RIA·DeFi
Refusal file · ETH staking

Why Ketju rejected Kelp DAO (rsETH)

Memo v1Published by Ketju Research

A registry memo, published verbatim and versioned. Superseded versions are recorded, never edited away. A rejection is a judgment for Ketju's client base and thesis, not a universal safety claim. Not investment, legal, tax, or compliance advice.

The memo

REJECTED. On 2026-04-18 an attacker forged a message to Kelp's LayerZero bridge and released ~116,500 rsETH — roughly 18% of circulating supply, ~$293M — with no ETH ever locked on the source side. The wallet had been funded through Tornado Cash ten hours earlier. Largest DeFi exploit of 2026, and the direct cause of ~$196M of bad debt at Aave. The failure was not in staking or restaking logic; it was a cross-chain bridge minting unbacked supply. That is the lesson worth carrying: for any wrapped or bridged asset, the bridge IS the asset's security model, and it is usually the least examined part of the stack. >95% was eventually recovered, which does not change the verdict.

What would reopen the file

  • n/a — rejected

Facts on file

Verdict
Rejected
Exposure
ETH staking
Chains examined
Ethereum
Memo version
v1
Reviewed
Next review

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