Overview
Total value
$117.88
8 positions
Deployed
$116.33
98.7% of capital
Idle
$1.56
3 chains
Advertised APY
9.866%
$9.34/yr base · —/yr conditional rewards
Effective positions
7.852
concentration, 1/Σw²
Gas paid, all time
$0.3573
34 of 34 txs priced
Realized to date
Low · All
$99.8622
Current
$100.4443+44.4 bps
High · All
$100.4443
The blended APY above is what the shelf advertises. This is what survived executing it: at a $118 book the cost of rebalancing still outweighs the yield it buys. The full record
Allocation
Share of deployed capital.
9.87%
blended APY
Tokemak baseUSD autopool
Tokemak · Base · 9.59%
$17.29
14.9%
Hyperithm USDC Apex
Morpho · Monad · 8.02%
$17.03
14.6%
August USDC V2
Morpho · Monad · 12.01%
$16.87
14.5%
USDC
Fluid · Base · 6.47%
$13.55
11.7%
Avantis USDC LP tranche
Avantis · Base · 17.50%
$13.52
11.6%
- P
Pendle PT-sUSDai 25 Feb 2027 (fixed rate)
Pendle · Arbitrum · 10.06%
$13.05
11.2%
Gauntlet USDC Frontier
Morpho · Base · 5.43%
$12.74
11.0%
EVK Vault eAUSD-16
Euler · Monad · 9.63%
$12.28
10.6%
| Position | APY | Value | Weight |
|---|---|---|---|
Tokemak baseUSD autopool Tokemak · Base | 9.59% | $17.29 | 14.9% |
Hyperithm USDC Apex Morpho · Monad | 8.02% | $17.03 | 14.6% |
August USDC V2 Morpho · Monad | 12.01% | $16.87 | 14.5% |
USDC Fluid · Base | 6.47% | $13.55 | 11.7% |
Avantis USDC LP tranche Avantis · Base | 17.50% | $13.52 | 11.6% |
P Pendle PT-sUSDai 25 Feb 2027 (fixed rate) Pendle · Arbitrum | 10.06% | $13.05 | 11.2% |
Gauntlet USDC Frontier Morpho · Base | 5.43% | $12.74 | 11.0% |
EVK Vault eAUSD-16 Euler · Monad | 9.63% | $12.28 | 10.6% |
Plus $1.56 idle USDC across 3 chains — funding, not allocated.
Positions
Live balances read from chain, priced by the allocator.
Tokemak baseUSD autopool
Tokemak·Base·baseUSD·satellite
$17.29
14.87%
- Base APY
- 4.53%
- Reward APY
- 5.06%
- Base $/year
- $0.78
- Target
- 16.37%
- Drift
- -151 bps
Hyperithm USDC Apex
Morpho·Monad·hyperUSDCa·core
$17.03
14.64%
- Base APY
- 6.03%
- Reward APY
- 1.99%
- Base $/year
- $1.03
- Target
- 16.10%
- Drift
- -146 bps
August USDC V2
Morpho·Monad·AugustUSDCv2·satellite
$16.87
14.51%
- Base APY
- 7.46%
- Reward APY
- 4.55%
- Base $/year
- $1.26
- Target
- 15.95%
- Drift
- -145 bps
USDC
Fluid·Base·fUSDC·core
$13.55
11.65%
- Base APY
- 6.47%
- Reward APY
- —
- Base $/year
- $0.88
- Target
- 11.71%
- Drift
- -6 bps
Avantis USDC LP tranche
Avantis·Base·avUSDC·satellite
$13.52
11.62%
- Base APY
- 17.50%
- Reward APY
- —
- Base $/year
- $2.36
- Target
- 12.95%
- Drift
- -133 bps
- P
Pendle PT-sUSDai 25 Feb 2027 (fixed rate)
Pendle·Arbitrum·PT-sUSDai-25FEB2027·core
$13.05
11.22%
- Base APY
- 10.06%
- Reward APY
- —
- Base $/year
- $1.31
- Target
- —
- Drift
- —
Gauntlet USDC Frontier
Morpho·Base·gtusdcf·core
$12.74
10.95%
- Base APY
- 5.43%
- Reward APY
- 0.00%
- Base $/year
- $0.69
- Target
- 12.06%
- Drift
- -111 bps
EVK Vault eAUSD-16
Euler·Monad·eAUSD-16·satellite
$12.28
10.55%
- Base APY
- 8.38%
- Reward APY
- 1.25%
- Base $/year
- $1.03
- Target
- —
- Drift
- —
| Position | Value | % of book | Base APY | Reward APY | Base $/year | Target | Drift |
|---|---|---|---|---|---|---|---|
Tokemak baseUSD autopool Tokemak·Base·baseUSD·satellite | $17.29 | 14.87% | 4.53% | 5.06% | $0.78 | 16.37% | -151 bps |
Hyperithm USDC Apex Morpho·Monad·hyperUSDCa·core | $17.03 | 14.64% | 6.03% | 1.99% | $1.03 | 16.10% | -146 bps |
August USDC V2 Morpho·Monad·AugustUSDCv2·satellite | $16.87 | 14.51% | 7.46% | 4.55% | $1.26 | 15.95% | -145 bps |
USDC Fluid·Base·fUSDC·core | $13.55 | 11.65% | 6.47% | — | $0.88 | 11.71% | -6 bps |
Avantis USDC LP tranche Avantis·Base·avUSDC·satellite | $13.52 | 11.62% | 17.50% | — | $2.36 | 12.95% | -133 bps |
P Pendle PT-sUSDai 25 Feb 2027 (fixed rate) Pendle·Arbitrum·PT-sUSDai-25FEB2027·core | $13.05 | 11.22% | 10.06% | — | $1.31 | — | — |
Gauntlet USDC Frontier Morpho·Base·gtusdcf·core | $12.74 | 10.95% | 5.43% | 0.00% | $0.69 | 12.06% | -111 bps |
EVK Vault eAUSD-16 Euler·Monad·eAUSD-16·satellite | $12.28 | 10.55% | 8.38% | 1.25% | $1.03 | — | — |
Latest transactions
What the agent actually sent, and what it cost.
Idle capital
Undeployed USDC per chain. ~0.75 is reserved per chain for the paymaster and is not deployable.