Epoch 33 INERTIA VIP Update

0. Proposer Info

1-1. Purpose

Currently, the Initia ecosystem encompasses two distinct stablecoins. Through various Minitias, iUSD has already secured significant capital efficiency.

In contrast, the vast amount of USDC residing within the Initia ecosystem lacks sufficient incentive mechanisms to realize its full capital efficiency, often remaining underutilized.

Therefore, this proposal aims to incentivize a greater influx of USDC capital into the Initia ecosystem. By transforming this USDC into active liquidity, we intend to drive its strategic expansion into iUSD and other key sectors across the network.

Once inside, USDC operates as active liquidity across Inertia’s core products. It powers Lending markets, supports LST strategies, and enables capital efficient positions throughout the protocol.

By turning USDC from a passive holding into a working liquidity asset, this proposal establishes a foundation for sustained capital growth within the Inertia ecosystem.

1-2. Background & Objectives

USDC is the only stable asset in the Inertia Lending market and serves as the core liquidity source that sustains borrowing demand for collateral assets such as INIT, sINIT, sLP, TIA, and roTIA. USDC is currently excluded from VIP Score allocation, creating a widening incentive gap relative to other assets.

Objectives of this proposal:

  • Drive USDC liquidity inflow to strengthen overall lending market activity

  • Expand borrowing capacity for users holding collateral assets

  • Establish USDC’s utility within the Inertia ecosystem

  • Build a sustainable structure where incentives naturally decrease as TVL matures

1-3. Current Status

USDC currently receives only base lending interest and is not included in VIP Scoring.

1-4. Proposed VIP Framework

VIP Score will be allocated to both USDC Supply and USDC Borrow. The Supply:Borrow ratio is set at 2:1 to prioritize supply-side incentives.

Formula:

VIP Score/sec (USDC Supply) = Total USDC Supplied × K_supply / 1,209,600

VIP Score/sec (USDC Borrow) = Total USDC Borrowed × K_borrow / 1,209,600

K_supply and K_borrow are determined by the TVL tier schedule below.

1-5. TVL-Based Tier Schedule

Incentive strength decreases progressively as USDC TVL grows. This structure drives strong initial adoption while allowing rewards to normalize as the market matures.

Tier 1 · $65K → $150K · Target 40% APY

Highest incentive tier, applied from launch.

  • K_supply = 16.07

  • K_borrow = 8.03

  • Supply APY: 40.00% (start) → 31.91% (end)

  • Borrow APY: 20.00% (start) → 15.95% (end)

Tier 2 · $150K → $300K · Target 30% APY

  • K_supply = 14.62

  • K_borrow = 7.31

  • Supply APY: 30.00% (start) → 22.45% (end)

  • Borrow APY: 15.00% (start) → 11.22% (end)

Tier 3 · $300K → $500K · Target 20% APY

  • K_supply = 11.73

  • K_borrow = 5.86

  • Supply APY: 20.00% (start) → 15.40% (end)

  • Borrow APY: 10.00% (start) → 7.70% (end)

Tier 4 · $500K → $1M · Target 10% APY

  • K_supply = 5.16

  • K_borrow = 2.58

  • Supply APY: 10.00% (start) → 7.28% (end)

  • Borrow APY: 5.00% (start) → 3.64% (end)

1-6. Progressive Scaling Rules

  • Tier transition: When USDC Supply TVL crosses a tier’s upper bound, the coefficient automatically transitions to the next tier’s K values.

  • TVL decline: If USDC TVL falls back into a lower tier, the coefficient reverts to that tier’s K values.

  • Final cap: If TVL exceeds $1M, Tier 4 parameters remain in effect. Further adjustments will be made through a separate proposal.

2. Conclusion

This proposal integrates USDC as a formally recognized VIP-participating asset in the Inertia Lending market. The TVL-based tier schedule automatically adjusts incentives according to liquidity maturity, driving strong initial USDC inflow while normalizing rewards through growth phases to maintain sustainable distribution.

This proposal targets implementation from Stage 33, with parameters subject to future adjustment based on performance data.

Thank you for the proposal. It has been reviewed and approved by the VIP committee.