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  • DeFi liquidity is scattered across multiple chains, protocols, and stablecoins, making it difficult for users and applications to access deep, reliable capital. Spark solves this through the Spark Liquidity Layer (SLL), a backend allocator that consolidates and routes liquidity across venues like Aave, Morpho, Curve, and tokenized RWA platforms.

  • SPK is Spark’s native utility token and is used in the following functions:

    • Governance: SPK token holders can vote on network governance decisions.

    • Staking: SPK can be staked to earn Spark Points through Symbiotic restaking to support and secure the Spark ecosystem.

  • Spark’s platform consists of three main components:

    • SparkLend: A stablecoin lending market.

    • Spark Savings: A product for earning yield on stablecoins like USDC, and USDS (and soon, USDT) by converting them into yield-bearing sUSDS or sUSDC.

    • Spark Liquidity Layer (SLL): A backend capital allocator that routes liquidity to other protocols like Aave, Morpho, Maple, and even RWAs (e.g., BlackRock’s BUIDL).

  • No private token sale. Tokens are primarily distributed through Sky farms over 10 years. There is also an airdrop.

  • As at June 17, 2025, the total supply of SPK is 10,000,000,000 and the circulating supply upon listing will be 1,700,000,000 (17.00% of the total token supply).

Key metrics (as at June 17, 2025):

Token Name

SPK

Token Type

ERC-20

Initial Circ. Supply When Listed on Binance

1,700,000,000 (17% of total supply)

Maximum Token Supply

10,000,000,000

Total Token Supply

10,000,000,000

Binance HODLer Airdrop Allocation

200,000,000 (2.00% of total supply)

1. What is Spark?

  • Spark is an onchain capital allocator, with $3.86B deployed across DeFi, CeFi, and RWA. It unlocks capital efficiency at scale, auto-balancing allocations based on market conditions while maintaining a conservative risk profile.

1.1. Project Mission & Value Proposition:

  • Project Mission: Spark was created to solve DeFi’s core inefficiencies: fragmented liquidity, unstable yields, and idle stablecoin capital. It acts as a two-sided capital allocator—borrowing from Sky’s $6.5B+ reserves and deploying across DeFi, CeFi, and RWAs to provide deep, consistent liquidity. This yield is packaged into products like sUSDS and sUSDC, offering users programmable, fee-free income. Rather than competing with protocols, Spark powers them as the liquidity and yield infrastructure for onchain finance.

  • Value Proposition:

    • Access to Deep, Scalable Liquidity: Spark taps into Sky’s $6.5B+ stablecoin reserves, enabling large-scale capital deployment across DeFi, CeFi, and RWAs.

    • User-Friendly Yield Products: Yield is delivered through stablecoins like sUSDS and sUSDC—fully composable, fee-free, and available across chains.

1.2. Project Key Highlights & Existing Products:

  • SparkLend: A stablecoin lending market. Unlike other lending protocols where rates fluctuate based on utilization or loan size, SparkLend offers governance-defined rates that do not vary based on those factors. This is made possible by Spark’s Liquidity Layer (SLL), which supplies consistent stablecoin liquidity to the protocol.

  • Spark Savings: A product for earning yield on stablecoins like USDC, and USDS (and soon, USDT) by converting them into yield-bearing sUSDS or sUSDC. These yield tokens are composable with other DeFi protocols, making it easy to put capital to work while maintaining exposure to onchain yield at a competitive risk-adjusted rate.

  • Spark Liquidity Layer (SLL): A backend capital allocator that routes liquidity to other protocols like Aave, Morpho, and even RWAs (e.g., BlackRock’s BUIDL). One of the most important SLL deployments on Base is the Spark USDC Morpho Vault, which currently supplies $95M USDC, making it the largest liquidity provider to the Coinbase app integration on Base. This vault plays a key role in mitigating rate volatility for borrowers and demonstrates how SLL enhances liquidity conditions across DeFi.

2. Existing Products:

  • Spark's total TVL is currently $7.9B, split between SparkLend and the Spark Liquidity Layer (SLL).

Source: DeFiLlama

  • SparkLend currently holds $3.2 billion in TVL, making it one of the largest lending protocols in DeFi. It offers deep liquidity and governance-defined rates, providing borrowers with transparent conditions.

  • Spark Savings is live on Ethereum mainnet, Base, Optimism, Arbitrum, Unichain, and Gnosis, offering vaults for both USDS and USDC. The product currently holds $3.1 billion in total deposits and is used by over 178,000 wallets.

