[REPORT] ETH+ Liquidity Analysis Q4 2025

[pete]

@ham

I did consider OETH before writing this proposal but I feel Akshat’s concerns remain. For OETH to have any sizeable impact on yield, diversification or liquididty an allocation of 10% or would have to be considered. An allocation of this size however would mean ETHplus would be holding ~20% of the entire OETH TVL and I find this risk intolerable.

I think ramping up an allocation of OETH would be the best path forward for including OETH in ETH+, if the main concern is percentage of total TVL held in ETH+. Starting at 3000 ETH would make the percentage of the total OETH TVL held in ETH+ 7.5%, which is less than half that of the total sfrxETH TVL currently held in ETH+ (16.8%)