[SIP2.24] Update ARKs from core protocols on mainnet fleets (USDC/WETH/USDT)

Overview

Onboard additional strategies (ARKs) to the USDC, WETH (ETH), and USDT vault fleets on Ethereum Mainnet to expand diversification and keep yield sources current with leading protocols.

Motivation

  • Expand yield sources: Add newly available Morpho Blue vaults, Euler markets, and Silo-managed vaults.
  • Stay current: Keep the fleet aligned with the latest, high-quality opportunities.
  • Deliver core value: Maintain access to the highest-quality yields in DeFi through curated, diversified ARKs.

Specification

USDC Fleet (Mainnet)

New Ark Fleet Network Risk Level
Morpho Alpha USDC Core USDC Ethereum Mainnet Pending @BlockAnalitica classification
Morpho Avantgarde USDC Core USDC Ethereum Mainnet Pending @BlockAnalitica classification
Morpho Clearstar USDC Reactor USDC Ethereum Mainnet Pending @BlockAnalitica classification
Morpho Edge UltraYield USDC USDC Ethereum Mainnet Pending @BlockAnalitica classification
Morpho Gauntlet USDC RWA USDC Ethereum Mainnet Pending @BlockAnalitica classification
Morpho MEV Capital PTs USDC USDC Ethereum Mainnet Pending @BlockAnalitica classification
Morpho f(x) Protocol Re7 USDC USDC Ethereum Mainnet Pending @BlockAnalitica classification
Morpho Steakhouse infiniFi USDC USDC Ethereum Mainnet Pending @BlockAnalitica classification
Morpho TAC USDC USDC Ethereum Mainnet Pending @BlockAnalitica classification
Morpho Vault Bridge USDC USDC Ethereum Mainnet Pending @BlockAnalitica classification
Morpho OpenEden USDC Vault USDC Ethereum Mainnet Pending @BlockAnalitica classification
Euler Frontier Falcon (USDC) USDC Ethereum Mainnet Pending @BlockAnalitica classification
Euler Frontier mMEV (USDC) USDC Ethereum Mainnet Pending @BlockAnalitica classification
Euler Frontier YieldFi (USDC) USDC Ethereum Mainnet Pending @BlockAnalitica classification
Euler Frontier Hyperwave (USDC) USDC Ethereum Mainnet Pending @BlockAnalitica classification
Euler Frontier Inverse (USDC) USDC Ethereum Mainnet Pending @BlockAnalitica classification
Euler Liquity Hub (USDC) USDC Ethereum Mainnet Pending @BlockAnalitica classification
SiloManagedVault, Apostro USDC Ethereum Mainnet Pending @BlockAnalitica classification
SiloManagedVault, Varlamore USDC Ethereum Mainnet Pending @BlockAnalitica classification
Silo Swaap Lend (market) USDC Ethereum Mainnet Pending @BlockAnalitica classification

WETH (ETH) Fleet (Mainnet)

New Ark Fleet Network Risk Level
Morpho SingularV ETH WETH (ETH) Ethereum Mainnet Pending @BlockAnalitica classification
Morpho Index Coop hyETH WETH (ETH) Ethereum Mainnet Pending @BlockAnalitica classification
Morpho TAC ETH WETH (ETH) Ethereum Mainnet Pending @BlockAnalitica classification
Morpho Alpha wETH Core WETH (ETH) Ethereum Mainnet Pending @BlockAnalitica classification
Morpho Yearn OG WETH WETH (ETH) Ethereum Mainnet Pending @BlockAnalitica classification
Morpho Avantgarde WETH Core WETH (ETH) Ethereum Mainnet Pending @BlockAnalitica classification
Euler Prime WETH WETH (ETH) Ethereum Mainnet Pending @BlockAnalitica classification
Euler Swaap Lend WETH WETH (ETH) Ethereum Mainnet Pending @BlockAnalitica classification
Euler Frontier Puffer WETH WETH (ETH) Ethereum Mainnet Pending @BlockAnalitica classification

USDT Fleet (Mainnet)

New Ark Fleet Network Risk Level
Morpho SingularV USDT USDT Ethereum Mainnet Pending @BlockAnalitica classification
Morpho Pendlend USDT (K3 Capital) USDT Ethereum Mainnet Pending @BlockAnalitica classification
Morpho Hyperithm USDT USDT Ethereum Mainnet Pending @BlockAnalitica classification
Euler Yield USDT USDT Ethereum Mainnet Pending @BlockAnalitica classification

Risk Assessment

Minilmal new protocol risks as all are supported currently. Risk caps will need to determined on a per ARK basis by @BlockAnalitica

Voting

  • YES: Add each listed Ark to the specified fleet on Ethereum Mainnet, subject to @BlockAnalitica classification and standard caps/parameters.
  • NO: Make no changes; fleets remain as currently configured.
2 Likes

Looks like a solid fleet refresh @samehueasyou! Thanks for the research!

Good to see this scoped to protocols we already support (Morpho, Euler, and Silo), which keeps integration process low. Looking forward to a review from @BlockAnalitica as well as comments from @Recognized_Delegates especially given the number of potential new ARKs coming in at once.

1 Like