memoscan

0x1d8e…d9d9

All memos sent from and to 0x1d8e…d9d9.
0x1d8e0b8f…d9d9sent to0x683a4f99…6c02·#23,025,906·0x6678f569…de2977
updateAssetLiquidationFactor(address,address,uint64)deployAndUpgradeTo(address,address)updateAssetSupplyCap(address,address,uint128)deployAndUpgradeTo(address,address)updateAssetSupplyCap(address,address,uint128)deployAndUpgradeTo(address,address)# [Gauntlet] - Risk Recommendations ## Simple Summary Gauntlet recommends the following risk recommendations to the protocol: * Increase Mainnet V3 USDT Comet’s tBTC Supply Cap from 285 to 360 * Increase Mainnet V3 USDT Comet’s weETH Supply Cap from 18,000 to 25,000 * Increase Base V3 WETH Comet’s wrsETH Supply Cap from 700 to 1200 * Increase Base V3 AERO Comet’s cbBTC Supply Cap from 150 to 250 * Increase tBTC **Collateral Factor** from 76% to 80% * Increase tBTC **Liquidation Factor** from 81% to 85% Furthermore, the following changes to Liquidation Penalty, Collateral Factor and Liquidation Factor across WETH and wstETH in the following comets - ### Liquidation Penalty | Comet | Asset | Parameter | Current Value | Recommended Value | |----------------------------------|--------|----------------------|----------------|--------------------| | V3 Ethereum USDC/USDT/USDS | WETH | Liquidation Penalty | 5% | 7% | | V3 Arbitrum USDC/USDT/USDC.e | WETH | Liquidation Penalty | 5% | 7% | | V3 Optimism USDC/USDT | WETH | Liquidation Penalty | 5% | 7% | | V3 Polygon USDC/USDT | WETH | Liquidation Penalty | 5% | 7% | | V3 Ethereum USDC/USDS | wstETH | Liquidation Penalty | 8% | 10% | | V3 Ethereum USDT | wstETH | Liquidation Penalty | 5% | 10% | ### Liquidation Factor | Comet | Asset | Parameter | Current Value | Recommended Value | |----------------------------------|--------|----------------------|----------------|--------------------| | V3 Ethereum USDT/USDC/USDS | WETH | Liquidation Factor | 90% | 88% | | V3 Arbitrum USDC/USDT | WETH | Liquidation Factor | 90% | 88% | | V3 Arbitrum USDC.e | WETH | Liquidation Factor | 85% | No Change | | V3 Optimism USDC/USDT | WETH | Liquidation Factor | 90% | 88% | | V3 Ethereum USDC/USDS | wstETH | Liquidation Factor | 87% | 85% | | V3 Ethereum USDT | wstETH | Liquidation Factor | 85% | No Change | ### Collateral Factor | Comet | Asset | Parameter | Current Value | Recommended Value | |----------------------------------|--------|----------------------|----------------|--------------------| | V3 Ethereum USDC/USDT/USDS | WETH | Collateral Factor | 83% | No Change | | V3 Arbitrum USDC | WETH | Collateral Factor | 83% | No Change | | V3 Arbitrum USDT | WETH | Collateral Factor | 85% | 83% | | V3 Arbitrum USDC.e | WETH | Collateral Factor | 78% | No Change | | V3 Optimism USDC/USDT | WETH | Collateral Factor | 83% | No Change | | V3 Ethereum USDC/USDS | wstETH | Collateral Factor | 82% | 80% | | V3 Ethereum USDT | wstETH | Collateral Factor | 80% | No Change | ## Motivation Full proposal and forum discussions can be found in the following post. - [Supply Cap](https://www.comp.xyz/t/gauntlet-supply-cap-recommendation-proposals/5886/33) - [WETH and wstETH - LP/CF/LF](https://www.comp.xyz/t/gauntlet-risk-parameter-recommendations-02-2025/6400/1) - [tBTC Risk Recommendations](https://www.comp.xyz/t/gauntlet-tbtc-recommendations-across-comets-12-6-24/6036/1) ## Specification The proposal updates the parameters by using the respective methods on the Configurator. **By approving this proposal, you agree that any services provided by Gauntlet shall be governed by the terms of service available at [gauntlet.xyz/tos](https://www.gauntlet.xyz/tos)**
0x1d8e0b8f…d9d9sent to0x7b3c54e1…cc33·#22,829,547·0x0b5e793f…5b3020
updateAssetBorrowCollateralFactor(address,address,uint64)updateAssetLiquidateCollateralFactor(address,address,uint64)updateAssetLiquidationFactor(address,address,uint64)updateAssetBorrowCollateralFactor(address,address,uint64)updateAssetLiquidateCollateralFactor(address,address,uint64)deployAndUpgradeTo(address,address)updateAssetBorrowCollateralFactor(address,address,uint64)updateAssetLiquidateCollateralFactor(address,address,uint64)updateAssetLiquidationFactor(address,address,uint64)updateAssetBorrowCollateralFactor(address,address,uint64)updateAssetLiquidateCollateralFactor(address,address,uint64)deployAndUpgradeTo(address,address)updateAssetBorrowCollateralFactor(address,address,uint64)updateAssetLiquidateCollateralFactor(address,address,uint64)updateAssetLiquidationFactor(address,address,uint64)updateAssetBorrowCollateralFactor(address,address,uint64)updateAssetLiquidateCollateralFactor(address,address,uint64)deployAndUpgradeTo(address,address)# [Gauntlet] - ezETH, tETH, and rsETH Risk Recommendations ## Simple Summary Gauntlet would like to recommended changes to the Collateral Factors, Liquidation Factors and Liquidation Penalties for ezETH, tETH and rsETH across all WETH and wstETH comets they are deployed on. ### Risk Parameters **WETH Comet** | Asset | Current Collateral Factor | Recommended Collateral Factor | Current Liquidation Factor | Recommended Liquidation Factor | Current Liquidation Penalty | Recommended Liquidation Penalty |Chain | |--------|--------------------|--------------------|---------------------|------------------|------|------|-----| | ezETH | 88% | 90% | 91% | 93% | 6% | 4% | Ethereum | | ezETH | 88% | 90% | 91% | 93% | 6% | 4% | Arbitrum | | ezETH | 88% | 90% | 91% | 93% | 6% | 4% | Base | | ezETH | 88% | 90% | 91% | 93% | 6% | 4% | Optimism | | ezETH | 88% | 90% | 91% | 93% | 6% | 4% | Unichain | | tETH | 88% | 90% | 91% | 93% | 4% | 4% | Ethereum | | rsETH | 88% | 90% | 91% | 93% | 4% | 4% | Ethereum | | rsETH | 88% | 90% | 91% | 93% | 4% | 4% | Arbitrum | | rsETH | 88% | 90% | 91% | 93% | 4% | 4% | Base | | rsETH | 88% | 90% | 91% | 93% | 4% | 4% | Optimism | **wstETH Comet** | Asset | Current Collateral Factor | Recommended Collateral Factor | Current Liquidation Factor | Recommended Liquidation Factor | Current Liquidation Penalty | Recommended Liquidation Penalty |Chain | |--------|--------------------|--------------------|---------------------|------------------|------|------|-----| | ezETH | 88% | 90% | 91% | 93% | 6% | 4% | Ethereum | | tETH | 88% | 90% | 91% | 93% | 4% | 4% | Ethereum | | rsETH | 88% | 90% | 91% | 93% | 4% | 4% | Ethereum | ### Motivation This recommendation aims to review and adjust Collateral Factors, Liquidation Factors and Liquidation Penalties for ezETH, rsETH and tETH. - Full proposal can be found for [here](https://www.comp.xyz/t/gauntlet-ezeth-teth-and-rseth-risk-recommendations/6842?u=gauntlet) ### Specification The proposal updates the parameters by using the respective methods on the Configurator. *By approving this proposal, you agree that any services provided by Gauntlet shall be governed by the terms of service available at gauntlet.network/tos*
0x1d8e0b8f…d9d9sent to0x7b3c54e1…cc33·#22,532,341·0x2a72ff32…fb8f38
setBaseTrackingSupplySpeed(address,uint64)setBaseTrackingBorrowSpeed(address,uint64)deployAndUpgradeTo(address,address)setBaseTrackingSupplySpeed(address,uint64)setBaseTrackingBorrowSpeed(address,uint64)deployAndUpgradeTo(address,address)setBaseTrackingSupplySpeed(address,uint64)setBaseTrackingBorrowSpeed(address,uint64)deployAndUpgradeTo(address,address)setBaseTrackingSupplySpeed(address,uint64)deployAndUpgradeTo(address,address)setBaseTrackingBorrowSpeed(address,uint64)deployAndUpgradeTo(address,address)setBaseTrackingBorrowSpeed(address,uint64)deployAndUpgradeTo(address,address)setBaseTrackingSupplySpeed(address,uint64)setBaseTrackingBorrowSpeed(address,uint64)deployAndUpgradeTo(address,address)setBaseTrackingBorrowSpeed(address,uint64)deployAndUpgradeTo(address,address)setBaseTrackingSupplySpeed(address,uint64)setBaseTrackingBorrowSpeed(address,uint64)deployAndUpgradeTo(address,address)# [Gauntlet] - COMP Rewards Recommendations (Part - 1) ### Summary Gauntlet would like to recommend adjustments to COMP rewards for both supply and borrow side across comets mentioned below. | Comet | Current COMP Supply Rewards | Recommended COMP Supply Rewards | Current COMP Borrow Rewards | Recommended COMP Borrow Rewards | | ------| -----------------|----------------------|---------|--------| | Base AERO | 30 | 5 | 30 | 10 | | Mantle USDe | 4 | 0 | 8 | No change | | Mainnet USDS | 25 | 12.5 | 5 | No Change | | Mainnet wstETH | 8 | 6 | 4 | No Change | | Optimism USDC | 5 | 2.5 | 5 | 4 | | Base WETH | 6 | 3 | 0 | 3 | | Base USDC | 13 | No Change | 5 | 7 | | Base USDS | 15 | 5 | 15 | No Change | | Arbitrum USDC | 20 | No Change | 10 | 15 | | Arbitrum USDT | 15 | No Change | 10 | 15 | Note : - The Base USDS recommendations will be implemented in part 2 of recommendations. - The COMP reward adjustments for Polygon are referred in an earlier recommendation (See below). # Motivation This recommendation aims to adjust COMP rewards for various assets across multiple Comets. Gauntlet recommends to adjust COMP rewards to aide optimal utilization and lower COMP burn. Full proposal and forum discussions can be found in the following posts: * [[Gauntlet] - COMP Rewards Recommendations (Part - 1)](https://www.comp.xyz/t/gauntlet-comp-rewards-recommendations-part-1/6773?u=gauntlet) * [[Gauntlet] - IR Curve and Incentive Recommendations for Stablecoin and WETH Comets](https://www.comp.xyz/t/gauntlet-ir-curve-and-incentive-recommendations-for-stablecoin-and-weth-comets/6038?u=gauntlet) # Specification The proposal updates the parameters by using the respective methods on the Configurator. ***By approving this proposal, you agree that any services provided by Gauntlet shall be governed by the terms of service available at gauntlet.network/tos***
0x1d8e0b8f…d9d9sent to0x7b3c54e1…cc33·#22,219,320·0x651a0a75…3e2c7e
