memoscan

0xda32…40b4

All memos sent from and to 0xda32…40b4.
0xda32c5ae…40b4sent to0x683a4f99…6c02·#21,568,752·0x5b480844…18b499
updateAssetSupplyCap(address,address,uint128)deployAndUpgradeTo(address,address)updateAssetSupplyCap(address,address,uint128)updateAssetSupplyCap(address,address,uint128)updateAssetSupplyCap(address,address,uint128)deployAndUpgradeTo(address,address)sendMessage(address,bytes,uint32)sendMessage(address,bytes,uint32)setBorrowPerYearInterestRateSlopeLow(address,uint64)setBorrowPerYearInterestRateSlopeHigh(address,uint64)setSupplyPerYearInterestRateSlopeLow(address,uint64)setSupplyPerYearInterestRateSlopeHigh(address,uint64)deployAndUpgradeTo(address,address)setBorrowPerYearInterestRateSlopeLow(address,uint64)setBorrowPerYearInterestRateSlopeHigh(address,uint64)setSupplyPerYearInterestRateSlopeLow(address,uint64)setSupplyPerYearInterestRateSlopeHigh(address,uint64)deployAndUpgradeTo(address,address)# [Gauntlet] - IR Curve and Incentive Recommendations for Stablecoin and WETH Comets - Part 6 & Cap recommendations # Summary Gauntlet recommends the following risk recommendations to the protocol: - Increase USDC Mainnet cbBTC supply cap from 650 to 900 - Increase USDT Mainnet cbBTC supply cap from 93 to 500 - Increase USDT Mainnet sFRAX supply cap from 20,000,000 to 30,000,000 - Increase USDT Mainnet wstETH supply cap from 45,000 to 60,000 Along with the above Gauntlet recommends updating the interest rate curves as well as COMP rewards for WETH and Stablecoin Comets. This proposal is Part 6 of the overarching recommendations to be implemented. In this proposal we specifically target Base WETH and Optimism WETH comet's IR curves. **WETH Comets** The recommended curves are for the following comets: | Comet | | ----------------- | | Ethereum WETH | | Arbitrum WETH | | Base WETH | | Optimism WETH | | Scroll WETH | | Parameter | Current Value | Recommended Value | |------------------------------------|---------------|-------------------| | Annual Borrow Interest Rate Base | 0.01 | 0.01 | | Annual Borrow Interest Rate Slope Low | 0.0145 | 0.0155 | | Borrow Kink | 0.9 | 0.9 | | Annual Borrow Interest Rate Slope High | 1.5 | 1.26 | | Annual Supply Interest Rate Base | 0 | 0 | | Annual Supply Interest Rate Slope Low | 0.0165 | 0.0216 | | Supply Kink | 0.9 | 0.9 | | Annual Supply Interest Rate Slope High | 1.2 | 1.125 | # 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. * [Jan 4](https://www.comp.xyz/t/gauntlet-supply-cap-recommendation-proposals/5886/18?u=gauntlet) * Gauntlet recommends updating the interest rate curve parameters across all WETH and Stablecoin comets to align with market demand. See the the [full proposal and forum discussion](https://www.comp.xyz/t/gauntlet-ir-curve-and-incentive-recommendations-for-stablecoin-and-weth-comets/6038?u=gauntlet) for more details. # 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***
0xda32c5ae…40b4sent to0x4d80f679…ef4b·#21,432,054·0x9d6c27e4…cdbd36
setBorrowPerYearInterestRateSlopeLow(address,uint64)setBorrowPerYearInterestRateSlopeHigh(address,uint64)setSupplyPerYearInterestRateSlopeLow(address,uint64)setSupplyPerYearInterestRateSlopeHigh(address,uint64)deployAndUpgradeTo(address,address)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)setBorrowPerYearInterestRateSlopeLow(address,uint64)setBorrowPerYearInterestRateSlopeHigh(address,uint64)setSupplyPerYearInterestRateSlopeLow(address,uint64)setSupplyPerYearInterestRateSlopeHigh(address,uint64)deployAndUpgradeTo(address,address)updateAssetSupplyCap(address,address,uint128)deployAndUpgradeTo(address,address) # [Gauntlet] - IR Curve and Incentive Recommendations for Stablecoin and WETH Comets - Part 5 & Cap recommendations # Summary Gauntlet recommends the following risk recommendations to the protocol: 1. Increase Optimism V3 WETH Comet’s wrsETH Supply Cap from 440 to 520. 