[BIP-111] Index Coop x Balancer DAO Partnership

Summary:

With the upcoming launch of multiple products utilizing Managed Balancer Pools, Index Coop is proposing a partnership with Balancer DAO that includes fee split arrangements, a token swap, and veBAL gauges.

Supplemental Resources:

Motivation:

Since launching over two years ago, Index Coop has established itself as the leader in on-chain structured products. With over 90% of the market share of on-chain indices, we’ve experienced first-hand the many trends and cycles of crypto. Much like the rest of DeFi, Index Coop has yet to reach escape velocity. Our current slate of products offer users one-click access to the largest sectors of crypto. Our strategies make DeFi simple for users who don’t want to constantly manage on-chain positions.

Our DAO, however, has been limited in the type of products we can build. Our upcoming suite of products, built and bundled on Managed Balancer Pools, will unlock the advancements and efficiencies of DeFi in a whole new way. In our new partnership, Index and Balancer are positioned to bring the wonders of crypto to all users. The Index Coop team aims to bring Balancer to every corner of the finance world including institutional custodians, TradFi data providers, crypto intermediaries, DeFi money markets, on-chain aggregators, and wallet interfaces. It is time to bring Balancer to the mainstream.

In an effort to keep our partnership strong and long-term focused - with both of our communities in mind - Index Coop is proposing:

  1. Product fee splits
  2. OTC token swap
  3. Enable veBAL gauges on select products

Product fee splits

  • Index Coop is offering Balancer DAO a base of 30% of MBP-level fees for Composite MBPs. For Structured MBPs a base MBP-level fee of 50% will go to Balancer.
    • Composite MBPs will resemble existing composite, Set-based products like DPI. Composite MBPs will typically target a theme, sector, or market and generally have simpler functionality.
    • Structured MBPs will represent a new class of products that utilize the fuller feature set of Managed Pools. These structured MBPs will include tokens built in-house by Index Coop and will generally have more sophisticated functionality compared to Composite MBPs.
      • Upcoming dsETH will be considered a Structured MBP
  • For a full deep dive into the fee arrangements follow this link: Index Coop / Balancer Fee Framework
  • Most Favored Nation status: For any fee split arrangement Balancer gives to any party in the future, Index Coop shall have the right (but not the obligation) to receive the same terms.

Token Swap

  • Index Coop is proposing a 1:1 OTC treasury swap
  • 100k INDEX (currently ~$200k) for a proportional amount of BAL (a 30dma of each token to be applied upon date of formal agreement)
  • Index Coop will convert the tokens into veBAL using the vested escrow contract, locking them for 1 year
  • We believe in a long-term partnership and propose locking the respective veBAL and INDEX for at least 1 year
  • Index Coop will use these tokens to direct BAL rewards to Index Coop Managed Pools beginning with dsETH. These tokens will be supplemented by ~4,824 veBAL (~$80k) obtained by Index Coop treasury investments into the Balancer Boosted USD Pool.
  • Voting power for INDEX and BAL is planned to be instant, but is contingent on the technical capaiblites of the locking mechanism

veBAL Gauges

  • Index Coop is proposing to set up initial gauges for the Diversified Staked ETH Index, Diversified Stable Yield Index, and future Structured MBPs

Over the past few months, we’ve been inspired by the success of BAL and veBAL. We’ve already seen with dsETH how our products could bring positive sum dynamics as protocols can add native token incentives to our products and buy/lock veBAL. The Index Coop team intends to be a major advocate for protocols getting into the veBAL game. While the INDEX token does not share these same characteristics, the INDEX token has unique and powerful metagovernance dynamics. Considering the success of the Aave swap, this partnership would add voting power at a low cost there and also gain voting power in UNI, COMP, and others that we’ve used and can continue to use for asset listings. In addition to the metagovernace power, we invite Balancer DAO to use INDEX tokens to influence the direction of product decisions including the composition of future MBPs.

Index Coop’s first managed pool, dsETH, is only the beginning. Our product team is looking forward to increased flexibility as we build future indices and even as we think about redesigning or bundling existing indices. We believe the combination of our technical teams and our added abilities to distribute tokens to custodians and possibly centralized exchanges will open up Balancer to a whole new class of investors.

