Aave Risk Stewards propose five supply-cap increases and a USDe borrow-cap cut

What happened

LlamaRisk published specific reserve-cap recommendations and stated its intention to implement them through the Risk Steward process.

What changed

Proposed capacity would increase for PT-srUSDe on Core, WETH on Polygon, USDe on Mantle, and cbBTC and cbETH on Base. Mantle USDe borrowing capacity would decrease.

What did not change

The cached record supplies no execution receipt. It proposes cap changes without establishing changed collateral eligibility, liquidation thresholds, or oracle contracts.

Confirmed

• Core PT-srUSDe-22OCT2026 supply cap is proposed to rise from 10 million to 20 million.
• Polygon WETH supply cap is proposed to rise from 15,000 to 20,000.
• Mantle USDe supply cap is proposed to rise from 40 million to 80 million and borrow cap to fall from 18 million to 10 million.
• Base cbBTC supply cap is proposed to rise from 3,200 to 4,000 and cbETH from 50,000 to 60,000.
• The record states that implementation will proceed through the Risk Steward process.

Still open

• Execution transactions, effective timestamps, and resulting on-chain caps are not established.
• The position-health and liquidity figures are service-provider observations rather than independently reproduced state in this review.

What it means for an advisor

• Track the proposed limits in Aave capacity diligence and verify on-chain execution before using the higher limits in exposure analysis.
• Reassess Mantle USDe concentration and available exit liquidity if the doubled supply cap becomes operative.
• Do not infer improved collateral quality from increased capacity.