updateAssetLiquidationFactor(address,address,uint64)deployAndUpgradeTo(address,address)updateAssetLiquidationFactor(address,address,uint64)deployAndUpgradeTo(address,address)updateAssetLiquidateCollateralFactor(address,address,uint64)updateAssetLiquidationFactor(address,address,uint64)deployAndUpgradeTo(address,address)updateAssetLiquidateCollateralFactor(address,address,uint64)updateAssetLiquidationFactor(address,address,uint64)deployAndUpgradeTo(address,address)updateAssetLiquidateCollateralFactor(address,address,uint64)updateAssetLiquidationFactor(address,address,uint64)deployAndUpgradeTo(address,address)updateAssetBorrowCollateralFactor(address,address,uint64)updateAssetLiquidateCollateralFactor(address,address,uint64)updateAssetLiquidationFactor(address,address,uint64)deployAndUpgradeTo(address,address)# [Gauntlet] Risk Parameter Recommendations (02/2025) - V3 Ethereum USDS & V3 Arbitrum USDC/USDT & V3 Polygon USDC/USDT ## Simple Summary ### Specification #### Liquidation Penalty | **Comet** | **Asset** | **Parameter** | **Current Value** | **Recommended Value** | |-------------------------------------|----------|-------------------------|-------------------|-----------------------| | V3 Arbitrum USDC/USDT | WETH | Liquidation Penalty | 5% | 7% | | V3 Optimism USDC/USDT | WETH | Liquidation Penalty | 5% | 7% | | V3 Polygon USDC/USDT | WETH | Liquidation Penalty | 5% | 7% | #### Liquidation Factor | **Comet** | **Asset** | **Parameter** | **Current Value** | **Recommended Value** | |-------------------------------------|----------|-------------------------|-------------------|-----------------------| | V3 Arbitrum USDC/USDT | WETH | Liquidation Factor | 90% | 88% | | V3 Optimism USDC/USDT | WETH | Liquidation Factor | 90% | 88% | #### Collateral Factor | **Comet** | **Asset** | **Parameter** | **Current Value** | **Recommended Value** | |-------------------------------------|----------|-------------------------|-------------------|-----------------------| | V3 Arbitrum USDT | WETH | Collateral Factor | 85% | 83% | | V3 Ethereum USDS | wstETH | Collateral Factor | 82% | 80% | ## Motivation During the market downturn on February 3, 2025, WETH and wstETH collateral remained unsold for extended periods before being liquidated. We advise that Compound introduce a strategic buffer between its Liquidation Penalty (LP) and Liquidation Factor (LF). This buffer not only safeguards users from sudden penalties but also contributes to a more robust risk management framework for Compound. Full proposal and forum discussions can be found in this [post](https://www.comp.xyz/t/gauntlet-risk-parameter-recommendations-02-2025/6400). # Specification The proposal updates the parameters by using the respective methods on the Configurator. *By approving this proposal, you agree that any services provided by Gauntlet shall be governed by the terms of service available at gauntlet.network/tos*
0x1d8e0b8f…d9d9sent to0x7b3c54e1…cc33·#22,018,793·0x9b7ca0e6…71f63e
# [Gauntlet] - Rewards Top Up for Ethereum, Base and Optimism (10/3/25) Gauntlet recommends adding additional COMP to the reward contracts of Ethereum, Optimism and Arbitrum: | Chain | Reward Amount | |--------------|---------------| | Base | 8,100 | | Optimism | 2,430 | | Ethereum | 32,220 | ### Analysis Below is the projected runway in each chain’s rewards contract. | Chain | Rewards contract COMP token holdings | Current Daily COMP token reward distributions | Remaining days of runway (not including existing claimable rewards) | |----------|--------------------------------------|---------------------------------------|---------------------------------------------------------------------| | Polygon | 1,049 | 23.0 | 45 | | Optimism | 106 | 27.0 | 3 | | Ethereum | 141 | 358 | 0 | | Base | 0 | 90.0 | 0 | | Arbitrum | 6276 | 66 | 95 | For full analyis: - [[Gauntlet] Rewards Contract Top-Up for Ethereum, Base and Optimism (3/10/25)](https://www.comp.xyz/t/gauntlet-rewards-contract-top-up-for-ethereum-base-and-optimism-3-10-25/6470?u=gauntlet) ***By approving this proposal, you agree that any services provided by Gauntlet shall be governed by the terms of service available at gauntlet.network/tos.***
0x1d8e0b8f…d9d9sent to0x4d80f679…ef4b·#21,373,833·0xafd68391…a7551b
updateAssetSupplyCap(address,address,uint128)updateAssetSupplyCap(address,address,uint128)deployAndUpgradeTo(address,address)sendMessage(address,bytes,uint32)updateAssetSupplyCap(address,address,uint128)updateAssetSupplyCap(address,address,uint128)deployAndUpgradeTo(address,address) # [Gauntlet] Supply Cap Recommendations (12/09/24) # Summary Gauntlet recommends the following risk recommendations to the protocol: * Increase Base V3 USDC Comet’s cbBTC Supply Cap from 90 to 180. * Increase Base V3 USDC Comet’s wstETH Supply Cap from 700 to 1400. * Increase Ethereum V3 USDC Comet’s LINK Supply Cap from 1,000,000 to 2,000,000 * Increase Ethereum V3 USDC Comet’s cbBTC Supply Cap from 93 to 180 # Motivation This recommendation aims to increase supply caps for various assets across multiple Comets. Gauntlet recommends to increase supply caps to increase capital efficiency within the Comets. Full proposal and forum discussions can be found in the following posts. * [Dec 03 ](https://www.comp.xyz/t/gauntlet-supply-cap-recommendation-proposals/5886/10?u=gauntlet) * [Dec 04 ](https://www.comp.xyz/t/gauntlet-supply-cap-recommendation-proposals/5886/11?u=gauntlet) * [Dec 05 ](https://www.comp.xyz/t/gauntlet-supply-cap-recommendation-proposals/5886/12?u=gauntlet) * [Dec 09 ](https://www.comp.xyz/t/gauntlet-supply-cap-recommendation-proposals/5886/13?u=gauntlet) # Specification The proposal updates the parameters by using the respective methods on the Configurator. ***By approving this proposal, you agree that any services provided by Gauntlet shall be governed by the terms of service available at gauntlet.network/tos***
