Cuộc tấn công vào KelpDAO có thể thúc đẩy sự chuyển dịch của DeFi sang mô hình cho vay mô-đun, LayerZero mất thị phần trên chuỗi chéo

The Huoxing Finance report states that on April 19, crypto KOL benmo.eth posted that the rsETH theft incident involving KelpDAO has far-reaching implications, with responsibility being disputed between KelpDAO and LayerZero. He believes this incident may lead to the following impacts: · The security of wrapped assets such as LRT cannot be compared to native assets; lending protocols should not treat them as equivalent collateral and mix them together. · LayerZero may lose part of its cross-chain market share. Several assets, including usde and usd0, have already ceased using its cross-chain solution; even if operations resume, rebuilding trust will be extremely difficult. · Aave’s reputation for security has been compromised, and risks within the unified lending market are once again under close scrutiny by whales. Each new collateral asset introduces additional risk to existing ones, which is unfair to native assets. Aave V4 and modular lending may become future trends, potentially accelerating the transition process. The market will increasingly focus on “lending business itself” rather than individual lending platforms or curators, but operational costs will also rise accordingly. · The cost for L2s to acquire TVL will further increase, and some liquidity may flow back to L1. · DeFi will halt its expansion strategy and shift toward a more conservative security model, while also needing to further address AI-driven security threats such as Anthropic Mythos.