每周项目更新:rsETH 恢复实施计划发布、PumpFun 销毁回购 PUMP、Ondo 推出代币化股票代理投票功能等1。 DeFi United 发布 KelpDAO rsETH 恢复技术实施方案 link 生态联盟 DeFi United 针对 4 月 18 日跨链桥安全事件导致以太坊侧适配器异常释放 116,500 rsETH 事件,发布恢复支持 KelpDAO rsETH 的技术实施方案。该计划主要包括两部分:第一,利用承诺的ETH资金批量兑换rsETH,并将其转移到受影响的锁定合约中,以恢复rsETH的抵押支持;其次,通过治理提案临时调整 rsETH 预言机价格,以可控的方式清算攻击者在 Aave 和 Compound 上的相关 rsETH 抵押品头寸,并将回收的 rsETH 赎回为 ETH,以弥补相关市场缺口。在此操作期间,多个链上的 WETH 和 rsETH 市场将保持冻结状态,直至安全风险消除并恢复正常运行。LayerZero Labs 已向 Aave 主导的项目承诺了超过 10,000 ETH
DeFi United 恢复计划,包括捐赠 5,000 ETH 和额外存款 5,000 ETH,以提高 Aave 市场的流动性,同时进一步增强 GHO 流动性。该措施构成了 rsETH 事件行业恢复框架的一部分。 LayerZero 还表示,将继续与 Aave 和其他 DeFi 项目合作,将 OFT 融入借贷市场。Compound 已发起一项提案,在预定条件下向 DeFi United 协调的 rsETH 回收计划提供 1,900 至 3,000 ETH(相当于约 437 万至 690 万美元)。具体的出资金额将由执行团队根据最终的恢复计划、参与者状况和市场情况确定。年约 1,857 ETH
Weekly Project Updates: rsETH Recovery Implementation Plan Released, PumpFun Burns Repurchased PUMP, Ondo Introduces Proxy Voting Feature for Tokenized Stocks, etc
1. DeFi United Releases Technical Implementation Plan for KelpDAO rsETH Recovery link
DeFi United, an ecological alliance, has released a technical implementation plan to restore support for KelpDAO rsETH in response to the cross-chain bridge security incident on April 18, which caused the abnormal release of 116,500 rsETH from the Ethereum side adapter. The plan mainly consists of two parts: first, utilizing committed ETH funds to exchange for rsETH in batches and transfer them to the affected locked contract to restore the collateral backing of rsETH; second, temporarily adjusting the rsETH oracle price through a governance proposal to liquidate the attacker’s relevant rsETH collateral positions on Aave and Compound in a controlled manner, and redeeming the recovered rsETH into ETH to cover relevant market gaps. During this operation, the WETH and rsETH markets on multiple chains will remain frozen until security risks are eliminated and normal operations resume.
LayerZero Labs has pledged over 10,000 ETH to the Aave-led DeFi United recovery initiative, including a donation of 5,000 ETH and an additional deposit of 5,000 ETH to boost liquidity in the Aave market, alongside further enhancements to GHO liquidity. This measure forms part of the industry recovery framework for the rsETH incident. LayerZero also stated that it will continue collaborating with Aave and other DeFi projects on the integration of OFT in lending markets.
Compound has launched a proposal to provide 1,900 to 3,000 ETH (equivalent to approximately 4.37 million to 6.9 million US dollars) to the rsETH recovery plan coordinated by DeFi United subject to predefined conditions. The exact contribution amount will be determined by the execution team based on the final recovery plan, participant status and market conditions. Around 1,857 ETH may be sourced from the liquidation of the attacker’s positions, and no actual contribution will be made if such funds cannot be recovered. The relevant funds can only be deployed when conditions such as full collateral replenishment of rsETH, a clear recovery plan and adequate information disclosure are fulfilled.
2. Arbitrum DAO Proposes Unlocking 30,800 ETH for rsETH Recovery link
The Arbitrum DAO governance proposal shows that Aave Labs, KelpDAO, LayerZero, EtherFi, Compound and other parties have submitted a constitutional-level proposal to approve the release of 30,765.67 ETH previously frozen by the Arbitrum Security Council. The funds will be allocated to the rsETH-related recovery plan to cover its collateral gap and restore collateral backing. The proposal indicates that the funds frozen on April 21, 2026 originate from attacker-linked addresses, and rsETH currently faces a collateral shortfall of about 76,127 ETH. The released funds will be transferred to a multi-signature Gnosis Safe address for loss remediation and compensation of affected users. The proposal is still in the governance process with an estimated overall cycle of 49 days and involves no additional treasury expenditure. It currently holds a 100% approval rate in voting, and the voting will conclude at 02:54 Beijing Time on May 8.
