compoundSource: Compound governor oz · #572
Reduce Borrow Collateral Factor for rsETH to 0 on L2 Markets
executedApr 24, 2026, 07:05 AM UTCby4D0x4d80…ef4b
01Summary
AISummary by Kvorumclaude-haiku-4-5
This proposal reduces the borrow collateral factor for rsETH to 0 across five Layer 2 markets (Arbitrum, Base, Linea, Optimism, and Unichain), preventing rsETH from being used as collateral for new loans on these networks. This is a risk mitigation response to the Kelp DAO exploit. Existing collateral factors for liquidation purposes remain unchanged, so no immediate liquidations will be triggered.
- Type
- parameter change
Key changes
- Reduce borrow collateral factor for rsETH to 0 on Arbitrum WETH market(high)
- Reduce borrow collateral factor for rsETH to 0 on Base WETH market(high)
- Reduce borrow collateral factor for rsETH to 0 on Linea WETH market(high)
- Reduce borrow collateral factor for rsETH to 0 on Optimism WETH market(high)
- Reduce borrow collateral factor for rsETH to 0 on Unichain WETH market(high)
- Liquidation collateral factor for rsETH remains unchanged(medium)
Notable concerns
- Action is a response to Kelp DAO exploit, indicating security concerns with rsETH
- Proposal spans multiple L2 networks, requiring coordinated cross-chain execution
ContractsrsETH on Arbitrum WETH marketrsETH on Base WETH marketrsETH on Linea WETH marketrsETH on Optimism WETH marketrsETH on Unichain WETH market
Generated by Kvorum
model: claude-haiku-4-5
provider: anthropic
profile: anthropic-fast-v1
prompt: v1.0
generated: 2mo ago
02Description
76 words
Reduce Borrow Collateral Factor for rsETH to 0 on L2 Markets
This proposal reduces the collateral factor utilized on borrow for rsETH-once executed, rsETH on Arbitrum WETH, Base WETH, Linea WETH, Optimism WETH and Unichain WETH markets can not be used as collateral for new loans. Note that this proposal will not directly trigger any liquidations as the liquidation collateral factor remains unchanged.
Please see the forums for further details
03Mismatch analysis
AIMismatch analysis by Kvorummedium confidenceclaude-sonnet-5
Consistent
The proposal describes a single conceptual change—setting the rsETH borrow collateral factor to 0 across five L2 Compound markets (Arbitrum, Base, Linea, Optimism, Unichain WETH)—while explicitly noting the liquidation collateral factor is untouched. The calldata contains exactly five actions, one per chain, each using the chain's native cross-domain messaging mechanism (Arbitrum retryable ticket, and sendMessage calls to what appear to be Base, Optimism, Linea, and Unichain bridge contracts). Each encoded message follows the identical pattern: a call to updateAssetBorrowCollateralFactor(address,address,uint64) followed by deployAndUpgradeTo(address,address), which is the standard Compound III governance pattern for updating a Comet market's asset configuration and then deploying the new configuration to the live proxy. This structurally matches the description's claim exactly — five actions for five described markets, using a function whose name directly corresponds to 'borrow collateral factor', with no calls to liquidation-related functions (consistent with the note that liquidation CF is unchanged). The actual numeric value (presumably 0) is embedded deep inside nested ABI-encoded bytes and cannot be independently decoded from the fields provided, which is why confidence is medium rather than high — I cannot 100% confirm the encoded uint64 is exactly zero, but there is no evidence of any other value or of any extraneous action. No omitted actions, extra actions, or target mismatches are apparent from the available decoding, and the count/structure fully aligns with the proposal's plain description of a five-chain borrow-CF reduction.
Generated by Kvorum
model: claude-sonnet-5
provider: anthropic
profile: anthropic-strong-v1
prompt: v1.0
generated: 2mo ago
04Actions
5 total
#0createRetryableTicket(address,uint256,uint256,address,address,uint256,uint256,bytes)chain 0x1
- Target
- 0x4dbd…ab3f
- Value
- 1949157000000000 wei
- Function
- createRetryableTicket(address,uint256,uint256,address,address,uint256,uint256,bytes)
- Arguments
{ "to": "0x42480C37B249e33aABaf4c22B20235656bd38068", "data": "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", "gasLimit": "1111094", "l2CallValue": "0", "maxFeePerGas": "500000000", "maxSubmissionCost": "1393610000000000", "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
- 0x25ac…5fa1
- Value
- 0 wei
- Function
- sendMessage(address,bytes,uint32)
- Arguments
{ "_target": "0xC3a73A70d1577CD5B02da0bA91C0Afc8fA434DAF", "_message": "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", "_minGasLimit": "2500000" }- Calldata
#3sendMessage(address,uint256,bytes)chain 0x1
- Target
- 0xd19d…876f
- Value
- 0 wei
- Function
- sendMessage(address,uint256,bytes)
- Arguments
{ "_to": "0x1F71901daf98d70B4BAF40DE080321e5C2676856", "_fee": "0", "_calldata": "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" }- Calldata
#4sendMessage(address,bytes,uint32)chain 0x1
- Target
- 0x9a3d…98a6
- Value
- 0 wei
- Function
- sendMessage(address,bytes,uint32)
- Arguments
{ "_target": "0x4b5DeE60531a72C1264319Ec6A22678a4D0C8118", "_message": "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", "_minGasLimit": "2500000" }- Calldata
05Tally
Summed from votes
Voters0
VP participating0
Outcome (current)—
Current support—
06Voters
0 total
Filter:
| Voter | Choice | % of total | Rationale | ||
|---|---|---|---|---|---|
| 3F0x3fb1…4c8a | For | 104.8K | 0.00% | — | 7mo ago |
| 660x66cd…65f9 | For | 80.2K | 0.00% | — | 7mo ago |
| B30xb356…c826 | For | 60.3K | 0.00% | — | 7mo ago |
| B40xb49f…7948 | For | 60K | 0.00% | — | 7mo ago |
| 050x0579…ca09 | For | 60K | 0.00% | — | 7mo ago |
| 170x1729…b879 | For | 60K | 0.00% | — | 7mo ago |
| B70xb792…89d7 | For | 60K | 0.00% | — | 7mo ago |
| B90xb933…8dd1 | For | 60K | 0.00% | — | 7mo ago |
| D20xd2a7…5a0c | For | 60K | 0.00% | — | 7mo ago |
| 070x0703…961b | For | 51.7K | 0.00% | — | 7mo ago |
| 2B0x2b38…bf33 | For | 50.3K | 0.00% | — | 7mo ago |
| 4F0x4f89…fd3c | For | 50K | 0.00% | — | 7mo ago |
| 130x13bd…8548 | For | 30K | 0.00% | — | 7mo ago |
| 540x54a3…e189 | For | 29.9K | 0.00% | — | 7mo ago |
| 1F0x1f3d…0591 | For | 440.7 | 0.00% | — | 7mo ago |
| C50xc554…7759 | For | 11.2 | 0.00% | — | 7mo ago |
| 9F0x9f77…2768 | For | 0.9 | 0.00% | — | 7mo ago |
| 2F0x2f2f…f78a | For | 0.5 | 0.00% | — | 7mo ago |
Showing 18
07Forum
No forum thread is confidently linked to this proposal.
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