PANews reported on April 20th that, according to DefiLlama founder 0xngmi's analysis on the X platform, Kelp DAO faces three potential solutions in the rsETH incident: Solution 1: Share the losses among all users, resulting in an 18.5% impairment for each user; Solution 2: Concentrate all losses on L2 rsETH holders, with Aave using its treasury to bail out mainnet users but abandoning the L2 market; Solution 3: Return assets to holders using a snapshot taken before the attack, only compensating for the portion borrowed by the hacker, which is extremely difficult to implement.

• If a sharing scheme is adopted, there are currently approximately 666,000 rsETH across all Aave deployments. All positions on the mainnet are close to their maximum revolving lending capacity. Assuming all chains are at liquidation LTV (95%), the net value of these positions will be wiped out, with 13.5% becoming bad debt, approximately $216 million. Umbrella ETH can cover $55 million, and Aave's available treasury can cover an additional $85 million. The remaining $76 million shortfall can be covered by lending or selling $51 million worth of AAVE tokens from the treasury.
• If the solution of concentrating losses on L2 holders is adopted, Aave has approximately $359 million (based on the current oracle parity) of rsETH supply. Assuming all of it is borrowed and revolved at maximum LTV, this would result in $341 million in bad debt. Umbrella cannot cover this loss, and Aave would have to bear it itself. It could choose to bail out part of the market with its treasury or loans, while allowing L2 markets such as Arbitrum, Mantle, and Base to fail.
• The third option involves the hackers borrowing $124 million from the Aave mainnet and $18 million from Arbitrum. If only these loans are compensated, the loss after deducting Umbrella coverage would be approximately $91 million. However, due to the large amount of funds already circulating after the attack and the inability of the protocol pool to distinguish depositors, implementation would be extremely difficult.