The current round of geysers has ended, let's begin the next round.

New Additions to the Ecosystem

Bill Broker

The Bill Broker (aka Billy) was deployed in beta form with some assets seeded from the DAO. The application for LP deposits and withdrawals will be live shortly.

Actively Managed Charm Vault

For WAMPL/WETH liquidity, there is a new actively managed Charm vault, which provides a turnkey solution for AMPL LPs on Uniswap V3. This has a number of benefits over providing liquidity on Uni V2:

• Higher fee tier
• Concentrated liquidity, 2x capital efficiency
• Significantly better performance vs infinite band

Aerodrome

A new SPOT/USDC Aerodrome pair went live on the Base L2 platform. This has currently collected $1.25M in TVL with an APR of 38.41% on this stable-like pair.

Treasury Spotlight

Below is a snapshot of DAO controlled assets, as of August 22nd, 2024. Please note that all of the data below is summarized in a best effort form, from publicly available sources onchain.

DAO Assets	Balance	Value
AMPL	11,088,597.583208252	$10,366,031.30
FORTH	1,905,559.890017566674874513	$5,754,790.87
GRT	47,500.1	$7,282.67
SPOT	3,328.692776486	$3,728.14
USDC	2,331.966628	$2,331.97
Total		$16,134,164.94

Liquidity Positions	Balance	Value
ETH/AMPL UniV2	0.15492298302516707	$2,267,801.19
stAMPL	144.563335911049619346	$581,346.78
SPOT/AMPL Poolside	0.0000280312168	$182,530.48
Arrakis PALM (93% FORTH / 7% ETH)	N/A	$2.79M
Bill Broker (SPOT/USDC)	433,597,593,092.88	$459,501.87
Total		$6,281,180.32

Total Assets $22,415,345.30 Total Assets (minus FORTH) $14,065,854.40

Inflows

The treasury has collected 6,060.11 US$ in platform fees, represented by the USDC and SPOT balances above. This does not include fees still held within the LP positions or vaults.

Proposed Configuration

Geyser	Platform	Pair	Chain	FORTH Amount
Crystal	Charm Uniswap v3	WETH/WAMPL	Ethereum	25,000 FORTH
Steamboat	Bill Broker	SPOT/USDC	Ethereum	25,000 FORTH
Fly v2 (Superfly)	Charm Uniswap v3	SPOT/USDC	Ethereum	5,000 FORTH
Total				55,000 FORTH