Thanks @MasterMojo for surfacing this exciting opportunity. I definitely see the value in adding strategies to the Higher Risk side (as it is def. the path to $1B+ TVL), but I’m wondering about the right placement.
Would ESPN require its own dedicated FLEET? None of the current stables vaults in Lazy Summer Protocol use direct USDS (or any other stablecoin) exposure, and spinning up a new Ethereum mainnet fleet carries meaningful costs for keepers, rebalancing, etc. That overhead can make sense if there’s strong traction and TVL growth, but if not, it risks being inefficient.
On the other hand, am curious whether this could instead be integrated into the USDC Higher Risk Fleet, which would keep it aligned with the current vault structure while still capturing the upside of ESPN. If the intent is to establish a standalone ESPN Fleet, are there other strategies in the pipeline that could make use of it over time?
Onboarding ESPN could make sense, but I’d love to hear thoughts of @BlockAnalitica and other @Recognized_Delegates first.