[Gauntlet] Weekly Market Updates - Ethereum/Arbitrum/Mantle

Proposals
12

[Gauntlet] Weekly Market Update: (2025-07-28 through 2025-08-03)

Ethereum Ecosystem Update

ethereum USDC Comet

Simple Summary

  • USDC Borrows have not changed, remaining at USD484.53M.

  • USDC Supply has not changed, remaining at USD537.93M.

  • USDC utilization did not change, remaining at 90.07%.

  • The minimum USDC reserve growth was 7.29%, and the maximum was 9.53%. The average USDC reserve growth was 7.86%.

  • The comet accumulated USD6.09K USDC reserves while distributing USD6.84K COMP rewards for a weekly Net Protocol Profit of USD-748.64.

Base Asset APR Trend

APR
APR2109×1678 258 KB

Reserve Analysis

Reserves
Reserves2205×1638 162 KB

COMP Rewards Analysis

Chain CometRewards COMP token holdings Daily aggregate COMP token reward distributions Remaining days of rewards runway (not including existing claimable rewards)
ethereum 28.13K 325.50 86.40

Collateral Asset Supply

Supply
Supply971×588 40.8 KB

Please see the live version of this graph here.

Base Asset Borrows

Screenshot 2025-08-07 at 11.34.50 AM
Screenshot 2025-08-07 at 11.34.50 AM3318×1678 158 KB

Please see the live version of this graph here.

Utilization

Utilization
Utilization1920×1200 183 KB

Supply Cap Usage

Supply Cap Usage
Supply Cap Usage1920×1200 175 KB

ethereum WETH Comet

Simple Summary

  • WETH Borrows decreased 2.71%, from USD173.52M to USD168.83M.

  • WETH Supply has not changed, remaining at USD192.93M.

  • WETH utilization decreased 2.82%, from 89.94% to 87.41%.

  • The minimum WETH reserve growth was 8.09%, and the maximum was 9.78%. The average WETH reserve growth was 8.44%.

  • The comet accumulated USD1.01K WETH reserves while distributing USD1.94K COMP rewards for a weekly Net Protocol Profit of USD-930.63.

Base Asset APR Trend

APR
APR2109×1678 261 KB

Reserve Analysis

Reserves
Reserves2180×1580 171 KB

COMP Rewards Analysis

Chain CometRewards COMP token holdings Daily aggregate COMP token reward distributions Remaining days of rewards runway (not including existing claimable rewards)
ethereum 28.13K 325.50 86.40

Collateral Asset Supply

Supply
Supply971×588 39.5 KB

Please see the live version of this graph here.

Base Asset Borrows

Screenshot 2025-08-07 at 11.35.48 AM
Screenshot 2025-08-07 at 11.35.48 AM3324×1614 164 KB

Please see the live version of this graph here.

Utilization

Utilization
Utilization1920×1200 207 KB

Supply Cap Usage

Supply Cap Usage
Supply Cap Usage1920×1200 163 KB

ethereum wstETH Comet

Simple Summary

  • wstETH Borrows decreased 2.43%, from USD1.69M to USD1.65M.

  • wstETH Supply decreased 2.43%, from USD29.40M to USD28.69M.

  • wstETH utilization did not change, remaining at 5.74%.

  • The minimum wstETH reserve growth was -11.08%, and the maximum was -11.08%. The average wstETH reserve growth was -11.08%.

  • The comet accumulated USD-5.48 wstETH reserves while distributing USD290.96 COMP rewards for a weekly Net Protocol Profit of USD-296.44.

Base Asset APR Trend

APR
APR2109×1678 158 KB

Reserve Analysis

Reserves
Reserves2224×1580 186 KB

COMP Rewards Analysis

Chain CometRewards COMP token holdings Daily aggregate COMP token reward distributions Remaining days of rewards runway (not including existing claimable rewards)
ethereum 28.13K 325.50 86.40

Collateral Asset Supply

Supply
Supply971×588 24.7 KB

Please see the live version of this graph here.

Base Asset Borrows

Screenshot 2025-08-07 at 11.36.25 AM
Screenshot 2025-08-07 at 11.36.25 AM3306×1572 162 KB

Please see the live version of this graph here.

Utilization

Utilization
Utilization1920×1200 174 KB

Supply Cap Usage

Supply Cap Usage
Supply Cap Usage1920×1200 143 KB

ethereum USDS Comet

Simple Summary

  • USDS Borrows decreased 2.24%, from USD8.70M to USD8.50M.

  • USDS Supply decreased 2.17%, from USD9.66M to USD9.45M.

  • USDS utilization did not change, remaining at 90.07%.

