Market Brief

Summary This proposal onboards PT-USDG-28MAY2026 to Aave V4 on Ethereum. The asset is already listed on Aave V3 Core as E-Mode-only collateral.

Summary This proposal onboards the next PT-sUSDe August 2026 Expiry to the Aave V3 Ethereum Core Market and Aave V4 Ethereum. Motivation PT-sUSDe have become established collateral types for users seeking fixed-rate Ethena exposure through Pendle principal tokens.

Summary LlamaRisk recommends the following PT E-Mode parameter changes based on the latest report of the PT parameter methodology on the active Pendle PT reserves on Aave V3 Ethereum and Plasma instances. Aave V3 Ethereum: Update PT-USDG-28MAY2026 Stablecoins E-Mode (46): increase LTV from 93.6% to 93.7%, increase LT from 95.6% to 95.7%, reduce LB from 2.0% to 1.5%.

Name: DAOplomats Delegate Address: 0x057928bc52bD08e4D7cE24bF47E01cE99E074048 Delegate ENS Address: gov.DAOplomats.eth Forum Username: @Baer_DAOplomats @jengajojo Website: www.DAOplomats.org Twitter: https://x.com/DAOplomats Our Voting Activity: Boardroom Introduction DAOplomats is a governance-as-a-service organisation that empowers DAOs through effective governance, treasury management, grants programs, and community-building initiatives. We leverage our expertise to help DAOs achieve their full potential by fostering collaboration and maximising positive outcomes.

UNIfication Blog Image 1920×1440 562 KB Update 12/18: This proposal was posted onchain December 18th, 2025 and will be live for voting on December 19th, 2025. You can access the vote here.

Argonaut Delegate Platform Delegate Name: Argonaut Forum: Argonaut Delegate Address: 0x21b3B193B71680E2fAfe40768C03a0Fd305EFa75 Twitter Profile: Argonaut Languages: English, Spanish Our Voting History: Boardroom About Us: Argonaut is a team of highly motivated crypto enthusiasts eager to participate in governance and make meaningful improvements where we see opportunities. Our team is diverse, with expertise on DeFi analysis, smart contract development, and research.

1916×1038 27.7 KB This forum post will serve as the thread for future Compound Community Calls . These are recurring, open calls where developers, delegates, grantees, and community members come together to discuss protocol upgrades, market updates, governance programs, and any other ecosystem initiatives.

Summary Woof proposes a one-year renewal to continue developing, maintaining, and evolving Compound V3. Compound V3 is the primary live production system securing assets, facilitating lending activity, and generating protocol revenue.

Proposal: Compound Support for DeFi United Recovery Background Following the rsETH incident, the Compound Foundation and its service providers have been engaged with relevant counterparties to monitor developments, assess potential impacts, and support constructive resolution pathways where appropriate. Based on currently available on-chain data and analysis conducted with risk and security partners (including Gauntlet), the Foundation’s understanding is that Compound Protocol exposure is expected to be limited under a range of plausible resolution scenarios.

1. Executive Summary Project: Stylus Sorcery Academy Reporting Period: March 2025 → May 2026 Live platform: https://stylus.academy Source code: github.com/tolgayayci/stylus-academy Questbook application: Stylus Sorcery Academy on Questbook Project summary Stylus Sorcery Academy is an interactive, gamified learning platform that teaches Arbitrum Stylus development through a wizardry-themed narrative — functions are “spells,” contracts are “grimoires,” and learners progress from Apprentice to Archmage.

Authors: Aave Labs, KelpDAO, LayerZero, EtherFi, Compound Proposal Type: Constitutional AIP Date: April 25, 2026 Abstract Aave service providers are working with the KelpDAO team, LayerZero team, EtherFi, Compound, and other ecosystem parties on a recovery effort, with the goal of making affected rsETH holders whole. This proposal asks Arbitrum Governance to approve the release of the 30,765.67 ETH immobilized by the Arbitrum Security Council into that coordinated remediation effort.

Hey Arbitrum community I’ve been researching DAO Security Council structures across major protocols and noticed a consistent gap every Security Council is built entirely with technical members , yet these bodies hold some of the most concentrated emergency power in Web3. This raises a genuine governance question: Is a council composed entirely of technical experts truly accountable to the community — or just to the codebase?

Highlights The Grants Council reviewed 3 applications during Cycle 51. 1 application moved forward and 2 applications were declined.

As outlined in the Security Council Charter , it is time the Optimism Security Council to hold re-elections for Cohort B. All elected members will serve a 12 month term and there are no term limits.

The Season 9 Security Council Cohort B Elections are underway, and as the community evaluates candidates, I want to raise a structural question worth discussing: Should the Security Council formally include a Non-Technical Observer/Analyst role? The Gap We’re Not Talking About Current eligibility criteria rightly emphasizes technical competency OP Stack knowledge, secure key management, smart contract familiarity.