# General Assessment of Newly Proposed Arks

**URL:** <https://forum.summer.fi/t/general-assessment-of-newly-proposed-arks/343>\
**Category:** Risk\
**Created:** [August 21, 2025, 3:32pm UTC](https://forum.summer.fi/t/general-assessment-of-newly-proposed-arks/343 "2025-08-21T15:32:34Z")\
**Posts on this page:** 4\
**Page:** 1

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**Author:** ![BlockAnalitica](https://yyz1.discourse-cdn.com/flex009/user_avatar/forum.summer.fi/blockanalitica/32/86_2.png) [@BlockAnalitica](https://forum.summer.fi/u/BlockAnalitica)\
**Post date:** [August 21, 2025, 3:32pm UTC](https://forum.summer.fi/t/general-assessment-of-newly-proposed-arks/343/1 "2025-08-21T15:32:35Z")

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## General Assessment of Newly Proposed Arks

On the following posts: [SIP 2.24](https://forum.summer.fi/t/sip2-24-update-arks-from-core-protocols-on-mainnet-fleets-usdc-weth-usdt/330), [SIP 2.25](https://forum.summer.fi/t/sip2-25-update-arks-from-core-protocols-on-base-fleets-usdc-weth/331), and [SIP 2.26](https://forum.summer.fi/t/sip2-26-update-arks-from-core-protocols-on-arbitrum-fleets-usdc-usdt/332), new Arks were proposed for the Mainnet LR and HR fleets, as well as for Arbitrum and Base.

We evaluated each Ark proposal using financial risk metrics such as TVL, backing collateral quality, withdrawal limits, and by running scripts to identify correlations with currently deployed Arks. Given the large number of proposals, it is out of scope to provide a detailed explanation for each. However, those classified as high risk were mainly due to weaker collateral quality and smaller TVL. Note that some label names may differ from the post, as they did not match the protocol link provided.

Following this assessment, we propose the following classification:

