Delegate $MORPHO to Event Horizon For Passive Yield Generation & Vote Coordination

Delegate $MORPHO to Event Horizon For Passive Yield Generation & Vote Coordination

Date: 4/18/25

Authors: Jordan Karstadt (DonOfDAOs) & Event Horizon Team, Peter Gray

Summary

This proposal is a joint initiative with the intention of earning a yield on Origin’s idle $MORPHO while also ensuring Origin’s voting power is fully utilized within every Morpho proposal.

Abstract

A delegation of Origin Protocol’s MORPHO tokens to Event Horizon with the benefit of:

  • Automated coordination of voting into Morpho DAO and direct access to the governance decision-making process for Origin community members.
  • Yield on otherwise non-yield-bearing 911,000 $MORPHO holding.

Motivation

The current supply of MORPHO managed by the Origin DAO is oftentimes dormant in the voting process, and is entirely non-yield-bearing. Event Horizon addresses this through IDVs — a simple yet effective mechanism that simultaneously:

1. Automates Governance Coordination: IDVs automatically coordinate and make the delegation productive through agentic governance.

2. Emits Yield: IDVs unlock yield on traditionally idle, non-yield-bearing DAO assets in the form of a redistribution of Event Horizon’s revenue as detailed below.

Specification:

Event Horizon is a public-access, community-driven governance pool. Through Event Horizon, smaller retail users vote to decide how the jointly led pool votes on base DAO proposals. In this right, Event Horizon serves as a platform for otherwise unheard voters and an onboarding platform for new voters and governance participants. Event Horizon has been active in the ecosystem since December of 2023, securing partnerships with various DAOs, including Arbitrum, Compound, and Gitcoin. Learn More

Incentivized Delegation Vaults (IDVs): Through Event Horizon Incentivized Delegation Vaults (IDVs), any $MORPHO token holder may delegate their tokens to the Event Horizon community pool and begin earning reward emissions.

Community Pool: This community pool is governed by a swarm of ~250 AI agents, and growing, each bespoke to the preferences of a human actor. We encourage each of the Origin DAO members to join in the agentic governance structure by creating their own free-to-create, personal, agentic representative. All agent creation is free: https://EventHorizon.vote/proposals

Agent Creation Process:

1. Template Selection: First the user selects one of three base personas for their agent:

2. Fine-Tune With Likert Scale Questions: Each template persona is then refined with a unique set of Likert Scale questions, such as:

3. Continued Evolution Through Conversation: Users further customize their agent’s persona through conversation and memory augmentation.

4. Agent Utility: Once the agent is created, the agent will vote on all future proposals in proxy of the user / human creator. Users may interact with the agent in many ways, including to: learn about current proposals, understand existing delegate sentiment found through forum discussions, find suggested proposal improvements, and more. For every proposal, the Agent will provide the user with a detailed rationale explaining its decision.

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Automates Governance Coordination:

Automation: Currently, the Origin MORPHO supply is largely dormant from governance, having participated in just 6 of the nearly 100 total proposals. This is largely due to a limitation in efficient coordination. Through Event Horizon, this voting pool would maintain 100% up in every Morpho proposal from the moment of delegation onward.

Community Inclusion: Should the Origin community members wish to be a part of the decision-making process for this pool of voting power, they would immediately be able to participate by creating a free voting agent on Event Horizon. As detailed above, once created and trained to the voter’s preferences, the agent will then represent the Origin community member from then on out on each and every proposal to come.

Assurances Governance Coordination:

(optional) Oversight Committee: To ensure the pool doesn’t deviate from the general consensus of the Origin community, a 5-member oversight committee comprised of Origin Protocol delegates, core team members, and/or DAO community members may be formed. This oversight committee maintains the right to push the pool into an abstain or non-voting position based upon a 3-of-5 alignment. This is an added guard rail which some, but not all, of our partner DAOs have elected for.