0x1d8e0b8f…d9d9sent to0x7b3c54e1…cc33·#21,316,500·0x8072c3c7…df8bea
updateAssetSupplyCap(address,address,uint128)deployAndUpgradeTo(address,address)sendMessage(address,bytes,uint32)sendMessage(address,bytes,uint32)updateAssetSupplyCap(address,address,uint128)deployAndUpgradeTo(address,address)updateAssetSupplyCap(address,address,uint128)deployAndUpgradeTo(address,address)updateAssetSupplyCap(address,address,uint128)deployAndUpgradeTo(address,address)# [Gauntlet] Supply Cap Recommendations (11/27/24) # Summary Gauntlet recommends the following risk recommendations to the protocol: * Increase Optimism V3 WETH Comet’s wrsETH Supply Cap from 440 to 560. * Increase Mainnet V3 USDT Comet’s sFRAX Supply Cap from 10,000,000 to 20,000,000. * Increase Base V3 WETH Comet’s weETH Supply Cap from 2100 to 4200. * Increase Base V3 USDC Comet’s cbBTC Supply Cap from 90 to 180. # Motivation This recommendation aims to increase supply caps for various assets across multiple Comets. Gauntlet recommends to increase supply caps to increase capital efficiency within the Comets. Full proposal and forum discussions can be found in October posts. * [Nov 26 ](https://www.comp.xyz/t/gauntlet-supply-cap-recommendation-proposals/5886/8?u=gauntlet) * [Nov 27 ](https://www.comp.xyz/t/gauntlet-supply-cap-recommendation-proposals/5886/9?u=gauntlet) # Specification The proposal updates the parameters by using the respective methods on the Configurator. ***By approving this proposal, you agree that any services provided by Gauntlet shall be governed by the terms of service available at gauntlet.network/tos***
0x1d8e0b8f…d9d9sent to0x4d80f679…ef4b·#21,274,918·0x36e84377…9e8ac4
_grantComp(address,uint256)_grantComp(address,uint256)approve(address,uint256)depositERC20To(address,address,address,uint256,uint32,bytes)# [Gauntlet] Rewards Contract Top-Up for Ethereum and Base (11/26/24) ### Simple Summary Gauntlet recommends adding additional COMP to the reward contracts of Ethereum, Optimism and Arbitrum: | Chain | Reward Amount | |--------------|---------------| | Base | 4,950 | | Ethereum | 11,340 | ### Analysis Below is the projected runway in each chain’s rewards contract. | Chain | Rewards contract COMP token holdings | Current Daily COMP token reward distributions | Remaining days of runway (not including existing claimable rewards) | |----------|--------------------------------------|---------------------------------------|---------------------------------------------------------------------| | Polygon | 3,518 | 23.0 | 153 | | Optimism | 2,802 | 27.0 | 103 | | Ethereum | 28,625 | 378.0 | 75 | | Base | 1,047 | 55.0 | 19 | | Arbitrum | 15,762 | 130.0 | 121 | For more details please see the full forum posts below: - [[Gauntlet] Rewards Contract Top-Up for Ethereum, Arbitrum and Optimism (11/18/24) ](https://www.comp.xyz/t/gauntlet-rewards-contract-top-up-for-ethereum-arbitrum-and-optimism-11-18-24/5969?u=gauntlet) ***By approving this proposal, you agree that any services provided by Gauntlet shall be governed by the terms of service available at gauntlet.network/tos.***
0x1d8e0b8f…d9d9sent to0x4d80f679…ef4b·#20,980,279·0xa6d8a02c…21ba2e
updateAssetSupplyCap(address,address,uint128)deployAndUpgradeTo(address,address)updateAssetSupplyCap(address,address,uint128)deployAndUpgradeTo(address,address)sendMessage(address,bytes,uint32)sendMessage(address,uint256,bytes,uint256)createRetryableTicket(address,uint256,uint256,address,address,uint256,uint256,bytes)updateAssetSupplyCap(address,address,uint128)deployAndUpgradeTo(address,address)updateAssetSupplyCap(address,address,uint128)updateAssetSupplyCap(address,address,uint128)deployAndUpgradeTo(address,address)updateAssetSupplyCap(address,address,uint128)deployAndUpgradeTo(address,address)# [Gauntlet] - Supply Cap Recommendations (2024-10-15) - Part 1 # Summary Gauntlet recommends the following risk recommendations to the protocol: - Increase WETH Mainnet ezETH supply cap from 25,000 to 50,000 - Increase USDT Mainnet wstETH supply cap from 28,000 to 45,000 - Increase USDC Arbitrum wstETH supply cap from 5,000 to 8,000 - Increase USDT Optimism wstETH supply cap from 400 to 600 - Increase USDC Optimism wstETH supply cap from 600 to 960 - Increase WETH Optimism wrsETH supply cap from 220 to 350 - Increase WETH Optimism ezETH supply cap from 1,200 to 2,400 - Increase USDC Scroll wstETH supply cap from 250 to 1,000 - Increase USDC Scroll WETH supply cap from 2,000 to 4,000 # Motivation This recommendation aims to increase supply caps for various assets across multiple Comets. Gauntlet recommends to increase supply caps to increase capital efficiency within the Comets. This part 1 of the proposal, part 2 will incorporate wstETH recommendations for USDT and USDC Comets on Optimism. Full proposal and forum discussions can be found [here](https://www.comp.xyz/t/gauntlet-supply-cap-recommendations-2024-10-15/5873?u=gauntlet) # Specification The proposal updates the parameters by using the respective methods on the Configurator. ***By approving this proposal, you agree that any services provided by Gauntlet shall be governed by the terms of service available at gauntlet.network/tos***
