Risk Stewards: Change of Supply and Borrow Caps on Aave V3 /

Summary LlamaRisk recommends the following supply and borrow cap changes on the Aave V3 MegaETH and Monad instances. The changes fall into two groups: cap increases on two reserves that are pinned at 100% of their supply cap, and a recalibration of the Monad reserves whose launch caps sit above realized usage and available liquidity. As detailed below, the two saturated reserves are consumed by a small number of leveraged looping positions operating close to the liquidation threshold, so the increases are supported by demonstrated demand but carry concentrated liquidation risk that we flag for