Thank @nlord for sharing your thoughts on the asset risk parameter recommendation.
It’s great to see Compound taking steps ahead of AAVE on the supported assets. We would to share our thoughts on $ARB and $GMX.
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The comparison between $ARB on Compound and $OP on AAVE seems appropriate, as both tokens share similar tokenomics. If the $ARB adoption rate on Compound follows a similar pattern to that of $OP on AAVE, we can expect a low percentage of $ARB’s total supply to be deposited.
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We agree with @ClairvoyantLabs that GLP would be more suitable for a lending protocol over $GMX. Since $GMX itself can generate interest, there might not be enough incentive for people to use it as collateral at a low LTV. On the other hand, GLP could offer a more stable and less risky alternative due to its lower volatility compared to $GMX.