[RFC] Onboard USDC Fleet – Mainnet, Higher Risk Vault

Structure feels well-considered—clear risk segmentation, TVL caps that reflect the new tier, and a solid mix of higher-yield thank you @samehueasyou.

A few thoughts to take us toward SIP:

  • User communication will be critical. The vault label “Higher Risk” does some work, but we should also possibly surface practical guidance on volatility, liquidity expectations, and historical drawdown (where available).

  • Vault ceiling flexibility: Agree with pushing past 10%/5M caps, could we codify a process for dynamically scaling these based on vault health (yield performance, risk flags, utilization) rather than fixed jumps? @BlockAnalitica

  • SUMR alignment: If this vault will be drawing from the same reward pool as the lower-risk Mainnet USDC vault, we might want to inform it by [RFC] Extend and Adjust Vault Rewards Emissions - #2 by chrisb

Great to see Sky, Maple, MEV, and delta-neutral strategies coming together in a single product. This could be one of the protocol’s most impactful vaults for narrative, revenue, and user segmentation.

Looking forward to the SIP draft. :herb:

—jensei

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