Weekly Governance Recaps

Weekly Governance Update: Week of November 4th, 2024

This last week was relatively quiet in terms of Moonwell governance. A few contributor updates are highlighted below.

Contributor Updates

Forum post: Gauntlet Weekly Market Update

Author: Gauntlet

Summary: Gauntlet posted a weekly update on November 4th for the Moonwell markets covering the previous week.

  • Base: Five assets had an average supply cap usage of over 75%: DAI (90.97%), USDbC (102.74%), cbETH (75.02%), rETH (100%), and weETH (97.44%). The deployment had $486,519 in liquidations across five assets in the past week: mcBTC ($189.36K), mAERO ($146.40K), mUSDC ($134.87K), mWETH ($15.84K), and mDAI ($49.14).
  • Optimism: Three assets had an average utilization greater than 75%: USDC (89.86%), USDT (89.57%), and DAI (89.65%). The deployment had $15,517 in liquidations of three assets in the past week: mOP ($14.70K), mwstETH ($764.46), mWETH ($53.44).
  • Moonbeam: No asset had an average utilization greater than 75%. The deployment had $16,898 in liquidations across five assets in the past week: mGLMR ($6.02K), mDOT ($4.78K), mWBTC.wh ($3.57K), mETH.wh ($2.51K) and mUSDC.wh ($18.32).
  • Moonriver: One asset had an average utilization greater than 75%: FRAX (82.79%). No liquidations were reported.

Forum post: Gauntlet - Cap Recommendations

Author: Gauntlet

Summary: Gauntlet announced they would use Cap Guardian to change caps throughout the week:

  • WETH (Base) Supply Cap from 60K to 96k and Borrow Cap from 40k to 64K
  • USDC (Base) Supply Cap from 100M to 200M and Borrow Cap from 92M to 184M
  • cbBTC (Base) Supply Cap from 560 to 900
  • cbETH (Base) Supply Cap from 10K to 16K
  • weETH (Base) Supply Cap from 900 to 1400
  • rETH (Optimism) Borrow Cap from 170 to 340
  • wstETH (Optimism) Supply Cap from 2500 to 5000 and Borrow Cap from 750 to 1500
  • AERO (Base) Supply Cap from 35M to 70M

Forum post: Block Analitica & B.Protocol: Moonwell Flagship Vaults - Monthly Recap (October 2024)

Author: BlockAnalitica

Summary: In October, Moonwell Flagship vaults on Morpho’s Base deployment experienced significant growth (224% average TVL increase), leading Block Analitica to update the allocation model for yield maximization. Parameter changes included:

  • Setting maxIn flow cap to zero for cbETH/USDC (exchange rate) market.
  • Adding Idle market to USDC vault’s supply queue.
  • Increasing EURC vault’s supply cap to 10 million EURC.
  • Enabling Public Allocator for EURC vault via DAO vote.

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