KETJU Research

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Dollar lending

Hatom Lending

Not approved Too small to exit at size
Issued
2026-08-15
Last confirmed
2026-08-15
Next check due
2026-11-15
Chains
MultiversX

Hatom is a lending and borrowing market on MultiversX. It held about $4.9M in TVL across ten pools at the 2026-08-14 survey, below the size floor a protocol must clear before advised client money can enter and exit without moving its markets. It would also need MultiversX to pass chain-level review, which has not happened. We do not open an individual review until Hatom clears the size floor. An advised book of $1M to $8M from one practice becomes the exit crush at this scale, whatever the protocol’s quality.

The research file

Applicability to the surveyed record

Hatom documents a non-custodial MultiversX lending protocol where suppliers fund asset-specific money markets, receive interest-bearing HTokens, and borrowers take overcollateralized loans subject to collateral factors, caps, interest accrual, and liquidation. This confirms the pooled-lending mechanism covered by the survey.

Current observation and perimeter

The DefiLlama protocol API read on 2026-08-15 classified Hatom Lending as Lending, used its legacy Elrond label for the MultiversX deployment, and showed approximately $4.87M TVL with about $1.60M borrowed. Primary network documentation identifies the live controller and markets on MultiversX. Its size remains far below the shared v1 size floor.

Control and exit applicability

Governance controls supply and borrow caps, while risk settings, price inputs, automated liquidators, and guardian protections govern solvency. A supplier burns HTokens to withdraw accrued underlying with no cooldown, but only if the position is not needed as collateral and the pool has enough cash. If liquidity is depleted, the supplier must wait for repayment or new supply.

Why the class rule decides

The shared v1 size rule decides the case because Hatom Lending remains below the size floor even though its active MultiversX mechanics are documented. We do not open an individual review until it clears that floor. Reopen after DefiLlama TVL remains above the size floor for 30 consecutive days, then review market-level liquidity and utilization, governance and admin control, collateral and cap parameters, oracle construction, liquidation operations, the MultiversX chain verdict, audits and incidents, executable withdrawals, stressed exit, and named lending alternatives.

Research status

This is a capacity-unproven record for Hatom Lending, not a quality rejection or approval. Reported TVL says how big the venue is, not what the client owns, who can change the rules, or how a position exits at a proposed size. The individual review opens when the protocol clears the size floor.

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 layer with the most administrative power sets the position’s effective control; that describes control, not quality or suitability.

ChainVerdictControlControl constraint
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