Synthetix: Plans to Re-adjust Incentives to Restore sUSD Peg and Lay Foundation for L1 and Perps V4
Kain, the founder of Synthetix, published a blog post titled "sUSD: The Road to Re-Pegging," outlining the path to re-adjust incentives, restore the sUSD peg, and lay the groundwork for L1 and Perps V4 on snaxChain. In late 2024, when SNX fell below $1, Synthetix launched a "debt forgiveness" program, concentrating historical sUSD debt in the on-chain 420 Pool. Although this avoided a liquidation crisis, it disrupted the arbitrage pegging mechanism of sUSD. To restore sUSD to $1, it is necessary to reintroduce incentives: positive incentives involve staking sUSD into the 420 Pool to receive SNX inflation rewards; negative incentives require stakers to deposit a certain percentage of sUSD (initially 5-10% of outstanding debt) with debt forgiveness paused if targets are unmet, and the percentage increased if the peg deviates. Additionally, the staking model is optimized by implementing SNX pooled staking, creating a new 420 Pool to accept new collateral assets, expanding the supply of sUSD without liquidation risks, initially including USDC and potentially expanding to other DeFi tokens.
As incentives are re-adjusted and the peg is restored, four coordinated measures will be executed: phasing out the old v2/v2x systems, integrating debt and liquidity into a new staking-only pool; launching Perps V4 on Ethereum mainnet, supporting multiple collaterals and off-chain order matching; launching snaxChain on a dedicated Superchain application chain, hosting options and perpetual contract markets; and minting an additional 170 million SNX as an incentive pool, bringing the total supply to 500 million tokens, with the new tokens deployed on snaxChain and dedicated to incentives.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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