Source: Spark Savings

  • The Spark Liquidity Layer actively deploys capital across protocols on multiple chains, including Ethereum mainnet, Base, and Arbitrum. It currently allocates over $3.8 billion in liquidity, with an estimated $174 million in revenue projected over the next 12 months.

Source: SLL allocations in real-time

3. Technical Infrastructure:

  • The Spark Liquidity Layer (SLL) is the core engine of the protocol. It is a cross-chain system that automatically rebalances stablecoin liquidity to optimize yield generation.

  • Support networks include: Ethereum, Base, Arbitrum, Optimism, and Unichain.

  • Support protocols include: SparkLend, Aave, Morpho, Fluid, Ethena, Maple, Blackrock BUIDL, Superstate, Centrifuge, and Curve.

Spark Liquidity Layer allocations: Real-time information is available at Spark Finance.

4. Token sales and economics

4.1. Token Distribution:

5. Risk Analysis:

5.1. Initial Circulating Retail:Institution Ratio:

Reported Day1 circulating %

(Definition: Tokens unlocked on-chain based on Token Release Schedule)

17.00% of total supply

Day1 Real float % 

(Definition: Tokens that are circulating & tradable publicly)

13.00% of total supply

Retailer %

  • Airdrop

  • Sky Farms

71.84% of total supply 

  • 6.84% of total supply (Day 1 float)

  • 65.00% of total supply

Institutation / project controlled %

  • Teams

  • Treasury

28.16% of total supply

  • 12.00% of total supply

  • 16.16% of total supply (6.16% Day 1 float)

5.2. Airdrop Cluster Analysis:

Address (Top 3)

Airdrop amount

Percent of total supply

0xf8de75c7b95edb6f1e639751318f117663021cf0

32,506,813

0.33%

0xaaf9f14f20145ad50db369e52b2793bfeb18a45b

20,040,050

0.20%

0xaa1582084c4f588ef9be86f5ea1a919f86a3ee57

17,577,614

0.18%

6. Roadmap & Updates:

6.1. Completed Milestones:

Completion Date

Milestone

Commentary

Q2 2023

SparkLend Launch: Spark goes live with lending at its core. Within six months, SparkLend becomes a top 3 lending protocol on Ethereum by TVL.

Q3 2023

Spark Savings Launch: The first version of Spark Savings enables users to deposit DAI and earn via the Sky Savings Rate.

-

Q4 2023

First Cross-Chain Expansion: SparkLend deploys to Gnosis Chain.

Q2 2024

Strategic Allocations Begin: Spark allocates 100M DAI to Morpho, supporting Ethena’s sUSDe and USDe markets.

Q4 2024

Spark Liquidity Layer (SLL) Launches on Base, reaching $100M TVL in four months.

Q1 2025

Expansion to Arbitrum, enabling Spark Savings for stablecoin users on the chain.

Q1 202

RWA Deployments: Spark allocates $1B+ into BlackRock BUIDL, Superstate, Maple, and Centrifuge.

6.2. Current Roadmap:

  • Q3 2025:

    • Spark Liquidity Layer expansion to BSC, Ink, Polygon PoS, Kaia, Avalanche.

    • SLL integration of Morpho V2, USDT0, Uniswap, Aerodrome/Velodrome, OTC/Exchange Support.

    • USDS Staking Module.

  • Q4 2025: 

    • Bitcoin L2 expansion.

    • Secret Project 1.

  • H1 2026: 

    • Secret Project 2.

6.3. Commercial and Business Development Progress:

  • Spark actively collaborates with a growing set of DeFi and RWA protocols. These partnerships are continuously expanding, as Spark’s model creates win-win value by supplying deep, programmable liquidity to protocols while generating yield for the ecosystem. Below are just a few examples:

  • Sky: Decentralized stablecoin reserve protocol; Spark borrows from Sky’s $6.5B+ USDC reserves at wholesale rates, enabling it to deploy capital at scale and power the entire Spark ecosystem.

  • Aave: Decentralized lending protocol; Spark allocates liquidity into Aave markets via the Spark Liquidity Layer to support borrowing demand and earn yield.

  • Morpho: Peer-to-peer lending optimizer; Spark is the largest liquidity provider in Morpho’s Base vault, improving capital efficiency and reducing rate volatility.

  • Ethena: Synthetic stablecoin protocol (USDe); Spark routes liquidity into Ethena to support delta-neutral yield strategies and diversify returns.

  • BlackRock BUIDL: Tokenized U.S. Treasuries; Spark deploys stablecoin capital into BUIDL to gain institutional-grade yield exposure through RWAs.

7. Community:

8. Appendix: