Compound Pauses Deposits for Seven LST and LRT Tokens
Compound (COMP)
Editor:
Eugene Serbin
Cryptotimes.io reports that Compound governance is pausing new deposits for seven liquid-staking and liquid-restaking token listings across its ETH-denominated markets. Acting on a recommendation from risk manager Gauntlet, the protocol is setting the supply cap to zero for ezETH, pufETH, rETH, and tETH. This change applies to markets on Ethereum, Base, Arbitrum, and Optimism, with Mainnet caps taking effect on September 1 and Layer 2 caps on September 3.
The move targets listings where current supply is below $500,000, a threshold Gauntlet deems too low to cover associated risk and operational costs. Gauntlet cited low borrower demand and elevated parameter risks, noting that oracle mechanics for these assets can stall or misprice under stress. The seven affected listings hold an aggregate collateral of $1,592,357, representing less than 1.5 percent of the $109.0 million total collateral in ETH comets.
Existing positions remain fully functional with no forced liquidations or changes to collateral factors. Delegate DAOplomats noted that pufETH’s high cap usage may not reflect sustained demand, while suggesting ezETH’s multi-comet presence could still serve a role in absorbing demand ahead of isolated V4 markets. The decision proceeds under the existing governance framework, which recently welcomed a new leadership team and a $52 million development program.
How the market reacted
Whalio's own Binance spot order flow for COMP, measured when this story was written up on 31 August 2026. Not the outlet's figures.
COMP is trading at $18.04 with a 1-hour buy ratio of 56.9 percent, indicating a short-term preference for buyers over sellers. This 1-hour reading is higher than the 4-hour buy ratio of 50.8 percent and the 24-hour buy ratio of 53.1 percent, suggesting that buying pressure is building in the immediate term rather than fading. The volume delta of +$1,663 over the last hour shows that buy volume has exceeded sell volume in that specific window. Over the past 24 hours, the volume delta is +$24,821, confirming that net buying has outweighed net selling during this longer period. CVD closed at -$113,328, indicating that while recent flow is positive, cumulative volume delta has been negative over the day's close.
The latest daily buy ratio of 49.4% sits at the 35th percentile of the last 322 days, against a median of 51.1% - ordinary for this coin.
Twenty-four hours later
What COMP did over the 23 hours after the story broke. The market moves for its own reasons; this is what happened, not what the story caused.
Was that an ordinary day?
The same Binance spot measurements for COMP, averaged over the days leading up to the story.
The current 24-hour buy ratio of 53.1 percent is slightly above the 7-day average of 51.9 percent, showing a modest increase in buyer preference compared to the preceding week. However, the 24-hour spot volume of $398,482 is only 0.44 times the weekly average volume, indicating that trading activity is significantly lower than usual. This volume level suggests that today is an unusually quiet day for the coin relative to its recent trading habits. Despite the lower volume, the coin has seen 5 days of net buying out of the last 7 days, with a total volume delta of +$379,095 over that period. The price has declined 13.0 percent over the past 8 days, contrasting with the recent short-term buying pressure.