| A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | |
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3 | FIGURE 1 - CURRENT DATA | FIGURE 1.1 - vlAURA P/E & Holdings | ||||||||||||||
4 | Aura % of Balancer LP farmed on Aura | 70.00% | What | Units (/w) | % | BAL Price | $BAL emission control /week | $BAL + $AURA controlled by vlAURA /week | vlAURA incoom @ 1.3x birb efficiency /week | Yearly | at 4 P/E ($US) | at 10 P/E ($US) | ||||
5 | Aura veBAL share | 53.00% | LP Rewards - mintRate | 75,579 | 21.18% | $2.50 | $120,244 | $186,378 | $143,368 | $7,455,113 | $1.07 | $1.73 | ||||
6 | LP Rewards - AIP42 | 90,000 | 25.22% | $2.01 | $96,676 | $149,848 | $115,268 | $5,993,910 | $0.86 | $1.39 | ||||||
7 | Fee rate - auraBAL [Pounder] | 2.00% | auraBAL - mintRate | 51,327 | 14.38% | $5.50 | $264,536 | $410,031 | $315,409 | $16,401,248 | $2.34 | $3.81 | ||||
8 | Fee rate - auraBAL | 18.50% | auraBAL - LP | 48,000 | 13.45% | $8.00 | $384,780 | $596,409 | $458,776 | $23,856,360 | $3.41 | $5.55 | ||||
9 | Fee rate - vlAURA | 4.00% | AURA/ETH - LP | 15,000 | 4.20% | $12.50 | $601,219 | $931,889 | $716,838 | $37,275,563 | $5.33 | $8.67 | ||||
10 | Fee rate - harvester | 0.50% | Other (BAL Treasury, AIPs, Contributors, Gas costs, Ecosystem/Foundation funds) - est | 77,000 | 21.57% | auraBAL holdings | vlAURA mcap | Ratio (vlAURA vs Holdings) | ||||||||
11 | Total fees | 25.00% | Sum weekly | 356,906 | 100.00% | $21,100,980.00 | $14,280,000 | 0.68 | ||||||||
12 | Yearly | 18,559,115 | ||||||||||||||
13 | AURA Price | $0.51 | ||||||||||||||
14 | BAL Price | $2.01 | P/E Ratio | 1.98 | ||||||||||||
15 | veBAL Fees /w (BAL) | 1,600 | FIGURE 1.2 - vlCVX P/E & Holdings (src: https://buycvxcorrect.netlify.app/) | |||||||||||||
16 | veBAL Fees /w (USDC) | 25,950 | $CRV emission control /week | $FXS control /w | $PRISMA control /w | Yearly @ 1.3x efficiency | P/E | |||||||||
17 | $676,350.50 | $70,476 | $477,425 | $48,970,032 | 3.12 | |||||||||||
18 | Current APRs | |||||||||||||||
19 | Value flows | BAL ($USD) | AURA ($USD) | ETC | Current Sum | Current TVL | Current APR% | cvxCRV holdings | cvxFXS holdings | cvxPRISMA holdings | vlCVX mcap | Ratio (vlCVX vs Holdings) | ||||
20 | vlAURA | $6,810 | - | $131,939.27 | $138,749 | $14,280,000 | 50.52% | $131,000,000 | $67,000,000 | $8,970,000 | $152,797,920 | 0.74 | ||||
21 | LPs | $127,685 | $84,445 | - | $212,131 | $315,000,000 | 3.50% | |||||||||
22 | auraBAL Pounder | $38,117 | $26,177 | $25,950 | $90,243 | $31,500,000 | 19.37% | |||||||||
23 | auraBAL LP | - | $24,480 | - | $24,480 | $8,500,000 | 14.98% | |||||||||
24 | AURA/ETH LP | - | $7,650 | - | $7,650 | $2,400,000 | 16.58% | |||||||||
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27 | FIGURE 2 - THE CHANGES | FIGURE 2.1 - PROJECTED SUPPLY GROWTH | ||||||||||||||
