compoundSource: Compound governor oz · #499
Add tETH as collaterals into cUSDCv3, cUSDTv3 and cWETHv3 on Arbitrum
executedNov 23, 2025, 07:48 PM UTCbyD20xd2a7…5a0c
01Summary
AISummary by Kvorumclaude-haiku-4-5
Proposal to add tETH as a collateral asset to three Compound III markets on Arbitrum (cUSDCv3, cUSDTv3, and cWETHv3) with risk parameters recommended by Gauntlet, following market readiness simulations using the Comet scenario suite.
- Type
- protocol addition
Key changes
- Add tETH as collateral asset to cUSDCv3 market on Arbitrum with Gauntlet-recommended risk parameters(high)
- Add tETH as collateral asset to cUSDTv3 market on Arbitrum with Gauntlet-recommended risk parameters(high)
- Add tETH as collateral asset to cWETHv3 market on Arbitrum with Gauntlet-recommended risk parameters(high)
- Deploy and upgrade affected Comet contracts on Arbitrum to support tETH collateral(high)
Notable concerns
- Requires cross-chain bridge execution via Arbitrum retryable ticket mechanism
- Multiple market upgrades occurring simultaneously across three different Comet instances
Contracts0x9c4ec768c28520b50860ea7a15bd7213a9ff58bf0xd09acb80c1e8f2291862c4978a008791c91670030x5372bcf3486d59c23f5fc85745b41f180efff8810xd98be00b5d27fc98112bde293e487f8d4ca57d070x6f7d514bbd4aff3bcd1140b7344b32f063dee4860x250bd3da70b1844dbe7491c521b9490abd57b709
Generated by Kvorum
model: claude-haiku-4-5
provider: anthropic
profile: anthropic-fast-v1
prompt: v1.0
generated: 2mo ago
02Description
125 words
Add tETH as collaterals into cUSDCv3, cUSDTv3 and cWETHv3 on Arbitrum
Proposal summary
WOOF proposes to add tETH into cUSDCv3, cUSDTv3 and cWETHv3 on Arbitrum network. This proposal takes the governance steps recommended and necessary to update a Compound III wstETH market on Arbitrum. Simulations have confirmed the market’s readiness, as much as possible, using the Comet scenario suite. The new parameters include setting the risk parameters based on the recommendations from Gauntlet.
Further detailed information can be found on the corresponding proposal pull request and forum discussion.
Proposal Actions
The first proposal action adds tETH to the USDC, USDT and WETH comets on Arbitrum. This sends the encoded 'addAsset' and 'deployAndUpgradeTo' calls across the bridge to the governance receiver on Arbitrum.
03Mismatch analysis
AIMismatch analysis by Kvorummedium confidenceclaude-sonnet-5
Minor discrepancy
The single decoded action is a cross-chain retryable ticket sent to Arbitrum's governance receiver, embedding three 'addAsset' calls (each with an AssetConfig struct for what appears to be tETH) followed by three 'deployAndUpgradeTo' calls, one set per comet proxy. This structurally matches the description's claim of adding tETH as collateral to cUSDCv3, cUSDTv3, and cWETHv3 via addAsset/deployAndUpgradeTo calls bridged to Arbitrum. I could not fully verify that each embedded comet proxy address corresponds exactly to the named USDC/USDT/WETH markets or that the numeric risk parameters (collateral factors, supply caps) match Gauntlet's specific recommendations, since the description does not quote exact figures — only a link to the forum post — so no value_mismatch can be confirmed or ruled out with high confidence. The one clear textual issue is that the description accidentally refers to a 'wstETH market' instead of 'tETH market,' which is inconsistent with the surrounding text and calldata but does not change what is actually executed on-chain, so it is a low-severity misleading phrasing issue rather than a material or severe discrepancy. Overall the calldata's actions align with the description's stated intent.
Discrepancies
- lowmisleading phrasing
The proposal text states the action is necessary 'to update a Compound III wstETH market on Arbitrum,' but the proposal is about adding tETH (not wstETH) as collateral. This appears to be a leftover/boilerplate reference to a different asset and is inconsistent with the rest of the description and the calldata's clear focus on tETH across three comets.
“This proposal takes the governance steps recommended and necessary to update a Compound III wstETH market on Arbitrum.”
