Aave V3 Core was 97.4% full on its 31,800 WBTC supply cap last week, so a clean Circle wrapper is aimed straight at risk committees, not retail BTC holders. If Chainlink PoR plus Circle Mint redemption holds up under Chaos/LlamaRisk-style reviews, cirBTC gives Aave, Morpho, Spark and Sky a second regulated BTC collateral rail after the 2024 WBTC custody drama. Arc support then becomes the nastier move: BTC collateral and USDC debt living inside Circle’s own settlement stack.

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