  • The minimum USDS reserve growth was 6.56%, and the maximum was 9.99%. The average USDS reserve growth was 9.09%.

  • The comet accumulated USD107.00 USDS reserves while distributing USD848.63 COMP rewards for a weekly Net Protocol Profit of USD-741.63.

Base Asset APR Trend

APR
APR2109×1678 269 KB

Reserve Analysis

Reserves
Reserves2309×1580 184 KB

COMP Rewards Analysis

Chain CometRewards COMP token holdings Daily aggregate COMP token reward distributions Remaining days of rewards runway (not including existing claimable rewards)
ethereum 28.13K 325.50 86.40

Collateral Asset Supply

Supply
Supply971×588 36.3 KB

Please see the live version of this graph here.

Base Asset Borrows

Screenshot 2025-08-07 at 11.39.45 AM
Screenshot 2025-08-07 at 11.39.45 AM3302×1632 155 KB

Please see the live version of this graph here.

Utilization

Utilization
Utilization1920×1200 176 KB

Supply Cap Usage

Supply Cap Usage
Supply Cap Usage1920×1200 156 KB

ethereum USDT Comet

Simple Summary

  • USDT Borrows have not changed, remaining at USD202.33M.

  • USDT Supply has not changed, remaining at USD223.35M.

  • USDT utilization did not change, remaining at 90.59%.

  • The minimum USDT reserve growth was 7.21%, and the maximum was 8.40%. The average USDT reserve growth was 7.49%.

  • The comet accumulated USD2.63K USDT reserves while distributing USD5.82K COMP rewards for a weekly Net Protocol Profit of USD-3.18K.

Base Asset APR Trend

APR
APR2109×1678 274 KB

Reserve Analysis

Reserves
Reserves2291×1638 173 KB

COMP Rewards Analysis

Chain CometRewards COMP token holdings Daily aggregate COMP token reward distributions Remaining days of rewards runway (not including existing claimable rewards)
ethereum 28.13K 325.50 86.40

Collateral Asset Supply

Supply
Supply952×588 44.1 KB

Please see the live version of this graph here.

Base Asset Borrows

Screenshot 2025-08-07 at 11.40.45 AM
Screenshot 2025-08-07 at 11.40.45 AM3248×1610 152 KB

Please see the live version of this graph here.

Utilization

Utilization
Utilization1920×1200 174 KB

Supply Cap Usage

Supply Cap Usage
Supply Cap Usage1920×1200 173 KB

Arbitrum Ecosystem Update

arbitrum USDC.e Comet

Simple Summary

  • USDC.e Borrows have not changed, remaining at USD494.12K.

  • USDC.e Supply has not changed, remaining at USD675.45K.

  • USDC.e utilization did not change, remaining at 73.15%.

  • The minimum USDC.e reserve growth was 0.91%, and the maximum was 0.96%. The average USDC.e reserve growth was 0.93%.

  • The comet accumulated USD0.50 USDC.e reserves while distributing USD0.00 COMP rewards for a weekly Net Protocol Profit of USD0.50.

Base Asset APR Trend

APR
APR2109×1678 188 KB

Reserve Analysis

Reserves
Reserves2235×1580 183 KB

COMP Rewards Analysis

Chain CometRewards COMP token holdings Daily aggregate COMP token reward distributions Remaining days of rewards runway (not including existing claimable rewards)
arbitrum 3.15K 73.00 43.10

Collateral Asset Supply

Supply
Supply971×588 29.5 KB

Please see the live version of this graph here.

Base Asset Borrows

Screenshot 2025-08-07 at 11.41.15 AM
Screenshot 2025-08-07 at 11.41.15 AM3270×1610 151 KB

Please see the live version of this graph here.

Utilization

Utilization
Utilization1920×1200 170 KB

Supply Cap Usage

Supply Cap Usage
Supply Cap Usage1920×1200 148 KB

arbitrum USDC Comet

Simple Summary

  • USDC Borrows decreased 4.33%, from USD30.91M to USD29.57M.

  • USDC Supply has not changed, remaining at USD34.15M.

  • USDC utilization decreased 4.26%, from 90.52% to 86.67%.

  • The minimum USDC reserve growth was 6.90%, and the maximum was 9.09%. The average USDC reserve growth was 7.94%.

  • The comet accumulated USD315.65 USDC reserves while distributing USD1.70K COMP rewards for a weekly Net Protocol Profit of USD-1.38K.

Base Asset APR Trend

APR
APR2109×1678 253 KB

Reserve Analysis

Reserves
Reserves2310×1580 182 KB

COMP Rewards Analysis

Chain CometRewards COMP token holdings Daily aggregate COMP token reward distributions Remaining days of rewards runway (not including existing claimable rewards)
arbitrum 3.15K 73.00 43.10

Collateral Asset Supply

Supply
Supply952×588 33.3 KB

Please see the live version of this graph here.

