lending.* on Base: moonwell misses newer mToken markets (~7x borrow undercount); compound v3 missing the cAEROv3 comet

While reconciling decoded event tables against the curated lending.* sector on Base, two coverage gaps showed up. Both look like the same root cause: the market lists appear to come from static seeds (the in-schema ctokens views list only 7 moonwell markets and 3 comets) rather than from onchain listing/deploy events.

1. Moonwell: newer mToken markets are missing. The comptroller (0xfBb21d0380beE3312B33c4353c8936a0F13EF26C) has listed 21 markets (moonwell_base.comptroller_evt_marketlisted), but lending.borrow only carries rows for roughly the original set. Over the last 30 days that's a ~7× undercount on borrows (decoded 17,356 vs curated 2,421) and ~5× on repays; supplies/withdraws are ~8–10% low because most volume is still in older markets, but most borrowing now happens in markets decoded under merc20delegate_*/merc20delegator_* (AERO, cbBTC, and other newer listings).

2. Compound v3: the cAEROv3 comet (0x784efeB622244d2348d4F2522f8860B96fbEcE89, deployed 2025-02-20 via configurator_evt_cometdeployed) is absent — it has 49k+ decoded supply events but zero rows in lending.supply/lending.borrow (and is also missing from compound_v3_base.ctokens). 30d decoded supply events across all 4 comets: 16,045 vs 12,407 curated rows.

Counts are from 2026-08-31 runs; the queries below are self-contained and reproduce with current data.

Proving query (event counts, last 30d):

WITH decoded AS (
    SELECT 'moonwell' AS project, 'borrow' AS verb, COUNT(*) AS n
    FROM (
        SELECT evt_block_date FROM moonwell_base.maero_evt_borrow
        UNION ALL SELECT evt_block_date FROM moonwell_base.mamo_evt_borrow
        UNION ALL SELECT evt_block_date FROM moonwell_base.mcbbtc_evt_borrow
        UNION ALL SELECT evt_block_date FROM moonwell_base.mcbeth_evt_borrow
        UNION ALL SELECT evt_block_date FROM moonwell_base.mdai_evt_borrow
        UNION ALL SELECT evt_block_date FROM moonwell_base.mreth_evt_borrow
        UNION ALL SELECT evt_block_date FROM moonwell_base.musdc_evt_borrow
        UNION ALL SELECT evt_block_date FROM moonwell_base.musdcnative_evt_borrow
        UNION ALL SELECT evt_block_date FROM moonwell_base.mweth_evt_borrow
        UNION ALL SELECT evt_block_date FROM moonwell_base.mwsteth_evt_borrow
        UNION ALL SELECT evt_block_date FROM moonwell_base.merc20delegate_evt_borrow
        UNION ALL SELECT evt_block_date FROM moonwell_base.merc20delegator_evt_borrow
    ) WHERE evt_block_date >= current_date - INTERVAL '30' DAY
    UNION ALL
    SELECT 'compound', 'supply', COUNT(*)
    FROM (
        SELECT evt_block_date FROM compound_v3_base.cusdcv3_evt_supply
        UNION ALL SELECT evt_block_date FROM compound_v3_base.cusdbcv3comet_evt_supply
        UNION ALL SELECT evt_block_date FROM compound_v3_base.cwethv3_evt_supply
        UNION ALL SELECT evt_block_date FROM compound_v3_base.caerov3_evt_supply
    ) WHERE evt_block_date >= current_date - INTERVAL '30' DAY
),
curated AS (
    SELECT 'moonwell' AS project, 'borrow' AS verb, COUNT(*) AS n
    FROM lending.borrow
    WHERE blockchain = 'base' AND project = 'moonwell' AND transaction_type = 'borrow'
      AND block_month >= DATE_TRUNC('month', current_date - INTERVAL '30' DAY)
      AND block_time >= CAST(current_date - INTERVAL '30' DAY AS TIMESTAMP)
    UNION ALL
    SELECT 'compound', 'supply', COUNT(*)
    FROM lending.supply
    WHERE blockchain = 'base' AND project = 'compound' AND version = '3'
      AND transaction_type = 'supply'
      AND block_month >= DATE_TRUNC('month', current_date - INTERVAL '30' DAY)
      AND block_time >= CAST(current_date - INTERVAL '30' DAY AS TIMESTAMP)
)
SELECT d.project, d.verb, d.n AS decoded_events, c.n AS curated_rows
FROM decoded d
LEFT JOIN curated c ON c.project = d.project AND c.verb = d.verb

Market-coverage drill (which listed moonwell markets lending.* knows about):

SELECT CAST(m.mtoken AS VARCHAR) AS mtoken,
       CASE WHEN l.addr IS NULL THEN 'MISSING from lending.borrow' ELSE 'covered' END AS status
FROM (SELECT DISTINCT mtoken FROM moonwell_base.comptroller_evt_marketlisted) m
LEFT JOIN (
    SELECT DISTINCT project_contract_address AS addr FROM lending.borrow
    WHERE blockchain = 'base' AND project = 'moonwell'
      AND block_month >= DATE_TRUNC('month', current_date - INTERVAL '90' DAY)
) l ON l.addr = m.mtoken
ORDER BY status, mtoken

And the AERO comet specifically: SELECT COUNT(*) FROM lending.supply WHERE blockchain='base' AND project='compound' AND project_contract_address = 0x784efeB622244d2348d4F2522f8860B96fbEcE89 returns 0 against 49k+ decoded events.

Suggested fix: derive the moonwell market list from comptroller_evt_marketlisted and the comet list from configurator_evt_cometdeployed (distinct cometProxy) instead of static seeds.

Start with the lending.borrow and lending.supply models, then run the proving and market-coverage queries in the issue. Compare their inputs with moonwell_base.comptroller_evt_marketlisted and compound_v3_base.configurator_evt_cometdeployed, including the listed mToken addresses and distinct cometProxy values. Done means newer Moonwell markets and the cAEROv3 comet produce the expected curated rows.