TLDR of Origin’s Community Call - 06/01/2026

Community Calls
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  1. OGN Buybacks & Staking

  • Cumulative Buybacks: ~94.5 million OGN bought back to date. Approaching 100 million, projected within the next month.

  • xOGN Staking APY: 14.5–15% for max-locked, with no new token emissions. All funded by buybacks.

  • Supply Staked: ~50% of OGN supply staked.

2. eETH ARM & stETH ARM – Volume Milestones

  • eETH ARM: $100 million in cumulative volume since February 2026.

  • stETH ARM: Over $3 billion total trading volume; over $2 billion since vault went public.

  • EtherFi ARM APY: ~4.9% average over last 30 days. Peak single day hit 31.7%.

  • Staked ETH ARM: Averaging ~4.5–5% over 365 days. Framed as long-term hold, not instant APY.

3. Ecosystem & Integrations

  • Pendle (Wrapped OUSD): Launched ~1 week ago, already largest OUSD market in DeFi. ~$1M liquidity, LP APY up to 37.9% (~6x base OUSD yield). Maturity December 17th. Incentives started last Thursday, matched weekly per epoch.

  • SummerFi: Governance vote to onboard OUSD to Lazy Summer USDC Vault. All 10 voting delegates in favor, over quorum; vote ends ~tomorrow, allocation expected this/next week.

  • iPor Fusion: New wrapped OUSD leverage vault now public (unofficial launch). 4–5x looping strategy hits ~20% yield. Deposit cap ~$500K. New curator Byzantine (~$100M AUM). Official launch later this week.

  • Morpho Borrow Boosting: Origin OETH/Super OETH markets offer cheapest borrow rates at 0.34% (OETH) and 0.28% (Super OETH), near-zero net. New curator Clearstar onboarded.

5. Special Guest: Daizy (Mintly)

  • Product: AI-curated, fully self-custodial agent abstracting on-chain complexity, focused purely on Origin yield sources. Telegram login + wallet connect.

  • Strategy: Auto-allocates ETH and USD deposits across Origin products, rebalancing every 24 hours when APY shifts are meaningful relative to deposit size.

  • Live Allocation (ETH): 25% OETH, 15% Lido ARM, 60% EtherFi ARM. USD vault routes 100% to OUSD currently.

  • Blended APY: 3.83% (no market incentives).

Watch the full call: https://youtu.be/wGIIdgJA_zA

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