Antseed AI Credits -- Tracking Plan

[thalescb]

Context

The Antseed integration lets GoodDollar users convert G$ tokens into AI compute credits (powered by AntSeed), with a +10% one-time or +20% streaming bonus subsidized by GoodDollar. The system spans Celo (G$ vault deposits), a Cloudflare Worker backend (credit accounting in KV), and Base (USDC funding).

The widget is live (ai-credits-web) with a follow-up PR in flight from Mike.

Goal

Full-funnel visibility on the AI credits integration: from user discovery through credit consumption and system health.

Scope

• Onchain metrics: Celo vault deposits (unique wallets, G$ volume, one-time vs Superfluid streams)
• Bridge reconciliation: Celo deposits vs Base settlements, lag/leakage
• Bonus subsidy cost tracking (the +10/20% GoodDollar absorbs)
• Health signal: Base operator USDC balance monitoring (no auto-refill -- empty = funding fails)
• Coordinate with Mike on off-chain KV metrics (credits issued/consumed, API usage)

Current Status

Tracking plan drafted. Architecture fully understood: Superfluid streams on Celo to CeloGdAntSeedVault to Worker KV (credit accounting) to AntseedBuyerOperator on Base (USDC). Tokenomics clarified with Mike: G$ sits in vault (no burn/recirculate), USDC drains from operator wallet manually.

Value

Answers the critical questions: How many people are buying credits? How much value flows through the system? When does the funding wallet need topping up? And what is the subsidy cost to GoodDollar?