The shelf
Every instrument discovered on this run, scored. The book is drawn from here, and drift watches this list for membership changes and for opportunities the book is passing over.
Discovered
57
3 chains
Held
8
$116.33
Policy-excluded
0
by the derived policy
Median APY
4.12%
across the shelf
Book vs shelf
+575 bps
blended over median
Opportunity, per sleeve
The highest-paying name in each sleeve that the book does not hold, against the weakest leg it does. The real gate (open-allocator's drift --opportunity) also prices the round trip — a spread this book cannot profitably capture is not an opportunity, and that arithmetic is not repeated here.
core
Morpho USDC on Base
5.82% vs 5.43% held (Gauntlet USDC Frontier)
+39 bps vs 50 band
score 0.863satellite
Neverland AUSD on Monad
9.99% vs 9.59% held (Tokemak baseUSD autopool)
+40 bps vs 50 band
score 0.285Every candidate, by score
Exclusions are read out of the allocation's own warnings — the rule that removed the name, not a guess.
| Instrument | Chain | Score | Sleeve | APY | Realised | TVL | Sharpe | Status |
|---|---|---|---|---|---|---|---|---|
| Morpho USDC0x000021…c6cf | Base | 0.987 | core | 4.42% | 4.38% | $313.7M | 4.95 | eligible |
| Morpho USDC0x000021…1c2d | Base | 0.987 | core | 4.42% | 4.38% | $176.9M | 4.94 | eligible |
| Morpho USDC0x000021…2f9f | Base | 0.985 | core | 4.42% | 4.37% | $414.1M | 4.30 | eligible |
| Morpho USDC0x000021…b022 | Base | 0.980 | core | 3.97% | 3.96% | $347.4M | 2.54 | eligible |
| Morpho USDC0x000021…dccb | Base | 0.973 | core | 3.30% | 3.52% | $123.1M | 1.17 | eligible |
| Aave USDC0x000000…a9cf | Monad | 0.953 | core | 4.19% | 3.86% | $174.0M | 0.99 | eligible |
| Morpho USDC0x000021…c3ae | Base | 0.949 | core | 4.85% | 4.03% | $31.0M | 1.77 | eligible |
| Morpho USDC0x000021…e06c | Base | 0.948 | core | 5.10% | 5.33% | $25.2M | 3.96 | eligible |
| Aave USDT00x0000a4…9eff | Arbitrum | 0.943 | core | 3.48% | 2.90% | $45.5M | -0.13 | eligible |
| Morpho USDC0x000021…b446 | Base | 0.931 | core | 4.19% | 4.22% | $14.1M | 3.97 | eligible |
| Aave cbBTC0x000021…8e92 | Base | 0.931 | core | 0.01% | 0.02% | $239.2M | -535.39 | eligible |
| Morpho USDC0x000021…96b2 | Base | 0.924 | core | 3.97% | 4.03% | $12.2M | 3.24 | eligible |
| Aave USDC0x000021…c04b | Base | 0.916 | core | 3.77% | 3.40% | $19.1M | 0.57 | eligible |
| Morpho USDC0x000000…e875 | Monad | 0.900 | core | 8.02% | 7.88% | $50.9M | 3.77 | held $17 |
| Morpho USDC0x000021…3b2b | Base | 0.882 | core | 5.43% | 5.58% | $5.2M | 4.35 | held $13 |
| Fluid USDC0x000021…1228 | Base | 0.877 | core | 6.47% | 5.72% | $10.0M | 1.81 | held $14 |
| Pendle sUSDai0x0000a4…909f | Arbitrum | 0.876 | core | 10.06% | 9.69% | $3.5M | 12.50 | held $13 |
| Aave USDC0x0000a4…6c26 | Arbitrum | 0.875 | core | 3.01% | 2.89% | $24.3M | -0.08 | eligible |
| Aave EURC0x000021…b05c | Base | 0.864 | core | 0.65% | 1.87% | $10.3M | -1.85 | eligible |
| Morpho USDC0x000021…55aa | Base | 0.863 | core | 5.82% | 6.13% | $33.1M | 2.78 | eligible |
| Morpho USDC0x000021…167b | Base | 0.856 | core | 5.61% | 5.44% | $459.0M | 5.09 | eligible |
| Morpho USDC0x000021…c2b3 | Base | 0.846 | core | 4.42% | 4.22% | $2.0M | 3.24 | eligible |
| Morpho USDC0x000021…5589 | Base | 0.840 | satellite | 3.97% | 3.96% | $1.8M | 2.62 | eligible |
