Gains Network Bi-Weekly Update [15-07-2024]

Recap of the Previous Two Weeks

ARB Received Last Disbursement: 375,000 ARB

ARB Utilized as Incentives in the Last Two Weeks: 398,437 ARB*

*Slightly longer than 2 weeks (17 days) as Gains Network started incentivizing from June 28th

Contracts incentivized over the last 2 weeks:

Trading Incentives (163,636 ARB per Epoch):

  • gTrade Trading Incentives:

****EpochBasedTokenClaim | Address 0x7401374ce116b71abd1e2ae6351d21c2296d8787 | Arbitrum One

LP Incentives:

  • gUSDC / USDC on Ramses
  • gUSDC / USDC on Timeswap
    • This is Timeswap’s multi-sig that handles the distribution on Gains Network’s behalf*
  • gUSDC incentives on Copra
    • This is Copra’s multi-sig that handles the distribution on Gains Network’s behalf*
  • Balancer / Beefy
    • gUSDC / USDC pool on Balancer
  • Beefy Boost contract:

*Note that Gains Network confirmed with the program manager whether it’s allowed to distribute incentives through partners’ multi-sig (who are LTIPP/STIP.B grant recipients too).

See the following overview for LP Incentive transactions:

GCGP Contracts

None so far. See the following overview for projections on how GCGP Grants are about to be distributed if participants execute on their proposed milestones.

Gains Network confirmed with the participants whether they still expect to execute on their proposed timelines. All parties confirmed and the first tranches of $ARB will be distributed as per the overview. Transactions will be included in following bi-weekly reports.

Contract address label Form 54 completed for all addresses: See above.

ARB left over: 351,562 ARB

Plan for leftover ARB:

  • Trading Incentives
  • LP Incentives
    • Budgeting for new integrations when oracles for gUSDC are live
  • GCGP Grants budgeting

Summary of incentives:

  • Trading incentives
    • Fees
    • Absolute PnL
    • Loyalty
  • LP Incentives
    • Main focus on gUSDC markets
    • GNS / ETH
    • gDAI
  • GCGP Grants

Additional Info / Disclosures to Multisig: None.

STATS

Note that, due to recent gTrade updates (v9 & a tokenomics revamp) and the high priority of fast-follows required by Gains Network’s dev team, the Arbitrum-native dashboard is still in progress to fit the STIP.B program and include newly incentivized contracts. It is expected to be live by EOW. All data will be retroactively visible but for now, absolute numbers (snapshot) will be provided for the incentivized pools:

Total TVL:

gTrade Vaults

gToken and GNS pools:

Following metrics are derived from the protocol-wide Dashboard but provide a quite realistic representation as Arbitrum is the most dominant chain for Gains Network in terms of traffic.

Average daily transactions: [Insert stat]

Average daily volumes: $94.7M

Number of unique user addresses: N/A

Transaction fees: ~$857k last two weeks

Link to Dashboard showing metrics: https://dune.com/gains/gtrade-stats-arbitrum-stip (For the reasons mentioned above, the dashboard has yet to be updated but will provide insights retroactively in the following bi-weekly reports)

Plan For the Next Two Weeks

Amount of ARB to be distributed:

Trading incentives (Epoch 3 and 4)

  • 327,272.73 ARB in total
    • 85% Fees (capped at 75% rebate)
    • 10% Absolute PnL
    • 5% Loyalty

LP incentives (Week 3):

  • 24,964 ARB in total, distributed as follows:

6,666.66 $ARB GNS / ETH on Camelot

1,998 $ARB Penpie gDAI bribes

8,500 $ARB Ramses CL pool — gUSDC / USDC

500 $ARB Copra borrowing pool — gUSDC

1,800 $ARB for a Timeswap gUSDC lending market.

5,500 $ARB Balancer gUSDC / USDC pool through a Beefy boost contract

LP Incentives (Week 4):

Same as with Week 3, with a slightly different approach for the Balancer pool distribution where 4k ARB will go through the Beefy booster contract and 1.5k ARB will be utilized for bribes.

GCGP Grants

The first tranches of GCGP Grants will be distributed to projects that are eligible and confirmed their projections are still valid. These transactions will be included in the next report. See the overview above for which projects are expected to be

Contracts that will be incentivized: See above

Contract address label Form 54 completed for all addresses: Yes

Mechanism for distribution incentives:

  • Gains Network distributes ARB incentives for trading through a custom contract labelled above.
    • Rewards are streamed weekly
  • LP Incentives are distributed manually once every week through the above labelled contracts and are then handled by those contracts throughout the week.
    • Gains Network makes sure that $ARB LP Incentives are only sent to contracts handled by partners that are KYB’ed with the Arbitrum Foundation
  • GCGP Grants will be distributed to (multisig) wallets by grant recipients who will then incentivize their campaigns on top of gTrade
    • Gains Network ensured that the applications were submitted by the official project teams

Summary of incentives plan:

  • Trading incentives
  • LP Incentives (gTokens and GNS)
  • GCGP Budgeting and distributions

Summary of changes to the original plan: As highlighted in the Addendum and first bi-weekly report, Gains Network is pursuing new integrations for gUSDC markets on third party venues. The first steps are to attract sufficient liquidity on DEXs to unlock oracles.

Therefore, the first change to the original plan (ie. the first bi-weekly report) is the creation and incentivisation of the Balancer / Beefy pool. More changes are expected once required price feeds are live. Any newly incentivized contracts will be included in following bi-weekly reports.