Generated by Kvorum
model: claude-sonnet-5
provider: anthropic
profile: anthropic-strong-v1
prompt: v1.0
generated: 2mo ago
04Actions
1 total
#0createRetryableTicket(address,uint256,uint256,address,address,uint256,uint256,bytes)chain 0x1
- Target
- 0x4dbd…ab3f
- Value
- 5219904000000000 wei
- Function
- createRetryableTicket(address,uint256,uint256,address,address,uint256,uint256,bytes)
- Arguments
{ "to": "0x42480C37B249e33aABaf4c22B20235656bd38068", "data": "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", "gasLimit": "3044588", "l2CallValue": "0", "maxFeePerGas": "500000000", "maxSubmissionCost": "3697610000000000", "callValueRefundAddress": "0x3fB4d38ea7EC20D91917c09591490Eeda38Cf88A", "excessFeeRefundAddress": "0x3fB4d38ea7EC20D91917c09591490Eeda38Cf88A" }- Calldata
05Tally
Summed from votes
Against0.0%0
For100.0%484.6K
Abstain0.0%0
Voters75
VP participating484.6K
Outcome (current)For
Current support100%
06Voters
75 total
Filter:
| Voter | Choice | % of total | Rationale | ||
|---|---|---|---|---|---|
| 3F0x3fb1…4c8a | For | 104.8K | 21.63% | — | 1y ago |
| 360x36cc…ffc6 | For | 87.6K | 18.08% | — | 1y ago |
| 660x66cd…65f9 | For | 80.3K | 16.58% | — | 1y ago |
| B30xb356…c826 | For | 51.1K | 10.54% | — | 1y ago |
| 050x0579…ca09 | For | 50K | 10.32% | — | 1y ago |
| 4F0x4f89…fd3c | For | 50K | 10.32% | — | 1y ago |
| 070x0703…961b | For | 30K | 6.19% | — | 1y ago |
| B40xb49f…7948 | For | 30K | 6.19% | — | 1y ago |
| B90xb933…8dd1 | For | 682.9 | 0.14% | — | 1y ago |
| 220x2210…d02e | For | 32 | 0.01% | — | 1y ago |
| C50xc554…7759 | For | 11.2 | 0.00% | — | 1y ago |
| 170x1729…b879 | For | 1 | 0.00% | — | 1y ago |
| 2F0x2f2f…f78a | For | 0.5 | 0.00% | — | 1y ago |
| D80xd8de…ae41 | For | 0.1 | 0.00% | — | 1y ago |
| F80xf83a…5350 | For | 0 | 0.00% | — | 1y ago |
| 880x88f6…0ec0 | For | 0 | 0.00% | — | 1y ago |
| 8E0x8ec2…6886 | For | 0 | 0.00% | — | 1y ago |
| 820x82f9…18c2 | Against | 0 | 0.00% | — | 1y ago |
| FA0xfa7a…59c5 | For | 0 | 0.00% | — | 1y ago |
| 580x5825…c5fe | For | 0 | 0.00% | — | 1y ago |
| 230x2353…5785 | For | 0 | 0.00% | — | 1y ago |
| 5B0x5be8…6c5e | For | 0 | 0.00% | — | 1y ago |
| 140x14d2…cd4e | For | 0 | 0.00% | — | 1y ago |
| 430x43c7…18e6 | For | 0 | 0.00% | — | 1y ago |
| D30xd329…73ed | For | 0 | 0.00% | — | 1y ago |
| D60xd6f5…d90f | For | 0 | 0.00% | — | 1y ago |
| 160x1698…c769 | For | 0 | 0.00% | — | 1y ago |
| 940x945d…7297 | For | 0 | 0.00% | — | 1y ago |
| 6B0x6bc4…1c40 | For | 0 | 0.00% | — | 1y ago |
| D10xd17f…4569 | For | 0 | 0.00% | — | 1y ago |
| AC0xacf6…2b5f | For | 0 | 0.00% | — | 1y ago |
| C90xc9dd…23a5 | For | 0 | 0.00% | — | 1y ago |
| 6C0x6cd4…f9ab | For | 0 | 0.00% | — | 1y ago |
| C60xc6ba…2536 | For | 0 | 0.00% | — | 1y ago |
| A70xa795…ccfd | For | 0 | 0.00% | — | 1y ago |
| 1C0x1c64…eef1 | For | 0 | 0.00% | — | 1y ago |
| B20xb232…1534 | For | 0 | 0.00% | — | 1y ago |
| 8C0x8cb7…d6b5 | For | 0 | 0.00% | — | 1y ago |
| 240x2412…7ef8 | For | 0 | 0.00% | — | 1y ago |
| 7E0x7e20…1e92 | For | 0 | 0.00% | — | 1y ago |
| E40xe4c9…4735 | For | 0 | 0.00% | — | 1y ago |
| 4C0x4c86…3c50 | For | 0 | 0.00% | — | 1y ago |
