KVORUM
compoundSource: Compound governor oz · #547

[Gauntlet] Incentive Optimization Recommendations (Arbitrum, Base, and Mantle)

executedMar 3, 2026, 03:42 PM UTCby7B0x7b3c…cc33

01Summary

AISummary by Kvorumclaude-haiku-4-5

Gauntlet recommends eliminating COMP incentives across 8 Comet markets on Arbitrum, Base, and Mantle (reducing both supply and borrow incentives to 0). This is part of a strategic shift to focus incentives on Mainnet, with a follow-up proposal expected to reallocate freed incentives to Mainnet Comets.

Type
parameter change

Key changes

  • Arbitrum USDC Native: Daily borrow incentive reduced from 10 to 0 COMP; daily supply incentive reduced from 14 to 0 COMP(high)
  • Arbitrum USDT: Daily borrow incentive reduced from 11 to 0 COMP; daily supply incentive reduced from 11 to 0 COMP(high)
  • Arbitrum WETH: Daily borrow incentive reduced from 2 to 0 COMP; daily supply incentive reduced from 1 to 0 COMP(medium)
  • Base AERO: Daily borrow incentive reduced from 4 to 0 COMP; daily supply incentive reduced from 1 to 0 COMP(medium)
  • Base USDC: Daily borrow incentive reduced from 4 to 0 COMP; daily supply incentive reduced from 9 to 0 COMP(high)
  • Base USDS: Daily borrow incentive reduced from 9 to 0 COMP; daily supply incentive reduced from 15 to 0 COMP(high)
  • Base WETH: Daily borrow incentive reduced from 2 to 0 COMP; daily supply incentive reduced from 2 to 0 COMP(medium)
  • Mantle USDe: Daily borrow incentive reduced from 4 to 0 COMP; daily supply incentive reduced from 4 to 0 COMP(medium)

Notable concerns

  • Complete elimination of incentives may reduce utilization and competitiveness of affected markets on Arbitrum, Base, and Mantle
  • Users currently earning COMP incentives on these markets will see rewards cease
  • Timing and details of Mainnet reallocation not yet specified; follow-up proposal required
ContractsArbitrum USDC Native CometArbitrum USDT CometArbitrum WETH CometBase AERO CometBase USDC CometBase USDS CometBase WETH CometMantle USDe Comet
Generated by Kvorum
model: claude-haiku-4-5
provider: anthropic
profile: anthropic-fast-v1
prompt: v1.0
generated: 2mo ago
Read the description ↗

02Description

231 words

[Gauntlet] Incentive Optimization Recommendations (Arbitrum, Base, and Mantle)

Simple Summary

Gauntlet recommends the following adjustments to COMP incentives across comets. These adjustments are part of a larger strategic realignment to focus incentives on Mainnet comets. Gauntlet will provide a follow-up proposal in the following weeks proposing an optimal reallocation of these incentives across Mainnet comets.

CometDaily Borrow Incentive(in COMP)Daily Supply Incentive(in COMP)
Arbitrum USDC Native10 → 014 →0
Arbitrum USDT11 → 011 → 0
Arbitrum WETH2 → 01 → 0
Base AERO4 → 01 → 0
Base USDC4 → 09 → 0
Base USDS9 → 015 → 0
Base WETH2 → 02 → 0
Mantle USDe4 → 04 → 0

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 Kvorumclaude-sonnet-5
Consistent

The description lists 8 comets across Arbitrum (3), Base (4), and Mantle (1) whose daily borrow and supply COMP incentive speeds are being reduced to 0. The decoded calldata consists of three cross-chain governance messages: a retryable ticket to Arbitrum containing exactly 3 bundled configurator update sequences, a cross-domain message to Base containing exactly 4 bundled sequences, and a cross-domain message to Mantle containing exactly 1 sequence — an exact match in count and network distribution to the table. Each bundled sequence sets baseTrackingSupplySpeed and baseTrackingBorrowSpeed to 0 (matching every '→ 0' value in the table) and then calls deployAndUpgradeTo, which is the standard Compound governance mechanism to push Configurator changes live on the Comet proxy — this is routine bookkeeping consistent with how Compound cross-chain incentive proposals are structured and is fairly summarized by the description's reference to 'using the respective methods on the Configurator.' No value mismatches, target mismatches, or omitted/extra actions of consequence were found. Confidence is high because the counts, per-chain mechanisms, and the uniform '0' target values line up precisely with the table, even though individual comet addresses cannot be independently confirmed against their named markets from the raw calldata alone.

