Hackeo de Kelp DAO: Aave DAO Propone Contribuir con 25,000 ETH a los Esfuerzos de Recuperación

bitcoinistPublicado a 2026-04-25Actualizado a 2026-04-25

Resumen

La DAO de Aave ha propuesto destinar 25,000 ETH de su tesorería para apoyar la recuperación tras la explotación de Kelp DAO, como parte de la iniciativa "DeFi United". El ataque, ocurrido el 18 de abril, drenó activos y rompió la relación de garantía entre ETH bloqueado y tokens emitidos, creando un déficit inicial de ~163,183 ETH. Mediante esfuerzos coordinados, se recuperaron ~87,955 ETH (incluyendo fondos congelados por Kelp DAO y recuperaciones en Arbitrum y mediante liquidaciones en Aave y Compound). No obstante, persiste un faltante de ~75,081 ETH. Para cubrirlo, el ecosistema ha comprometido 14,570 ETH en donaciones (EtherFi, Lido, Ethena), una línea de crédito de 30,000 ETH de Mantle y la contribución clave de Aave DAO de 25,000 ETH. Esta última es "anclada", meaning que no se reducirá con futuras donaciones, sino que fondos adicionales reembolsarán el capital prestado. El objetivo final es reintregrar ~120,015 ETH al sistema para restaurar su integridad.

Aave DAO ha presentado una propuesta para desplegar 25,000 ETH de su tesorería para apoyar un esfuerzo de recuperación coordinado tras la reciente explotación de Kelp DAO. Esta medida forma parte de una iniciativa más amplia llamada "DeFi United" destinada a restaurar los fondos de los usuarios y estabilizar los mercados de préstamos afectados.

El 18 de abril, KelpDAO sufrió un importante ataque dirigido a su adaptador rsETH Ethereum LayerZero, lo que permitió a un hacker drenar activos y romper la relación de respaldo entre el colateral ETH bloqueado y los tokens acuñados entre cadenas. La brecha desencadenó un desafío de liquidez y solvencia en cascada en las plataformas DeFi que integraban rsETH y su variante envuelta.

Persiste una Brecha de más de 160,000 ETH Mientras los Esfuerzos de Recuperación Ganán Tracción

Según la propuesta de gobernanza de Aave DAO, el atacante robó 152,577 rsETH, lo que equivale aproximadamente a 163,183 ETH según las tasas de conversión prevalecientes. Desde entonces, la intervención coordinada de los participantes del ecosistema ha reducido sustancialmente la brecha. Kelp DAO logró congelar 40,373 rsETH, equivalentes a aproximadamente 43,168 ETH. Adicionalmente, el Consejo de Seguridad de Arbitrum recuperó 30,766 ETH que el atacante aún mantenía en su plataforma.

Cabe destacar que se esperan más recuperaciones a través de procesos de liquidación en las plataformas de préstamos. Las posiciones del atacante en Aave podrían generar hasta 12,323 ETH, mientras que se podrían recuperar 1,845 ETH adicionales de las posiciones en Compound. En total, estos esfuerzos representan aproximadamente 87,955 ETH, es decir, poco más de la mitad del déficit original. A pesar de este progreso, persiste una brecha de financiación de aproximadamente 75,081 ETH, lo que resulta en una inyección de capital coordinada adicional para restaurar completamente el respaldo.

Aave DAO Interviene con un Compromiso de 25,000 ETH Mientras se Moviliza la Coalición

Para cubrir el déficit restante, la coalición DeFi United está combinando donaciones, facilidades crediticias y apoyo del tesoro. Hasta ahora, contribuyentes del ecosistema como EtherFi, Lido y Ethena han prometido 14,570 ETH, mientras que Mantle ha extendido una facilidad crediticia de hasta 30,000 ETH.

La propuesta de Aave DAO de contribuir con 25,000 ETH representa una piedra angular de esta pila de recuperación. Notablemente, la contribución está "anclada", lo que significa que no se reducirá por donaciones futuras. En cambio, cualquier fondo adicional recaudado se utilizará para reembolsar el capital prestado, limitando así la exposición a largo plazo de Aave.

El plan requiere que aproximadamente 120,015 ETH (excluyendo los 43,168 ETH congelados inmediatamente por Kelp DAO) sean reintroducidos en la caja de seguridad de LayerZero para restaurar completamente la integridad del sistema. Sin embargo, una parte de las recuperaciones esperadas permanece ilíquida, lo que impulsa la necesidad de financiamiento de préstamos a corto plazo de socios del ecosistema.

