Gravity Accelerate is over, STRC sold off, Saturn sUSDat saw outflows, and TVL dropped from the previous ~$247M area to ~$215.7M.
Points Distributed is now 199.08B.
That changes the TGE path more than the YT ranking.
Season 1 still ends at the earlier of:
$500M TVL;
8 Aug 2026 deadline.
Current TVL is around $215.7M, so Saturn needs another ~$284.3M to hit the cap.
To reach $500M before the 8 Aug deadline, TVL has to grow by roughly:
$284.3M / 61 days = ~$4.66M/day
After the STRC move and sUSDat outflow, the short-term TVL trend is negative. So I no longer treat an early $500M TVL trigger as the base case.
For now, 8 Aug 2026 looks like the cleaner TGE assumption unless TVL starts growing again above ~$4.7M/day.
I only keep the two best options by cost per 1M points.
Assumptions:
date: 8 Jun 2026;
expiry: 27 Aug 2026;
TGE case: 8 Aug 2026;
YT resale on 8 Aug uses exit IY ~2.5% below current IY;
no slippage/fees included.
Rank | Strategy | Multiplier | IY | Points by 8 Aug | Net burn | Cost / 1M points |
|---|---|---|---|---|---|---|
1 | yt-USDat BNB | 36x | 7.95% | ~126.0M | ~$837 | ~$6.64 |
2 | yt-USDat ETH | 30x | 7.02% | ~118.9M | ~$847 | ~$7.12 |
yt-USDat BNB is still the best farm.
yt-USDat ETH is now close enough to matter. It has a lower multiplier, but the YT is cheaper by implied APY, so the final cost per point is not far behind.
The old setup was driven by the BNB boost.
Now the max multiplier is down to 36x, but the best USDat YTs still work because current IY makes the notional exposure per $1,000 stronger.
For a fresh $1,000 entry:
BNB gives ~126M points by 8 Aug;
ETH gives ~119M points by 8 Aug;
both are materially better than sUSDat / jrUSDat for pure points farming.
For my old position:
Metric | Estimate |
|---|---|
Entry | $1,000 |
YT bought | 39,774 |
Points by 8 Aug | ~112.2M |
Estimated resale on 8 Aug | ~$113 |
Net burn | ~$887 |
Cost / 1M points | ~$7.91 |
New yt-USDat BNB entries are now cheaper per point than my original position:
~$6.64 vs ~$7.91 per 1M points
For the old position, using 8 Aug as TGE:
Total points by TGE | Share | ROI at $125M FDV | ROI at $250M FDV |
|---|---|---|---|
~720B | ~0.0156% | ~10% | ~119% |
~565B | ~0.0199% | ~40% | ~180% |
~504B | ~0.0223% | ~57% | ~214% |
Lower system emissions help my share.
But lower TVL can hurt the realistic FDV. That is the tradeoff now.
The farm did not break after the boost ended.
But the thesis changed:
TGE by TVL cap is no longer the base case;
8 Aug deadline is the cleaner assumption;
BNB yt-USDat is still #1;
ETH yt-USDat is now close #2;
the main risk is no longer just cost per point, but dilution plus lower FDV if TVL does not recover.
Author: https://x.com/hell0men
Ref code (5% boost): SAT-50CEAD17