[BIP-901] Increase Gauge Cap for TETU/USDC 80/20 Pool to 5%

PR with Payload

[BIP-116] Enable TETU/USDC 80/20 Gauge w/2% emissions cap (Polygon)

Summary

This proposal requests to increase the gauge cap for the TETU / USDC 80/20 pool from 2% to 5%.

The goal is to better reflect the pool’s maturity, sustained on-chain usage, and its role as the primary liquidity venue for the TETU token paired with a major stablecoin.

Background and Motivation

The TETU / USDC 80/20 pool is the canonical liquidity market for TETU, combining high protocol token exposure with a deep, highly liquid stable asset (USDC).

1. Core Liquidity Venue for TETU

  • This pool represents the main price discovery and liquidity source for TETU.

  • An 80/20 structure maximizes capital efficiency while preserving meaningful USDC depth.

  • Increasing the gauge cap supports tighter spreads and improved trade execution.

2. Stablecoin Pairing & Risk Profile

  • Pairing TETU with USDC significantly reduces volatility compared to volatile-volatile pairs.

  • This improves:

    • LP risk-adjusted returns

    • Attractiveness for conservative liquidity providers

    • Overall pool stickiness during market stress

3. Emission Efficiency & Ecosystem Fit

  • Higher gauge cap does not force emissions, but:

    • Removes a hard ceiling

    • Lets veBAL voters allocate emissions where demand naturally exists

  • This aligns emissions with real usage instead of arbitrary limits.

4. Long-Term Liquidity Sustainability

  • Deeper liquidity:

    • Improves user confidence

    • Supports integrations and routing

    • Reduces dependency on short-term incentive spikes

  • A higher cap allows the pool to scale alongside ecosystem growth.

5. Fixed Supply & Full Community Ownership

  • TETU has a fixed supply, and token emissions have fully ended.

  • 100% of the circulating supply is already in the hands of the community — there are no future minting schedules, inflation mechanisms, or protocol-controlled token releases.

  • As a result:

    • Gauge incentives do not subsidize inflation, but instead reward organic liquidity provision.

    • BAL emissions allocated to this pool support a fully circulating, market-driven asset, rather than compensating for ongoing dilution.

  • This makes the TETU / USDC 80/20 pool structurally aligned with long-term sustainability and governance-driven incentive allocation.

Specification

If approved, this proposal will execute an on-chain transaction updating the gauge parameters as follows:

WeightedPool: 0xE2f706EF1f7240b803AAe877C9C762644bb808d8
Child Chain Liquidity Streamer: 0xeBEa61d761233b0f1733623FaafBd385eb5b00D7
Polygon Root Gauge w/2% cap: 0x1E0C21296bF29EE2d56e0abBDfbBEdF2530A7c9A
  • Current cap: 2%

  • Proposed cap: 5%

Conclusion

The TETU / USDC 80/20 pool is a mature, stable, and strategically important liquidity venue.

Raising its gauge cap to 5% enables emissions to better reflect real demand and long-term ecosystem value, while leaving full control in the hands of veBAL governance.

1 Like

@Xeonus
Requesting that this proposal be put to a vote at the earliest opportunity.

This proposal will go live Jan 9th 2026 as currently governance is on hold until the start of next year (most delegates offline/afk atm).

1 Like

Edit by MAXYZ:

  • assign BIP ID
  • add payload to increase root gauge cap to 5%
1 Like

https://snapshot.org/#/s:balancer.eth/proposal/0x5c974824178259ac4e2409ed26e8cf9848e57b990c282d6d8031705d9600c878