Capitalización total del mercado de cripto valorada en $2.57 billones en el gráfico diario | Fuente: Gráfico TOTAL en Tradingview.com

Criptos en tendencia

CitreaCTR

wrapped stUSDTWSTUSDT

Velodrome FinanceVELODROME

BrevisBREV

ZRX（0X）ZRX

Preguntas relacionadas

Q¿Qué propone Aave DAO hacer para ayudar en la recuperación tras el exploit de Kelp DAO?

AAave DAO ha propuesto desplegar 25,000 ETH de su tesorería para apoyar un esfuerzo de recuperación coordinado.

Q¿Cuál fue la cantidad total de ETH robada inicialmente en el ataque a KelpDAO?

AEl atacante robó 152,577 rsETH, lo que equivale aproximadamente a 163,183 ETH según las tasas de conversión prevalecientes.

Q¿Qué organizaciones han contribuido con fondos o créditos para la recuperación, además de Aave DAO?

AEtherFi, Lido, Ethena y Mantle han contribuido. EtherFi, Lido y Ethena han prometido 14,570 ETH, y Mantle ha extendido una facilidad crediticia de hasta 30,000 ETH.

QDespués de las recuperaciones y congelaciones, ¿qué brecha de financiación queda por cubrir?

AA pesar del progreso, queda una brecha de financiación de aproximadamente 75,081 ETH.

Q¿Qué significa que la contribución de Aave DAO esté 'anclada'?

ASignifica que la contribución de 25,000 ETH no se reducirá por donaciones futuras. En su lugar, los fondos adicionales recaudados se utilizarán para reembolsar el capital prestado, limitando así la exposición a largo plazo de Aave.

Lecturas Relacionadas

Why Is the World Nervous About Japan Raising Interest Rates?

In June 2026, the Bank of Japan raised its policy rate to 1%, marking its first hike to this level since 1995. While this rate remains low compared to global peers like the US and Europe, the move signals a profound shift for a nation that has been a global source of ultra-cheap funding for decades. Japan's long-standing near-zero or negative interest rates had facilitated massive "yen carry trades," where international investors borrowed low-cost yen to invest in higher-yielding assets worldwide, such as US tech stocks and emerging market bonds. This made Japan a critical, often overlooked, source of global liquidity. Japan's ultra-loose policy stemmed from structural challenges post-1990s asset bubble: aging demographics, chronic low inflation/deflation, and high public debt. Recent shifts, including sustained wage growth (exceeding 5% in recent years) and inflation consistently above the 2% target, have created a "wage-price spiral" possibility, prompting the policy normalization. The global market's concern lies not in the absolute rate but in the potential unwinding of the yen carry trade. As Japanese borrowing costs rise, the economics of these leveraged global investments change, potentially triggering deleveraging and capital outflows from risk assets. Market anxiety focuses on the end of a thirty-year consensus that Japan would perpetually provide cheap funding. Ultimately, the global impact will depend on the interplay with US monetary policy. While Japan is tightening, the significant interest rate differential with the US remains. The key future dynamic is whether simultaneous Japanese hikes and eventual US rate cuts will narrow this gap, forcing a major recalibration of global capital flows and asset pricing built on an era of abundant, cheap yen liquidity.

marsbitHace 43 min(s)

Why Is the World Nervous About Japan Raising Interest Rates?

marsbitHace 43 min(s)

Congress Advances CBDC Ban Until 2030 Through Major Housing Reform Bill

Congress has passed the 21st Century Road to Housing Act, a bipartisan bill primarily focused on housing reform to improve affordability and supply. Included within it is a significant provision that bans the Federal Reserve from issuing a central bank digital currency (CBDC) or "digital dollar" before December 31, 2030. The measure defines a CBDC as a dollar-denominated digital asset, a direct liability of the Fed, accessible to all Americans. Proponents argue the ban allows more time to study a digital dollar's impacts and addresses concerns about privacy, financial surveillance, and government overreach in digital payments. The provision specifically targets a retail CBDC but does not restrict permissionless blockchain networks. This crypto-related language, embedded in broader housing legislation, has drawn considerable attention for its potential to shape the future of digital assets and payments in the U.S. The bill's final passage will determine if the ban takes effect for the next decade.