Voting Specifications:

We request a vote to decide on the partnership between Index Coop and Balancer DAO.

If the community votes YES:

  • The product fee arrangement as specified above will be put into place
  • Index Coop and Balancer DAO will conduct an OTC token swap. BAL will be sent to the Index Coop Treasury Account: 0x462A63D4405A6462b157341A78Fd1baBfD3F8065
  • Initial gauges will be set up for dsETH and DYI

If the community votes NO:

  • Index Coop and Balancer teams will revisit our partnership framework without interfering with the technical development of the products

Index Coop and Balancer will continue to work closely together as we build our future slate of products. We look forward to hearing from the entire Balancer Community and we’re happy to answer any questions!

8 Likes

In full support! I’ll clarify the following points per my understanding (I believe we are aligned):

  • 100k INDEX (currently ~$200k) for a proportional amount of BAL (a 30dma of each token to be applied upon date of formal agreement)

Date of formal agreement will be the date this snapshot vote ends. Index Coop and the Balancer Maxis will settle the price at that time.

  • The product fee arrangement as specified above will be put into place

Both dsETH and DYI will have a 50/50 fee split between Index Coop and Balancer. Of Balancer’s 50%, 25% will flow to the DAO and 75% to passive veBAL lockers (per usual).

  • Initial gauges will be set up for dsETH and DYI

As soon as dsETH and DYI launch, gauges will be created and immediately added to the veBAL voting list. There will be no follow on proposals for gauge approvals as that is being packaged into this single proposal.

2 Likes

I fully support this proposal.

As an active user of both Balancer/Aura and an Index Coop contributor, I am very excited to see a long-term, win-win partnership develop between our teams and projects.

I can’t wait for dsETH, DYI and to see what else we can build together in the future.

2 Likes

One note voters should be aware of is DYI will include a Set Index comprised of DAI/USDC Uni v3 liquidity - thus by approving a DYI gauge we are incentivizing Uni v3 liquidity. I think it’s all fine really but I figured best to say something to ensure no surprises later.

3 Likes

Thank you for this work @funkmasterflex ! We are supportive of this proposal.

2 notes:

  1. Maybe I’m stating the obvious here, but this is a significant partnership for Index Coop and I think that it is appropriate that as part of this partnership there will be a marketing combined effort. Some ideas: Balancer & Index Coop Twitter space when stETH is launched, social media activity from the Balancer account such as announcing a partnership etc. Index Coop is taking a big leap of faith on Balancer here (rightfully so probably!) and even a soft commitment to a combined marketing effort can really strengthen the mutual connection.

Can you please shed some light on why is the stETH considered a Structured MBP and not a Composite?

4 Likes

Thanks solarcurve for the clarification.

Our diversified stable yield index will employ various strategies across a few key sectors including variable lending, fixed lending, LPing, and real-world assets. For LPing, we’ll be including UniV3 strategies. We will also be using the Balancer Boosted USD Pool (bb-a-USD).

This product will be well diversified so no single protocol/stablecoin/strategy (including Uniswap) will take up a significant percentage.

2 Likes

Hi Idan. We appreciate the support from you and Collider!

  1. Both of our teams plan on using significant resources for the launch of dsETH. I agree co-hosting some twitter spaces would be worthwhile. Currently, we’re working on some joint press releases, podcast appearances, and IRL conference appearances. As you said we’re very bullish on Balancer tech. We hope to show the ecosystem the power of MBPs as used in dsETH and the multitude of products and strategies possible in the future. Our marketing gurus currently meet weekly and as we get closer to launch we’ll be very aligned on marketing efforts.

  2. At the request of the Balancer team we’ve designated dsETH as a structured MBP. Considering much of the technology required for Structured MBPs is being built out for dsETH we are happy to meet that request.

Happy to provide more info on the above and look forward to keeping in close contact with the Collider team as the launch date nears.

2 Likes

https://snapshot.org/#/balancer.eth/proposal/0x907607fde21c051e6f2de1349d054c68b4e35ba09cf141db142c000987842fe6