Liquidity Management

How the protocol ensures deep, stable markets

The Core Challenge

Traditional real estate takes months to sell. $USH trades in seconds. This transformation requires solving a fundamental equation: ensuring available liquidity always exceeds potential redemption demand.

Manifest balances this equation through two key mechanisms:

  • Liquidity provision: Creating deep markets for trading

  • Duration creation: Incentivizing longer holding periods to reduce redemption pressure

The Liquidity-Duration Balance

Understanding the Equation

At any moment, the protocol must balance:

  • Potential demand: All unstaked ("raw") $USH that could be sold immediately

  • Available liquidity: Protocol-owned liquidity (POL) + Investor-owned liquidity (IOL)

Example stable state:

  • 30% raw $USH (potential sellers)

  • 50% staked as $sUSH (28-day locked)

  • 20% in LP positions (potentially incentivized)

  • Total liquidity: 20% POL + 20% IOL = 40%

Result: 40% liquidity can handle 30% potentially immediate redemptions.

Creating Duration

The protocol manages redemption demand by creating holding incentives:

$sUSH Staking: 28-day cooldown creates hard duration

  • Locks 50%+ of supply

  • Predictable unlock schedule

  • Rewards incentivize maintaining stakes

LP Positions: The points program creates soft duration

  • Daily points emissions reward continuous liquidity provision

  • Multipliers for longer commitments

This combination reduces the "raw" $USH that could demand immediate liquidity.

Protocol-Owned Liquidity (POL)

Foundation Layer

Manifest launches with ~20% of TVL as POL, providing:

  • Guaranteed market depth at NAV and continuous pricing across all ticks

  • Emergency redemption capacity

  • Market confidence

Scaling Dynamics

As the protocol matures:

  • $100M TVL: 20% POL ($20M) may be necessary

  • $1B TVL: 10% POL ($100M) will likely be sufficient

  • Natural efficiency gains as IOL grows

Investor-Owned Liquidity (IOL)

Incentive Structure

LPs earn through multiple layers:

Immediate returns:

  • Trading fees from all swaps

  • Points emissions for liquidity provision

Duration incentives:

  • Points multipliers for consistent provision

  • Bonus rates for maintained positions

  • Penalties for early withdrawal discourage mercenary capital

Building Sustainable IOL

The protocol actively manages IOL growth:

  • Monitor depth relative to floating supply

  • Adjust point emissions based on needs

  • Deploy targeted campaigns during growth phases

  • Create long-term alignment through rewards

Liquidity Health Monitoring

Key Metrics

Real-time tracking ensures system health:

  • Liquidity coverage ratio: Total liquidity / Raw $USH

  • Depth at NAV: Available within 1% of fair value

  • Duration metrics: Average LP position age

  • Concentration: POL vs IOL balance

Emergency Provisions

Liquidity Cascade

If standard liquidity proves insufficient:

  1. Yield enhancement: Reduced POL automatically increases $sUSH yields, attracting capital

  2. Emergency incentives: Boost LP rewards to attract liquidity

  3. HEI liquidation: Sell partial HEI portfolio into securitization markets or to traditional institutional buyers

  4. Redemption vote: 60% of holders can trigger full liquidation of backing assets

See redemption options for detailed mechanisms.

Governance Tools

$USA holders can authorize:

  • Temporary of fees waiver (if fees activated)

  • Enhanced staking rewards

  • Institutional liquidity partnerships

Last updated