compoundSource: Compound governor oz · #483
[Gauntlet] Ethereum Top-up and Scroll USDC Risk Parameter Recommendations V2
canceledOct 8, 2025, 08:33 AM UTCby680x683a…6c02
01Summary
AISummary by Kvorumclaude-haiku-4-5
Gauntlet proposes a two-part update: (1) top up the Ethereum rewards contract with 28,125 COMP tokens, and (2) significantly reduce risk parameters for WETH and wstETH on Scroll USDC Comet by drastically lowering supply caps, collateral factors, and increasing liquidation penalties, while raising the borrow rate slope.
- Type
- parameter change
Key changes
- Grant 28,125 COMP tokens to Ethereum rewards contract (0x1B0e765F6224C21223AeA2af16c1C46E38885a40)(medium)
- Reduce WETH supply cap on Scroll USDC from 4,000 to 60 (98.5% reduction)(high)
- Reduce WETH collateral factor from 80% to 40%(high)
- Increase WETH liquidation penalty from 10% to 20%(high)
- Reduce wstETH supply cap on Scroll USDC from 1,000 to 4 (99.6% reduction)(high)
- Reduce wstETH collateral factor from 75% to 32%(high)
- Increase wstETH liquidation penalty from 15% to 30%(high)
- Increase USDC Comet borrow rate slope low from 0.027777999977136 to 0.0944444445 (239% increase)(high)
Notable concerns
- Extreme supply cap reductions (98.5% for WETH, 99.6% for wstETH) may significantly limit borrowing capacity
- Collateral factor reductions by more than half increase risk for existing depositors
- Liquidation penalty increases substantially, particularly for wstETH (doubled from 15% to 30%)
- Borrow rate slope increase may reduce attractiveness of borrowing on Scroll USDC Comet
Contracts0x3d9819210a31b4961b30ef54be2aed79b9c9cd3b0x6774bcbd5cecef1336b5300fb5186a12ddd8b3670xC6bf5A64896D679Cf89843DbeC6c0f5d3C9b610D
Generated by Kvorum
model: claude-haiku-4-5
provider: anthropic
profile: anthropic-fast-v1
prompt: v1.0
generated: 2mo ago
02Description
234 words
[Gauntlet] Ethereum Top-up and Scroll USDC Risk Parameter Recommendations V2
Simple Summary
Rewards Contract Top-Up for Ethereum
| Chain | Reward Amount |
|---|---|
| Ethereum | 28,125 |
Recommendations for WETH and wstETH on Scroll USDC Comet
| Status | Comet | Borrow Rate Slope Low |
|---|---|---|
| Current | Scroll USDC | 0.027777999977136 |
| Proposed | Scroll USDC | 0.0944444445 |
| Status | Comet | Collateral | Supply Cap | Collateral Factor(CF) | Liquidation Penalty(LP) |
|---|---|---|---|---|---|
| Current | Scroll USDC | WETH | 4,000 | 80% | 10% |
| Proposed | Scroll USDC | WETH | 60 | 40% | 20% |
| Current | Scroll USDC | wstETH | 1,000 | 75% | 15% |
| Proposed | Scroll USDC | wstETH | 4 | 32% | 30% |
Motivation
Full proposals and forum discussions can be found in the following posts.
- [Gauntlet] Rewards Contract Top-Up for Ethereum
- [Gauntlet] Recommendations for WETH and wstETH on Scroll USDC Comet
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
03Mismatch analysis
AIMismatch analysis by Kvorum
A calldata-vs-description analysis is not generated yet. Review the decoded actions →
04Actions
2 total
#0_grantComp(address,uint256)chain 0x1
- Target
- 0x3d98…cd3b
- Value
- 0 wei
- Function
- _grantComp(address,uint256)
- Arguments
{ "amount": "28125000000000000000000", "recipient": "0x1B0e765F6224C21223AeA2af16c1C46E38885a40" }- Calldata
#1sendMessage(address,uint256,bytes,uint256)chain 0x1
- Target
- 0x6774…b367
- Value
- 100000000000000000000000000000000000 wei
- Function
- sendMessage(address,uint256,bytes,uint256)
- Arguments
{ "_to": "0xC6bf5A64896D679Cf89843DbeC6c0f5d3C9b610D", "_value": "0", "_message": "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", "_gasLimit": "3000000" }- Calldata
05Tally
Summed from votes
Against0.0%0
For100.0%236.3K
Abstain0.0%0
Voters10
VP participating236.3K
Outcome (current)For
Current support100%
06Voters
10 total
Filter:
| Voter | Choice | % of total | Rationale | ||
|---|---|---|---|---|---|
| 3F0x3fb1…4c8a | For | 104.8K | 44.34% | — | 1y ago |
| B30xb356…c826 | For | 51K | 21.59% | — | 1y ago |
| 050x0579…ca09 | For | 50K | 21.16% | — | 1y ago |
| 130x13bd…8548 | For | 30K | 12.69% | — | 1y ago |
| B90xb933…8dd1 | For | 527.8 | 0.22% | — | 1y ago |
| 010x0151…c3b9 | For | 1.1 | 0.00% | — | 1y ago |
| 170x1729…b879 | For | 1 | 0.00% | — | 1y ago |
| 2F0x2f2f…f78a | For | 0.5 | 0.00% | — | 1y ago |
| A70xa772…6171 | For | 0 | 0.00% | — | 1y ago |
| 880x88f6…0ec0 | For | 0 | 0.00% | — | 1y ago |
Showing 10
07Forum
- [Gauntlet] Rewards Contract Top-Up for Ethereum ↗discourse · high confidence
- [Gauntlet] - Recommendations for WETH and wstETH on Scroll USDC Comet ↗discourse · high confidence
AIForum synthesis by Kvorumclaude-haiku-4-5
sentiment · favorablethread · constructive
Arguments for
- Ethereum's rewards contract has less than 90 days of runway and requires a top-up to continue distributing incentives at current levels.— Gauntlet
Arguments against
None surfaced.
Notable participants
- GauntletProposer who submitted the recommendation to top up Ethereum rewards with 28,125 COMP and managed proposal revisions following security review feedback.
Generated by Kvorum
model: claude-haiku-4-5
provider: anthropic
profile: anthropic-fast-v1
prompt: v1.0
generated: 2mo ago
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