Base Asset Borrows

Screenshot 2025-08-07 at 11.42.15 AM
Screenshot 2025-08-07 at 11.42.15 AM3290×1602 157 KB

Please see the live version of this graph here.

Utilization

Utilization
Utilization1920×1200 188 KB

Supply Cap Usage

Supply Cap Usage
Supply Cap Usage1920×1200 166 KB

arbitrum WETH Comet

Simple Summary

  • WETH Borrows decreased 3.31%, from USD24.23M to USD23.43M.

  • WETH Supply decreased 2.96%, from USD26.76M to USD25.97M.

  • WETH utilization did not change, remaining at 90.53%.

  • The minimum WETH reserve growth was 23.12%, and the maximum was 26.56%. The average WETH reserve growth was 25.31%.

  • The comet accumulated USD479.89 WETH reserves while distributing USD387.94 COMP rewards for a weekly Net Protocol Profit of USD91.95.

Base Asset APR Trend

APR
APR2109×1678 251 KB

Reserve Analysis

Reserves
Reserves2131×1580 175 KB

COMP Rewards Analysis

Chain CometRewards COMP token holdings Daily aggregate COMP token reward distributions Remaining days of rewards runway (not including existing claimable rewards)
arbitrum 3.15K 73.00 43.10

Collateral Asset Supply

Supply
Supply971×588 36.6 KB

Please see the live version of this graph here.

Base Asset Borrows

Screenshot 2025-08-07 at 11.42.46 AM
Screenshot 2025-08-07 at 11.42.46 AM3298×1632 163 KB

Please see the live version of this graph here.

Utilization

Utilization
Utilization1920×1200 203 KB

Supply Cap Usage

Supply Cap Usage
Supply Cap Usage1920×1200 157 KB

arbitrum USDT Comet

Simple Summary

  • USDT Borrows have not changed, remaining at USD22.18M.

  • USDT Supply has not changed, remaining at USD24.62M.

  • USDT utilization did not change, remaining at 90.11%.

  • The minimum USDT reserve growth was 7.64%, and the maximum was 9.98%. The average USDT reserve growth was 8.21%.

  • The comet accumulated USD269.00 USDT reserves while distributing USD1.45K COMP rewards for a weekly Net Protocol Profit of USD-1.19K.

Base Asset APR Trend

APR
APR2109×1678 216 KB

Reserve Analysis

Reserves
Reserves2310×1580 196 KB

COMP Rewards Analysis

Chain CometRewards COMP token holdings Daily aggregate COMP token reward distributions Remaining days of rewards runway (not including existing claimable rewards)
arbitrum 3.15K 73.00 43.10

Collateral Asset Supply

Supply
Supply952×588 27.4 KB

Please see the live version of this graph here.

Base Asset Borrows

Screenshot 2025-08-07 at 11.43.24 AM
Screenshot 2025-08-07 at 11.43.24 AM3276×1632 156 KB

Please see the live version of this graph here.

Utilization

Utilization
Utilization1920×1200 173 KB

Supply Cap Usage

Supply Cap Usage
Supply Cap Usage1920×1200 157 KB

Mantle Ecosystem Update

mantle USDe Comet

Simple Summary

  • USDe Borrows have not changed, remaining at USD3.12M.

  • USDe Supply has not changed, remaining at USD5.07M.

  • USDe utilization did not change, remaining at 61.54%.

  • The minimum USDe reserve growth was -9.88%, and the maximum was -9.38%. The average USDe reserve growth was -9.60%.

  • The comet accumulated USD-29.29 USDe reserves while distributing USD387.94 COMP rewards for a weekly Net Protocol Profit of USD-417.24.

Base Asset APR Trend

APR
APR2138×1678 220 KB

Reserve Analysis

Reserves
Reserves2372×1589 187 KB

COMP Rewards Analysis

Chain CometRewards COMP token holdings Daily aggregate COMP token reward distributions Remaining days of rewards runway (not including existing claimable rewards)
mantle 2.49K 8.00 311.80

Collateral Asset Supply

Supply
Supply952×588 26.3 KB

Please see the live version of this graph here.

Base Asset Borrows

Screenshot 2025-08-07 at 11.44.07 AM
Screenshot 2025-08-07 at 11.44.07 AM3290×1576 163 KB

Please see the live version of this graph here.

Utilization

Utilization
Utilization1920×1200 169 KB

Supply Cap Usage

Supply Cap Usage
Supply Cap Usage1920×1200 150 KB

1 Like