3. Polymarket Plans U.S. Main Platform Launch Pending CFTC Approval link
Polymarket, a prediction market platform, is in discussions with officials from the U.S. Commodity Futures Trading Commission (CFTC) to lift trading restrictions on U.S. users and drive the return of its main platform to the U.S. market. If approved, it could significantly accelerate the growth of the prediction market industry in the United States. Polymarket exited the U.S. market in 2022 after reaching a settlement with the CFTC and banned U.S. users from accessing its international platform. The company is currently exploring integrating its blockchain-based main platform with a licensed U.S. entity, or even operating solely as an on-chain trading model. Approval remains uncertain, as a formal CFTC vote is required.
In April, Polymarket’s monthly fees hit a record high of $43.36 million, doubling from the previous month, representing an annualized run rate of approximately $520 million. Of this, Polymarket Global generated $37.81 million in fees, and Polymarket US generated $5.55 million. Notably, Polymarket’s two main markets account for over 97% of all on-chain prediction market fees.
4. PumpFun Burns Approximately $370 Million Worth of PUMP Tokens link
PumpFun stated that it has burned all previously repurchased PUMP tokens worth approximately 370 million US dollars, accounting for about 36% of the circulating supply, in response to market doubts over the use and sustainability of buybacks. It also announced that 50% of its revenue will be allocated to programmed buybacks and burns over the next year to reduce circulating supply and enhance mechanism certainty. The move is an adjustment made to address market trust issues after around nine months of high-revenue operation.
5. BNB Chain Officially Launches Tokenized Stock Platform xStocks link
BNB Chain announced that the tokenized stock platform xStocks has officially launched. The first batch offers more than 50 tokenized US stocks and ETFs including Apple, Tesla, NVIDIA and S&P 500 ETF, with plans to add over 100 more assets in the coming weeks. Users can now trade directly on PancakeSwap and CowSwap with a minimum entry threshold starting at 10 US dollars. Officials stated that these tokenized stocks can also be used as lending collateral and integrated into structured yield strategies.
6. Ondo Introduces Proxy Voting Function for Tokenized Stocks link
Ondo Finance announced a partnership with Broadridge to introduce proxy voting and corporate disclosure document inquiry functions for over 250 tokenized stocks and ETFs on its platform. Users can log in to Broadridge’s ProxyVote system through crypto wallets to view listed company documents and submit voting preferences. Ondo stated that its tokens remain structurally separated from the underlying stocks, and token holders do not directly hold shareholder rights. However, the platform will refer to users’ voting preferences to vote on behalf of the underlying stocks they hold, so as to enhance transparency and trust. Ondo currently has issued more than 700 million US dollars worth of tokenized stocks and ETFs on its Global Markets platform, targeting non-U.S. investors.
7. etherfi to Discontinue Cross-Chain Bridge Support for weETH on Multiple Chains by Late June link
Ether Fi posted on social media that to strengthen the security of cross-chain infrastructure, it will gradually phase out cross-chain bridge support for weETH on Scroll, Swell, Bera, zkSync, Mode, Blast, Morph, Sonic and other chains, and concentrate security resources on chains with higher activity and deeper integration. The official stated that the cross-chain function of weETH on the above chains will be shut down at the end of June. Users holding weETH on these chains need to bridge back to Ethereum or migrate to still supported chains before the deadline.
8. World Liberty Financial Sells Additional 5.9 Billion Tokens, with 80% of Investor Holdings Remaining Locked link
Donald Trump family-linked crypto project World Liberty Financial has completed two rounds of financing raising over $550 million and is further selling approximately 5.9 billion WLFI tokens (from founder, team and partner allocations) to accredited private investors in a deal worth hundreds of millions of dollars, with most funds flowing to founder-related entities. Meanwhile, early investors hold about 80% of their tokens in lockup and plan to submit a governance proposal to extend the lockup period to at least two years with staged unlocking.
9. Carrot Announces Shutdown; May 14 Set as Deadline for Remaining Fund Withdrawals link
Carrot, a DeFi protocol built on the Solana blockchain, announced that it will shut down operations as its ongoing business has been severely impacted by the Drift vulnerability incident. Carrot has set May 14 as the deadline for users to withdraw remaining funds from Boost, Turbo and CRT. After the deadline, the protocol will begin deleveraging the system and reduce all leverage to zero to release full liquidity for CRT redemptions. Carrot stated that all user deposited funds remain owned by the respective users, and any recovery efforts from Drift will still be distributed as previously announced, with no specific timeline disclosed.
10. ZetaChain GatewayEVM Contract Compromised, Cross-Chain Transactions Suspended link
ZetaChain said its GatewayEVM contract was hacked, affecting only internal team wallets. The attack path has been blocked, posing no further fund risks, and user funds remain unaffected. As a precaution, ZetaChain has suspended cross-chain transactions; the incident is under investigation, with a detailed post-mortem report to follow.
SlowMist released a preliminary analysis of the GatewayZEVM contract exploit, stating that the core vulnerability lies in the lack of access control and input validation in the contract’s call function. This allowed any user to construct malicious cross-chain calls, which relayers then executed on target chains.
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