[MRC-58] Farm Markets Deprecation

Summary

The objective of this proposal is to reduce the deposit caps of all Farm markets to 0 axlUSDC, effectively deprecating them. The rationale for this will be explored below.

Motivation

Given the Osmosis liquidity and incentives migration from XYK to Supercharged Liquidity pools, all of these Farm markets have experienced significant decreases in utilization. At the moment, all of these markets are completely unutilized or close to being so. Furthermore, we believe that the relative low APY currently offered by these markets is a trend that will continue in the future, as more activity ends up organically migrating to Supercharged Liquidity pools. As such, we don’t expect demand for these products to significantly increase in the future. This makes the proposed decrease the logical and conservative step to take, as keeping high, unutilized caps exposes the protocol to risks that are not worth taking.

Decreasing the caps to 0 will have no effect on current active positions. Those positions will not be liquidated and depositors will be able to withdraw from the markets they’re participating in whenever they choose to do so. The new caps only affect new positions. Given that they’re being set to 0, effectively no new deposits will be allowed on those markets.

Implementation

This is a signaling proposal, not an executable proposal.

The Mars smart contracts on the Osmosis chain are currently controlled by the Builder Multisig address. If this proposal passes, the builders will utilize their multisig to make the necessary parameter changes.

Copyright

Copyright and related rights waived via CC0.

Disclaimers/Disclosures

This proposal is being made by Delphi Labs Ltd., a British Virgin Islands limited company. Delphi Labs engages in incubation, investment, research and development relevant to multiple ecosystems and protocols, including the Mars Protocol. Delphi Labs and certain of its service providers and equity holders own MARS tokens and have financial interests related to this proposal. Additionally, Delphi Labs is one of several entities associated with one another under the “Delphi Digital” brand. Delphi Digital’s associated entities and/or equityholders or service providers of such entities may hold MARS and may have financial interests related to this proposal. All such entities, service providers, equity holders and other related persons may also have financial interests in complementary or competing projects or ecosystems, entities or tokens, including Osmosis/OSMO. These statements are intended to disclose relevant facts and to help identify potential conflicts of interest, and should not be misconstrued as a complete description of all relevant interests or conflicts of interests; nor should they be construed as a recommendation to purchase or acquire any token or security.

This proposal is also subject to and qualified by the Mars Disclaimers/Disclosures. Delphi Labs may lack access to all relevant facts or may have failed to give appropriate weighting to available facts. Delphi Labs is not making any representation, warranty or guarantee regarding the accuracy or completeness of the statements herein, and Delphi Labs shall have no liability in the event of losses or damages ensuing from approval or rejection or other handling of the proposal. Each user and voter should undertake their own research and make their own independent interpretation and analysis of all relevant facts and issues to arrive at their own personal determinations of how to vote on the proposal.

I’m voting no on this one for several reasons:

  1. Deprecating all the current Farm Vaults makes it seem like the protocol is eliminating this functionality altogether. That’s not true. Some third-party protocols are investigating adding new CL vaults, and Mars still supports this sort of functionality. It feels important to show off all of Mars capabilities to newcomers.
  2. Some of the vaults are currently yielding 20%+. (possibly more w leverage)
  3. Some users might enter these XYK vaults instead of CL vaults directly on Osmosis since they’ll be able to hedge or leverage their positions as collateral in other ways on Mars.
  4. I think the low utilization is as much a marketing issue as it is a statement on their popularity. Hopefully usage will increase as awareness of Mars grows.
  5. I also believe that the reduction of TVL in the past was due to an issue on reporting the actual APY of the vaults in the v1 interface. Underlying asset values were bleeding during the darkest phase of the recent bear market, which made them look less desirable than they look right now

Flipping my vote here to YES after learning that Osmosis passed a prop that will impact vault auto-compounding (which will also impact APYs on Mars and make these vaults less desirable). Looking forward to when Mars can add new CL vaults soon!