[Gauntlet] LLTV & Max LTV Revisions on Euler Arbitrum

Simple Summary

Gauntlet has conducted a review of current Loan-to-Value (LTV) parameters across Euler Arbitrum. Based on market comparisons and internal modeling, we recommend modest upward adjustments to maintain competitiveness while ensuring risk controls remain robust.

Recommendations

Note: We increase Max LTV and LLTV by the same amount in all recommendations. Thus, we only show LLTV. Max LTV will simply be 2% less than this value both before and after.

LLTV

Collateral / Debt WETH USDC USDT
USDC 86%->87% - -
USDT 86%->87% - -
WBTC 86%->87% 86%->87% 86%->87%
WETH - 86%->87% 86%->87%
wstETH - 84%->85% 84%->85%
tETH - 75%->80% 75%->80%

Rationale

  • Competitiveness: LTVs closer to market norms will encourage usage of Euler while keeping a conservative risk buffer.
  • Parameter Calibration: Increases align with on-chain liquidity and volatility metrics while maintaining effective liquidation support.

Next Steps

  • We welcome community feedback