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Memo 0x17bab3c0…50b890 on Ethereum

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)setBorrowPerYearInterestRateSlopeLow(address,uint64)setSupplyPerYearInterestRateSlopeLow(address,uint64)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 250 - Increase WETH Supply Cap from 300 to 2000 Gauntlet recommends adjusting the Scroll USDC IR curve: | Parameter | Current | Recommended | | --- | --- | --- | | Annual Borrow Interest Rate Base | .015 | .015 | | Annual Borrow Interest Rate Slope Low | 0.053 | 0.05 | | Borrow Kink | 0.85 | 0.85 | | Annual Borrow Interest Rate Slope High | 1.80 | 1.80 | | Annual Supply Interest Rate Base | 0 | 0 | | Annual Supply Interest Rate Slope Low | 0.048 | 0.036 | | Supply Kink | 0.85 | 0.85 | | Annual Supply Interest Rate Slope High | 1.6 | 1.6 | ## 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 supply cap parameters to increase capital efficiency and adjust IR curves to encourage increased borrowing while also decreasing the negative reserve factor. [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, borrow/supply per year interest rate low slope, 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.***