Kelp's gap hasn't been fully closed yet, but the progress is already clear: the recovered $ETH is increasing, external commitments have also been made, and the remaining gap is much smaller than initially. Now, such news is more positive for $ETH$, $ARB$, $LDO$, and $AAVE , and the market is more inclined to see it as a gradually closing risk event rather than one that continues to expand. Next, it depends on whether subsequent commitments can be fulfilled on schedule.