A sidenote on built-in Sybil Resistance: The path to sybil attacks is paved by absenteeism. The agentic swarm model has built-in sybil resistance. Once a good actor instantiates an agent, it votes every single time. As the agent count increases, the threshold for Sybil capture rises. Since transitioning to fully agentic voting, the voter turnout has already grown to ~250 and is rising as each new agent comes online. In the coming months, we expect to cross 1,000 with each agent further hardening the system against individual Sybil behavior. Much like proof-of-work, the model hardens with added good-faith participation. We encourage the Origin community to join this ecosystem. However, beyond natural resistance, Event Horizon also maintains the ability to freeze suspicious agents. Users may always claim an agent and petition for a freezing if they feel it is wrongful. In effect, the margin for Sybil is incredibly small given EH’s custody of the agents and Origin’s custody of the voting power.

Yield Emission:

IDVs function similarly to LP yield farms: IDVs allow users to contribute to a public delegation pool while also earning yield. Users maintain complete custody of their assets and are rewarded for delegating alone. Event Horizon never takes custody of users’ assets. Event Horizon tracks contributions and emits airdropped token rewards to participants weekly. Rewards are distributed pro rata based on each user’s dollar-valued delegation. For example, if 10 users each delegate $10, each receives 10% of the emission. Users stake tokens (or in this case delegate tokens) and receive airdropped rewards in return. At present, this represents Origin’s only mode of garnering yield on these dormant MORPHO tokens.

Below is a table of estimated APR rates given various conditions. In any scenario, the resulting return to the DAO is infinitely stronger than the 0% APR garnered at present:

  • Current: this situation assumes Origin delegates into the current IDV structure with no changes to yield emissions as they stand today.
  • June: In June, Event Horizon will be doubling the emissions rates. This assumes no change to the net delegation size by that point in time.
  • Morpho Proposal A: This is the estimated APR at the time that the MORPHO emissions start, assuming the MORPHO proposal passes, assuming no change to the net sum of delegated MORPHO. This is highly likely, especially at the beginning of the emissions campaign, as awareness will take time to spread.
  • Morpho Proposal B: This is the estimated APR at the time that the MORPHO emissions start, assuming the MORPHO proposal passes, assuming total delegation to Event Horizon rises by 5,000,000 MORPHO to a total of 5,911,000 MORPHO. It is likely that this could be achieved within months of the emissions boost launching.
  • Morpho Proposal C: This is the estimated APR at the time that the MORPHO emissions start, assuming the MORPHO proposal passes, assuming total delegation to Event Horizon rises by 10,000,000 MORPHO to a total of 10,911,000 MORPHO. This would be a top-end goal for total delegations seen later in the emissions boost program.

Disbursement of yield: all yield emissions are airdropped to the delegating wallet. In this case that would be Origin’s MORPHO delegate wallet at 0xC1aa82499Da8d37383F1E6d95De417ecF7514e7C. Disbursement can be changed to any wallet, such as the multichain Guardian wallet, or another wallet chosen by the OGN DAO and/or core team.

Use of Earned Yield: Yield distributed by Event Horizon is currently distributed to delegators as OP on the Optimism blockchain. Unlike the OP Origin was awarded from the Optimism grants that had restrictions on its use, there are no restrictions on using this OP. With the extra yield generated for to Origin, here are several avenues for using the additional funds:

  • Subsidizing Origin Protocol’s recurring expenses, such as infrastructure, audits, salaries, bug bounties, and monitoring platforms that might incur usage pricing
  • Subsidizing initial DEX flywheel incentives for future AMOs
  • Subsidizing requests for seed funding to new projects that integrate Origin YBAs
  • Extending the Origin Protocol DAO runway
  • Use OP to help jumpstart superOETHo
  • Distribute to OGN/xOGN holders as a yield source to the DAO

Any unused OP can be delegated back to the Event Horizon for additional yield generation.

Reward Assets: As emissions are derived from Event Horizon’s protocol revenue streams, future emissions will likely expand to include: USDC, ARB, and other DAO assets. Distributed assets can always be converted into Origin’s preferred token after distribution.

Possible Questions, Risks & Mitigation:

What happens if Origin or the Origin Community wishes to create a Morpho proposal?

Event Horizon will publish any Morpho proposals requested by the Origin team / DAO, allowing the delegation to remain as is. Alternatively, Origin may undelegate, publish the desired proposal into Morpho, and then redelegate while only missing a marginal sum of yield.

What happens if the agents vote in a way deemed unfavorable by Origin?