| Aave GHO0x000000…2180 | Monad | 0.831 | satellite | 3.68% | 2.29% | $20.5M | -0.49 | eligible |
| Avantis USDC0x000021…32b3 | Base | 0.831 | satellite | 17.50% | 11.28% | $9.6M | 1.56 | held $14 |
| Morpho USDC0x000021…0ee7 | Base | 0.831 | satellite | 4.20% | 4.21% | $1.3M | 4.46 | eligible |
| Morpho USDC0x0000a4…5c5d | Arbitrum | 0.803 | satellite | 4.51% | 4.35% | $2.8M | 0.88 | eligible |
| Aave WETH0x000021…509e | Base | 0.803 | satellite | 2.72% | 1.65% | $42.0M | -2.63 | eligible |
| Morpho USDC0x0000a4…8de6 | Arbitrum | 0.795 | satellite | 1.85% | 3.17% | $1.8M | 0.18 | eligible |
| Fluid EURC0x000021…1f23 | Base | 0.791 | satellite | 2.65% | 2.83% | $1.3M | -0.24 | eligible |
| Morpho USDT00x0000a4…43bf | Arbitrum | 0.778 | satellite | 1.39% | 2.93% | $2.1M | -0.05 | eligible |
| Euler AUSD0x000000…078b | Monad | 0.778 | satellite | 9.63% | 8.29% | $1.6M | 3.18 | held $12 |
| Morpho USDC0x000000…9a9d | Monad | 0.770 | satellite | 12.01% | 8.16% | $7.5M | 2.69 | held $17 |
| Morpho WETH0x000021…fb36 | Base | 0.761 | satellite | 1.48% | 2.11% | $4.2M | -0.82 | eligible |
| Aave DAI0x0000a4…fe54 | Arbitrum | 0.737 | satellite | 1.54% | 2.29% | $3.1M | -0.43 | eligible |
| Tokemak USDC0x000021…03a0 | Base | 0.719 | satellite | 9.59% | 8.67% | $3.7M | 4.30 | held $17 |
| Aave GHO0x000021…3be8 | Base | 0.662 | satellite | 6.90% | 4.95% | $1.5M | 0.45 | eligible |
| Morpho cbBTC0x000021…5a3d | Base | 0.585 | satellite | 0.15% | 0.58% | $1.5M | -5.95 | eligible |
| Morpho USDC0x000021…6724 | Base | 0.523 | satellite | 3.97% | 3.93% | $424K | 4.18 | eligible |
| Morpho USDC0x000021…47c3 | Base | 0.516 | satellite | 4.17% | 4.69% | $696K | 1.91 | eligible |
| Morpho USDC0x000021…b70a | Base | 0.514 | satellite | 4.91% | 5.33% | $445K | 4.04 | eligible |
| Morpho USDC0x000021…f60f | Base | 0.511 | satellite | 4.12% | 4.19% | $865K | 1.10 | eligible |
| Fluid GHO0x000021…e37e | Base | 0.498 | satellite | 3.86% | 3.58% | $448K | 0.86 | eligible |
| Morpho USDC0x0000a4…07ad | Arbitrum | 0.490 | satellite | 2.54% | 3.73% | $595K | 0.70 | eligible |
| Morpho USDC0x000021…d57c | Base | 0.488 | satellite | 4.43% | 4.39% | $195K | 4.83 | eligible |
| Morpho USDC0x0000a4…9052 | Arbitrum | 0.477 | satellite | 2.29% | 3.39% | $463K | 0.40 | eligible |
| Morpho USDC0x0000a4…55cd | Arbitrum | 0.463 | satellite | 2.67% | 3.57% | $366K | 0.51 | eligible |
| Morpho USDC0x0000a4…f518 | Arbitrum | 0.454 | satellite | 2.28% | 3.89% | $764K | 0.47 | eligible |
| Euler USDC0x000000…5528 | Monad | 0.438 | satellite | 6.07% | 6.38% | $334K | 5.18 | eligible |
| Morpho USDC0x0000a4…bbd9 | Arbitrum | 0.438 | satellite | 2.54% | 4.35% | $423K | 0.68 | eligible |
| Aave GHO0x0000a4…d4e5 | Arbitrum | 0.418 | satellite | 3.60% | 4.95% | $778K | 0.59 | eligible |
| Morpho USDC0x0000a4…04a9 | Arbitrum | 0.416 | satellite | 1.76% | 3.70% | $30K | 0.69 | eligible |
| Morpho USDC0x000021…e4ed | Base | 0.409 | satellite | 3.85% | 4.01% | $40K | 2.81 | eligible |
| Morpho USDC0x000021…1523 | Base | 0.404 | satellite | 4.99% | 4.12% | $97K | 0.83 | eligible |
| Neverland USDC0x000000…8a3f | Monad | 0.330 | satellite | 9.33% | 8.41% | $946K | 2.78 | eligible |
| Euler USDC0x000021…d367 | Base | 0.314 | satellite | 0.00% | 0.73% | $333K | -1.04 | eligible |
| Neverland AUSD0x000000…0266 | Monad | 0.285 | satellite | 9.99% | 8.39% | $213K | 2.38 | eligible |