0x1d8e0b8f…d9d9sent to0x4d80f679…ef4b·#20,923,459·0xa3c70389…7e2519
sendMessage(address,bytes,uint32)updateAssetBorrowCollateralFactor(address,address,uint64)updateAssetLiquidateCollateralFactor(address,address,uint64)updateAssetSupplyCap(address,address,uint128)updateAssetBorrowCollateralFactor(address,address,uint64)updateAssetLiquidateCollateralFactor(address,address,uint64)updateAssetSupplyCap(address,address,uint128)setBorrowPerYearInterestRateBase(address,uint64)setBorrowPerYearInterestRateSlopeLow(address,uint64)setBorrowPerYearInterestRateSlopeHigh(address,uint64)setSupplyPerYearInterestRateSlopeLow(address,uint64)setSupplyPerYearInterestRateSlopeHigh(address,uint64)deployAndUpgradeTo(address,address)# Compound v3 Base USDbC Collateral Factor Reduction & Interest Rate Recommendations (September 2024) # Summary Gauntlet recommends the following risk recommendations to the protocol: * Decrease **WETH Liquidation Collateral Factor** from 84% to **74%** * Decrease **cbETH Liquidation Collateral Factor** from 80% to **70%** * Decrease **WETH Borrow Collateral Factor** from 79% to **69%** * Decrease **cbETH Borrow Collateral Factor** from 75% to **65%** * Decreasee **WETH Supply Cap** from 11,000 to **1,100** * Decreasee **cbETH Supply Cap** from 7,500 to **350** Gauntlet also recommends setting the Base USDbC IR curves to the following parameters: | **Parameter** | **Recommended Value** | |-----------------------------------------|-----------------------| | Annual Supply Interest Rate Base | 0 | | Annual Supply Interest Rate Slope Low | 0.025 | | Supply Kink | 0.9 | | Annual Supply Interest Rate Slope High | 4.3 | | Annual Borrow Interest Rate Base | 0.025 | | Annual Borrow Interest Rate Slope Low | 0.045 | | Borrow Kink | 0.9 | | Annual Borrow Interest Rate Slope High | 6 | # Motivation This recommendation aims to proceed with Compound v3 Base USDbC deprecation. Full proposal and forum discussions can be found [here](https://www.comp.xyz/t/compound-v3-base-usdbc-liquidation-factor-reduction-interest-rate-recommendations-september-2024/5828) # Specification The proposal updates the parameters by using the respective methods on the Configurator. ***By approving this proposal, you agree that any services provided by Gauntlet shall be governed by the terms of service available at gauntlet.network/tos***
0x1d8e0b8f…d9d9sent to0x7b3c54e1…cc33·#20,766,215·0x4bb17c8d…3f0ac2
sendMessage(address,bytes,uint32)createRetryableTicket(address,uint256,uint256,address,address,uint256,uint256,bytes)updateAssetSupplyCap(address,address,uint128)deployAndUpgradeTo(address,address)updateAssetSupplyCap(address,address,uint128)deployAndUpgradeTo(address,address)# [Gauntlet] - Supply Cap Recommendations (2024-09-16) # Summary Gauntlet recommends the following risk recommendations to the protocol: - Increase WETH Arbitrum Comet's ezETH Supply cap from 2,500 to 4,000 - Increase WETH Optimism Comet's ezETH supply cap from 400 to 750 # Motivation This recommendation aims to increase supply caps for ezETH on WETH Arbitrum and ezETH on WETH Optimism Comet. Gauntlet recommends to increase supply caps to increase capital efficiency within the Comets. Full proposal and forum discussions can be found [here](https://www.comp.xyz/t/gauntlet-supply-cap-recommendations-2024-09-12/5726) and [here](https://www.comp.xyz/t/gauntlet-supply-cap-recommendations-2024-09-16/5731) # Specification The proposal updates the parameters by using the respective methods on the Configurator. ***By approving this proposal, you agree that any services provided by Gauntlet shall be governed by the terms of service available at gauntlet.network/tos***
0x1d8e0b8f…d9d9sent to0x4d80f679…ef4b·#20,724,182·0x421cf7d6…cc0509
updateAssetSupplyCap(address,address,uint128)deployAndUpgradeTo(address,address)updateAssetSupplyCap(address,address,uint128)deployAndUpgradeTo(address,address)sendMessage(address,bytes,uint32)updateAssetSupplyCap(address,address,uint128)deployAndUpgradeTo(address,address)# [Gauntlet' - Supply Cap Recommendations (2024-09-10) # Summary Gauntlet recommends the following risk recommendations to the protocol: - Increase USDT Mainnet Comet’s wstETH Supply Cap from 15,000 to 22,000 - Increase WETH Base Comet's ezETH Supply cap from 1,500 to 2,000 - Increase WETH Mainnet Comet's ezETH supply cap from 12,000 to 18,000 # Motivation This recommendation aims to increase supply caps for wstETH on USDT Mainnet Comet, ezETH on WETH Mainnet and ezETH on WETH Base Comet. Gauntlet recommends to increase supply caps to increase capital efficiency within the Comets. Full proposal and forum discussions can be found [here](https://www.comp.xyz/t/gauntlet-supply-cap-recommendations-2024-09-10/5721), [here](https://www.comp.xyz/t/gauntlet-base-v3-weth-comets-ezeth-supply-cap-recommendations-09-10-24/5719) and [here](https://www.comp.xyz/t/gauntlet-supply-cap-recommendations-2024-09-05/5694) # Specification The proposal updates the parameters by using the respective methods on the Configurator. ***By approving this proposal, you agree that any services provided by Gauntlet shall be governed by the terms of service available at gauntlet.network/tos***