| chain | protocol | fleet asset | vault | assessment |
| --- | --- | --- | --- | --- |
| ethereum | morpho | USDC | morpho\_falcon\_usdc\_core | HR |
| ethereum | morpho | USDC | morpho\_avantgarde\_usdc\_core | HR |
| ethereum | morpho | USDC | morpho\_clearstar\_usdc\_core | Low TVL |
| ethereum | morpho | USDC | morpho\_edge\_ultrayield\_usdc | Low TVL |
| ethereum | morpho | USDC | morpho\_gauntlet\_usdc\_rwa | HR |
| ethereum | morpho | USDC | morpho\_mev\_capital\_pts\_usdc | HR |
| ethereum | morpho | USDC | morpho\_fx\_protocol\_re7\_usdc | HR |
| ethereum | morpho | USDC | morpho\_steakhouse\_infinifi\_usdc | HR |
| ethereum | morpho | USDC | morpho\_tac\_usdc | HR |
| ethereum | morpho | USDC | morpho\_vault\_bridge\_usdc | LR |
| ethereum | morpho | USDC | morpho\_openeden\_usdc\_vault | HR |
| ethereum | morpho | USDT | morpho\_singularv\_usdt | Low TVL |
| ethereum | morpho | USDT | morpho\_pendlend\_usdt | HR |
| ethereum | morpho | USDT | morpho\_hyperithm\_usdt | Low TVL |
| ethereum | morpho | ETH | morpho\_singularv\_weth | HR |
| ethereum | morpho | ETH | morpho\_indexcoop\_hyeth | HR |
| ethereum | morpho | ETH | morpho\_tac\_weth | HR |
| ethereum | morpho | ETH | morpho\_alpha\_weth\_core | HR |
| ethereum | morpho | ETH | morpho\_y\_og\_weth | HR |
| ethereum | morpho | ETH | morpho\_avantgarde\_weth\_core | HR |
| base | morpho | USDC | morpho\_steakhouse\_hy\_usdc | Low TVL |
| base | morpho | USDC | morpho\_extrafi\_xlend\_usdc | LR |
| base | morpho | USDC | morpho\_universal\_usdc | Low TVL |
| base | morpho | USDC | morpho\_hy\_clearstar\_usdc | HR |
| base | morpho | USDC | morpho\_cs\_reactor\_oe\_boosted\_usdc | HR |
| base | morpho | USDC | morpho\_gauntlet\_usdc\_frontier | HR |
| base | morpho | USDC | morpho\_re7\_usdc | DEPLOYED |
| base | morpho | ETH | morpho\_extrafi\_xlend\_weth | LR |
| base | morpho | ETH | morpho\_yearn\_og\_weth | LR |
| arbitrum | morpho | USDC | morpho\_gauntlet\_usdc\_prime | LR |
| arbitrum | morpho | USDC | morpho\_gauntlet\_usdc\_core | LR |
| arbitrum | morpho | USDC | morpho\_y\_og\_usdc | Low TVL |
| arbitrum | morpho | USDC | morpho\_steakhouse\_prime\_usdc | Low TVL |
| arbitrum | morpho | USDC | morpho\_mev\_capital\_usdc | Low TVL |
| arbitrum | morpho | USDT | morpho\_gauntlet\_usdt\_core | Low TVL |
| arbitrum | morpho | USDT | morpho\_mev\_capital\_usdt | Low TVL |
| ethereum | euler | USDC | euler\_frontier\_falcon\_usdc | HR |
| ethereum | euler | USDC | euler\_frontier\_mmev\_usdc | HR |
| ethereum | euler | USDC | euler\_frontier\_yieldfi\_usdc | HR |
| ethereum | euler | USDC | euler\_frontier\_hyperwave\_usdc | HR |
| ethereum | euler | USDC | euler\_frontier\_yala\_usdc | HR |
| ethereum | euler | USDC | euler\_frontier\_pareto\_usdc | Low TVL |
| ethereum | euler | USDT | euler\_yield\_usdt | DEPLOYED |
| ethereum | euler | ETH | euler\_frontier\_puffer\_weth | LR |
| ethereum | euler | ETH | euler\_frontier\_upshift | HR |
| ethereum | euler | ETH | euler\_alterscope\_lrt | HR |
| base | euler | USDC | euler\_frontier\_yo\_yousdc | HR |
| base | euler | ETH | euler\_alterscope\_lrt\_weth | HR |
| arbitrum | euler | USDC | euler\_arbitrum\_usdc | LR |
| arbitrum | euler | USDT | euler\_arbitrum\_usdt | HR |
| ethereum | siloV2 | USDC | varlamore-falcon-usdc | HR |
| ethereum | siloV2 | USDC | varlamore-usdc-growth | LR |
| ethereum | siloV2 | USDC | apostro-usdc-frontier | DEPLOYED |
| arbitrum | siloV2 | USDC | varlamore-usdc-growth | DEPLOYED |
| arbitrum | siloV2 | USDC | greenhouse-usdc | Low TVL |
| arbitrum | siloV2 | USDC | susdx-usdc-127 | LR |

We also highlighted the Arks already deployed. Some remain blacklisted due to collateral quality, while others are fully operational. There are also Arks leading to vaults/markets with too low TVL, for which we recommend setting caps to zero if deployed, as we believe their contribution to the growth of the fleet is not significant. Additionally, since there are no HR fleets deployed on Base and Arbitrum, those classified as HR on those networks are proposed to be excluded from onboarding at the current stage.

Finally, this assessment is based on current market conditions. We may reassess in the future if those Arks improve their financial risk metrics or increase their TVL where applicable.