Generated by Kvorum
model: claude-sonnet-5
provider: anthropic
profile: anthropic-strong-v1
prompt: v1.0
generated: 2mo ago
Review the decoded actions ↗

04Actions

3 total
#0createRetryableTicket(address,uint256,uint256,address,address,uint256,uint256,bytes)chain 0x1
Target
0x4dbd…ab3f
Value
5557092500000000 wei
Function
createRetryableTicket(address,uint256,uint256,address,address,uint256,uint256,bytes)
Arguments
{
  "to": "0x42480C37B249e33aABaf4c22B20235656bd38068",
  "data": 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  "gasLimit": "3027765",
  "l2CallValue": "0",
  "maxFeePerGas": "500000000",
  "maxSubmissionCost": "4043210000000000",
  "callValueRefundAddress": "0x3fB4d38ea7EC20D91917c09591490Eeda38Cf88A",
  "excessFeeRefundAddress": "0x3fB4d38ea7EC20D91917c09591490Eeda38Cf88A"
}
Calldata
#1sendMessage(address,bytes,uint32)chain 0x1
Target
0x866e…0afa
Value
0 wei
Function
sendMessage(address,bytes,uint32)
Arguments
{
  "_target": "0x18281dfC4d00905DA1aaA6731414EABa843c468A",
  "_message": 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  "_minGasLimit": "5000000"
}
Calldata
#2sendMessage(address,bytes,uint32)chain 0x1
Target
0x676a…7120
Value
0 wei
Function
sendMessage(address,bytes,uint32)
Arguments
{
  "_target": "0xc91EcA15747E73d6dd7f616C49dAFF37b9F1B604",
  "_message": "0x00000000000000000000000000000000000000000000000000000000000000800000000000000000000000000000000000000000000000000000000000000100000000000000000000000000000000000000000000000000000000000000018000000000000000000000000000000000000000000000000000000000000003200000000000000000000000000000000000000000000000000000000000000003000000000000000000000000b77cd4cd000957283d8baf53cd782ecf029cf7db000000000000000000000000b77cd4cd000957283d8baf53cd782ecf029cf7db000000000000000000000000e268b436e75648aa0639e2088fa803fea517a0c700000000000000000000000000000000000000000000000000000000000000030000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000003000000000000000000000000000000000000000000000000000000000000006000000000000000000000000000000000000000000000000000000000000000c00000000000000000000000000000000000000000000000000000000000000120000000000000000000000000000000000000000000000000000000000000002a73657442617365547261636b696e67537570706c79537065656428616464726573732c75696e7436342900000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000002a73657442617365547261636b696e67426f72726f77537065656428616464726573732c75696e743634290000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000236465706c6f79416e6455706772616465546f28616464726573732c616464726573732900000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000003000000000000000000000000000000000000000000000000000000000000006000000000000000000000000000000000000000000000000000000000000000c000000000000000000000000000000000000000000000000000000000000001200000000000000000000000000000000000000000000000000000000000000040000000000000000000000000606174f62cd968d8e684c645080fa694c1d7786e00000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000040000000000000000000000000606174f62cd968d8e684c645080fa694c1d7786e00000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000040000000000000000000000000b77cd4cd000957283d8baf53cd782ecf029cf7db000000000000000000000000606174f62cd968d8e684c645080fa694c1d7786e",
  "_minGasLimit": "2500000"
}
Calldata

05Tally

Summed from votes

Voters0
VP participating0
Outcome (current)—
Current support—

06Voters

0 total

No votes recorded yet.

07Forum

No forum thread is confidently linked to this proposal.