0x1d8e0b8f…d9d9sent to0x7b3c54e1…cc33·#20,723,582·0xa2fea4cb…95b482
updateAssetLiquidationFactor(address,address,uint64)deployAndUpgradeTo(address,address)sendMessageToChild(address,bytes)sendMessage(address,bytes,uint32)createRetryableTicket(address,uint256,uint256,address,address,uint256,uint256,bytes)updateAssetSupplyCap(address,address,uint128)deployAndUpgradeTo(address,address)updateAssetLiquidationFactor(address,address,uint64)deployAndUpgradeTo(address,address)updateAssetLiquidationFactor(address,address,uint64)deployAndUpgradeTo(address,address)updateAssetLiquidationFactor(address,address,uint64)updateAssetSupplyCap(address,address,uint128)deployAndUpgradeTo(address,address)updateAssetLiquidationFactor(address,address,uint64)updateAssetSupplyCap(address,address,uint128)deployAndUpgradeTo(address,address)updateAssetLiquidationFactor(address,address,uint64)updateAssetSupplyCap(address,address,uint128)deployAndUpgradeTo(address,address)updateAssetSupplyCap(address,address,uint128)deployAndUpgradeTo(address,address)# [Gauntlet] - WBTC Risk Recommendations - part 2 (2024-09-10) ## Summary Gauntlet has made the following risk recommendations: - Increase Liquidation Penalty for WBTC from 5% to 10% on WETH Mainnet - Increase Liquidation Penalty for WBTC from 5% to 10% across all L2 Comets - Decrease Supply Cap from 750 to 400 to 750 for WBTC on USDC.e Polygon. - Decrease Supply Cap from 1200 to 1,000 for WBTC on WETH Arbitrum. - Decrease Supply Cap from 2000 to 1,000 for WBTC on USDC Arbitrum. - Decrease Supply Cap from 1200 to 1,000 for WBTC on USDT Arbitrum. - Decrease Supply Cap from 300 to 200 for WBTC on USDC.e Arbitrum. ## Motivation Gauntlet recommends specific adjustments to the liquidation penalty, supply and borrow caps for WBTC on various Comets given the ongoing speculation across BitGo's and BiTGlobal's joint venture surrounding WBTC custody. The recommendations aim to enhance risk management across WBTC collateral. Full proposal and forum discussions can be found here: [WBTC Risk Recommendations](https://www.comp.xyz/t/gauntlet-wbtc-risk-recommendations/5667) ## Specification The proposal updates the parameters by using the respective methods on the Configurator. ***By approving this proposal, you agree that any services provided by Gauntlet shall be governed by the terms of service available at gauntlet.network/tos***
0x1d8e0b8f…d9d9sent to0x4d80f679…ef4b·#20,713,771·0x5171091c…66fc41
updateAssetSupplyCap(address,address,uint128)deployAndUpgradeTo(address,address)# [Gauntlet] - Supply Cap Recommendations - (2024-09-05) ### Summary Gauntlet recommends the following risk recommendations to the protocol: - Increase WETH Mainnet ezETH supply cap from 12,000 to 18,000 # Motivation This recommendation aims to increase supply caps for ezETH on WETH Mainnet Comet. Gauntlet recommends to increase supply caps to increase capital efficiency within the Comets. Full proposal and forum discussions can be found [here](https://www.comp.xyz/t/gauntlet-supply-cap-recommendations-2024-09-05/5694). # Specification The proposal updates the parameters by using the respective methods on the Configurator. ***By approving this proposal, you agree that any services provided by Gauntlet shall be governed by the terms of service available at gauntlet.network/tos***
0x1d8e0b8f…d9d9sent to0x7b3c54e1…cc33·#20,674,266·0xebf5ded7…bb6a46
_setMarketBorrowCaps(address[],uint256[])updateAssetLiquidationFactor(address,address,uint64)updateAssetSupplyCap(address,address,uint128)deployAndUpgradeTo(address,address)updateAssetLiquidationFactor(address,address,uint64)updateAssetSupplyCap(address,address,uint128)deployAndUpgradeTo(address,address)# [Gauntlet] - WBTC v3 & v2 Mainnet Risk Recommendations ## Summary Gauntlet has made the following risk recommendations: - Increase Liquidation Penalty for WBTC from 5% to 10% across USDC & USDT Mainnet Comets - Decrease Supply Cap from 18,000 to 10,000 for WBTC on USDC Mainnet. - Decrease Supply Cap from 18,000 to 5,000 for WBTC on USDT Mainnet. - Decrease Borrow Cap from 250 to 100 for WBTC on Eth V2. ## Motivation Gauntlet recommends specific adjustments to the liquidation penalty, supply and borrow caps for WBTC on various Comets given the ongoing speculation across BitGo's and BiTGlobal's joint venture surrounding WBTC custody. The recommendations aim to enhance risk management across WBTC collateral. Full proposal and forum discussions can be found here: [WBTC Risk Recommendations](https://www.comp.xyz/t/gauntlet-wbtc-risk-recommendations/5667) ## Specification The proposal updates the parameters by using the respective methods on the Configurator. ***By approving this proposal, you agree that any services provided by Gauntlet shall be governed by the terms of service available at gauntlet.network/tos***
0x1d8e0b8f…d9d9sent to0x683a4f99…6c02·#20,422,885·0x45def2af…b99788
