Wu said that LlamaRisk (Aave DAO risk service provider) released the "rsETH Incident Report," which quantifies the potential bad debt impact of the rsETH incident on Aave and proposes two main scenarios: one is that all rsETH holders share the loss evenly, with approximately a 15.12% write-down, corresponding to about 123.7 million USD in bad debt; the second is that the loss is concentrated on L2 rsETH, requiring about a 73.54% write-down, corresponding to approximately 230.1 million USD in bad debt, mainly borne by chains such as Mantle, Arbitrum, and Base; the report also points out that currently, multi-chain WETH reserves utilization has reached 100%, with idle balances less than 20 USD, liquidity for liquidation is limited, which may amplify risk transmission; regarding responses, it is recommended to immediately suspend the WETH Umbrella module to preserve coverage capacity, and have the Aave DAO treasury and ecosystem participants collaboratively handle potential bad debts, with the final impact still depending on Kelp's loss allocation and fund recovery progress.

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