This is mitigated by the oversight committee, comprised of the same individuals currently managing the MORPHO holdings. Thus, there is no change to the bottom line control of voting. Further, it is important to note that each Origin community member is welcomed, and encouraged to create their own Event Horizon agent. In this right, the agents themselves increasingly align with the broader swath of the Origin community to further assure alignment. Though again, the Oversight Committee is a catch-all protection that Event Horizon has implemented with other DAOs. Notably, however, no oversight committee actions have ever been taken, as no DAO partner has ever been deemed necessary to use.

Is there smart contract risk?

Funds never leave the wallet that they are presently in, or a wallet controlled by the same parties currently controlling the funds. Rewards are airdropped and do not require contract interactions.

When delegating, would Origin lose the ability to use the MORPHO in DeFi?

No, Origin would still be able to deploy some or all of the MORPHO tokens as is currently possible. The portion of MORPHO that is deployed in DeFi positions and is precluded from governance abilities would simply not be factored into the yield calculation for the duration of time during which they were removed from the voting eligibility. As a future solution, Event Horizon is willing to work with the Origin team to create a yMORPHO (Yield-Bearing Morpho) asset. The yMORPHO would wrap base MORPHO tokens whereby the base morpho held in contract would remain delegated and earn governance yield, while the yMORPHO wrap could be deployed in DeFi vehicles. This would be an optional feature to be implemented in the future.

Relevant links:

Socials:

Twitter/X: https://X.com/eventhorizondao

Discord: Event Horizon

Vote:

Yes - Approve the delegation to Event Horizon

No - Do not approve this delegation

Abstain

Hey Jordan,

Ethan here from Boiler Blockchain Governance. Thanks for writing this proposal and clarifying the EH agent governance swarm. Overall, this seems like a pretty good way to put the stagnant Morpho tokens to use. For some background, our team is relatively unfamiliar with the IDV model and EH as a product. However, aside from a couple of clarification questions, the IDV model seems like a solid solution to increasing governance participation.

A couple of questions from our end if you don’t mind clarifying:

  1. Should our agent make a decision we don’t stand behind, is there any way to change that decision?
  2. If the 911,000 is added to a larger conglomerate pool of morpho on EH, won’t any delegate voices from Origin be potentially drowned out in favor of the larger majority? This is certainly mitigated by the oversight committee, but just a thought about how the Origin communities’ voices will be expressed.
  3. If this static morpho was truly generated by $OUSD strategies, shouldn’t the yield be redistributed to $OUSD holders? You mentioned many potential avenues, we were just curious if these token holders would be rewarded.

Thanks again for writing. Regardless of our above questions, we feel this is a better use of the morpho tokens than just letting them sit.

Hello Ethan,

First off, we’ve met a bunch of the Uni orgs. But unfortunately, we have yet to connect with you. I’d love to chat to meet more generally. (tg: donofdaos ). To this proposal specifically, we appreciate your support.

Regarding your questions:

1. Should our agent make a decision we don’t stand behind, is there any way to change that decision?

Yes, agents typically vote within the first hour or two of proposal launch, and you can manually change your agent vote either through conversation or manual voting buttons on the Event Horizon UI.

2. If the 911,000 is added to a larger conglomerate pool of morpho on EH, won’t any delegate voices from Origin be potentially drowned out in favor of the larger majority? This is certainly mitigated by the oversight committee, but just a thought about how the Origin communities’ voices will be expressed.

This is effectively a merging of communities by which both the EH and Origin community members are represented in the vote. A perhaps small trade-off in exchange for the yield being accrued. And, broadly I’d imagine the desires of the existing EH users and Origin community will be aligned so far as both are simply a collection of people contributing their individual perspectives. There isn’t much in the way of factioning/fractionalization to cause rifts. Beyond this, there are four considerations:

– Oversight Committee: as you mentioned, this gives the Origin team a very strong say and this was offered in recognition of the partnership being formed and to ensure and preserve Origin community representation.

– Onboarding Origin Community Members: Event Horizon as a team is a credibly neutral entity. We have no vested interest from an agenda perspective in base DAO voting. Therefore, we would love to see more, as many as possible, Origin community members join the EH ecosystem and vote. Our goal is to expand votership and participation broadly. In fact, this would also open voting in all the other DAOs we support (including: Arbitrum, Compound, Uniswap, Optimism, etc…) to the Origin community members. We would gladly work with the Origin team to facilitate this.

