RIADeFiPublished by Ketju Research
The Ledger · Economic change

Aave v3 proposes cap changes and matured-PT deposit closure

The Ledger · · Ketju Research

ProposedConfirmed evidence

Affects: Aave v3 (protocol)

What happened

LlamaRisk recommended six cap changes across Monad and Core through the Risk Steward process.

What changed

Proposed capacity changes include closing new deposits into matured PT-AUSD.

What did not change

Execution is unverified; the proposal preserves existing PT withdrawals.

Confirmed

  • Monad recommendations: USDe supply 100M to 150M; AUSD supply 20M to 40M and borrow 18M to 32M; mUSD borrow 25M to 40M.
  • PT-AUSD supply is recommended at 1 instead of 80M; Core USDe supply at 550M instead of 700M.

Still open

  • Execution transactions, timing, and live caps remain unverified.

What it means for an advisor

  • Monitor execution and refresh the memo's affected-market capacity and maturity handling before relying on proposed caps.

Sources

  1. Risk Stewards: Supply and Borrow Cap Changes on Aave V3 / 2026.10.08 · Aave governance / LlamaRisk ·

Version 1, published . We check this event again on . Educational research, not investment advice.