TLDR of Origin’s Community Call - 09/08/2025

  1. OGN Buybacks & Staking
  • $900K+ OGN bought back since June, funded by 100% protocol revenue.

  • DAO treasury war chest for buybacks has grown to $3.676M (from initial $3M) due to asset appreciation, despite ongoing buybacks.

  • Staking APY up to 49%.

  • Double effect on supply: Buybacks + increased staking have locked ~75M OGN off the market since June (15M via buybacks, 60M via new stakes).

  1. ARM Vault
  • TVL for stETH ARM surged >150% in August, from $6M to over $16M.

  • New Morpho Integration: Idle ETH now earns lending yield, providing a sustainable base APY and eliminating “0% yield days.”

  • Institutional Adoption: Allocations from firms like MEV Capital signal growing interest.

  1. Key Integrations & Updates
  • Privacy Pools: OETH is now live on this privacy-focused protocol, allowing for private transactions with compliant, vetted funds.

  • Pendle: Markets live for both stETH and OS ARM vaults.

  • Ripe DAO Protocol: Super OETH can be used as collateral to borrow their stablecoin (GREEN).

  • OUSD Safety: Received a B+ rating from Bluechip.org, placing it alongside other major stablecoins like USDC.

  • ETH Strategy made an allocation to OETH to earn secure, onchain yield for its digital asset treasury.

  • New marketing site launched with a enhanced focus on protocol revenue and metrics.

  • August token holder update is available on the Origin blog.

  1. Special Guest: Privacy Pools

Watch the full call: https://youtu.be/5cinaat5hPE

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