– Increased Voter Footprint: Today, the Origin VP has only been utilized 6 times of ~100 potential instances. So, in almost any case, this should drive higher net foot print for Origin community members within Morpho proposals.

– Granular vote splitting: In the future, Event Horizon will implement flexible voting, a product pioneered by Scopelift which allows a single wallet to divide its VP about multiple voting choices. Through this, we can represent the exact internal percent preference in the base vote. e.g. if 40% say yes, and 60% say no, we can represent that exact distribution with the single voting pool

3. If this static morpho was truly generated by $OUSD strategies, shouldn’t the yield be redistributed to $OUSD holders? You mentioned many potential avenues, we were just curious if these token holders would be rewarded.

This would be a question best for @theOriginalPete – how Origin chooses to use the yield is outside my Scope. But, I’m confident Peter and the Origin team will utilize the yield however most advantageous for the protocol and community.


Very much appreciate the thoughtful questioning, and again, I’d love to hop on a call and chat some time soon.

Jordan,

Thank you very much for the descriptive and timely reply. It sounds like you are building a great product, especially surrounding user comfort and flexibility. For the future of the proposal, we’d love to see this partnership happen and help out with onboarding the Origin community to EH wherever possible. Furthermore, we’d be thrilled to connect with you as well. Will send a tg message over shortly and we can get a meeting set up. Cheers!

This topic was brought up back in November in the discussion for a separate proposal regarding providing MORPHO liquidity to Aerodrome, I think it may have slipped our minds. There are several thousand OUSD holders, so the topic of how best to reward them for their liquidity contribution prior to the MORPHO airdrop might be worth a separate proposal and discussion.

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Hi all, I’m Kirk, the governance lead at Morpho Labs. After speaking with the Event Horizon team, I feel their product is a very interesting way to mobilize Origin Protocol’s MORPHO tokens in DAO governance.

Just want to give the caveat that I believe any proposal around incentives for delegation/voting needs very careful consideration to ensure it is fair to all tokenholders and delegates. It’s important to avoid a scenario in which an undue incentive is created for centralized delegation (ie, rewards based on voting participation rate), and to carefully consider the cost/benefit tradeoff of expenditures of this kind vs using the treasury to drive protocol growth.

I expect to receive a proposal to kick off discussion about this from the Event Horizon team, but Origin DAO members should be advised that there is no guarantee or firm timeline regarding additional yield for delegation, and instead evaluate this proposal primarily on its technical merits re: streamlining and democratizing governance participation.

Great to connect, Kirk. With your support, we will proceed with the primary intention of this proposal: delegation of the Origin $MORPHO tokens.

Only after this, will we begin to construct an initial proposal / possible framework for future emissions options. We will work with you and your team to ensure that the end-state solution is mutually agreed upon. We also respect the fact that this is a second, stand-alone, and months-long (not days or weeks) process.

This proposal is up for vote here: https://snapshot.box/#/s:origingov.eth/proposal/0x2bcc1765875d0d6bc91f866f4d8a0d806516aca05d2c2589de737a8d7b168db5

@Haeberle.eth following up here as the proposal is live and to see if you’re free to sync up soon

Hey Jordan,

So sorry I haven’t had the chance to reach out yet. Purdue is wrapping up finals this week, sending a TG message over now to connect you with our governance team!

I would be supportive of this proposal if we can confirm that there are no new risks involved in delegation. I also would expect to only delegate once yield is actually available. If delegation doesn’t generate significant yield for xOGN holders, I would prefer to transfer value directly to them in some other way.

Happy to chat when you have more time as a quick follow up:

  1. We can assure there is no risk to or transfer of custody during delegation. This function is a signature called on the $MORPHO contract itself. There is also no contract interaction to claim as rewards are airdropped
  2. Rewards will be emitted weekly starting the first Tuesday following delegation. EH will continue increasing reward emission sources and yield will be in place day 1.
  3. How Origin distributes its yield is completely up to the Origin team. This could be distributions to xOGN holders. Also note it is additive not exclusive. The yield on $MORPHO delegation would be one additional source of income for xOGN holders, but it doesn’t have to be the only. This income would stack over and above any and all other revenue streams afforded to xOGN holders. Under all circumstances it would strictly be better / more rewards for xOGN.