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Home»Analysis»Sky proposal seeks to double USDC PSM buffer to $800 million
Analysis

Sky proposal seeks to double USDC PSM buffer to $800 million

adminBy adminJune 12, 20263 Mins Read
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TL;DR

BA Labs has proposed doubling the key LITE-PSM-USDC-A parameters of the Sky stablecoin system from 400 million to 800 million. According to the proposal, USDC reserves are 4.13 billion, an increase of 108% since the last realignment in October 2024. The changes will increase daily update capacity to 1.6 billion and total supply capacity to 2.4 billion, according to a forum post. This update has been approved by the core facilitator team for future executive voting, but still requires formal approval before it can be published.

Sky Governance is considering a significant increase in parameters for the LITE-PSM-USDC-A module. This is a move that expands the system's ability to handle large-scale USDC-related stablecoin flows.

In a June 11 forum post, BA Labs, the council's core risk advisor, proposed increasing both the pre-built DAI buffer and the DC-IAM gap parameter from 400 million to 800 million. The proposal describes LITE-PSM-USDC-A as the dominant USDC-DAI trading venue in the Sky stablecoin system.

Sky’s proposal aims to expand stablecoin flow capacity

The peg stability module is an important part of stablecoin plumbing. Simply put, it helps absorb conversion flows between USDC and DAI or related Sky ecosystem assets, allowing the system to meet demand without causing unnecessary stress during periods of intense activity.

BA Institute said USDC reserves currently stand at 4.13 billion. This is more than double the level seen during the last readjustment on October 7, 2024, and the proposal calls for a 108% increase in reserves since then.

The recommended parameter changes double the buffer, resulting in a gap of 800 million. This increases daily update capacity to 1.6 billion per day and service capacity to 2.4 billion per day, according to the post.

Why buffers are important

Large-scale stablecoin systems can experience sudden flows as users rotate between assets, redeem liquidity, or respond to market stress. If the module capacity is too small compared to user demand, the system may require more frequent parameter adjustments or face tight liquidity situations on high conversion days.

This proposal points to several major historical events. The highest single SellGem day cited by BA Labs was on May 18, 2026, when it consumed 1.75 billion DAI. Other big days include 1.6 billion DAI on June 20, 2025, 1.41 billion DAI on October 21, 2025, 1.41 billion DAI on March 5, 2026, and 1.31 billion DAI on January 13, 2026.

These numbers explain why the proposed buffer is more than just a technical governance detail. In stablecoin systems with billions in reserves, parameter limits can directly impact how smoothly large flows move through the protocol.

Still waiting for official approval

The proposal states that the core facilitator team has approved inclusion of this change in the next board vote on June 12th. This means that the update is progressing procedurally, but is not yet an active protocol policy.

The key difference for DeFi users is that this is a proposed risk and liquidity adjustment rather than a change that has already been implemented. If approved by a board vote, the higher limits would give the Sky system more room to handle large USDC conversion flows without repeated manual readjustments.

The move also shows how stablecoin governance is increasingly focused on large-scale liquidity operations. As reserves increase, parameters that once seemed sufficient may become too small for the system's actual transaction patterns.

The question now for Sky is whether governance agrees that doubling the LITE-PSM-USDC-A buffer is the right response to its growth.

The primary source of information for this article is the Sky Forum's Sky Governance Forum.

buffer double million Proposal PSM seeks Sky USDC
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