Resolv 2026 thesis, in short: 1/ Resolv proactively bridges RWA <> DeFi, supports it with expertise in underwriting tokenized assets. 2/ We turn our integration stack into a reusable platform. We will see new virtual banks and stables powered by Resolv. Best part, RLP is provided out of the box. 3/ We continuously build transparency and trust. Expect improvements on risk framework, higher standards of reporting. It's what matters on the distance. If our roadmap sounds complimentary to what you build, reach out and let us ship together!

The recovery portal is open for Stage 2 Eligible categories: • USR/wstUSR acquired post-incident 1 USR : 0.5 USDC • LP positions (post-incident portion) 1 USR : 0.5 USDC RESOLV allocation bringing total recovery to 95% at reference RESOLV price • RLP holders (not leveraged) 1 RLP : 0.71 USDC 2.71 RESOLV per RLP (60% total recovery at reference RESOLV price) → app.resolv.xyz/recovery Recovery portal is open till August 26, 2026. Eligibility for Stage 2 is determined by the snapshot taken on June 3, 23:59 UTC. KYC is required for any recovery asset in any stage where the claimable amount exceeds 10,000 USDC. Allocations of $RESOLV exceeding 10,000 tokens will vest over 24 months, with monthly linear unlocks beginning on June 27, 2026, through the vesting app.

Presenting Vault Street in New York. Keen to ideate on onchain yield generation, RWAs and risk curation — reach out to set up a meeting with Fedor or Danyal on site.

Over the past weeks, Resolv has been actively working with affected counterparties and ecosystem participants to move the recovery process forward across both pre-incident and post-incident user groups. As part of this process, we have reached a shared understanding with @0xfluid on the path forward, as one of the key counterparties impacted by the post-incident dynamics. This reflects constructive dialogue and close coordination between the teams throughout the process. The agreed framework differentiates between pre-incident and post-incident exposures: - pre-incident positions with positive equity are expected to be made whole by Resolv - bad debt on positions created after the incident will be shared equally between Resolv and Fluid The settlement execution will be completed on May 11. Aligning with Fluid as the major affected protocol marks an important milestone as we continue discussions with other counterparties and protocols across the ecosystem. Conversations are ongoing and progressing well, and we remain focused on finalizing the broader recovery framework and further updates.

Recently, we received an interim report from @Mandiant, who have been conducting an independent forensic investigation since late March. Mandiant has been able to confirm previously published Resolv postmortem, including the attack chain, timeline, and the steps taken by the bad actor. Nothing in their review to date contradicts what has been disclosed publicly. We and our advisors are continuing work on threat actor identification. In parallel, @zeroshadow_io is supporting active onchain and offchain tracing, alongside coordination with law enforcement across multiple jurisdictions. Resolv team remains fully operational, with daily coordination across all related workstreams. All is being done with a goal of maximizing recovery for our users and the ecosystem.

Sharing a bit broader highlight of the Resolv security incident

Update on illicitly minted USR supply reduction Of the total 80M USR illicitly minted during the exploit on March 22, 2026, approx. 46M (~57%) has been permanently removed from circulation through a combination of burns and blacklisting. As a result, no illicitly minted assets remain on exploiter-associated addresses that could be further transferred or converted. Multiple steps have been taken to reduce the amount of 80M illicitly minted USR: → ~9M USR was burned across two transactions on March 22 • etherscan.io/tx/0xecf1f05750… • etherscan.io/tx/0x0d30bee89d… → Another ~36M USR held by exploiter-associated wallets in a form of wstUSR was blacklisted. This was accomplished via a wstUSR contract upgrade, which required a 72-hour timelock initiation due to contract-level constraints. • etherscan.io/tx/0xa1ef88d388… → Remaining exploiter-held USR has been burned. • etherscan.io/tx/0x99c985c75e…

For the last three days Resolv team has been fully devoted to delivering the post-hack action plan. We are working closely with investors, advisors, projects and legal counsels to arrive at the solution. The first and immediate action was to make whole whitelisted pre-hack USR holders and 95% of these holdings have been redeemed already. As these redemptions are being finalized, we are working out the next phase of the plan. It takes time, but we focus hard on producing the most justified course of action in the shortest timeframe. Truly appreciate the support of all those who reached out and patience of everyone involved!

