It is nice to see Chaos updating their methodology to incorporate elements that have been included in Gauntlet’s borrow/supply cap methodology, such as 50% of circulating supply.
As mentioned above, Gauntlet has been working on updated borrow/supply cap recommendations. We posted them here.
Given that Chaos’s methodology now incorporates a cap of 50% of circulating supply, several of Chaos recs are similar to Gauntlet’s. However, there are important areas where our recommendations diverge (WBTC, AVAX, etc.).
As we mentioned, we are happy to collaborate with Chaos on this set of recommendations. We wish to incorporate our option so that the community may choose transparently. We can provide a summary of the key differences so that the community can have the clarity to make an informed decision.
As such, instead of going direct to AIP, it may be best to first do a Snapshot vote (swiftly, of course) to decide between the two options and then fast-follow with an AIP. We are also open to hearing other alternatives from Chaos or the community.