LlamaRisk flags Aave loans on Monad and Arc with thin buffers and slow collateral exits
- —Top Monad PT-AUSD suppliers had health factors of 1.01–1.18, median 1.03
- —Two Arc syrupUSDC positions held about 97% of supplied syrupUSDC at HF 1.02 and 1.01
- —Monad's 30 million PT supply cap was fully used; LlamaRisk recommends raising it to 60 million
- —Maple's withdrawal queue can take up to 30 days; the Arc–Ethereum bridge takes 2–5 minutes
Why it matters: Thin buffers and slow collateral exits raise the risk of liquidator losses and cascading selloffs in Aave yield strategies.
Source: CryptoSlate