rFOX LP * Sunset Jan 2026 🫡

Tokenomics
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Within SCP-186 KPIs proposal it stipulates: “permission to Workstream Leaders to apply the same success metrics to currently active features, campaigns, and programs.”

Sadly, that time has come for the rFOX LP program. As rFOX LP has continually not exceeded expectations.

recommendation is: sunsetting the program by end of Jan 2026

What’s next

We’ve ticketed all the moving pieces, coordinated with the signers, and will align with engineering to coordinate a graceful wind down. All users funds will be paramount in the transition period, making sure stakers are paid for their time staked, and that unstaking is painless. ( setting the unstake cooldown period to a day)

Execution for any stakers that aren’t on github all day.

  • remove the staking option. unstake only
  • Sunset the Weth FOX toggle for users without arb.weth/FOX balance
  • Leave historical balances and position history
  • Process RUNE payouts in coordination with DFC.

Data Rationale

Total Value Locked (TVL) on Arbitrum: Aim for a 10% month-over-month increase.

  • Achieved from Launch til May 31st, then stopped growing.
    • Small bump in October then a steep drop back to 2k of LP units.
    • Dune graph here visualizing these trends:

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Net FOX Deposits vs. Withdrawals Across Chains: Ensure a positive net amount each month, indicating growing or stable liquidity which supports sustained liquidity provision.

  • we reported on this weekly. As stated above, flat.

Price Stability Index (PSI): Aim for a 5% month-over-month growth of the PSI, getting smaller as the PSI is closer to 1, which would indicate less price volatility and greater stability.

  • this data product cannot find but needless to say Arb has been a rocky home for FOX.

Slippage Metrics: Maintain specific slippage thresholds across various trade sizes: under 0.5% for trades up to $1,000, under 1.5% for trades up to $10,000, and under 2.5% for trades up to $20,000.

  • IIRC there is a Slippage dash? This one product was unable to find. perhaps @ProfMcC has this more handy in the DFC archive.

  • Slippage breakdown on the FOX<>WETH Pool has direct onchain data. Charts finally loading.
    - slippage still under 10% which is not bad considering liquidity constraints.
    - screenshots of current swap at 43K liquidity 1-16-26

  • 1 ETH<> FOX at 6.9 %

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  • 300K FOX to ETH 7.48 %

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Staker Retention Rate: Maintain a month-over-month staker retention rate of 20-30%, demonstrating sustained participant interest and commitment.

  • This we hit. Retention was good. As is it across the whole product suite.

Thank you to all the intrepid stakers, wherever you are, for participating. Onwards.

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OMG that title gave everyone a heart attack. rFOX is very much alive. in fact v3 is coming end of month with incredible dashboards, and future iterations that every FOX holder should feel energized about.

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Yeah I think brevity might have gotten in the way of clarity for some :laughing:

“End of RFOX Rewards for Liquidity Providing in the FOX/WETH pool on Arbitrum” might have been a better title… hindsight is 20/20!

Thanks for owning the ending of this program, some mitigated successes… I do think most of the usage for FOX on Arbitrum being generated by DAO compensations (the seems generated by our choice to have RFOX hosted there) means some of the goals were unrealistic, without FOX getting much more popular/pumping.

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