1. Increase Ethereum V3 USDT Comet’s sFRAX Supply Cap from 20,000,000 to 24,000,000. 1. Increase Base V3 WETH Comet’s weETH Supply Cap from 4,200 to 15,000. 1. Increase Base V3 USDC Comet’s wstETH Supply Cap from 700 to 2,100. Along with the above Gauntlet recommends updating the interest rate curves as well as COMP rewards for WETH and Stablecoin Comets. This proposal is Part 5 of the overarching recommendations to be implemented. In this proposal we specifically target Mainnet USDS and Base USDC comet's IR curves. **Stablecoin Comets** | Comet | | ----------------- | | Ethereum USDC | | Ethereum USDT | | Ethereum USDS | | Arbitrum USDC Native | | Arbitrum USDT | | Base USDC Native | | Polygon USDC | | Polygon USDT | | Optimism USDT | | Optimism USDC | | Scroll USDC | ---- | Parameter | Current Value | Recommended Value | |------------------------------------|---------------|-------------------| | Annual Borrow Interest Rate Base | 0.015 | 0.015 | | Annual Borrow Interest Rate Slope Low | 0.0333 | 0.05 | | Borrow Kink | 0.9 | 0.9 | | Annual Borrow Interest Rate Slope High | 4 | 3.4 | | Annual Supply Interest Rate Base | 0 | 0 | | Annual Supply Interest Rate Slope Low | 0.039 | 0.054 | | Supply Kink | 0.9 | 0.9 | | Annual Supply Interest Rate Slope High | 3.6 | 3.034 | # 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 11 ](https://www.comp.xyz/t/gauntlet-supply-cap-recommendation-proposals/5886/14?u=gauntlet) * [Dec 16 ](https://www.comp.xyz/t/gauntlet-supply-cap-recommendation-proposals/5886/16?u=gauntlet) * Gauntlet recommends updating the interest rate curve parameters across all WETH and Stablecoin comets to align with market demand. See the the [full proposal and forum discussion](https://www.comp.xyz/t/gauntlet-ir-curve-and-incentive-recommendations-for-stablecoin-and-weth-comets/6038?u=gauntlet) for more details. # 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***
0xda32c5ae…40b4sent to0x7b3c54e1…cc33·#21,225,238·0x55559142…5bf2d8
updateAssetBorrowCollateralFactor(address,address,uint64)updateAssetLiquidateCollateralFactor(address,address,uint64)updateAssetLiquidationFactor(address,address,uint64)updateAssetSupplyCap(address,address,uint128)updateAssetBorrowCollateralFactor(address,address,uint64)updateAssetLiquidateCollateralFactor(address,address,uint64)updateAssetLiquidationFactor(address,address,uint64)updateAssetSupplyCap(address,address,uint128)deployAndUpgradeTo(address,address)# [Gauntlet] Risk Parameter Recommendations for LINK and UNI (Oct 2024) - Part Two # Summary Gauntlet recommends the following risk recommendations to the protocol: * Decrease USDT Ethereum Comet’s LINK Supply Cap from 2,000,000 to 500,000 * Decrease USDT Ethereum Comet’s UNI Supply Cap from 3,000,000 to 1,300,000 --- * Decrease USDT Ethereum Comet’s LINK Liquidation Factor from 85% to 79% * Decrease USDT Ethereum Comet’s LINK Collateral Factor from 79% to 73% * Increase USDT Ethereum Comet’s LINK Liquidation Penalty from 7% to 17% --- * Decrease USDT Ethereum Comet’s UNI Liquidation Factor from 81% to 74% * Decrease USDT Ethereum Comet’s UNI Collateral Factor from 75% to 68% * Increase USDT Ethereum Comet’s UNI LP from 15% to 17% --- # Motivation This recommendation aims to review and adjust risk parameters for tail-risk assets across Comets. Full proposal and forum discussions can be found [here](https://www.comp.xyz/t/gauntlet-risk-parameter-recommendations-for-link-and-uni-oct-2014/5876) # 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***
0xda32c5ae…40b4sent to0x4d80f679…ef4b·#21,181,931·0xc4052ca4…88b09f
