Milestone 1 - Incentive continuity and stabilization
PendingDue: Jun 30, 2026
- Maintain active WBTC/USDC allocation on OP Mainnet
- Target approximately $10M TVL
- Deliver first program update with OP deployed, TVL, retention metrics, and incentive efficiency
Milestone 2 - Retention and growth optimization
PendingDue: Sep 30, 2026
- Continue incentive deployment with retention-optimized emissions
- Maintain average weighted TVL of $15M or greater
- Report on cohort retention, borrow utilization, and OP spend per dollar of retained TVL
- Evaluate strategic opportunity reserve status; report on deployment or reallocation decision
Program completion
PendingDue: Dec 31, 2026
- Year-end target: average TVL of $25M, further maintained for greater than 3 months
- Report on TVL trajectory, retention outcomes, total OP deployed, remaining balance, and any reallocations
- If strategic opportunity reserve was not deployed, confirm reallocation to USDC Prime