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stable-lending

Benqi Lending

Rejected
Max sleeve
Reviewed
2026-08-14 · v1
Next review
2026-11-15
Chains
Avalanche · crypto-backed

Rejected venues wait the longest for re-review; a rejection has to earn another look before the scheduled date.

BENQI Markets combines a cross-collateral core market with isolated Avalanche ecosystem markets. DefiLlama’s top-level snapshot recorded about $84.1M on 2026-08-14, below the $100M materiality line. Avalanche is approved with limits, but size decides before a client-ready stablecoin market and its withdrawable cash receive address-level review.

The research file

Mechanism

Suppliers fund pooled markets and earn utilization-driven interest; borrowers pledge excess collateral. Core assets share a Comptroller risk domain, while ecosystem markets isolate long-tail collateral and generally permit only USDC borrowing. qiToken redemption depends on cash remaining in the relevant pool.

Control and operating evidence

The BENQI core team currently adjusts collateral, reserve, close-factor, liquidation-incentive and interest-rate parameters while describing future decentralization. Chaos Labs supplies risk work, a dual Chaos/Chainlink oracle design is published, and BENQI lists audits from Halborn, Certora and others. These are controls, not a market-specific approval.

Exit consequences

High utilization can leave insufficient pool cash for suppliers even when accounting value remains intact. Oracle error, depeg, bridge exposure and failed liquidation can create bad debt. Borrowers must repay or add collateral when health falls below thresholds; third-party liquidators can seize collateral with an incentive.

Why the class rule decides

The reproducible top-level snapshot remains below the size floor; summing currentChainTvls can double-count market components and does not prove thirty days above $100M. Size therefore decides. Review reopens after sustained scale for a named USDC market with utilization stress, collateral and oracle mapping, admin authorities, bad-debt history and address-specific exit analysis.

Sources

The claims above trace to these. Where a number could not be independently verified, the thesis says so.

Inherited controls

The verdict above grades the protocol layer. Every position also inherits the asset it holds and the chain it settles on. The least safe layer sets the position’s grade, and the position table names which one that is.

ChainVerdictGradeControl constraint
AvalancheApproved · limits crypto-backed no party can freeze or seize C-Chain funds, but one vendor writes the only production client and Messari measured over a third of stake hosted on AWS.
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