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<div class="post-metadata">

**Author:** ![BlockAnalitica](https://yyz1.discourse-cdn.com/flex009/user_avatar/forum.summer.fi/blockanalitica/32/86_2.png) [@BlockAnalitica](https://forum.summer.fi/u/BlockAnalitica)\
**Post date:** [August 26, 2025, 8:36am UTC](https://forum.summer.fi/t/general-assessment-of-newly-proposed-arks/343/2 "2025-08-26T08:36:49Z")

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## Parameters for the Whitelisted & Deployed Arks on Base & Arbitrum

The parameters for the proposed and whitelisted Arks on Base and Arbitrum (see [SIP 2.25](https://forum.summer.fi/t/sip2-25-update-arks-from-core-protocols-on-base-fleets-usdc-weth/331), and [SIP 2.26](https://forum.summer.fi/t/sip2-26-update-arks-from-core-protocols-on-arbitrum-fleets-usdc-usdt/332)) were computed with our risk model, which considers TVL, collateral quality, and exposure. Based on this assessment, we propose the following initial parameters:

Fleet Base USDC LR

| Ark | Symbol/Vault | maxCap | Max. %TVL | maxInflow | maxOutflow |
| --- | --- | --- | --- | --- | --- |
| morpho | morpho\_extrafi\_xlend\_usdc | 1,900,000 | 31.2% | 1,900,000 | 1,900,000 |

Fleet Base ETH LR

| Ark | Symbol/Vault | maxCap | Max. %TVL | maxInflow | maxOutflow |
| --- | --- | --- | --- | --- | --- |
| morpho | morpho\_extrafi\_xlend\_weth | 1,140 | 35.0% | 1,140 | 1,140 |
| morpho | morpho\_yearn\_og\_weth | 25 | 31.5% | 25 | 25 |

Fleet Arbitrum USDC LR

| Ark | Symbol/Vault | maxCap | Max. %TVL | maxInflow | maxOutflow |
| --- | --- | --- | --- | --- | --- |
| morpho | morpho\_gauntlet\_usdc\_prime | 7,000,000 | 40.00% | 2,400,000 | 4,800,000 |
| morpho | morpho\_gauntlet\_usdc\_core | 1,120,000 | 33.00% | 1,120,000 | 1,120,000 |
| euler | euler\_arbitrum\_usdc | 1,530,000 | 34.00% | 1,530,000 | 1,530,000 |
| siloV2 | susdx-usdc-127 | 1,490,000 | 36.00% | 1,490,000 | 1,490,000 |

The cooldown period for all Arks in this Fleet is 10 minutes. These parameters keep the Fleet within controlled risk limits while accommodating expected demand. Arks with very low TVL have been excluded, as they do not improve fleet performance, but we will monitor them and set non-zero caps if their TVL increases in the future. In general, these are initial values, and will change dynamically according to market conditions.

---

<div class="post-metadata">

**Author:** ![BlockAnalitica](https://yyz1.discourse-cdn.com/flex009/user_avatar/forum.summer.fi/blockanalitica/32/86_2.png) [@BlockAnalitica](https://forum.summer.fi/u/BlockAnalitica)\
**Post date:** [September 11, 2025, 12:09pm UTC](https://forum.summer.fi/t/general-assessment-of-newly-proposed-arks/343/3 "2025-09-11T12:09:03Z")

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## Parameters for the Whitelisted & Deployed Arks on Mainnet

The parameters for the proposed and whitelisted Arks on Mainnet (see [here](https://forum.summer.fi/t/general-assessment-of-newly-proposed-arks/343) and [SIP 2.24](https://forum.summer.fi/t/sip2-24-update-arks-from-core-protocols-on-mainnet-fleets-usdc-weth-usdt/330)) were computed with our risk model, which considers TVL, collateral quality, and exposure. Based on this assessment, we propose the following initial parameters:

### Fleet Mainnet ETH LR

| Ark | Symbol/Vault | maxCap | Max. %TVL | maxInflow | maxOutflow |
| --- | --- | --- | --- | --- | --- |
| euler | euler\_frontier\_puffer\_weth | 630 | 33.0% | 630 | 630 |

