KVORUM
compoundSource: Compound governor oz · #584

Supply Cap Reduction Across L2 Comets

executedMay 22, 2026, 01:20 PM UTCbyD20xd2a7…5a0c

01Summary

AISummary by Kvorumclaude-haiku-4-5

Proposal to reduce supply caps across multiple Layer 2 Compound III markets: cUSDCv3 and cUSDC.ev3 on Arbitrum, cUSDTv3 and cWETHv3 on Arbitrum, cUSDCv3 and cWETHv3 on Base, cWETHv3 on Linea, and cUSDev3 on Mantle. Changes are based on Gauntlet recommendations and have been validated through market simulations.

Type
parameter change

Key changes

  • Reduce supply cap on cUSDCv3 on Arbitrum(medium)
  • Reduce supply cap on cUSDC.ev3 on Arbitrum(medium)
  • Reduce supply cap on cUSDTv3 on Arbitrum(medium)
  • Reduce supply cap on cWETHv3 on Arbitrum(medium)
  • Reduce supply cap on cUSDCv3 on Base(medium)
  • Reduce supply cap on cWETHv3 on Base(medium)
  • Reduce supply cap on cWETHv3 on Linea(medium)
  • Reduce supply cap on cUSDev3 on Mantle(medium)

Notable concerns

  • Supply cap reductions may limit user ability to deposit assets in affected markets
  • Cross-chain message execution requires successful delivery to multiple L2 networks
ContractscUSDCv3 (Arbitrum)cUSDC.ev3 (Arbitrum)cUSDTv3 (Arbitrum)cWETHv3 (Arbitrum)cUSDCv3 (Base)cWETHv3 (Base)cWETHv3 (Linea)cUSDev3 (Mantle)
Generated by Kvorum
model: claude-haiku-4-5
provider: anthropic
profile: anthropic-fast-v1
prompt: v1.0
generated: 2mo ago
Read the description ↗

02Description

194 words

Supply Cap Reduction Across L2 Comets

Proposal summary

WOOF! proposes to update supply caps on cUSDCv3, cUSDC.ev3, cUSDTv3 and cWETHv3 on Arbitrum, cUSDCv3 and cWETHv3 on Base, cWETHv3 on Linea and cUSDev3 on Mantle networks. This proposal takes the governance steps recommended and necessary to update a Compound III markets on each network. Simulations have confirmed the market’s readiness, as much as possible, using the Comet scenario suite. The new parameters are 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 action sends a message to the Arbitrum network to update supply caps on the USDC and USDC.e Comets.

The second action sends a message to the Arbitrum network to update supply caps on the USDT and WETH Comets.

The third action sends a message to the Base network to update supply caps on the USDC and WETH Comets.

The fourth action sends a message to the Linea network to update supply caps on the WETH Comet.

The fifth action sends a message to the Mantle network to update supply caps on the USDe Comet.

03Mismatch analysis

AIMismatch analysis by Kvorumclaude-sonnet-5
Consistent

The proposal describes five bridge messages: two to Arbitrum (USDC/USDC.e and USDT/WETH), one to Base (USDC/WETH), one to Linea (WETH), and one to Mantle (USDe). The decoded calldata shows exactly five actions targeting the corresponding canonical bridge contracts (Arbitrum Inbox for actions 0-1, Base/Linea/Mantle cross-domain messengers for actions 2-4), each carrying nested calldata that invokes 'updateAssetSupplyCap' followed by 'deployAndUpgradeTo' on Comet configurator/proxy pairs. The number of distinct Comet proxy addresses touched per action (two for the Arbitrum and Base messages, one each for Linea and Mantle) matches the number of markets named in the description for each network. The description does not quote specific numeric cap values, so no value comparison is possible or needed beyond confirming the mechanism and target counts align. No extra recipients, role grants, or unrelated transfers were found in the calldata. Given the strong structural correspondence between the five described actions and the five decoded actions (same networks, same market counts, same standard Compound governance pattern of updateAssetSupplyCap + deployAndUpgradeTo), the proposal description is judged consistent with the calldata with high confidence.

