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NODL token economy hardening (post L1 pool launch) #129

Description

@Douglasacost

Goal

Harden the NODL token economy after the Uniswap L1 pool is live. Follow-up to "Create Uniswap pool for NODL on Ethereum L1" — these items matter more once an L1 pool makes any L2 mint sellable on Ethereum within hours (L2→L1 bridge latency), but they are independent of pool creation itself.

Context (verified on-chain, 2026-08-10)

  • The bridge is burn-and-mint with no escrow: total NODL = supply on Ethereum (0x6dd0E17ec6fE56c5f58a0Fe2Bb813B9b5cc25990) + supply on zkSync Era (0xBD4372e44c5eE654dd838304006E1f0f69983154).
  • Current L2 minters: the L2 bridge, the Rewards contract (0xe629b208046f7a33de3a43931c9fe505a7ac3d36, oracle-signed quota-limited emissions), and the zkSync Safe itself (0x5e097AC1BCF81E7Ff2657045F72cAa6cF06486C9).
  • The parachain is stopped — Rewards emissions are the only intended supply growth.
  • Note: the Bridgehub cutover (other team) rotates the bridge minter roles; re-check the final minter set after it lands.

Checklist

  • Revoke the zkSync Safe's direct MINTER_ROLE on L2 NODL (least privilege). The Safe keeps DEFAULT_ADMIN_ROLE, so minting remains possible via an explicit re-grant round-trip — but a single compromised signing session can no longer mint. Needs sign-off from the Safe signers on the added friction.
  • Publish the emission policy: Rewards quota per period, who can change it, expected inflation schedule. Add alerts on quota changes and on authorizedOracle rotation.
  • Harden the Rewards oracle key: storage (HSM/KMS), rotation procedure, documented blast radius (it authorizes mints up to quota per period).
  • Supply-invariant monitoring: job tracking totalSupply(L1) + totalSupply(L2); alert if combined supply grows by anything other than Rewards emissions, or if L1 supply changes outside bridge finalizations. This is the tripwire for unauthorized minting.
  • LP risk disclosure if community LPs are invited into the pool: burn-and-mint bridge model, admin powers, emission schedule.

Done when

  • Safe mint role revoked (or explicitly decided against, with rationale recorded)
  • Emission policy published; quota/oracle alerts live
  • Supply-invariant monitor running and tested

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