Aave v4 borrowing and supply cap proposals

What happened

LlamaRisk proposed higher supply and borrowing caps for Aave v4 on Ethereum and Arc on October 26, 2026.

What changed

LlamaRisk proposed allowing larger positions across several Spokes that share Hub liquidity. The steward stated that it would implement the changes.

What did not change

LlamaRisk supplied no execution confirmation in this proposal. Ketju continues to classify Aave v4 as Not approved.

Confirmed

• LlamaRisk proposed raising Ethereum Main Spoke USDC supply capacity from 50,000,000 USDC to 75,000,000 USDC on October 26, 2026.
• LlamaRisk proposed raising Ethereum EtherFi Spoke WETH borrowing capacity from 45,000 WETH to 60,000 WETH on October 26, 2026.
• LlamaRisk proposed raising Arc Maple Spoke USDC borrowing capacity from 46,000,000 USDC to 75,000,000 USDC on October 26, 2026.
• LlamaRisk proposed raising Arc Maple Spoke syrupUSDC supply capacity from 50,000,000 syrupUSDC to 75,000,000 syrupUSDC on October 26, 2026.

Still open

• LlamaRisk did not establish execution dates or transaction receipts in the proposal.
• Ketju must verify the resulting caps against each Hub's available liquidity before reconsidering exposure.

What it means for an advisor

• Ketju should review the Aave v4 memo's Spoke caps and shared liquidity analysis.
• Advisors should retain the Not approved verdict while Ketju checks executed limits and withdrawal liquidity.