Milestone 1 - Incentive continuity and stabilization
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
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 realloc…
Program completion
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
Optimism Season 9 - Growth Grants