Market Brief

Summary LlamaRisk recommends the following parameter changes based on user behavior, on-chain liquidity, and position health observed in the latest review of Aave V3 reserves. Aave V3 Mantle: Reduce supply cap for USDe from 30,000,000 to 10,000,000.

title: [ARFC] Onboard PT-AUSD-8OCT2026 to Aave V3 Monad Instance author: @TokenLogic created: 2026-07-16 Summary This ARFC proposes onboarding PT-AUSD-8OCT2026, the PT for Agora’s AUSD to the Aave V3 instance on Monad. Motivation Overview Aave went live on Monad in July 2026 and crossed 300M USD in deposits, with AUSD onboarded as one of the instance’s core stablecoin reserves.

Author: Ether.Fi Date: 2026-07-14 Temp Check discussion: [TEMP CHECK] Deploy a Dedicated Aave V4 Whitelabel Instance fully managed by EtherFi on OP Mainnet to Power Ether.fi Cash Temp Check Snapshot (passed): Snapshot vote Summary Following the successful TEMP CHECK Snapshot, this ARFC formalizes the deployment of a dedicated, EtherFi-operated Aave V4 hub on OP Mainnet to serve as the credit backend for EtherFi Cash, our Visa card product used by tens of thousands of cardholders. The instance replaces the bespoke borrow/lend market (“Debt Manager”) that powers Cash today.

Authors: SilentSwap Core Development Team Category: Protocol Integration / Privacy Infrastructure Status: Request for Comment - Phase 1 of the Uniswap governance process TL;DR We propose integrating an optional “Swap Privately” execution path directly into the Uniswap interface - the official web app and wallet - powered by SilentSwap’s non-custodial privacy infrastructure and implemented through Uniswap v4 Hooks and/or UniswapX . The goal is native UX integration: privacy-enhanced execution presented as a first-class option alongside the standard swap, not an external tool users have to find and trust separately.

Summary GFX Labs/Oku Trade proposes deploying Uniswap V4 on four EVM-compatible networks: Sei, Etherlink, Pharos, and 0G . These deployments expand V4’s footprint, generate protocol fees across new chains, and give hook developers new environments to build on.

MiCA is fully enforced. Uniswap serves EU users across multiple deployments.

COMPOUND FOUNDATION · V4 PROGRAM UPDATE Monthly V4 Program Update: Executive Summary Compound Foundation · Reporting period: June 2026 A condensed summary of the first recurring monthly update under the V4 funding program. The deck remains the full source of detail here .

Summary We are migrating the distribution of COMP rewards to Merkl. Going forward, both Compound v2 and v3 COMP rewards will accrue as before, but they will be distributed and claimed through Merkl rather than through the existing rewards contracts.

Delegate Address: gov.avantgardefi.eth (0xb49f8b8613be240213c1827e2e576044ffec7948) Email: governance@avantgarde.finance Twitter: https://x.com/avantgardefi Governance Lead: @justErik About Avantgarde Finance Avantgarde is a DeFi native asset management, advisory and research firm that delivers innovative digital asset investment solutions for DAOs, Foundations, Institutional and Sophisticated Investors. Avantgarde brings decades of experience from traditional finance and has been active in DeFi since 2016, notably as founders of the on-chain asset management protocol Enzyme which launched on mainnet in 2017.

Dev3pack DeFi Builder’s Club Final report (full version, with photos & videos): Notion G5Z4H0lWEAAjl_K 2048×1536 347 KB Screenshot 2026-01-19 at 15.54.44 1920×1198 402 KB 1. Executive Summary Project Name: Dev3pack DeFi Builder’s Club | Devconnect & More Questbook Application: Dev3pack DeFi Builder’s Club | Devconnect & More Website & Socials: Website: https://dev3pack.xyz/ X (Twitter): dev3pack (@dev3pack) / X LinkedIn: Dev3pack | LinkedIn What is Dev3pack Dev3pack is a global fellowship helping women+ and student developers move from Web2 into Web3 & AI, through free online bootcamps (Solidity, DeFi, Agents & Mini-apps, ZK & Privacy), a global hackathon, an 8-week founder accelerator (“The Bridge”), and IRL pop-up villages.

Executive Summary Name of your project: Chance Studios, Inc. Link to your Questbook application: Chance Link to your website/socials, others Website: https://chance.live/ Instagram: https://www.instagram.com/onemoarchance/?hl=en A brief summary of the project, its achievements, and overall impact on the Arbitrum ecosystem: Summary: Chance is the first platform purpose-built by TCG natives for TCG collectors that provides a unified platform to turn their collections into connections.

Participation Architecture - Final Grant Report 1. Executive Summary Project: Participation Architecture - Governance Data Pipeline & Deterministic Triage Rules Links: Questbook Application: View Proposal GitHub Repository: pawel-wyszomirski/participation-architecture Live Demo API: pa.wyszomirski.online Video Tutorials: YouTube Playlist Tagged Release: v0.1.0 Twitter/X: @pwyszomirski LinkedIn: Pawel Wyszomirski Summary: Participation Architecture is a developer-first REST API that normalizes Arbitrum DAO governance data and applies deterministic triage rules, so governance tools can prioritize what matters without building custom infrastructure.

Delegate Name: @PGov Delegate Address: PGov.eth (0x3fb19771947072629c8eee7995a2ef23b72d4c8a) Forum Handle: @PGov , @Juanbug_PGov Email: PGovTeam@gmail.com Core Principles: Transparency: Clear communication with votes and explanations of reasoning Growth: We see great potential for Optimism and look forward to helping the chain grow as much as possible Real-World Use Cases: We see great use cases in the future for RWA and web2/web3 connecting and look forward to seeing where the RWA uses cases will go Delegate Statement: We’re a team of dedicated governance enthusiasts who have been in the crypto governance space for almost two years now! Optimism is uniquely positioned and has some of the most unique governance initiatives we’ve seen across all of defi!

Proposal Type : Maintenance Upgrade Voting Cycle Type : Off-cycle. Per the OPerating Manual , Maintenance Upgrade Proposals proceed directly to on-chain voting under optimistic approval, with a one-week veto period and a 20% veto quorum.

Summary I am disclosing a vulnerability in the SDM/PostExec system (alloy-op-evm) that allows a malicious sequencer to forge gas refund values accepted by every verifier without recomputation. The fault-proof system (kona) shares the same blind spot and cannot dispute the resulting forged state root.