TheNewsCryptoHace 1 hora(s)

Congress Advances CBDC Ban Until 2030 Through Major Housing Reform Bill

TheNewsCryptoHace 1 hora(s)

Research Report Analysis: MRVL's Optical AI Booming, Why High Valuation Keeps Morgan Stanley's Star Analyst Sidelined?

Report Recap: MRVL Optical AI Boom - Why High Valuation Led Morgan Stanley's Star Analyst to Stay Neutral? Morgan Stanley analyst Joseph Moore maintained an "Equal-weight" (Neutral) rating on Marvell Technology (MRVL) on May 28, raising the price target from $172 to $195, below the trading price. This stance comes despite Marvell reporting a record quarter and significantly raising its full-year outlook (FY27 revenue ~$11.5B, up ~40%). Moore's neutral view is based on valuation. The $195 target implies ~40x CY2027 P/E. He contrasts MRVL with NVDA: both trade near ~$200, but Nvidia's forward EPS is more than double Marvell's. For MRVL's valuation to hold, it needs consistent earnings upgrades, proof of networking market share gains, or certainty on large-scale custom AI chip shipments—none of which are confirmed yet. Growth is driven by two pillars: **1) Optical Interconnect** (the faster runner): Moore raised FY27 growth expectations to >70%, with the optical module product line nearing a $1B annualized run rate. **2) Custom AI Chips** (the climber): Confidence in FY28 is growing, but a major new customer project only ramps in FY28, with no current revenue visibility. Key risks are the underperforming Storage, Enterprise, and legacy Networking segments. Moore acknowledges the real AI opportunity but believes the current price already reflects it. For the stock to work from here, investors need to see the optical business hit its targets, custom chips ramp as planned, and a recovery in the weaker business units.

marsbitHace 1 hora(s)

Research Report Analysis: MRVL's Optical AI Booming, Why High Valuation Keeps Morgan Stanley's Star Analyst Sidelined?

marsbitHace 1 hora(s)

qinbaFrank: Review and Outlook of the AI Computing Power Wave — From the Three Debates on NVIDIA to Optical Interconnect and SpaceX IPO, How is Capital Rotating?

**Summary: Retrospective and Outlook on the AI Computing Wave - A Framework for Capital Rotation** Based on a presentation by investor qinbaFrank, this analysis reviews the AI computing market trajectory since 2023 and outlines a forward-looking framework. **Key Phases and Market Debates:** The AI bull market progressed through three major debates: 1) The necessity of massive capital expenditure (late 2023). 2) The sustainability of tech giants' spending (early 2024-early 2025). 3) Potential overestimation of compute needs (early 2025). Consensus solidified in late 2025 as model capabilities and utility demonstrably improved. **Core Thesis: Penetration Rate Drives Commercialization.** Unlike the 2000 dot-com bubble, the current AI wave benefits from mature digital infrastructure, enabling faster adoption. The critical threshold is 10% penetration; surpassing it (with recent enterprise intent surveys showing ~18%) indicates entry into a rapid growth "golden period" where user scale and willingness to pay increase simultaneously. **AI vs. Internet: A Fundamental Difference.** While the internet enhanced connection efficiency, AI directly substitutes human cognition and labor. Once AI performance exceeds the "societal average" human level, its commercial value scales exponentially as payment shifts from human labor costs to AI service fees. **Investment Logic Evolution in the Compute Chain.** The focus has expanded from GPUs to a systemic re-rating of the entire hardware stack: storage/HBM, CPUs, interconnects, power, and advanced packaging. The framework is: **short-term "scarcity pricing," mid-term "upgrade pricing" (e.g., optical interconnects, power networks), and long-term "Physical AI" pricing** (edge computing, robotics). **Market Focus Shift and Adjustment Framework.** The market is transitioning from "hardware scarcity" to "commercialization validation." The ultimate anchor for the narrative is sustained high growth in model providers' Annual Recurring Revenue (ARR) and cloud business revenue, which justifies continued capital expenditure. Adjustments are categorized into three levels: * **L1 (Minor):** Driven by valuation compression or macro noise (e.g., single CPI print). Fundamentals intact. * **L2 (Moderate):** Triggered by significant macro events requiring risk repricing. Requires new data for confidence restoration. * **L3 (Major):** Involves a reset of the core industrial narrative or macro regime (e.g., AI commercialization growth stalling). The **crucial dividing line** is whether AI commercialization growth slows. Without a slowdown, pullbacks are likely L1/L2 "repricing" events. A genuine growth deceleration would signal an L2/L3 narrative reset. **Conclusion: A Foundational Civilizational Leap.** AI represents a foundational upgrade to "intelligence" itself—akin to humanity mastering fire—rather than a single-point industrial revolution. This底层能力跃迁 (underlying capability leap) will spawn successive waves of innovation (Agent, robotics, industry workflow重构). The journey will be波浪式的 (wavelike), driven by cycles of scarcity, technological upgrades, and远期兑现 (long-term realization).

