orbit 2026 S1

[Rozengarden]

Pre-review checklist:

• I have run a spell check on the write-up and made sure no typos exist.
• References to Snapshot/governance forum are correct on the AIP. If no snapshot exists, make sure no TODO's exist.
• The specification on the writeup is aligned with the forum, snapshot, and the payload contract. If there are any changes, they are explicitly mentioned/communicated.
• Minimal tests exist, and the snapshot diff report generated is the latest one and aligned with the payload.
• If deploy scripts are manually updated from the generated ones, I have carefully validated that they are correct, including the deploy commands and the proposal-creation script.
• If the aave-helpers submodule is updated, I have validated it is pointing to the latest version.
• I have validated that no unused files and imports are being added.
• For an asset listing, the write-up includes a detailed specification of the price feed used, CAPO adapters (with each CAPO layer described separately), and eModes (with tables) if changed.
• Wherever possible, I have validated that addresses from the address book are used instead of raw addresses.

[NandyBa]

I recommend to update PR and forum to distribute aLidoGHO instead of GHO

[NandyBa]

Seems good to me

[github-actions]

🌈Test Results

Compiling 313 files with Solc 0.8.27 Solc 0.8.27 finished in 63.44s Compiler run successful! 2026-01-06T10:04:45.108938Z ERROR cheatcodes: non-empty stderr input=["npx", "@bgd-labs/aave-cli@^1.4.5", "diff-snapshots", "./reports/AaveV3EthereumLido_OrbitProgramRenewalQ1AndQ22026_20251231_before.json", "./reports/AaveV3EthereumLido_OrbitProgramRenewalQ1AndQ22026_20251231_after.json", "-o", "./diffs/AaveV3EthereumLido_OrbitProgramRenewalQ1AndQ22026_20251231_before_AaveV3EthereumLido_OrbitProgramRenewalQ1AndQ22026_20251231_after.md"] stderr="npm warn exec The following package was not found and will be installed: @bgd-labs/[email protected]\n"

