Overview
Total value
$117.72
7 positions
Deployed
$103.10
87.6% of capital
Idle
$14.62
3 chains
Advertised APY
10.697%
$8.25/yr base · —/yr conditional rewards
Effective positions
6.867
concentration, 1/Σw²
Gas paid, all time
$0.2937
32 of 32 txs priced
Realized to date
Low · All
$99.8622
Current
$100.3069+30.7 bps
High · All
$100.3069
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.
10.70%
blended APY
Tokemak baseUSD autopool
Tokemak · Base · 11.08%
$17.28
16.8%
Hyperithm USDC Apex
Morpho · Monad · 9.02%
$17.00
16.5%
August USDC V2
Morpho · Monad · 12.25%
$16.85
16.3%
USDC
Fluid · Base · 7.64%
$13.54
13.1%
Avantis USDC LP tranche
Avantis · Base · 18.65%
$13.46
13.1%
Gauntlet USDC Frontier
Morpho · Base · 5.50%
$12.72
12.3%
EVK Vault eAUSD-16
Euler · Monad · 10.39%
$12.25
11.9%
| Position | APY | Value | Weight |
|---|---|---|---|
Tokemak baseUSD autopool Tokemak · Base | 11.08% | $17.28 | 16.8% |
Hyperithm USDC Apex Morpho · Monad | 9.02% | $17.00 | 16.5% |
August USDC V2 Morpho · Monad | 12.25% | $16.85 | 16.3% |
USDC Fluid · Base | 7.64% | $13.54 | 13.1% |
Avantis USDC LP tranche Avantis · Base | 18.65% | $13.46 | 13.1% |
Gauntlet USDC Frontier Morpho · Base | 5.50% | $12.72 | 12.3% |
EVK Vault eAUSD-16 Euler · Monad | 10.39% | $12.25 | 11.9% |
Plus $14.62 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
$17.28
16.76%
- Base APY
- 5.44%
- Reward APY
- 5.64%
- Base $/year
- $0.94
- Target
- 16.37%
- Drift
- +39 bps
Hyperithm USDC Apex
Morpho·Monad·hyperUSDCa·core
$17.00
16.49%
- Base APY
- 7.90%
- Reward APY
- 1.12%
- Base $/year
- $1.34
- Target
- 16.10%
- Drift
- +39 bps
August USDC V2
Morpho·Monad·AugustUSDCv2·satellite
$16.85
16.35%
- Base APY
- 7.79%
- Reward APY
- 4.45%
- Base $/year
- $1.31
- Target
- 15.95%
- Drift
- +39 bps
USDC
Fluid·Base·fUSDC·satellite
$13.54
13.13%
- Base APY
- 2.38%
- Reward APY
- 5.26%
- Base $/year
- $0.32
- Target
- 11.71%
- Drift
- +142 bps
Avantis USDC LP tranche
Avantis·Base·avUSDC·satellite
$13.46
13.06%
- Base APY
- 18.65%
- Reward APY
- —
- Base $/year
- $2.51
- Target
- 12.95%
- Drift
- +10 bps
Gauntlet USDC Frontier
Morpho·Base·gtusdcf·core
$12.72
12.34%
- Base APY
- 5.50%
- Reward APY
- 0.00%
- Base $/year
- $0.70
- Target
- 12.06%
- Drift
- +28 bps
EVK Vault eAUSD-16
Euler·Monad·eAUSD-16·satellite
$12.25
11.88%
- Base APY
- 9.14%
- Reward APY
- 1.25%
- Base $/year
- $1.12
- Target
- —
- Drift
- —
| Position | Value | % of book | Base APY | Reward APY | Base $/year | Target | Drift |
|---|---|---|---|---|---|---|---|
Tokemak baseUSD autopool Tokemak·Base·baseUSD·satellite | $17.28 | 16.76% | 5.44% | 5.64% | $0.94 | 16.37% | +39 bps |
Hyperithm USDC Apex Morpho·Monad·hyperUSDCa·core | $17.00 | 16.49% | 7.90% | 1.12% | $1.34 | 16.10% | +39 bps |
August USDC V2 Morpho·Monad·AugustUSDCv2·satellite | $16.85 | 16.35% | 7.79% | 4.45% | $1.31 | 15.95% | +39 bps |
USDC Fluid·Base·fUSDC·satellite | $13.54 | 13.13% | 2.38% | 5.26% | $0.32 | 11.71% | +142 bps |
Avantis USDC LP tranche Avantis·Base·avUSDC·satellite | $13.46 | 13.06% | 18.65% | — | $2.51 | 12.95% | +10 bps |
Gauntlet USDC Frontier Morpho·Base·gtusdcf·core | $12.72 | 12.34% | 5.50% | 0.00% | $0.70 | 12.06% | +28 bps |
EVK Vault eAUSD-16 Euler·Monad·eAUSD-16·satellite | $12.25 | 11.88% | 9.14% | 1.25% | $1.12 | — | — |
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.