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

04Actions

5 total
#0createRetryableTicket(address,uint256,uint256,address,address,uint256,uint256,bytes)chain 0x1
Target
0x4dbd…ab3f
Value
11962747000000000 wei
Function
createRetryableTicket(address,uint256,uint256,address,address,uint256,uint256,bytes)
Arguments
{
  "to": "0x42480C37B249e33aABaf4c22B20235656bd38068",
  "data": 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  "gasLimit": "3338727",
  "l2CallValue": "0",
  "maxFeePerGas": "1000000000",
  "maxSubmissionCost": "4312010000000000",
  "callValueRefundAddress": "0x3fB4d38ea7EC20D91917c09591490Eeda38Cf88A",
  "excessFeeRefundAddress": "0x3fB4d38ea7EC20D91917c09591490Eeda38Cf88A"
}
Calldata
#1createRetryableTicket(address,uint256,uint256,address,address,uint256,uint256,bytes)chain 0x1
Target
0x4dbd…ab3f
Value
13143781000000000 wei
Function
createRetryableTicket(address,uint256,uint256,address,address,uint256,uint256,bytes)
Arguments
{
  "to": "0x42480C37B249e33aABaf4c22B20235656bd38068",
  "data": "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  "gasLimit": "3674961",
  "l2CallValue": "0",
  "maxFeePerGas": "1000000000",
  "maxSubmissionCost": "4734410000000000",
  "callValueRefundAddress": "0x3fB4d38ea7EC20D91917c09591490Eeda38Cf88A",
  "excessFeeRefundAddress": "0x3fB4d38ea7EC20D91917c09591490Eeda38Cf88A"
}
Calldata
#2sendMessage(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": "3000000"
}
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
0x676a…7120
Value
0 wei
Function
sendMessage(address,bytes,uint32)
Arguments
{
  "_target": "0xc91EcA15747E73d6dd7f616C49dAFF37b9F1B604",
  "_message": "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",
  "_minGasLimit": "2500000"
}
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 · favorablethread · constructive

Arguments for

  • The three-rule framework consistently applies a proven risk-reduction methodology across all L2 Comets, aligning supply caps with actual user demand rather than speculative headroom.— Gauntlet, PGov, Avantgarde
  • Compressed headroom reduces unused risk surface across the L2 footprint without displacing existing users, since all Rule 2 caps remain above current supply balances and preserve room for users to top up collateral during volatility.— Gauntlet, PGov, Avantgarde
  • The framework is particularly justified on L2s where long-tail collateral faces thinner liquidity, weaker arbitrage pathways, and more fragmented liquidator coverage than on Ethereum.— Avantgarde
  • Rule 1 deprecation of dormant assets (capping at zero) preserves withdraw, repay, and liquidate functionality for existing positions while preventing speculative new deposits on assets with negligible demand.— Gauntlet, PGov
  • All technical implementations passed comprehensive testing including Slither, Forge, Tenderly simulations, and scenario suite validation across all affected networks.— woof
  • The framework's mental model that unused headroom is unused risk surface is sound given the elevated frequency of long-tail collateral exploits across DeFi over the past year.— PGov

Arguments against

None surfaced.

Unresolved concerns

  • wstETH was added to the key collateral assets list only three weeks after the original proposal was posted, yet the proposal instructions do not mention it being excluded from cap reductions, creating ambiguity about whether Rule 3 was correctly applied.— pete
  • Several other L2 markets with low stETH utilization may also warrant cap reductions but were not included, including markets on Scroll and other chains listed by pete.— pete
  • Multiple Rule 2 assets are sized close to current utilization (mETH at ~51%, weETH at ~50%, wsuperOETHb at ~34%, OP at ~31%), meaning they may reach 80% utilization on day one and require frequent upward adjustments if organic demand continues to grow.— PGov, Avantgarde
  • Unclear governance process for reintroducing Rule 1 dormant assets back to normal supply caps if demand returns—whether they follow standard listing review or a lower-friction path.— PGov
  • The 20-30% buffer sizing may not adequately account for chain-specific liquidity depth, liquidator coverage, and stress event absorption capacity that varies across the seven different L2 networks.— Avantgarde

Notable participants

  • GauntletProposer; authored the supply cap reduction framework and detailed recommendations across all 16 L2 Comets and 37 collateral assets.
  • woofImplementation lead; prepared and submitted technical proposals with comprehensive testing and deployment details for all affected markets across L2s.
  • PGovFramework validator and forward-looking risk analyst; supported the proposal methodology while raising questions about utilization cadence and dormant asset reinstatement pathways.
  • AvantgardeRisk framework analyst; validated the aggregate compression ratios and assessed the particular justification for cap reductions on L2s given local liquidity constraints; voted in favor.
  • peteCritical questioner; raised concerns about inconsistent application of Rule 3 to wstETH and other low-utilization stETH markets potentially overlooked in the proposal.
Generated by Kvorum
model: claude-haiku-4-5
provider: anthropic
profile: anthropic-fast-v1
prompt: v1.0
generated: 2mo ago
Open the thread ↗