Indigo dao treasury management policies and procedures v2

INDIGO DAO TREASURY MANAGEMENT POLICIES AND PROCEDURES

Version Two

May, 2025

Objective

Building upon the Phase One Treasury Management Proposal, Phase Two focuses on streamlining execution and enhancing INDY value accrual, ultimately guiding the protocol toward deflationary goals.

Protocol Economic Layer

Interest generated from CDP users must benefit both the Protocol and, by association, INDY holders, replenishing INDY emissions previously distributed.

Protocol stakeholders and INDY holders must align efforts to maintain protocol efficiency, attractiveness, sustainable economic activities, and consistent stakeholder value accrual.

The ecosystem’s value capture mechanism consists of four primary components:

  1. Treasury Withdrawals
  2. Buybacks Execution
  3. Emissions Reductions
  4. Staker Incentives

Treasury Withdrawal

Timely treasury withdrawals are essential for maintaining optimal economic performance. It is proposed that treasury withdrawals occur monthly.

Buybacks

Proposed Method:Time-Weighted Average Price (TWAP)
Using the “DCA” (Dollar Cost Averaging) function, this approach enables the DAO to set automated buybacks over a defined period (e.g., 30 days).

Buybacks primarily extend liquidity pool (LP) runway, facilitating governance rights accumulation and ensuring balanced stakeholder participation. Token burning may also be considered during buybacks to achieve token supply deflation.

Buybacks will be managed jointly by the PWG and the Foundation, ensuring flexibility to meet sustainability objectives.

Emissions rate adjustments

To maintain the sustainability and value of emissions, a capped emission structure is recommended:

This structure ensures that emissions typically remain lower than the value generated by protocol fees. Emissions management will involve collaboration between the PWG and Foundation, enabling adaptive strategies aligned with sustainability goals.

Stakers

Stakers will continue earning INDY via staking, benefiting additionally from appreciation driven by deflationary buybacks. LP holders and other stakeholders will similarly benefit from token deflation.

Phase Two Implementation Proposal
While the guidelines above outline guides overall execution, the proposed actionable measures are as follows:

  1. Treasury withdrawals should occur monthly to ensure consistent operational funding.
  2. Treasury withdrawals will allocate 50% of funds towards buybacks, directly reducing inflation from emissions. Two buyback strategies will be deployed based on market dynamics as assessed by the PWG and Foundation:
    i. Monthly TWAP Orders:
    ii. Buyback Strategy 2.0 (alternative strategy as determined necessary by market conditions).
  3. The Treasury will retain the remaining 50% of fees generated, reserved for savings and necessary expenditures.
  4. Emissions will be continuously monitored and reviewed monthly or upon significant market shifts. The PWG and Foundation will collaboratively manage emission allocations to ensure sustainability and avoid dilution.
  5. INDY staking rewards will increase from 5,000 to 10,000 INDY per epoch, replacing ADA rewards for a more predictable and consistent yield structure.
  6. Update the iUSD interest INDY staker portion percentage from 30% to 0%
13 Likes

So ADA rewards will go away for staking? I was thinking that was one of the nice benefits to staking. I see that the the buybacks will support the increased INDY rewards, but no more ADA rewards (if I am misunderstanding this, please correct me). " 5. INDY staking rewards will increase from 5,000 to 10,000 INDY per epoch, replacing ADA rewards for a more predictable and consistent yield structure." Ore are we still earning ADA from the CDP’s per the graphic? I guess I am confused with line item 5.

2 Likes

What does no. 6 mean? Is that for the Stability Pool?

Yes there will still be ADA for stakers.
ADA from Minting fee, Redemption fee all stays the same.

Stakers will continue to benefit from economic activity from the protocol.

Interest however would be directed more towards buybacks while controlling emissions and trend towards deflationary tokenomics.

4 Likes

So the long & short on the use of interest generated by protocol, From 40% treasury, 30% buyback, 30% INDY stakers, we shift to 50% treasury, 50% buyback…

1°) is there an increase in planned spendings or a need for cash piling in treasury to justify that more is allocated to treasury ?

2°) Even if I understand the thinking on the 50%, receiving ADA from holding and staking INDY has been a very visible and transparent yielding feature as 2nd utility (1st being voting power) and I am very reluctant to give it away for more INDY which will not have any other utility than voting power…

3°) Even at neutralized inflation, no utility = no intrinsic value, imo. (putting speculation on Chakra and INDY role aside…)

2 Likes

@Cardaflow I agree with your second point and I’m also curious about what the answer to your first question would be.

In addition, yes it would be a great move to make $INDY more deflationary, but not sure if we should do this at the costs of rewarding stakers with less ADA. Why is a shift to 40 / 40 / 20 not enough in combination with reducing $INDY emissions?

1 Like

I expected to see more agressive Indy emissions cut or adjustment, especially from who is selling (CDPs, lps or stalkers?). I am sure that can be tracked and analysed.

Also what is keeping Indy stalkers still stable in volume is the HRA today. Even with double Indy rewards there, removing the 30% will drastically reduce HRA and so the motivation of staking. The other ada rewards for stalkers that will continue are very low due to low users.

I could go in favor for a 40/40/20 + 10k Indy for stakers if it is possible.

4 Likes

NB: at the end of the day, if we use 50% of interest rate to buyback INDY, could we offer the possibility for INDY holders to pay interest back in INDY instead of ADA ?

1 Like