marsbitHace 1 hora(s)

qinbaFrank: Review and Outlook of the AI Computing Power Wave — From the Three Debates on NVIDIA to Optical Interconnect and SpaceX IPO, How is Capital Rotating?

marsbitHace 1 hora(s)

A Country That Mined Bitcoin for 8 Years Has Built Its Own Dedicated Crypto Bank

A country that has been mining Bitcoin for eight years has established its own dedicated crypto bank. DK Bank, located in Bhutan's newly developed GMC special administrative zone, aims to fill the significant banking service gap for the cryptocurrency industry. Its CEO, Zheng YD, explained that most banks avoid crypto businesses due to a lack of risk management frameworks for decentralized and anonymous protocols. Operating under a unique "one country, two systems" governance model separate from mainland Bhutan, GMC aspires to become a financial hub for South Asia. DK Bank differentiates itself by offering integrated multi-currency accounts where users can manage both fiat currencies and stablecoins like USDT and USDC in one place, alongside services like Bitcoin-backed loans. The bank faces technical challenges in merging traditional banking systems with 24/7 crypto markets and implements rigorous on-chain and off-chain transaction monitoring for risk control. GMC's regulatory framework draws from Singaporean common law and Abu Dhabi's ADGM rules, offering a fast-track licensing process for already licensed firms while maintaining high standards. The initiative is part of Bhutan's longer-term crypto strategy, which includes Bitcoin mining since 2018. The focus, however, is on building a diversified institutional-grade crypto ecosystem—including custody and asset management—rather than retail speculative tokens. Proponents argue such sovereign crypto infrastructure is necessary, and Bhutan's early, measured approach exemplifies the thoughtful integration needed in global finance.

Foresight NewsHace 2 hora(s)

A Country That Mined Bitcoin for 8 Years Has Built Its Own Dedicated Crypto Bank

Foresight NewsHace 2 hora(s)

Trading

Spot

Futuros

Artículos destacados

Cómo comprar DAO

¡Bienvenido a HTX.com! Hemos hecho que comprar DAO Maker (DAO) sea simple y conveniente. Sigue nuestra guía paso a paso para iniciar tu viaje de criptos.Paso 1: crea tu cuenta HTXUtiliza tu correo electrónico o número de teléfono para registrarte y obtener una cuenta gratuita en HTX. Experimenta un proceso de registro sin complicaciones y desbloquea todas las funciones.Obtener mi cuentaPaso 2: ve a Comprar cripto y elige tu método de pagoTarjeta de crédito/débito: usa tu Visa o Mastercard para comprar DAO Maker (DAO) al instante.Saldo: utiliza fondos del saldo de tu cuenta HTX para tradear sin problemas.Terceros: hemos agregado métodos de pago populares como Google Pay y Apple Pay para mejorar la comodidad.P2P: tradear directamente con otros usuarios en HTX.Over-the-Counter (OTC): ofrecemos servicios personalizados y tipos de cambio competitivos para los traders.Paso 3: guarda tu DAO Maker (DAO)Después de comprar tu DAO Maker (DAO), guárdalo en tu cuenta HTX. Alternativamente, puedes enviarlo a otro lugar mediante transferencia blockchain o utilizarlo para tradear otras criptomonedas.Paso 4: tradear DAO Maker (DAO)Tradear fácilmente con DAO Maker (DAO) en HTX's mercado spot. Simplemente accede a tu cuenta, selecciona tu par de trading, ejecuta tus trades y monitorea en tiempo real. Ofrecemos una experiencia fácil de usar tanto para principiantes como para traders experimentados.

182 Vistas totalesPublicado en 2024.12.11Actualizado en 2026.06.02

Discusiones

Bienvenido a la comunidad de HTX. Aquí puedes mantenerte informado sobre los últimos desarrollos de la plataforma y acceder a análisis profesionales del mercado. A continuación se presentan las opiniones de los usuarios sobre el precio de DAO (DAO).