Thanks for putting this forward @MarcZeller.
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For wstETH and rETH on Ethereum and wstETH on Optimism, we support the updates above, as we recommended here and here
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For wstETH on Polygon and Arbitrum, we’ve provided our analysis here and recommend a more modest increase:
| Network | Asset | Current Supply Cap | Recommendation |
|---|---|---|---|
| Arbitrum | wstETH | 9,300 | 15,000 |
| Polygon | wstETH | 2,400 | 4,050 |
- For sAVAX, following our analyses here, we support increasing the supply cap to 3M.
The updated data regarding on-chain liquidity and the composition of position (e-mode vs non e-mode) can be found below:
