mag 7 supply on @Base has already been deposited as collateral on Aave, including 44% of $GOOGLc supply.

Track every ticker: https://t.co/DmEW2VcKUj

[Adam @WormholeOracle]

This marks the 3rd LlamaGuard risk oracle in prod. They will keep coming. 🚀

[LlamaRisk @LlamaRisk]

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.

[Adam @WormholeOracle]

One thing I love about this dashboard is it makes the oracle behavior for tokenized equities on @aave plain to see, including market closures

[LlamaRisk @LlamaRisk]

US equity markets are closed, but tokenized stocks on @Aave v4 are still live as collateral.

Our public dashboard tracks the Mag 7 on @Base:
→ Shares per token and adjustments
→ Collateral factor and cap usage
→ Open positions and health factors