# \[RFC\] Raise Base risk caps and add new yield sources to win Base market **URL:** \ **Category:** Request for Comment \[RFCs\]\ **Tags:** usdc, ark-onboarding, rfc, eth, base\ **Created:** [January 27, 2026, 6:59pm UTC](https://forum.summer.fi/t/rfc-raise-base-risk-caps-and-add-new-yield-sources-to-win-base-market/668 "2026-01-27T18:59:06Z")\ **Posts on this page:** 3\ **Page:** 1
**Author:** ![samehueasyou](https://avatars.discourse-cdn.com/v4/letter/s/c5a1d2/32.png) [@samehueasyou](https://forum.summer.fi/u/samehueasyou)\ **Post date:** [January 27, 2026, 6:59pm UTC](https://forum.summer.fi/t/rfc-raise-base-risk-caps-and-add-new-yield-sources-to-win-base-market/668/1 "2026-01-27T18:59:06Z")
## 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: 1. **Raise allocation caps** on existing ARKs in Base USDC and ETH vaults 2. **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](http://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](https://x.com/yield/status/2013295448921121158) 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 1. **Lazy Summer already has Base infrastructure** - Just needs better yield sources and higher caps 2. **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](http://Summer.fi) on Base are getting suboptimal exposure while competitors like YO, Harvest, and [vfat.io](http://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](https://shiftprotocol.xyz/strategies/ext-usd) | ### Revert Lend USDC (Base) | Field | Value | | --- | --- | | Token | USDC | | Network | Base | | Contract Address | `0x3895e33b91f19B279D30B1436640c87E300D2DAc` | | Risk Level | Lower | | Est. APY | 8-25% | | Link | [revert](https://revert.finance/#/lending) | ### 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](https://app.harvest.finance/base/0xC777031D50F632083Be7080e51E390709062263E?chain=base) | ---
**Author:** ![Sixty](https://yyz1.discourse-cdn.com/flex009/user_avatar/forum.summer.fi/sixty/32/115_2.png) [@Sixty](https://forum.summer.fi/u/Sixty)\ **Post date:** [January 30, 2026, 1:41pm UTC](https://forum.summer.fi/t/rfc-raise-base-risk-caps-and-add-new-yield-sources-to-win-base-market/668/2 "2026-01-30T13:41:05Z")
+1 on this, I am not sure if its possible to raise risk caps through governance, but we should definitely start thinking of opening some of these ARKs back up. The [USDC fleet on Base](https://summer.fi/earn/base/position/0x98c49e13bf99d7cad8069faa2a370933ec9ecf17) currently has 63% of its ARKs with allocation caps set to 0. Given the broader risk off stance in the market, this is the perfect time for SummerFi to shine as the set it and forget it protocol for stables. We can’t however, get that exposure if we are not offering competitive yields. ---
**Author:** ![Sixty](https://yyz1.discourse-cdn.com/flex009/user_avatar/forum.summer.fi/sixty/32/115_2.png) [@Sixty](https://forum.summer.fi/u/Sixty)\ **Post date:** [April 10, 2026, 1:21pm UTC](https://forum.summer.fi/t/rfc-raise-base-risk-caps-and-add-new-yield-sources-to-win-base-market/668/3 "2026-04-10T13:21:34Z")
> [@samehueasyou](#): > > ## 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](https://shiftprotocol.xyz/strategies/ext-usd) | > > ### Revert Lend USDC (Base) > > | Field | Value | > | --- | --- | > | Token | USDC | > | Network | Base | > | Contract Address | `0x3895e33b91f19B279D30B1436640c87E300D2DAc` | > | Risk Level | Lower | > | Est. APY | 8-25% | > | Link | [revert](https://revert.finance/#/lending) | > > ### Harvest 40 Acres USDC (Base) > > | Field | Value | > | --- | --- | > | Token | USDC | > | Network | Base | > | Contract Address | `0xC777031D50F632083Be7080e51E390709062263E` | > | Risk Level | Lower | > | Est. APY | 8-15%+ | > | Link | [Harvest App](https://app.harvest.finance/base/0xC777031D50F632083Be7080e51E390709062263E?chain=base) | Pinging @BlockAnalitica here, any updates on an assessment of the proposed yield sources?