updateAssetSupplyCap(address,address,uint128)deployAndUpgradeTo(address,address)sendMessage(address,bytes,uint32)createRetryableTicket(address,uint256,uint256,address,address,uint256,uint256,bytes)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)updateAssetSupplyCap(address,address,uint128)deployAndUpgradeTo(address,address)# [Gauntlet] Supply Cap Recommendations (11/11/24) # Summary Gauntlet recommends the following risk recommendations to the protocol: - Increase Base V3 USDC Comet’s cbBTC Supply Cap from 45 to 90 - Increase Mainnet V3 WETH Comet’s rsETH Supply Cap from 5000 to 37000. - Increase Optimism V3 USDC Comet’s wstETH Supply Cap from 600 to 1200. - Increase Arbitrum V3 WETH Comet’s ezETH Supply Cap from 10,240 to 12,000. - Increase Optimism V3 USDT Comet’s wstETH Supply Cap from 400 to 800. # 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 5 ](https://www.comp.xyz/t/gauntlet-supply-cap-recommendation-proposals/5886/5?u=gauntlet) * [Nov 11 ](https://www.comp.xyz/t/gauntlet-supply-cap-recommendation-proposals/5886/6?u=gauntlet) * [Nov 12 ](https://www.comp.xyz/t/gauntlet-supply-cap-recommendation-proposals/5886/7?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***
0xda32c5ae…40b4sent to0x4d80f679…ef4b·#21,173,625·0xb0ff35de…541281
updateAssetSupplyCap(address,address,uint128)deployAndUpgradeTo(address,address)sendMessage(address,bytes,uint32)createRetryableTicket(address,uint256,uint256,address,address,uint256,uint256,bytes)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)updateAssetSupplyCap(address,address,uint128)deployAndUpgradeTo(address,address)updateAssetSupplyCap(address,address,uint128)deployAndUpgradeTo(address,address)# [Gauntlet] Supply Cap Recommendations (11/11/24) # Summary Gauntlet recommends the following risk recommendations to the protocol: - Increase Optimism V3 USDT Comet’s wstETH Supply Cap from 400 to 800 - Increase Base V3 USDC Comet’s cbBTC Supply Cap from 45 to 90 - Increase Mainnet V3 WETH Comet’s rsETH Supply Cap from 5000 to 37000. - Increase Optimism V3 USDC Comet’s wstETH Supply Cap from 600 to 1200. - Increase Optimism V3 USDT Comet’s wstETH Supply Cap from 400 to 800. - Increase Arbitrum V3 WETH Comet’s ezETH Supply Cap from 10,240 to 12,000. # 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. Full proposal and forum discussions can be found in October posts. * [Nov 5 ](https://www.comp.xyz/t/gauntlet-supply-cap-recommendation-proposals/5886/5?u=gauntlet) * [Nov 11 ](https://www.comp.xyz/t/gauntlet-supply-cap-recommendation-proposals/5886/6?u=gauntlet) * [Nov 12 ](https://www.comp.xyz/t/gauntlet-supply-cap-recommendation-proposals/5886/7?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***
0xda32c5ae…40b4sent to0x4d80f679…ef4b·#21,118,949·0x64b626d9…f4ac2c
updateAssetSupplyCap(address,address,uint128)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)updateAssetSupplyCap(address,address,uint128)deployAndUpgradeTo(address,address)updateAssetSupplyCap(address,address,uint128)deployAndUpgradeTo(address,address)# [Gauntlet] Supply Cap Recommendations (11/4/24) # Summary Gauntlet recommends the following risk recommendations to the protocol: - Increase Optimism V3 WETH Comet’s wrsETH Supply Cap from 220 to 440 - Increase USDC Optimism wstETH supply cap from 600 to 1,000 - Increase Base V3 USDC Comet’s cbBTC Supply Cap from 45 to 72. - Increase Mainnet WETH Comet's ezETH supply cap from 50,000 to 80,000 - Increase Mainnet WETH Comet's rsETH supply cap from 5,000 to 10,000 - Increase Optimism WETH Comet's ezETH supply cap from 2,400 to 3,200 # 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. * [Oct 21 ](https://www.comp.xyz/t/gauntlet-supply-cap-recommendation-proposals/5886?u=gauntlet) * [Oct 28 ](https://www.comp.xyz/t/gauntlet-supply-cap-recommendation-proposals/5886/3?u=gauntlet) * [Nov 4](https://www.comp.xyz/t/gauntlet-supply-cap-recommendation-proposals/5886/4?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***
