[BIP-765] Boosted Pool Lending Market Incentive Handling

Summary and Motivation

Balancer v3 has brought forward multiple opportunities for the underlying assets in Balancer pools to be rehypothecated into lending markets for increased LP yields. For example the Aave-Lido wstETH - wETH pool, which receives external incentives on the wETH lending market. Due to these external rewards not accruing directly to LPs, but to the Balancer v3 vault; I, along with the Balancer Maxis, are proposing to manage these rewards by claiming them and distributing them via bi-weekly merkl campaigns to LPs. In this sense LP rewards accrue for the exact time they are deposited in the pool and are distributed to be claimed 2 weeks later. As opposed to streaming rewards to the pool with a time delay. The issue with repurposing these rewards as direct or vote incentives is the time delay would mean newer LPs can join and dilute the rewards of those which have been in the pool prior.

This proposal will act as a standard for all external lending market incentives to be passed through the Balancer vault. The flow will be claimed by the omni-chain multisig using the same tracking, merkl schedule, and execution process to get rewards to respective LPs unless a change is proposed to Balancer governance at a later date.

Tokenlogic, from Aave will put forward a proposal for the Balancer Maxis Omni-chain multisig to have ability to claim any incentives accrued on StataV2 Aave wrappers to the Balancer vault.

Technical Specification

Sample code/logic for the automation and cadence of claiming and redistribution of the incentives can be seen in the Maxi-Ops repo here. A sample technical specification will not be provided as it varies due to multiple factors such as lending market, underlying token, reward token, and network.

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Note that the flow is designed as follows:

  • The Maxis claim respective rewards on behalf of the Balancer v3 vault
  • We then run custom code-logic calculating pool share snapshots and extracting a weighted average per eligible address for pool depositors and gauge stakers (both Balancer and Aura)
  • We then distribute the claimed amount based on eligible addresses via Merkl. airdrops retroactively. Users will see an info banner on the portfolio page on the Balancer app if they have an airdrop pending
  • All data and artifacts are stored in our repositories and are open-source

Example:

  1. a Morpho campaign runs from Monday to Friday
  2. Rewards are claimable the following Monday, we claim the pending amount for the Balancer v3 vault representing all depositors of our protocol
  3. We calculate pool shares in regular intervals for those 5 days for all depositors and pools
  4. We construct and distribute a Merkl airdrop campaign for that period (= retroactive airdrop)
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https://snapshot.org/#/s:balancer.eth/proposal/0xe24b86882703abcc6d97e5b8e472ce57c79ecbb9d26ef5e048753bb6593ef252