KETJU Research

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stable-lending

Save

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

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

Save, formerly Solend, is a pooled lending and borrowing protocol on Solana. DefiLlama recorded about $65.9M on 2026-08-14, under our $100M materiality line. Rejected 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 decides this pass; Save’s utilization, oracle, liquidation and emergency-parameter controls would still require market-level review if scale returns.

The research file

Mechanism

Suppliers fund asset pools and receive interest as borrowers draw against overcollateralized positions. Utilization drives the rate curve. Pyth and Switchboard prices feed health calculations, and third-party liquidators repay debt and seize collateral after an account breaches its threshold.

Control and operating evidence

Save publishes market parameters, audits and a $1M bug bounty and traces operation to Solend’s 2021 launch. Its Recovery Mode gives a council flexible authority to change risk parameters and can permit forced closure without the ordinary penalty. That emergency power is material but does not change the current size disposition.

Exit consequences

A supplier can withdraw only while the pool has available liquidity; Save expressly warns that 100% utilization makes withdrawal fail until repayment or new supply. Insolvency, oracle error or failed liquidation can create bad debt, while a borrower must repay or release enough collateral to restore health.

Why the class rule decides

The surveyed protocol remains below the $100M materiality floor, so size decides before underwriting dozens of asset pools and their separate parameters. Review reopens after sustained scale, with market-level utilization, collateral, oracle, admin-key, bad-debt and incident analysis rather than approval of the aggregate brand.

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
SolanaApproved · limits crypto-backed no admin key can seize funds, but stake concentration and a sub-25 Nakamoto coefficient are the standing watch items.
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