Guardian Multisig - Transparency Reporting Thread

Activity Log

Date: 20-21/04/2026

  1. [14:32 CET] - @chrisb created Safe transaction (set caps on 4 ETH and 4 USDC ARKs to 0 for ETH DMV) .
  2. [14:38 CET] - @chrisb posted into Telegram DM Group.
  3. [14:46 CET] - @chrisb posted into Signal DM Group.
  4. [15:13 CET] - Safe transaction executed.
  5. [15:57 CET] - @chrisb created a second Safe transaction (pause deposits to ETH DMV).
  6. [16:20 CET] - @chrisb posted into Telegram DM Group.
  7. [16:21 CET] - @chrisb posted into Signal DM Group.
  8. [16:39 CET] - Safe transaction executed.
  9. [Overnight 20–21/04] - Keepers actively withdrew liquidity from affected markets as it became available.
  10. [10:47 CET, 21/04] - @chrisb provided interim update on partial recovery (~33%) in Telegram DM Group.
  11. [22:47 CET, 21/04] - @chrisb confirmed full exit from affected market and resolution in Telegram DM Group.

Background

Following the Kelp-related exploit over the weekend, an immediate precautionary response was taken across Lazy Summer DAO-Risk-Managed Vaults (DMV). Keeper operations were paused and all accessible liquidity was withdrawn from potentially affected markets back into the vault buffer.

After assessing exposure, a Safe transaction was proposed to set deposit caps to 0 across a set of markets deemed either directly affected or insufficiently liquid to justify continued allocation. This applied to both WETH and USDC DAO Managed Vaults.

A second transaction was subsequently proposed to pause deposits into the ETH DAO Managed Vault. At the time, ~17.22% of vault TVL was allocated to a Morpho SingularV market with indirect exposure to hgETH/rsETH. Based on available data and assumptions, estimated worst-case exposure was ~0.57% of vault TVL.

Importantly, only deposits were paused, withdrawals and rebalancing remained active. This allowed the keeper system to continuously attempt withdrawals as liquidity became available, maximizing recovery.

Over the following ~24 hours, keepers successfully withdrew funds opportunistically, capturing 100% of available liquidity whenever it appeared. This resulted in a full exit from the affected market with no realized losses. Once the position was fully unwound, the situation was considered resolved, with a follow-up proposal to re-enable vault operations to be submitted.


TIME TO RESPOND/EXECUTE 1ST TX BY THE GUARDIANS: 41 MIN.

TIME TO RESPOND/EXECUTE 2ND TX BY THE GUARDIANS: 42 MIN.

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