This notice is issued on behalf of Resolv Digital Assets Ltd. in relation to the Resolv protocol. Earlier today, a malicious actor gained unauthorized access to Resolv infrastructure through compromised private key, resulting in the minting of approximately $80M of uncollateralized USR. A full post-mortem is currently in progress and will be shared once completed. The incident was identified quickly, and the relevant smart contracts were promptly paused. Approximately 9M USR held by the attacker has since been burned in order to reduce the potential impact. The protocol currently holds approximately $141M in assets, with the only realized impact identified to date being approximately $0.5M in redemptions processed prior to the pause. Current USR supply consists of 102M pre-incident USR and approximately 71M newly and illicitly minted tokens. As an initial step in the recovery process, we are preparing to enable redemptions for all pre-incident USR, beginning with allowlisted users. The current target start date is 23 March 2026. Affected users should coordinate directly with RDAL through official channels. This incident resulted from unauthorized third-party actions, including a targeted infrastructure compromise and cyberattack. Resolv’s underlying collateral was not directly compromised. We are actively:  • tracing and seeking to contain illicitly minted USR and other affected assets  • coordinating with partners and counterparties  • working with law enforcement and onchain analytics firms to identify those responsible We will pursue all available avenues to recover assets and hold those responsible accountable. We strongly advise against trading USR or related Resolv tokens at this time while recovery measures are being implemented. Actions of users during post-exploit period may affect the recovery. Further updates regarding illicit USR, and RLP will be communicated in the near term.

Resolv is a bridge linking global finance with digital assets. As we build this bridge, there is no compromise on quality. @SteakhouseFi is the leader in both RWA underwriting and DeFi allocations, with more than $4bn in AUM and impeccable track record. Can't be more bullish on shipping together.

Resolv is collaborating with @SteakhouseFi as a long-term risk management partner. Institutional-grade assets requires institutional-grade risk processes. This step formalizes how Resolv’s risk framework is reviewed, challenged, and evolved.

This integration is a scalable proof that onchain repo markets are now serving the whole global finance. Most innovative products already benefit from this convergence. This is how defi will win.

.@ResolvLabs has integrated JAAA directly into its yield architecture, making AAA-rated institutional credit an actively deployed, leveraged component on @aave Horizon lending markets via Centrifuge. Tokenized assets don't just sit onchain. Centrifuge makes them work.

RLP was definitely built for DeFi. Top-3 in DeFi Active TVL and Top-2 in DeFi Active / Total TVL ratio. Not mentioning it's also permissionless.

Transparency got an upgrade. Updated Resolv app design is live with a clearer way to explore collateral, including allocation history to see how composition and risk evolve over time. → app.resolv.xyz/collateral-po…

👨‍🏫LET'S LEARN ABOUT RISK PREMIUM👨‍🏫 Recently @ResolvLabs reduced their risk premium to from 30% to 15%. Yuzu, conversely, increased their risk premium from 4.5% to 15%. It looks like 15% risk premium is becoming the new norm. Risk premium is being defined here as the portion of net total yield that goes only to a specific tranche that takes on additional first loss risk. In the case of both Resolv and Yuzu, that's their junior tranche. SO, you can think of a 15% risk premium as 15% of the total yield (net of fees) that then only goes to the junior tranche vault. Formula: 15% * netYield / juniorTranchTVL So the lower the % of TVL the junior tranche is, the higher the yield from risk premium becomes. For example, with an 11% base APR, you can reward a staked senior tranche with a 9.85% APR and a junior tranche with 82.6% APR with a 15% risk premium. Again, that's because the junior tranche is such a low portion of the total TVL (only 2% in this case). HOWEVER, it's important to remember that a junior tranche has 1/juniorTrancheWeight exposure to loss. That would be a 50x loss exposure here, because 1/0.02 = 50. So a 2% loss on the underlying NAV would be a 100% loss for the junior tranche. This is why Yuzu Junior tranche is offering a whopping >110% APR, because it's compensating for that 50x loss exposure. Resolv, however, has about 33% of the TVL in the junior tranche, meaning that its loss exposure is roughly 3x (not 50x). SO, even though both of these protocols have a 15% risk premium, the net yield is dramatically different because of the relative junior tranche weights. THANK YOU FOR COMING TO MY LECTURE, I HOPE YOU LEARNED SOMETHING.

RLP is a solid 10

Just as risk premium was getting too comfy for RLP! In all seriousness, the upcoming update is bound to bring massive shift in wstUSR leverage trade. Over Q1, we will see more depth on lending venues at nice rates to scale it into $1bn area. let's go