Risk Stewards: USDe Supply Cap Increase on Aave V3 MegaETH / 2026.05.03

This is a perfect example of why we need the Sandbox. MegaETH is seeing 100% cap utilization and high-leverage looping (1.03 HF) within days of launch. That’s great for protocol revenue, but it’s the definition of a high-energy silo. Keep the supply caps growing to meet demand, but keep the firewalls high so that 1.03 cluster never touches the stability of the ‘Commuter’ chains like Arbitrum, OP, Mantle, or Base.