Snapshot date: May 15th 2026

Strategies recap

Strategy Name Protocol Attributed TVL (net tvl) Addresses Rewards Efficiency ($ of TVL attributed by towards of incentives)
Deposit USDC Yei 19.3M (16M) 850 135K USDC → 142
Deposit USDY Yei 7.5M 104 70K USDC → 110
Borrow USDC Yei 17.9M 102 65K USDC

Flows

  1. Ethereum (65%) 2. Monad (20%)

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internal source: https://superset.li.finance/superset/dashboard/27/?native_filters_key=zQ7-chvA_Lc

Retention

→ We look at the retention of the top 10% liquidity provider to the campaign (bringing 95%+ of the liquidity)

| Percentage of liquidity on Sei since the end of the campaign vs. overall liquidity provided

12 weeks after campaign end Ratio of top campain participants still in this range
>0% i.e. still on the chain 45%
+10% 35%
+30% 30%
+50% 20%
+70% 15%

Interpretation: → 20% of the top users kept at least 50% of their money in Katana even 6 weeks after the campaign ended.