Weekly Governance Recaps

Weekly Governance Update: Week of September 30th, 2024

The first week of October included Gauntlet recommendations, new market proposals from Puffer Finance and Origin Protocol, and progress on KelpDAO’s previous successful Snapshot regarding wrsETH.

Here are the highlights:

Contributor Updates

Forum post: Gauntlet Base/Optimism/Moonbeam/Moonriver Monthly Recommendations

Author: Gauntlet

Summary: Previously, Gauntlet offered their monthly recommendations on risk parameters across the four Moonwell deployments. Monday, four onchain proposals were created to execute those parameter changes. MIP-B32, MIP-O10, MIP-M39, and MIP-R26 all passed their onchain voting period.

Forum post: Gauntlet Base/Optimism/Moonbeam/Moonriver Weekly Market Update

Author: Gauntlet

Summary: Gauntlet posted a weekly update on Monday for the Moonwell markets covering the previous week.

  • Base: One asset had an average borrow/supply cap usage of over 75%: rETH (87.67% supply cap). The deployment had $512,653.61 in liquidations across six assets in the past week: mUSDC ($383.55K), mAERO ($113.52K), mcbBTC ($15.33K), mWETH ($251.15), mcbETH ($1.88), and mwstETH ($0.58).
  • Optimism: Three assets had an average utilization greater than 75%: USDT (84.78%), USDC (84.29%), and DAI (89.23%). The deployment had $1,040.39 in liquidations across two assets in the past week: mOP ($1.04K) and mDAI ($0.39).
  • Moonbeam: No asset had an average utilization greater than 75%. The deployment had $9,869.45 in liquidations across two assets in the past week: mxcUSDT ($9.77K) and mGLMR ($99.45).
  • Moonriver: One asset had an average utilization greater than 75%: FRAX (82.28%). No liquidations were reported.

Forum post: Gauntlet - EURC Supply Cap Recommendations and cbBTC Recommendations

Author: Gauntlet

Summary: Gauntlet, on Monday, announced they would use Cap Guardian to increase the EURC Supply and Borrow Caps from 4.2M to 8.6M and 3.9M to 8.2M, respectively. Wednesday, they provided updated recommendations for EURC and new recommendations for cbBTC. EURC’s Borrow cap were increased from 3.9M to 8M. cbBTC’s Supply and Borrow caps were increased from 280 to 560 and 80 to 160, respectively. For the rationale behind these changes, see the forum posts above.

Integration Updates

Forum post: Add pufETH Market to Moonwell on Base

Summary: Wednesday, first-time poster @Puffer created a forum post outlining a proposal to add a market for pufETH to Moonwell. The Liquid Restaking Token (LRT) issued by Puffer Finance offers Ethereum liquid staking rewards and integrations across other DeFi platforms. For more on this proposal, including TVL, liquidity, security, and more, visit the forum post above.

Forum post: Add Wrapped Super OETH market to Moonwell on Base

Summary: Thursday, after speaking on the governance call, @pete from Origin Protocol created a forum post outlining a proposal to add a market for wsuperOETHb to Moonwell. The asset is the next iteration of OETH. This new class of LSTs are meant to be higher yield than staking alone, yet come with less risk than restaking tokens. For more on this proposal, including token design, benefits to Moonwell, security, and more, visit the forum post above.

Forum post: Add wrsETH Markets to Moonwell on Base and Optimism

Summary: KelpDAO’s previous Snapshot proposal to add markets for their LRT, wrsETH, to Moonwell on Base and Optimism was passed successfully. On Friday, Gauntlet offered their recommendations regarding the risk analysis for the proposed market.

Upcoming Events in Governance

Monthly Governance Call

The first Thursday of each month

Look for the next Monthly Governance Call in Discord on the first Thursday of the month, November 7th.

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