_setCollateralFactor(address,uint256)_setBorrowPaused(address,bool)_setMarketBorrowCaps(address[],uint256[])updateAssetBorrowCollateralFactor(address,address,uint64)updateAssetSupplyCap(address,address,uint128)deployAndUpgradeTo(address,address)updateAssetBorrowCollateralFactor(address,address,uint64)deployAndUpgradeTo(address,address)# [Gauntlet] COMP Recommendations - Ethereum v2, USDC and USDT Comet on Mainnet ## Summary Gauntlet recommends the following risk parameters: **Ethereum v2** - Decrease COMP Collateral Factor from 15% to 0% - Decrease the COMP Borrow Cap to 1 - Pause COMP Borrows on Comp **Ethereum USDC Comet** - Decrease COMP Collateral Factor from 65% to 50% - Decrease COMP Supply Cap from 900,000 to 100,000 **Ethereum USDT Comet** - Decrease COMP Collateral Factor from 65% to 50% ## Motivation Gauntlet is recommending canceling [Proposal 291](https://compound.finance/governance/proposals/291) since market conditions have improved and risks associated with large liquidations have subsided. We still recommend to fully deprecate the COMP v2 market but recommend setting more conservative parameters for the v3 comets on which COMP is listed. Full proposal and forum discussions can be found [here](https://www.comp.xyz/t/gauntlet-comp-recommendations-ethereum-v2-usdc-and-usdt-comet-on-mainnet/5505). ## Specification The proposal updates the parameters by using the respective methods on the Configurator. ***By approving this proposal, you agree that any services provided by Gauntlet shall be governed by the terms of service available at gauntlet.network/tos.***
0x1d8e0b8f…d9d9sent to0x7b3c54e1…cc33·#20,422,880·0xbaaed5dc…9a088e
setBorrowPerYearInterestRateSlopeLow(address,uint64)setBorrowPerYearInterestRateSlopeHigh(address,uint64)setSupplyPerYearInterestRateSlopeLow(address,uint64)setSupplyPerYearInterestRateSlopeHigh(address,uint64)deployAndUpgradeTo(address,address)_grantComp(address,uint256)approve(address,uint256)outboundTransferCustomRefund(address,address,address,uint256,uint256,uint256,bytes)# [Gauntlet] Rewards Contract Top-Up for Arb and IR Recs for USDT Mainnet and USDC Arbitrum Comets # Summary Gauntlet recommends the following parameter changes: - Add additional COMP to the reward contracts of Arbitrum: | Chain | Reward Amount | | --- | --- | | Arbitrum | 13,000 | - IR Parameter adjsutments for the Arbitrum USDC and Ethereum USDT Comet | Parameter | Recommended Value | | -------------------------------------- | ----------------- | | Annual Borrow Interest Rate Base | 0.015 | | Annual Borrow Interest Rate Slope Low | 0.05 | | Borrow Kink | 0.9 | | Annual Borrow Interest Rate Slope High | 4 | | Annual Supply Interest Rate Base | 0 | | Annual Supply Interest Rate Slope Low | 0.052 | | Supply Kink | 0.9 | | Annual Supply Interest Rate Slope High | 3.6 | For more details, see the full forum posts below: - [[Gauntlet] Interest Rate Curve Recommendations in Stablecoin Comets (7/19/24)](https://www.comp.xyz/t/gauntlet-interest-rate-curve-recommendations-in-stablecoin-comets-7-19-24/5450) - [[Gauntlet] Rewards Contract Top-Up for Arbitrum](https://www.comp.xyz/t/gauntlet-rewards-contract-top-up-for-arbitrum/5474) ***By approving this proposal, you agree that any services provided by Gauntlet shall be governed by the terms of service available at gauntlet.network/tos.***
0x1d8e0b8f…d9d9sent to0x7b3c54e1…cc33·#20,320,151·0x2e2b33e1…6b2d5b
createRetryableTicket(address,uint256,uint256,address,address,uint256,uint256,bytes)updateAssetSupplyCap(address,address,uint128)updateAssetBorrowCollateralFactor(address,address,uint64)updateAssetLiquidateCollateralFactor(address,address,uint64)updateAssetSupplyCap(address,address,uint128)setBaseTrackingBorrowSpeed(address,uint64)setBorrowPerYearInterestRateBase(address,uint64)setBorrowPerYearInterestRateSlopeLow(address,uint64)setSupplyPerYearInterestRateSlopeLow(address,uint64)setSupplyPerYearInterestRateSlopeHigh(address,uint64)deployAndUpgradeTo(address,address) :# [Gauntlet] - Arbitrum USDC - Risk, Incentive, and Interest Rate Curve Recommendations # Simple Summary Gauntlet recommends the following parameter updates for the **Arbitrum USDC comet**: ### Risk Recommendations | **Parameter** | **Current Value** | **Recommended Value** | | ----------------------- | ----------------- | --------------------- | | WETH Supply Cap | 10,000 | 40,000 | | WETH Liquidation Factor | 85% | 90% | | WETH Collateral Factor | 78% | 83% | | WBTC Supply Cap | 1,200 | 2,000 | ### Interest Rate Curve Recommendations | Parameter | Current Value | Recommended Value | | -------------------------------------- | ------------- | ----------------- | | Annual Borrow Interest Rate Base | .015 | 0.0136 | | Annual Borrow Interest Rate Slope Low | .0833 | 0.0626 | | Borrow Kink | 0.9 | 0.9 | | Annual Borrow Interest Rate Slope High | 4.3 | 4.3 | | Annual Supply Interest Rate Base | 0 | 0 | | Annual Supply Interest Rate Slope Low | .075 | 0.062 | | Supply Kink | 0.9 | 0.9 | | Annual Supply Interest Rate Slope High | 3.6 | 3.94 | ### COMP Distribution Recommendations | Parameter | Current Value | Recommended Value | | ----------------- | ------------- | ----------------- | | Daily COMP Supply | 17 | 17 | | Daily COMP Borrow | 8 | 50 | ## Motivation Gauntlet recommends updating the risk, incentive, and interest rate curve parameters in the Arbitrum USDC comet to further incentivize growth at higher utilization. [Full proposal and forum discussion](https://www.comp.xyz/t/gauntlet-arbitrum-usdc-risk-incentive-and-interest-rate-curve-recommendations-7-12-2024/5418) ## Specification The proposal updates the parameters by using the respective methods on the Configurator. ***By approving this proposal, you agree that any services provided by Gauntlet shall be governed by the terms of service available at gauntlet.network/tos.***
