KETJU Research

← The Register

stable-lending

Liqwid

Rejected
Max sleeve
Reviewed
2026-08-15 · v1
Next review
2026-11-15
Chains
Cardano

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

Liqwid is a lending and borrowing protocol on Cardano with algorithmic interest rate curves. It held $9.8 million across 16 pools at the 2026-08-14 survey. The registry rejects it on size: one practice advising 100 households moves $1M to $8M into a venue on the same research, and below $100M TVL that book becomes the exit crush. Size alone decides it, whatever the protocol’s quality. A review at size would also depend on the standing of Cardano itself in the chain registry.

The research file

Applicability to the surveyed record

Liqwid v2 is a Cardano lending protocol with asset-specific liquidity markets. Suppliers receive qTokens representing deposited principal and accrued borrower interest; borrowers post supported collateral and draw variable-rate loans whose capacity is bounded by market collateral factors.

Current observation and perimeter

The DefiLlama API read on 2026-08-15 reported approximately $12.4M supplied, $5.27M borrowed and $608,000 tagged as staking, all on Cardano. The supplied footprint remains well below the shared v1 $100M threshold and remains conditional on Cardano chain eligibility.

Control and exit applicability

Each market has its own variable utilization rate, supply cap and collateral factor. qToken redemption returns the underlying only to the extent the supply is not locked as borrower collateral and the market has current liquidity; borrower deterioration below the health threshold permits public liquidation, so oracle, liquidation execution and collateral-sale recovery remain market-specific.

Why the class rule decides

The shared v1 below-materiality dossier controls. Reopen after supplied TVL sustains at least $100M for 30 days and Cardano is eligible, then underwrite candidate markets by asset, oracle, caps, utilization and rate model; verify governance and upgrades, audits and incidents, staking dependencies, liquidations and bad debt, stressed qToken redemption, and named Cardano and cross-chain lending alternatives.

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
The memo is public. The watching is the product: the terminal reads your clients’ wallets against this Register and flags the events above when they fire. $49 per advisor per month, first 14 days free. Start the trial.