KETJU Research

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stable-lending

Rhea Lend

Outside firm policy
Research assessment
not rated
Firm shelf
excluded by policy
Model-client eligibility
not assessed
Selection
not considered
Action and amount
Not set by research
Reviewed
2026-09-22 · v1
Next review
2027-03-22
Chains
NEAR Protocol · hybrid

Research, firm shelf, model-client eligibility, and advisor selection are recorded separately. The scheduled date is the outside bound; new evidence can reopen the file sooner.

Rhea Lend is outside the current firm shelf because its structure maps to the rejected-chain policy class. This is a firm-policy classification, not an adverse quality rating and not a client trade instruction. The factual mechanism, control, loss, and exit evidence is retained below.

The research file

Mechanism and applicability

Rhea Lend is ’the first and most trusted money market on cross-chain’ in Rhea’s words; its audit links still point at the NearDeFi burrowland repository, which identifies it as Burrow. Six stablecoin supply markets (USDC, USDT, DAI, FRAX and bridged variants) held about $2.2M of the $171M of reported protocol TVL at review. Suppliers earn borrower interest on NEAR.

Control and incident boundary

Two BlockSec audits of burrowland are published. The registry’s NEAR grade records that protocol versions activate through client adoption by the top 100 block producers, that the 2025 inflation change shipped after a failed community vote, and that the Ethereum exit is Omni Bridge over an MPC set and Wormhole.

Exit and current measurement

A supplier withdraws only while the market has cash and only onto NEAR; leaving NEAR requires the bridge path the chain grade describes.

Firm shelf classification

The rejected-chain class is outside the current firm shelf. Research describes the product; firm policy determines shelf eligibility; client constraints determine the candidate set; and the advisor alone selects any action or amount.

Sources

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

Inherited controls

The research above describes the protocol layer. Every position also inherits the asset it holds and the chain it settles on. The most administered layer sets the position’s effective control grade; that is a control description, not a quality or suitability score.

ChainVerdictGradeControl constraint
NEAR ProtocolAdverse hybrid upgrade authority sits with whoever cuts the nearcore release and the 100 block producers who adopt it; the bridge exit depends on an MPC set and Wormhole, not on NEAR consensus alone.
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