0x1d8e0b8f…d9d9sent to0x683a4f99…6c02·#20,320,146·0xf5fdd632…7dbb85
sendMessage(address,bytes,uint32)updateAssetSupplyCap(address,address,uint128)updateAssetSupplyCap(address,address,uint128)updateAssetSupplyCap(address,address,uint128)deployAndUpgradeTo(address,address)updateAssetSupplyCap(address,address,uint128)updateAssetSupplyCap(address,address,uint128)updateAssetSupplyCap(address,address,uint128)deployAndUpgradeTo(address,address)# [Gauntlet] Optimism Comet Risk Recommendations ## Simple Summary Gauntlet recommends the following risk parameter updates for the Optimism **v3 USDC comet**: - Increase WETH Supply Cap from 1,600 to 2,600 - Increase OP Supply Cap from 700,000 to 1,400,000 - Increase WBTC Supply Cap from 60 to 100 Gauntlet recommends the following risk parameter updates for the Optimism **v3 USDT comet**: - Increase WETH Supply Cap from 1,600 to 2,600 - Increase OP Supply Cap from 500,000 to 1,000,000 - Increase WBTC Supply Cap from 60 to 100 ## Motivation Gauntlet recommends adjusting the risk parameters to increase capital efficiency within the Comet. [Full proposal and forum discussion](https://www.comp.xyz/t/gauntlet-optimism-usdc-usdt-comet-risk-recommendations-2024-07-10/5412) ## Specification The proposal updates the Supply Cap by using the respective methods on the Configurator. *By approving this proposal, you agree that any services provided by Gauntlet shall be governed by the terms of service available at gauntlet.network/tos.*
0x1d8e0b8f…d9d9sent to0x683a4f99…6c02·#20,262,840·0x91ed078c…cd9076
createRetryableTicket(address,uint256,uint256,address,address,uint256,uint256,bytes)setBaseBorrowMin(address,uint104)setBaseMinForRewards(address,uint104)deployAndUpgradeTo(address,address)# [Gauntlet] - WETH Arbitrum v3 Global Param Updates ## Simple Summary Gauntlet recommends the following Comet parameter updates for the Arbitrum WETH comet: - Decrease Base Borrow Min from 0.1 WETH to 0.000001 WETH - Decrease Base Min for Rewards from 1000 WETH to 100 WETH ## Motivation Gauntlet recommends to adjust these params to match the setting on Base WETH Comet. The adjustment to lower BASE Borrow Min will allow users to borrow lower amounts of WETH and Base Min Rewards the adjustment will allow the incentives to kick off earlier within the market. Full proposal and forum discussion ## Specification The proposal updates the setBaseBorrowMin and setBaseMinForRewards by using the respective methods on the Configurator. *By approving this proposal, you agree that any services provided by Gauntlet shall be governed by the terms of service available at gauntlet.network/tos.*
0x1d8e0b8f…d9d9sent to0x683a4f99…6c02·#20,214,073·0x2406329e…363b16
sendMessageToChild(address,bytes)sendMessage(address,uint256,bytes,uint256)updateAssetSupplyCap(address,address,uint128)updateAssetSupplyCap(address,address,uint128)updateAssetSupplyCap(address,address,uint128)updateAssetSupplyCap(address,address,uint128)setBaseTrackingSupplySpeed(address,uint64)setBaseTrackingBorrowSpeed(address,uint64)deployAndUpgradeTo(address,address)updateAssetSupplyCap(address,address,uint128)updateAssetSupplyCap(address,address,uint128)deployAndUpgradeTo(address,address)# [Gauntlet] Polygon USDC.e and Scroll USDC - Risk and Incentive Recommendations # Simple Summary Gauntlet recommends the following risk parameter updates for the **Polygon USDC.e comet**: - Decrease WBTC Supply Cap from 1500 WBTC to 750 WBTC - Decrease WETH Supply Cap from 20000 WETH to 2500 WETH - Decrease WMATIC Supply Cap from 20M to 8M WMATIC - Decrease MaticX Supply Cap from 6M to 2M MaticX - Decrease Daily Comp Supply Rewards from 16 COMP to 8 - Decrease Daily Comp Borrow Rewards from 7 COMP to 3 Gauntlet recommends the following risk parameter updates for the **Scroll v3 USDC comet**: - Increase wstETH Supply Cap from 50 to 100 - Increase WETH Supply Cap from 300 to 600 ## Motivation Gauntlet recommends adjusting Polygon USDC.e Comet's supply caps to risk off under utilized caps and reducing incentives to account for the higher costs per USDC.e within the protocol. [Full proposal and forum discussion](https://www.comp.xyz/t/gauntlet-polygon-usdc-e-risk-and-incentive-recommendations-06-18-24/5348) Gauntlet recommends adjusting the Scroll USDC Comet's risk parameters to increase capital efficiency within the Comet. [Full proposal and forum discussion](https://www.comp.xyz/t/gauntlet-scroll-usdc-comet-risk-recommendations-2024-06-18/5353) ## Specification The proposal updates the Supply Cap, Base Tracking Borrow Speed, and Base Tracking Supply Speed by using the respective methods on the Configurator. ***By approving this proposal, you agree that any services provided by Gauntlet shall be governed by the terms of service available at gauntlet.network/tos.***