| BE0xbe2a…8f3c | For | 0 | 0.00% | — | 1y ago |
| D20xd220…0e79 | Against | 0 | 0.00% | — | 1y ago |
| DA0xda33…b68d | For | 0 | 0.00% | — | 1y ago |
| 150x15f4…59eb | For | 0 | 0.00% | — | 1y ago |
| F50xf5c0…0e18 | For | 0 | 0.00% | — | 1y ago |
| C00xc015…cdd0 | For | 0 | 0.00% | — | 1y ago |
| E60xe638…ca40 | For | 0 | 0.00% | — | 1y ago |
| CE0xceb9…40cd | For | 0 | 0.00% | — | 1y ago |
Showing 50
07Forum
- Listing tETH (Arbitrum) as collateral for Compound Arbitrum ↗discourse · high confidence
AIForum synthesis by Kvorumclaude-haiku-4-5
sentiment · favorablethread · constructive
Arguments for
- tETH has demonstrated strong product-market fit with $400M TVL and 40K users on Ethereum, providing proven track record for Arbitrum listing.— juny
- Listing tETH as collateral increases borrowing utility for tETH holders while they continue earning tETH yield, unlocking stablecoin and ETH liquidity without unwinding positions.— juny
- Adding tETH improves Compound's collateral diversity, broadens borrower demand, increases interest income, and reduces reliance on existing collateral types.— juny
- User demand from gtETH vault and Arbitrum DRIP campaign participants creates substantial expected borrowing demand for tETH collateral.— juny
- Technical implementation has passed all security audits, testing suites, and simulations including Slither, Forge, and Tenderly validation.— dmitriywoofsoftware
Arguments against
None surfaced.
Unresolved concerns
- DEX liquidity for tETH/wstETH is limited at $2.03M TVL with only $1.11K 24H volume, raising questions about liquidation constraints if supply caps are exceeded.— Gauntlet
- Recommended cumulative supply cap of 150 tETH approaches liquidity constraints even for the most liquid comet, creating potential risk in stressed market conditions.— Gauntlet
Notable participants
- junyProposer representing Treehouse Protocol, provided initial proposal rationale and asset overview.
- GauntletRisk analyst who provided detailed risk parameter recommendations and liquidity analysis across all three Arbitrum markets.
- dmitriywoofsoftwareWOOF implementer who prepared the technical proposal with PRs, testing artifacts, and parameter specifications for governance voting.
Generated by Kvorum
model: claude-haiku-4-5
provider: anthropic
profile: anthropic-fast-v1
prompt: v1.0
generated: 2mo ago
08Similar proposals
AI · embeddings
- compoundexecutedAdd USDT and USDC as collateral into cWETHv3 on Arbitrum92%
- compoundexecutedAdd tBTC as collateral into cUSDTv3 on Arbitrum89%
- compoundexecutedAdd tBTC as collateral into cUSDCv3 on Arbitrum89%
- compounddefeatedAdd tBTC as collateral into cUSDCv3 on Arbitrum89%
- compounddefeatedAdd tBTC as collateral into cUSDCv3 on Arbitrum89%
- compoundexecutedAdd WBTC as collateral into cWETHv3 on Arbitrum88%
- compoundexecutedAdd ezETH as collateral into cUSDCv3 on Arbitrum87%
- compoundexecutedAdd tBTC as collateral into cWETHv3 on Mainnet82%
- compoundexecutedAdd USDC and USDT as collaterals into cWBTCv3 on Mainnet82%
- compoundexecutedAdd WBTC as collateral into cWETHv3 on Mainnet81%