### Fleet Mainnet USDC LR

| Ark | Symbol/Vault | maxCap | Max. %TVL | maxInflow | maxOutflow |
| --- | --- | --- | --- | --- | --- |
| morpho | morpho\_vault\_bridge\_usdc | 30,600,000 | 30.3% | 10,000,000 | 15,200,000 |
| siloV2 | varlamore-usdc-growth | 40,000 | 29.0% | 40,000 | 40,000 |

### Fleet Mainnet ETH HR

| Ark | Symbol/Vault | maxCap | Max. %TVL | maxInflow | maxOutflow |
| --- | --- | --- | --- | --- | --- |
| morpho | morpho\_singularv\_weth | 1,560 | 45.0% | 1,560 | 1,560 |
| morpho | morpho\_indexcoop\_hyeth | 1,430 | 45.0% | 1,430 | 1,430 |
| morpho | morpho\_tac\_weth | 5 | 40.0% | 5 | 5 |
| morpho | morpho\_alpha\_weth\_core | 830 | 45.0% | 830 | 830 |
| morpho | morpho\_y\_og\_weth | 4,600 | 30.0% | 3,000 | 4,500 |
| morpho | morpho\_avantgarde\_weth\_core | 690 | 45.0% | 690 | 690 |
| euler | euler\_frontier\_upshift | 850 | 46.0% | 850 | 850 |
| euler | euler\_alterscope\_lrt | 154 | 45.0% | 154 | 154 |

### Fleet Mainnet USDC HR

| Ark | Symbol/Vault | maxCap | Max. %TVL | maxInflow | maxOutflow |
| --- | --- | --- | --- | --- | --- |
| morpho | morpho\_avantgarde\_usdc\_core | 5,200,000 | 12.0% | 2,400,000 | 2,400,000 |
| morpho | morpho\_gauntlet\_usdc\_rwa | 4,300,000 | 42.0% | 4,000,000 | 4,300,000 |
| morpho | morpho\_mev\_capital\_pts\_usdc | 11,600,000 | 43.0% | 4,000,000 | 8,600,000 |
| morpho | morpho\_fx\_protocol\_re7\_usdc | 1,180,000 | 43.0% | 1,180,000 | 1,180,000 |
| morpho | morpho\_steakhouse\_infinifi\_usdc | 6,800,000 | 43.0% | 4,000,000 | 6,800,000 |
| morpho | morpho\_tac\_usdc | 7,500,000 | 12.0% | 2,400,000 | 2,400,000 |
| euler | euler\_frontier\_falcon\_usdc | 58,000,000 | 46.0% | 4,000,000 | 9,200,000 |
| euler | euler\_frontier\_mmev\_usdc | 4,900,000 | 42.0% | 4,000,000 | 4,900,000 |
| euler | euler\_frontier\_yieldfi\_usdc | 133,000 | 42.0% | 133,000 | 133,000 |
| euler | euler\_frontier\_hyperwave\_usdc | 14,600,000 | 43.0% | 4,000,000 | 8,600,000 |
| euler | euler\_frontier\_yala\_usdc | 6,200,000 | 43.0% | 4,000,000 | 6,200,000 |

The cooldown period for all Arks in these Fleets is 10 minutes, except for Mainnet ETH HR, which is set to 1 hour. These parameters keep the Fleets within controlled risk limits while accommodating expected demand. Arks with very low TVL have been excluded, as they do not improve fleet performance, but we will monitor them and set non-zero caps if their TVL increases in the future. In general, these are initial values, and will change dynamically according to market conditions.

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<div class="post-metadata">

**Author:** ![Shadow\_Holder](https://yyz1.discourse-cdn.com/flex009/user_avatar/forum.summer.fi/shadow_holder/32/427_2.png) [@Shadow\_Holder](https://forum.summer.fi/u/Shadow_Holder)\
**Post date:** [November 5, 2025, 12:21am UTC](https://forum.summer.fi/t/general-assessment-of-newly-proposed-arks/343/4 "2025-11-05T00:21:51Z")

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On Nov 4, the Silo Varlamore USDC Growth no more and susdx 127 halted pending investigation after Balancer hack. Risk assessment and management failed or not revised accordingly.