[ARFC] Deploy Aave v3 on Mantle

Overview

Following growing demand for Ethena-related assets in the Aave v3 Mantle deployment, we recommend increasing the initial Supply and Borrow Caps for sUSDe and USDe. This adjustment aligns with the previously discussed liquidity and execution profile on Mantle and reflects the observed demand.

Onchain liquidity conditions for both assets remain robust, with sUSDe maintaining over $5M of buy-side depth within a 5% slippage band and USDe supporting similar execution parameters. These profiles, along with the demand communicated, support an increase in the caps to accommodate initial growth.

Specifications

Asset Old Supply Cap New Supply Cap Old Borrow Cap New Borrow Cap
sUSDe 20,000,000 80,000,000 - -
USDe 20,000,000 40,000,000 17,500,000 36,000,000

Disclaimer

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