Thank you @sakulstra @oneski22 @Emilio and all for your feedback. We present Gauntlet 3 below in an attempt to incorporate the community feedback.
We would like to call out the price manipulation analysis that Gauntlet has provided here. 6 assets are being discussed: BAL BAT DPI MANA REN ZRX.
Should the community decide to disable those assets as collateral, then we recommend that those assets should also not be enabled as collateral on V3 ETH.
In addition, we hear the community feedback around listing wstETH instead of stETH. There may be price manipulation potential with the wstETH mechanism, so Gauntlet is currently analyzing the risk.
| Asset | Gauntlet 1 | Gauntlet 2 | oneski22 Proposal | Emilio Proposal | Gauntlet 3 |
|---|---|---|---|---|---|
| USDC | YES | YES | YES | YES | YES |
| ETH | YES | YES | YES | YES | YES |
| stETH | YES | YES | YES | YES (wstETH) | YES (wstETH, pending analysis) |
| WBTC | YES | YES | YES | YES | YES |
| USDT | YES | YES | YES | YES | YES |
| DAI | YES | YES | YES | YES | YES |
| LINK | YES | YES | YES | YES | YES |
| CRV | - | YES | YES | YES | YES |
| AAVE | YES | YES | YES | YES | YES |
| MKR | - | YES | YES | YES | YES |
| TUSD | - | YES | YES | YES (Isolated) | YES (Isolated) |
| FRAX | - | - | YES | YES (isolated or no collateral) | YES (no collateral) |
| BUSD | - | YES | YES | YES (no collateral) | YES (no collateral) |
| YFI | - | - | YES | YES (isolated?) | YES (isolated) |
| UNI | - | YES | YES | YES (isolated?) | YES (isolated) |
| ZRX | - | - | - | YES (isolated) | YES (isolated), but TBD |
| MANA | YES | YES | YES | YES (isolated) | YES (isolated), but TBD |
| xSUSHI | - | - | - | - | - |
| 1INCH | - | YES | YES | YES (isolated) | YES (isolated) |
| DPI | - | - | - | - | - |
| GUSD | - | - | YES | - | - |
| SNX | - | YES | YES | YES(isolated) | YES(isolated) |
| CVX | - | - | YES | YES(isolated) | YES(isolated) |
| BAT | - | - | - | YES(isolated) | YES(isolated), but TBD |
| REN | - | - | - | YES(isolated) | YES(isolated), but TBD |
| sUSD | - | YES | YES | YES(isolated or no collateral) | YES(no collateral) |
| ENJ | - | - | - | - | - |
| BAL | - | - | YES | YES(isolated) | YES(isolated), but TBD |
| AMPL | - | - | - | - | - |
| RAI | - | - | - | - | - |
| USDP | - | - | - | - | - |
| UST | - | - | - | - | - |
| LUSD | - | - | YES | YES (no collateral) | YES (no collateral) |
| FEI | - | - | - | - | - |
| renFIL | - | - | - | - | - |
| KNC | - | - | - | (there is a proposal to list the new KNC token, so we should evaluate how that goes) | - |