Gamma STIP Program Updates

[Gamma] Bi-Weekly Update 5

Overview

Original Proposal and Snapshot

Recap of the Previous Two Weeks

After a promising start to Period 5 with large amounts of trading activity, Gamma suffered an exploit on January 4, 2024 at approximately 3:37:30 UTC. This successful exploit occurred in several Arbitrum stable and LST vaults across several exchanges, leading to a loss of approximately $6M+ in LP funds.

None of these vaults were selected for incentives by the GAMMA STIP program.

The first response was to restrict vault deposits to mitigate the attack vector immediately. Because the attack vector relied on the ability to make deposits into the pool, restricting vault deposits on every public-facing vault was a broad but effective means of nullifying the attack. Going network-by-network, we restricted all deposits at the smart contract level and notified our partner AMMs as soon as such actions were taken.

Gamma then engaged several auditors and developed a compensation plan for the victims of the attack. A few days later, an Interim Report was created to analyze the issues created by the attack. It was decided to reduce ARB emissions on all vaults by 30% while deposits were closed.

This report will be split into three numbers for transparency. A pre-exploit, post-exploit, and combined number.

ARB Received Last Disbursement:

107,143

ARB Utilized as Incentives in the Last Two Weeks:

107,143

Gamma STIP Dashboard

Contracts incentivized over the last 2 weeks:

Gamma Vault Vault Address ARB P5
WETH-USDC (narrow) 0xd7Ef5Ac7fd4AAA7994F3bc1D273eAb1d1013530E 7142.86
ARB-USDC (narrow) 0x29237292F15BC3615BFCc0D958C265Aa64527FB2 10000.00
WETH-USDT (narrow) 0x9330e26b5Fc0b7c417C6bD901528d5c65BE5cdf2 6428.57
WETH-ARB (narrow) 0x863cb3E55526Fa2F7e6b04ecf21Ea39143AC8056 9285.71
WETH-LINK (narrow) 0xF3557102C0cCBE07EE237B6eE70984f313886432 2857.14
DPX-WETH (narrow) 0x610C18bA42FBCE096CD9A894a1025EA0B69B581a 142.86
MAGIC-WETH (narrow) 0x6F8401bd348B3f8cDabc8C81dbD0Ac255abCB4e5 1428.57
GRAIL-WETH (narrow) 0x97D81162B96D57476CcF170595a39c1DC76676c9 2142.86
WETH-GMX (narrow) 0x9bdb8335619bA4E20Bea1321f8E32f45fD6e6e22 2142.86
plsARB-ARB (stable) 0x4D519650E86bc7fCab036314a160653FBcfE05C4 142.86
WINR-USDC.e (narrow) 0x7d89a94E486b6081E8683fbB879Aa0fdaFD1702d 571.43
SOL-USDC (narrow) 0x1cf4293125913cB3Dea4aD7f2bb4795B9e896CE9 571.43
ARB-USDC (narrow) 0x524D49847E644eD908d65396166EaCeF5C2D2a41 7142.86
WETH-ARB (narrow) 0x8909ae223c31F35763c60f06B358F7963687f3eB 5714.29
WETH-USDC (narrow) 0x81639d88451c96b8eff9fa5206Da2F1147Bc3067 4285.71
WETH-LQTY (narrow) 0x3d66F6FfF1F0FcD6dCD6F58398005Dc8c6a55C14 714.29
ARB-USDC.e (narrow) 0x5F4cED6237BBB278b693a2b46d3ef1f45ba27ea9 10357.14
ARB-USDT (narrow) 0x95375694685E39997828Ed5B17f30f0A3eD90537 8571.43
MAGIC-WETH (narrow) 0x9F0166a37A511d2D6647864Dd0abDc1Ef6699a0C 6428.57
RDNT-WETH (narrow) 0x2BCBDD577616357464CFe307Bc67F9e820A66e80 1428.57
USDC-LINK (narrow) 0xf8b645c32F660f5c997ED250f264cA4a0E7A5967 3571.43
WETH-LINK (narrow) 0xfA392dbefd2d5ec891eF5aEB87397A89843a8260 4285.71
GNS-WETH (narrow) 0xF66DA0f517c6f5431c77f4d0525EbC4b3bb40578 1071.43
(Hypervisor | Address 0x08a61a58ab10db054fbbe57996e89a69ddeba2f3 | Arbiscan) 0.00
WETH-ARB (narrow) 0xdaB1dA56965B1aaaBE38774E8B74C3Ade8fc439E 4285.71
WETH-ARB (narrow) 0x2FD6FD1E3f1fE24cC1422D22e62884A4528d1A24 6428.57

Gamma STIP Dashboard

Contract address label Form completed for all addresses.

Yes

ARB left over:

93,183.68

Plan for leftover ARB:

Continue to disperse ARB at steady rates in later periods.

Summary of incentives:

Camelot’s pools received approximately 40% of our incentives. Uniswap received about 33.3% of the available incentives, Ramses 16.7%, PancakeSwap 4% and SushiSwap 6%.

The incentives were spread over various pools, including blue chip pairs, Arbitrum-native projects, critical multichain infrastructure, stablecoins, and undercapitalized pools.

Incentives were distributed using Camelot Nitro, GammaChef, Angle Merkl, and Ramses’s MFD.

Additional Info / Disclosures to Multisig:

No disclosures or additional information.

Statistics

Average daily TVL:

$23,357,119 / day on incentivized vaults (Pre-exploit)

$18,574,859 / day on incentivized vaults (Post-exploit)

$21,131,446 / day on incentivized vaults (Period 5 Total)

Average daily transactions:

1594 / day on incentivized vaults (Pre-exploit)

1222 / day on incentivized vaults (Post-exploit)

1421/ day on incentivized vaults (Period 5 Total)

Average daily volumes:

$114,491,472 / day on incentivized vaults (Pre-exploit)

$66,206,858 / day on incentivized vaults (Post-exploit)

$92,019,726 / day on incentivized vaults (Period 5 Total)

Number of unique user addresses:

1131 (Pre-exploit)

1182 (Post-exploit)

1206 (Period 5 Total)

Transaction fees:

$1,256,080 / day on incentivized vaults (Pre-exploit)

$663,105 / day on incentivized vaults (Post-exploit)

$980,108 / day on incentivized vaults (Period 5 Total)

Link to Dashboard showing metrics:

Gamma STIP Dashboard

Metrics Tab

Next Period

Amount of ARB to be distributed: [Insert amount of ARB]

75,000 (30% deduction from previous period)

Contracts that will be incentivized:

Gamma STIP Dashboard

|## Contract address label Form completed for all addresses:

Yes

Mechanism for distribution incentives:

Incentives will be distributed using Camelot Nitro, GammaChef, Angle Merkl, and MFD.

Summary of incentives plan:

All ARB emissions will be reduced by 30%.

Camelot’s pools received approximately 40% of our incentives. Uniswap received about 33.33% of the available incentives, Ramses 16.67%, SushiSwap 6%, and PancakeSwap 4%.

The incentives will be spread over various pools, including blue chip pairs, Arbitrum-native projects, critical multichain infrastructure, several stablecoins, and several undercapitalized pools.

Summary of changes to the original plan:

Period 6 and possibly Period 7 to be reduced while deposits are closed.

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