Following the review of the five projects currently receiving support through the ACC Strategic Staking Program, and after internal discussion in the Council, I am publishing our formal position on each project and the conditions going forward.
This is the first structured review cycle of the SSP. The core finding from the analysis is that the initial allocation was made based on qualitative criteria rather than the on-chain KPIs the framework itself defined. That is a gap in our execution process, and one we are correcting starting now.
Below are the decisions per project. These are effective immediately.
Dwellir
Decision: Continue
Dwellir provides critical RPC node infrastructure for the Astar ecosystem. Its contribution is real and foundational. Going forward, Dwellir will be evaluated under a dedicated Infrastructure category with metrics appropriate to B2B services: uptime, nodes operated, and request volume, rather than the consumer dApp criteria that apply to the rest of the program. We will define those specific metrics as part of the framework revision currently in progress.
Aradia
Decision: Conditional
Aradia’s own May 21 update confirms the marketplace is not yet open for public trading. There is no on-chain user activity, no transaction volume, and no established user base to evaluate. In practical terms, there is no live product yet, only a deployed contract.
We recognize the team is technically active and reports consistently. However, treasury resources must prioritize initiatives capable of generating measurable ROI for the ecosystem. At this stage, the ROI on this allocation is unproven, and the absence of a live product means we cannot verify the program’s core criteria are being met.
Milestone: Aradia must publish a public roadmap with concrete launch dates and open the marketplace to public trading within 45 days. If the marketplace is not operational and accessible to users by that deadline, SSP funding will be removed.
Lucky
Decision: Conditional
Lucky is a live protocol with a committed developer and a real presence in the Astar Wasm ecosystem. That track record is acknowledged.
However, there are structural concerns that the ACC cannot ignore. The dApp model has existed for years without evidence of meaningful innovation, differentiation, or a growing engaged community. Lucky’s architecture is built directly on top of dApp Staking, which limits its growth ceiling to Astar L1 and makes sustainable independent adoption unlikely. For a program designed to generate ecosystem ROI, these are significant constraints.
Milestone: Lucky must publish active wallet count, transaction frequency per era, and prize distribution data within 45 days. If the data does not demonstrate a meaningful and active user base, SSP funding will be removed. The ACC will also assess at that point whether the structural limitations outlined above make continued support justifiable.
Onchain Bridges
Decision: Conditional
Onchain Bridges has delivered real prior work, functional bridges for Astar Degens and Algemantis collections, with a demonstrated commitment to the community. That is recognized.
However, the current allocation is built around two pillars that carry significant unresolved risk. $TLPT had not been publicly launched at the time of the SSP allocation. The RWA component depends on third-party issuers and jurisdictional conditions outside the team’s control. More broadly, the NFT ecosystem on Astar has contracted severely, virtually all collections have wound down, and building NFT infrastructure for an ecosystem segment that has largely collapsed makes the ROI case difficult to sustain.
Milestone: Onchain Bridges must present a $TLPT utility plan to the ACC within 30 days, including a clear definition of token utility, adoption targets, and at least one measurable metric for renewal evaluation. If the plan does not demonstrate a credible path to ecosystem ROI under current conditions, SSP funding will be removed.
Sake Finance
Decision: Conditional and monitored.
Sake Finance is the most transparent project in the current SSP roster, it is the only one with fully public on-chain metrics via DefiLlama, and that transparency is genuinely valued. At the same time, the data shows a significant revenue decline between Q4 2025 and Q1 2026.
We recognize that the broader DeFi environment on Soneium has been challenging across the board, and that this context applies to the entire category, not exclusively to Sake Finance. For that reason, we are not applying a hard metric threshold at this time.
Monitoring period: 45 days. We will track directional improvement in revenue and TVL via DefiLlama. No additional reporting burden is placed on the team, the data is already public. At the end of the monitoring period, the ACC will make a renewal decision based on the trend observed.
What comes next:
Over the next two weeks, I will deliver a revised SSP framework to the ACC for review. It will address the three structural gaps identified in the review:
- A category structure that separates Infrastructure, Consumer dApps, and Pre-Launch projects, each with appropriate evaluation criteria
- A public scoring template with on-chain metrics per category, published before each allocation decision
- A deployment cap rule to ensure capital remains available for competitive review each cycle
All five project teams are encouraged to reach out directly with questions about the conditions outlined above.
The SSP exists to generate measurable value for the Astar ecosystem. That standard will be applied consistently going forward.