KVORUM
compoundSource: Compound governor oz · #533

[Gauntlet] Recommendations for Low Utilization Assets - Arbitrum (2026-01-22)

executedFeb 11, 2026, 04:41 AM UTCby4D0x4d80…ef4b

01Summary

AISummary by Kvorumclaude-haiku-4-5

Gauntlet proposes reducing supply caps for 9 low-utilization assets across multiple Arbitrum Compound markets, including tBTC, ARB, GMX, tETH, USDC, WBTC, and rETH, with reductions ranging from 50% to other proportional decreases.

Type
parameter change

Key changes

  • tBTC supply cap reduced from 80 to 40 on Arbitrum USDC Comet(medium)
  • ARB supply cap reduced from 4M to 2M on Arbitrum USDC.e Comet(medium)
  • GMX supply cap reduced from 50K to 25K on Arbitrum USDC.e Comet(low)
  • tETH supply cap reduced from 50 to 25 on Arbitrum USDT Comet(low)
  • GMX supply cap reduced from 100K to 50K on Arbitrum USDT Comet(medium)
  • tETH supply cap reduced from 50 to 25 on Arbitrum WETH Comet(low)
  • USDC supply cap reduced from 30M to 15M on Arbitrum WETH Comet(high)
  • WBTC supply cap reduced from 1000 to 500 on Arbitrum WETH Comet(medium)

Notable concerns

  • All recommendations target assets identified as having low utilization
  • Significant reduction to USDC supply cap (50% decrease on largest market) may impact liquidity
Contracts0x9c4ec768c28520b50860ea7a15bd7213a9ff58bf0x6c84a8f1c29108f47a79964b5fe888d4f4d0de400xa5edbdd9646f8dff606d7448e414884c7d905dca0x912ce59144191c1204e64559fe8253a0e49e65480xfc5a1a6eb076a2c7ad06ed22c90d7e710e35ad0a0xd98be00b5d27fc98112bde293e487f8d4ca57d070xd09acb80c1e8f2291862c4978a008791c916700300x6f7d514bbd4aff3bcd1140b7344b32f063dee4860xaf88d065e77c8cc2239327c5edb3a432268e58310x2f2a2543b76a4166549f7aab2e75bef0aefc5b0f0xec70dcb4a1efa46b8f2d97c310c9c4790ba5ffa8
Generated by Kvorum
model: claude-haiku-4-5
provider: anthropic
profile: anthropic-fast-v1
prompt: v1.0
generated: 2mo ago
Read the description ↗

02Description

185 words

[Gauntlet] Recommendations for Low Utilization Assets - Arbitrum (2026-01-22)

Simple Summary

Gauntlet recommends the following supply cap adjustments to the protocol:

Supply Cap Recommendations

CometAssetSupply Cap
Arbitrum USDCtBTC80→40
Arbitrum USDC.eARB4M→2M
Arbitrum USDC.eGMX50K→25K
Arbitrum USDTtETH50→25
Arbitrum USDTGMX100K→50K
Arbitrum WETHtETH50→25
Arbitrum WETHUSDC30M→15M
Arbitrum WETHWBTC1000→500
Arbitrum WETHrETH7,500→3,750

Motivation

Full proposal and forum discussions can be found in the following post.

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

1 total
#0createRetryableTicket(address,uint256,uint256,address,address,uint256,uint256,bytes)chain 0x1
Target
0x4dbd…ab3f
Value
8295741000000000 wei
Function
createRetryableTicket(address,uint256,uint256,address,address,uint256,uint256,bytes)
Arguments
{
  "to": "0x42480C37B249e33aABaf4c22B20235656bd38068",
  "data": 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  "gasLimit": "4741862",
  "l2CallValue": "0",
  "maxFeePerGas": "500000000",
  "maxSubmissionCost": "5924810000000000",
  "callValueRefundAddress": "0x3fB4d38ea7EC20D91917c09591490Eeda38Cf88A",
  "excessFeeRefundAddress": "0x3fB4d38ea7EC20D91917c09591490Eeda38Cf88A"
}
Calldata

05Tally

Summed from votes

Voters0
VP participating0
Outcome (current)—
Current support—

06Voters

0 total

No votes recorded yet.

07Forum

AIForum synthesis by Kvorumclaude-haiku-4-5
sentiment · mixedthread · constructive

Arguments for

None surfaced.

Arguments against

None surfaced.

Notable participants

  • GauntletRisk analysis firm proposing supply cap reductions for low-utilization assets on Arbitrum.
Generated by Kvorum
model: claude-haiku-4-5
provider: anthropic
profile: anthropic-fast-v1
prompt: v1.0
generated: 2mo ago
Open the thread ↗