TokenLogic proposed changes to Aave’s reserve factors across 54 reserves in a November 12 submission. Governance has not approved them. The proposal covers 12 V3 instances and V2 Ethereum, and its model puts the blended reserve factor at 12.7%, up from 12.0%.
TokenLogic estimates $3.5 million in additional annual treasury revenue using November 9 balances and rates. That is not a forecast of the eventual result: balances, rates and supplier activity could change. Where a factor rises, the treasury would receive a larger share of borrowing interest and suppliers a smaller share; the change would not itself raise borrower interest rates.