Ran 2 tests for src/20251231_AaveV3EthereumLido_OrbitProgramRenewalQ1AndQ22026/AaveV3EthereumLido_OrbitProgramRenewalQ1AndQ22026_20251231.t.sol:AaveV3EthereumLido_OrbitProgramRenewalQ1AndQ22026_20251231_Test
[PASS] test_defaultProposalExecution() (gas: 26431875)
Logs:
0x7f39C581F595B53c5cb19bD0b3f8dA6c935E2Ca0
0xC02aaA39b223FE8D0A0e5C4F27eAD9083C756Cc2
0xdC035D45d973E3EC169d2276DDab16f1e407384F
0xA0b86991c6218b36c1d19D4a2e9Eb0cE3606eB48
0xbf5495Efe5DB9ce00f80364C8B423567e58d2110
0x9D39A5DE30e57443BfF2A8307A4256c8797A3497
0xA1290d69c65A6Fe4DF752f95823fae25cB99e5A7
0xD11c452fc99cF405034ee446803b6F6c1F6d5ED8
E2E: Collateral wstETH, TestAsset wstETH
SUPPLY: wstETH, Amount: 27520441440671328895
SUPPLY: wstETH, Amount: 2752044144067132889
WITHDRAW: wstETH, Amount: 1376022072033566444
WITHDRAW: wstETH, Amount: 1376022072033566443
BORROW: wstETH, Amount 2752044144067132889
REPAY: wstETH, Amount: 2752044144067132890
REPAY: wstETH, Amount: 2752044144067132890
LIQUIDATE: wstETH, Amount: 115792089237316195423570985008687907853269984665640564039457584007913129639935, Debt Amount: 2752044144067132890
LIQUIDATE: wstETH, Amount: 115792089237316195423570985008687907853269984665640564039457584007913129639935, Debt Amount: 2752044144067132890
FLASH LOAN: wstETH, Amount: 2752044144067132889
FLASH LOAN: wstETH, Amount: 2752044144067132889
E2E: Collateral wstETH, TestAsset WETH
SUPPLY: wstETH, Amount: 27520441440671328895
SUPPLY: WETH, Amount: 3366462466030710486
WITHDRAW: WETH, Amount: 1683231233015355243
WITHDRAW: WETH, Amount: 1683231233015355242
BORROW: WETH, Amount 3366462466030710486
REPAY: WETH, Amount: 3366462466030710487
REPAY: WETH, Amount: 3366462466030710487
LIQUIDATE: WETH, Amount: 115792089237316195423570985008687907853269984665640564039457584007913129639935, Debt Amount: 3366462466030710487
LIQUIDATE: WETH, Amount: 115792089237316195423570985008687907853269984665640564039457584007913129639935, Debt Amount: 3366462466030710487
FLASH LOAN: WETH, Amount: 3366462466030710486
FLASH LOAN: WETH, Amount: 3366462466030710486
E2E: Collateral wstETH, TestAsset USDS
SUPPLY: wstETH, Amount: 27520441440671328895
SUPPLY: USDS, Amount: 10004863764470459669263
WITHDRAW: USDS, Amount: 5002431882235229834631
WITHDRAW: USDS, Amount: 5002431882235229834629
BORROW: USDS, Amount 10004863764470459669263
REPAY: USDS, Amount: 10004863764470459669264
REPAY: USDS, Amount: 10004863764470459669264
LIQUIDATE: USDS, Amount: 115792089237316195423570985008687907853269984665640564039457584007913129639935, Debt Amount: 10004863764470459669264
LIQUIDATE: USDS, Amount: 115792089237316195423570985008687907853269984665640564039457584007913129639935, Debt Amount: 10004863764470459669264
FLASH LOAN: USDS, Amount: 10004863764470459669263
FLASH LOAN: USDS, Amount: 10004863764470459669263
E2E: Collateral wstETH, TestAsset USDC
SUPPLY: wstETH, Amount: 27520441440671328895
SUPPLY: USDC, Amount: 10003196121
WITHDRAW: USDC, Amount: 5001598060
WITHDRAW: USDC, Amount: 5001598059
BORROW: USDC, Amount 10003196121
REPAY: USDC, Amount: 10003196122
REPAY: USDC, Amount: 10003196122
LIQUIDATE: USDC, Amount: 115792089237316195423570985008687907853269984665640564039457584007913129639935, Debt Amount: 10003196122
LIQUIDATE: USDC, Amount: 115792089237316195423570985008687907853269984665640564039457584007913129639935, Debt Amount: 10003196122
FLASH LOAN: USDC, Amount: 10003196121
FLASH LOAN: USDC, Amount: 10003196121
E2E: Collateral wstETH, TestAsset ezETH
SUPPLY: wstETH, Amount: 27520441440671328895
SUPPLY: ezETH, Amount: 3150990656608825408
WITHDRAW: ezETH, Amount: 1575495328304412704
WITHDRAW: ezETH, Amount: 1575495328304412704
E2E: Collateral wstETH, TestAsset sUSDe
SUPPLY: wstETH, Amount: 27520441440671328895
SUPPLY: sUSDe, Amount: 8248151170728967723837
WITHDRAW: sUSDe, Amount: 4124075585364483861918
WITHDRAW: sUSDe, Amount: 4124075585364483861917
FLASH LOAN: sUSDe, Amount: 8248151170728967723837
E2E: Collateral wstETH, TestAsset GHO
SUPPLY: wstETH, Amount: 27520441440671328895
SUPPLY: GHO, Amount: 10000000000000000000000
WITHDRAW: GHO, Amount: 5000000000000000000000
WITHDRAW: GHO, Amount: 4999999999999999999998
BORROW: GHO, Amount 10000000000000000000000
REPAY: GHO, Amount: 10000000000000000000001
REPAY: GHO, Amount: 10000000000000000000001
LIQUIDATE: GHO, Amount: 115792089237316195423570985008687907853269984665640564039457584007913129639935, Debt Amount: 10000000000000000000001
LIQUIDATE: GHO, Amount: 115792089237316195423570985008687907853269984665640564039457584007913129639935, Debt Amount: 10000000000000000000001
FLASH LOAN: GHO, Amount: 10000000000000000000000
FLASH LOAN: GHO, Amount: 10000000000000000000000
E2E: Collateral wstETH, TestAsset rsETH
SUPPLY: wstETH, Amount: 27520441440671328895
SUPPLY: rsETH, Amount: 3170972386597668026
WITHDRAW: rsETH, Amount: 1585486193298834013
WITHDRAW: rsETH, Amount: 1585486193298834012
FLASH LOAN: rsETH, Amount: 3170972386597668026
E2E: Collateral wstETH, TestAsset tETH
SUPPLY: wstETH, Amount: 27520441440671328895
SUPPLY: tETH, Amount: 2735696500819785964
WITHDRAW: tETH, Amount: 1367848250409892982
WITHDRAW: tETH, Amount: 1367848250409892982
FLASH LOAN: tETH, Amount: 2735696500819785964

[PASS] test_streamCreation() (gas: 1118705)
Suite result: ok. 2 passed; 0 failed; 0 skipped; finished in 35.02s (36.52s CPU time)

Ran 1 test suite in 35.03s (35.02s CPU time): 2 tests passed, 0 failed, 0 skipped (2 total tests)