Summary
This RFC proposes actions to make Lazy Summer Protocol’s Base vaults competitive against YO Protocol, which currently dominates the Base yield aggregator landscape with 27.32% market share.
The proposal includes:
- Raise allocation caps on existing ARKs in Base USDC and ETH vaults
- Onboard new yield sources that are winning on Base right now
Lazy Summer currently holds just 7.55% of yield aggregator TVL on Base. This is easy ground to make up by onboarding the right yield sources and deploying capital more aggressively.
Motivation
YO Protocol Dominates Base
As of January 2026, the yield aggregator landscape on Base shows clear market leaders:
| Protocol | Market Share |
|---|---|
| YO Protocol | 27.32% |
| vfat.io | 18.55% |
| Beefy | 15.58% |
| Lazy Summer Protocol | 7.55% |
| Autopilot | 6.62% |
| Harvest Finance | 6.31% |
| IPOR Fusion | 5.05% |
| Vesper | 4.74% |
| Superform | 4.04% |
| Others | 4.24% |
Source: YO Protocol tweet
YO Protocol has grown to $80M TVL total, with ~27% of assets on Base (roughly $21.6M). Their yoUSD alone has $25M TVL with yield sourced from 100+ strategies across Pendle (18.5%), Tokemak (15.6%), and Morpho (15.1%).
We’ve got this
- Lazy Summer already has Base infrastructure - Just needs better yield sources and higher caps
- YO’s lead is narrow - Moving from 7.55% to 15%+ is achievable with the right strategies
The Problem: conservative configuration
Current Base vault configuration mirrors the Mainnet issue, caps are too conservative and yield sources don’t reflect market winners. Users choosing Summer.fi on Base are getting suboptimal exposure while competitors like YO, Harvest, and vfat.io capture the alpha.
Part A: Raise caps on existing Base ARKs
Similar to the Mainnet Higher Risk vault, Base vaults likely have approved ARKs sitting at 0% caps. I propose raising caps to allow meaningful allocation to higher-yielding strategies.
Specifications
Shift Protocol ext-USD (Base)
| Field | Value |
|---|---|
| Token | USDC |
| Network | Base |
| Contract Address | 0x4cE3ec1b7B4FFb33A0B70c64a0560A3F341AA2E1 |
| Risk Level | Lower |
| Est. APY | 7-12% |
| Link | Shift Protocol - Tokenizing Yield |
Revert Lend USDC (Base)
| Field | Value |
|---|---|
| Token | USDC |
| Network | Base |
| Contract Address | 0x3895e33b91f19B279D30B1436640c87E300D2DAc |
| Risk Level | Lower |
| Est. APY | 8-25% |
| Link | revert |
Harvest 40 Acres USDC (Base)
| Field | Value |
|---|---|
| Token | USDC |
| Network | Base |
| Contract Address | 0xC777031D50F632083Be7080e51E390709062263E |
| Risk Level | Lower |
| Est. APY | 8-15%+ |
| Link | https://app.harvest.finance/base/0xC777031D50F632083Be7080e51E390709062263E?chain=base |