28 | Change (A) | Move vlAURA fees to AURA/ETH | Initial Decay | 15.00% | Year | 17/02/2024 | 17/02/2025 | 17/02/2026 | 17/02/2027 | 17/02/2028 | 17/02/2029 | |||||
29 | Change (B) | AURA reduction | Future Decays | 8.00% | Circulating (est) | 44,684,418 | 60,335,872 | 72,386,313 | 81,573,972 | 89,794,509 | 97,047,925 | |||||
30 | Change (C) | Remove 2% fee | 18.00% | auraBAL Decay factor | 0.6 | vlAURA (est) | 28,500,000 | 38,482,594 | 46,168,441 | 52,028,387 | 57,271,497 | 61,897,770 | ||||
31 | ||||||||||||||||
32 | What | 17/02/2024 | 17/08/2024 | 17/02/2025 | 17/08/2025 | 17/02/2026 | Projected % | |||||||||
33 | LP Rewards - mintRate | 65,615 | 62,279 | 49,742 | 48,803 | 39,331 | 21.15% | Excluded | ||||||||
34 | LP Rewards - AIP42 | 76,500 | 70,380 | 64,750 | 59,570 | 54,804 | 29.47% | 0x5bd3fCA8D3d8c94a6419d85E0a76ec8Da52d836a | ||||||||
35 | auraBAL - mintRate | 42,819 | 40,642 | 33,122 | 32,497 | 26,838 | 14.43% | 0x35f01bB40e5Bb9D0dC67E87937458f387e01A5C9 | ||||||||
36 | auraBAL - LP | 43,680 | 41,583 | 39,587 | 37,687 | 35,878 | 19.29% | 0x4fE41D1e1D9E73ED133299B13F4f7058446a56E2 | ||||||||
37 | AURA/ETH - LP | 12,750 | 11,730 | 10,792 | 9,928 | 9,134 | 4.91% | 0x1ab80F7Fb46B25b7e0B2cfAC23Fc88AC37aaf4e9 | ||||||||
38 | Other (est) | 77,000 | 57,000 | 57,000 | 20,000 | 20,000 | 10.75% | 0xfc78f8e1af80a3bf5a1783bb59ed2d1b10f78ca9 | ||||||||
39 | Overall weekly | 318,365 | 283,614 | 254,993 | 208,486 | 185,985 | 100.00% | 0x43B17088503F4CE1AED9fB302ED6BB51aD6694Fa | ||||||||
40 | Delta | -38,541 | -34,750 | -28,622 | -46,507 | -22,501 | 0xFd72170339AC6d7bdda09D1eACA346B21a30D422 | |||||||||
41 | Yearly | 16,554,961 | 14,747,947 | 13,259,622 | 10,841,260 | 9,671,220 | 0x32DC5467ddA301Ce533C0720EcD913E1AA3C2267 | |||||||||
42 | Circulating (Start of period) | 44,684,418 | 52,961,899 | 60,335,872 | 66,965,683 | 72,386,313 | 0x38DB4dcFdD2fc1e2aB8EaaE5CdAa6f6CD6D89a5C | |||||||||
43 | 0xC47162863a12227E5c3B0860715F9cF721651C0c | |||||||||||||||
44 | Changes A, B | 0xab9ff9fbc44bb889751c4e70ad2f6977267a1e09 | ||||||||||||||
45 | Value flows | Change (A) | Change (B) | Change (C) | Future Sum | Relative APR Diff (w/ constant AURA val) | 0x24346652e0e2aE0CE05c781501fDF4Fe4553fAc6 | |||||||||
46 | vlAURA | -$5,768.70 | -$9,205 | $2,939.49 | $126,715 | -8.67% | 0x45025Ebc38647bcf7Edd2b40CfDaF3fbfE1538F5 | |||||||||
47 | LPs | n/a | -$11,966 | $3,821.33 | $203,985 | -3.84% | 0x2AE1Ee55dfaDAC71EF5F25f093D2f24Fe58961f1 | |||||||||
48 | auraBAL Pounder | n/a | -$4,339 | -$4,145.18 | $81,759 | -9.40% | 0x196bda3808A7Af322AaD6384103C1E6Adb40AFa7 | |||||||||
49 | auraBAL LP | n/a | -$2,203 | n/a | $22,277 | -9.00% | 0x3BC0Cb287f74504347D50fe3aDA6d90214E6F512 | |||||||||
50 | AURA/ETH LP | $5,768.70 | -$1,148 | n/a | $12,271 | 60.41% | 0x54231C588b698dc9B91303C95c85F050DA35189B | |||||||||
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