0xda32c5ae…40b4sent to0x4d80f679…ef4b·#21,015,406·0x8e33a3b0…481df3
updateAssetBorrowCollateralFactor(address,address,uint64)updateAssetLiquidateCollateralFactor(address,address,uint64)updateAssetLiquidationFactor(address,address,uint64)updateAssetSupplyCap(address,address,uint128)updateAssetBorrowCollateralFactor(address,address,uint64)updateAssetLiquidateCollateralFactor(address,address,uint64)deployAndUpgradeTo(address,address)# [Gauntlet] Risk Parameter Recommendations for LINK and UNI (Oct 2024) # Summary Gauntlet recommends the following risk recommendations to the protocol: * Decrease USDC Ethereum Comet’s LINK Supply Cap from 4,000,000 to 1,000,000 * Decrease USDT Ethereum Comet’s LINK Supply Cap from 2,000,000 to 500,000 * Decrease USDT Ethereum Comet’s UNI Supply Cap from 3,000,000 to 1,300,000 --- * Decrease USDC Ethereum Comet’s LINK Liquidation Factor from 85% to 79% * Decrease USDC Ethereum Comet’s LINK Collateral Factor from 79% to 73% * Increase USDC Ethereum Comet’s LINK Liquidation Penalty from 7% to 17% ---- * Decrease USDT Ethereum Comet’s LINK Liquidation Factor from 85% to 79% * Decrease USDT Ethereum Comet’s LINK Collateral Factor from 79% to 73% * Increase USDT Ethereum Comet’s LINK Liquidation Penalty from 7% to 17% --- * Decrease USDC Ethereum Comet’s UNI Liquidation Factor from 79% to 74% * Decrease USDC Ethereum Comet’s UNI Collateral Factor from 73% to 68% --- * Decrease USDT Ethereum Comet’s UNI Liquidation Factor from 81% to 74% * Decrease USDT Ethereum Comet’s UNI Collateral Factor from 75% to 68% * Increase USDT Ethereum Comet’s UNI LP from 15% to 17% --- # Motivation This recommendation aims to review and adjust risk parameters for tail-risk assets across Comets. This part 1 of the proposal, part 2 will incorporate recommendations for USDT Comets on Ethereum. Full proposal and forum discussions can be found [here](https://www.comp.xyz/t/gauntlet-risk-parameter-recommendations-for-link-and-uni-oct-2014/5876) # 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***
0xda32c5ae…40b4sent to0x7b3c54e1…cc33·#20,723,912·0x0a7b8eb4…27dc8c
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 # Motivation This recommendation aims to increase supply caps for wstETH on USDT Mainnet Comet 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) and [here](https://www.comp.xyz/t/gauntlet-base-v3-weth-comets-ezeth-supply-cap-recommendations-09-10-24/5719). # 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***
0xda32c5ae…40b4sent to0x4d80f679…ef4b·#20,723,669·0xff8b0415…d178ac
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 # Motivation This recommendation aims to increase supply caps for wstETH on USDC Mainnet Comet 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) and [here](https://www.comp.xyz/t/gauntlet-base-v3-weth-comets-ezeth-supply-cap-recommendations-09-10-24/5719). # 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***
0xda32c5ae…40b4sent to0x4d80f679…ef4b·#20,723,631·0xf178320a…21e95c
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 # Motivation This recommendation aims to increase supply caps for wstETH on USDC Mainnet Comet 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) and [here](https://www.comp.xyz/t/gauntlet-base-v3-weth-comets-ezeth-supply-cap-recommendations-09-10-24/5719). # 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***
0xda32c5ae…40b4sent to0x4d80f679…ef4b·#20,723,626·0xb28f9785…2214ee
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 # Motivation This recommendation aims to increase supply caps for wstETH on USDC Mainnet Comet 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) and [here](https://www.comp.xyz/t/gauntlet-base-v3-weth-comets-ezeth-supply-cap-recommendations-09-10-24/5719). # 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***