Analysis
LlamaRisk proposes doubled PT-USDG cap and revised Aave V3 rates
LlamaRisk proposes doubling the PT-USDG-29OCT2026 supply cap on Aave V3 X Layer to 70,000,000 and adjusts borrowing rates for USDe, USD₮0, and USDG.
Category
Analysis
Deeper reads — data-driven analysis, explainers and opinion from the CoinScoop desk.
Analysis
Ethereum EIPs refine execution artifacts and L2 burn paths
Recent Ethereum EIP-8246 commits detail OP Stack burn examples and CREATE2 redeployment, while ERC-8410 advances portable off-chain execution plans.
Analysis
SEC proposes scrapping adviser pay-to-play rule
The SEC has proposed rescinding Rule 206(4)-5, which currently bars investment advisers from receiving compensation for two years if they make political contributions above a de minimis threshold.
Analysis
SEC targets SYQH and LZGI over years of missing filings
The SEC initiated administrative proceedings against SYQH and LZGI for failing to file required periodic reports, potentially suspending or revoking their securities registrations.
Altcoins
Arbitrum treasury runway faces spot-price challenge
A forum post on the Arbitrum Foundation Forum highlights that valuing native tokens at market price for DAO runway calculations creates a liquidity illusion, with actual runway potentially 80% lower.
Analysis
LlamaRisk proposes Aave stablecoin rate-model changes
LlamaRisk proposes Aave stablecoin rate-model changes, including a 100-basis-point increase to USDe's base rate and a 20-basis-point increase to Slope1 for other stablecoins.
Analysis
Aave Labs proposes USDe onboarding on Avalanche V4
Aave Labs has proposed onboarding USDe to the Aave V4 Core Instance on Avalanche, extending its collateral footprint to the network.
Analysis
SEC transfer-agent overhaul puts onchain records in view
The SEC's proposed overhaul of transfer agent rules, dating to the 1970s, raises questions about onchain records, wallet identifiers, and compliance for digital securities.
Analysis
CFTC and SEC push Form PF compliance date to July 2027
The CFTC and SEC have extended the Form PF compliance deadline for 2024 amendments from October 1, 2026, to July 1, 2027, giving private-fund advisers more time.
Analysis
Strategy resumes Bitcoin buying with $370 million purchase
Strategy acquired 4,603 BTC for $369.7 million between August 24 and August 30, bringing its total holdings to 845,050 BTC.
