Solid framework to watch launch dynamics instead of just headline numbers. The cold start risk feels real if borrower demand stays muted while rates compress, especially with caps still tight.
Which signal do you think will be the clearest early indicator that BLP can scale sustainably once caps are lifted ?
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What I’m mainly watching for with BLP live on mainnet:
>How much supply is generated in the first 1-2 weeks that borrowers will be able to borrow (once caps are raised substantially)
>If suppliers are comfortable lending at lower rates than on HyperEVM or if they’d rather just transfer and lend on EVM side
>If borrowers are active now with market down or loans are low so yield is low for lenders and we face a bit of a cold start problem
>The avg size of borrow at launch to see what sort of users end up being primary users of BLP
Still difficult to get a full picture of BLP at scale with caps this low but will be interesting to see how quickly larger adoption is seen + what this enables on HIP-3 side as well (E.g. maybe preferred to borrow USDH as opposed to swap into it for some traders)
