[ARFC] Chaos Labs Risk Stewards - Increase Supply and Borrow Caps on V3 Ethereum, Arbitrum and Gnosis - 05.14.2024

[ARFC Addendum] Increase Supply and Borrow Caps for weETH

Title: [ARFC Addendum] Increase Supply and Borrow Caps for weETH

Date: 2024-05-21

Author: @ACI


Summary

This proposal asks for governance approval to raise the supply caps for weETH to accommodate growing demand. The goal is to balance risk with profitability, ensuring sustainable growth and optimized revenue.

Motivation

weETH has been consistently hitting its current supply cap, reflecting substantial market demand. Increasing the cap will provide more liquidity for users, leading to higher borrow volumes and enhanced protocol revenue.

However, some voices from the community raised concerns about the speed of growth of weETH in the aave ecosystem and would like a slowed-down approach to allow the Etherfi & LRTs ecosystem to gain maturity.

Specification

We propose governance to greenlight the Risk Stewards to raise caps according to market conditions and risk tolerance up to newly defined ceilings, with an aggressive or conservative approach.

  1. Aggressive Approach: Increase weETH caps up to 1M weETH
  2. Conservative Approach: Increase weETH caps up to 500K weETH

The implementation of new caps will be done via Risk Steward.

Disclaimer

The ACI is not presenting this ARFC on behalf of any third party and is not compensated for creating this ARFC.

Next Steps

  1. If consensus is reached on this [ARFC Addendum], escalate this proposal to the Snapshot stage with 4 options: YAE (Aggressive Option,) YAE (Conservative Option), Abstain, or NAY
  2. If the ARFC snapshot outcome is YAE, implement changes via Risk Stewards

Copyright

Copyright and related rights waived via CC0.

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