[SIP2.38] Update USDC, ETH Fleets on Mainnet, Base and Arbitrum fleets with new market leading yield sources

Lazy Summer must stay compettitve, this SIP is in direct response to RFCs More growth please and [RFC] Include Clearstar Curated Vaults as new sources of yield for the current Vault Products - #2 by samehueasyou

Summary

Onboard additional strategies (β€œARKs”) to the USDC, WETH (ETH), and USDT vault fleets on Ethereum Mainnet, plus select additions on Base and Arbitrum, to (a) diversify sources of yield, (b) stay current with rotating market leaders, and (c) reinforce our core promise: automated access to DeFi’s highest-quality, risk-curated yield.

Motivation

  • Expand yield sources. Add newly available Morpho Blue vaults, Euler Frontier/Prime markets, Silo-managed vaults, Upshift/40Acres/Midas, and other curated sources across Mainnet, Base, and Arbitrum.
  • Stay current. Yield leadership rotates quickly; keeping our fleets aligned with the latest, vetted opportunities sustains benchmark-beating performance.
  • Deliver core value. Curated diversification + automated rebalancing is the product. More high-quality ARKs = more resilience and a higher chance of persistent above-benchmark returns.

Specification

Ethereum Mainnet

USDC

ARK Risk (requested/pending) App Contract VaultsFYI
Clearstar USDC Reactor Low/Moderate (requested) https://app.morpho.org/ethereum/vault/0x62fE596d59fB077c2Df736dF212E0AFfb522dC78/clearstar-usdc-reactor β€” β€”
Clearstar High Yield USDC High (requested) https://app.morpho.org/ethereum/vault/0x9B5E92fd227876b4C07a8c02367E2CB23c639DfA/clearstar-high-yield-usdc β€” β€”
Clearstar Institutional USDC Low (requested) https://app.morpho.org/ethereum/vault/0x8F40e713a1Cfeff2A052E0c610C8118Be3f75b12/clearstar-institutional-usdc β€” β€”
Midas – Re7 Yield Pending BA β€” Address: 0x87c9053c...a80afb0cf | Etherscan Midas Re7 Yield | vaults.fyi
Midas Hyperithm Pending BA β€” Address: 0x9b552852...3c21191B9 | Etherscan Midas Hyperithm | vaults.fyi
Midas Farm Pending BA β€” Address: 0xA19f6e0d...31fF5ECA6 | Etherscan Midas Farm Capital | vaults.fyi
Upshift Gamma USDC Pending BA https://app.upshift.finance/pools/1/0x998D7b14c123c1982404562b68edDB057b0477cB Address: 0x998D7b14...57b0477cB | Etherscan Upshift Gamma USDC Vault | vaults.fyi
Midas Apollo Crypto Pending BA β€” Address: 0x7CF9DEC9...4Bc116C05 | Etherscan Midas Apollo Crypto | vaults.fyi
Midas mEDGE Pending BA β€” β€” Midas mEDGE | vaults.fyi
Midas MEV Pending BA β€” Address: 0x030b6928...8026A0BF3 | Etherscan Midas MEV | vaults.fyi
Euler Frontier mAPOLLO (USDC) Pending BA Frontier mAPOLLO USDC | Euler Finance | Euler Finance Address: 0x2a356443...82d8246AD | Etherscan Frontier mAPOLLO USDC | vaults.fyi
TelosC Stream (USDC) Pending BA TelosC USDC vault | Euler Finance | Euler Finance Address: 0x01864aE3...bDdA37EcD | Etherscan TelosC USDC vault | vaults.fyi
Morpho Alpha USDC Core Pending BA https://app.morpho.org/ethereum/vault/0xb0f05E4De970A1aaf77f8C2F823953a367504BA9/alpha-usdc-core Morpho: Public Allocator | Address: 0xfd32fA2c...6CE91c75D | Etherscan Alpha USDC Core | vaults.fyi
Upshift USDC Pending BA https://app.upshift.finance/pools/1/0x80E1048eDE66ec4c364b4F22C8768fc657FF6A42 Upshift: upUSDC Token | Address: 0x80E1048e...657FF6A42 | Etherscan Upshift USDC | vaults.fyi
Upshift USDC Core Pending BA https://app.upshift.finance/pools/1/0xE9B725010A9E419412ed67d0fA5f3A5f40159D32 Upshift: coreUSDC Token | Address: 0xE9B72501...f40159D32 | Etherscan Upshift Core USDC | vaults.fyi
Clearstar USDC Core Pending BA https://app.morpho.org/ethereum/vault/0x69A238Ae7ebeb3c53ff3B544E48B96a2142fc284/clearstar-usdc-core Address: 0x30988479...41a733458 | Etherscan Address: 0x30988479...41a733458 | Etherscan

WETH (ETH)

Base

USDC

ARK Risk (requested/pending) App Contract VaultsFYI
High Yield Clearstar USDC High (requested) https://app.morpho.org/base/vault/0xE74c499fA461AF1844fCa84204490877787cED56/high-yield-clearstar-usdc Morpho: Public Allocator | Address: 0xA090dD1a...565f90467 | BaseScan High Yield Clearstar USDC | vaults.fyi
Clearstar USDC Reactor Low/Moderate (requested) https://app.morpho.org/base/vault/0x1D3b1Cd0a0f242d598834b3F2d126dC6bd774657/clearstar-usdc-reactor β€” Clearstar OpenEden USDC | vaults.fyi
Clearstar Boring USDC Low (requested) https://app.morpho.org/base/vault/0x43e623Ff7D14d5b105F7bE9c488F36dbF11D1F46/clearstar-boring-usdc β€” β€”
40Acres USDC Vault Pending BA https://www.40acres.finance/ Address: 0xB99B6dF9...df9507Cf5 | BaseScan https://app.vaults.fyi/opportunity/base/0xB99B6dF96d4d5448cC0a5B3e0ef7896df9507Cf5
Midas Basis Trading Token Pending BA β€” https://basescan.org/token/0x1C2757c1FeF1038428b5bEF062495ce94BBe92b2 https://app.vaults.fyi/opportunity/base/0x1C2757c1FeF1038428b5bEF062495ce94BBe92b2
Universal USDC Pending BA https://app.morpho.org/base/vault/0xB7890CEE6CF4792cdCC13489D36D9d42726ab863/universal-usdc Morpho: Public Allocator | Address: 0xA090dD1a...565f90467 | BaseScan https://app.vaults.fyi/opportunity/base/0xB7890CEE6CF4792cdCC13489D36D9d42726ab863
Gauntlet USD Alpha (gtUSDA) Pending BA https://app.gauntlet.xyz/vaults/gtusda https://basescan.org/address/0x000000000001CdB57E58Fa75Fe420a0f4D6640D5 https://app.vaults.fyi/opportunity/base/0x000000000001CdB57E58Fa75Fe420a0f4D6640D5
Euler Frontier YO Market (USDC) Pending BA https://app.euler.finance/vault/0x085178078796Da17B191f9081b5E2fCCc79A7eE7?network=base https://basescan.org/address/0x085178078796Da17B191f9081b5E2fCCc79A7eE7 https://app.vaults.fyi/opportunity/base/0x085178078796Da17B191f9081b5E2fCCc79A7eE7

WETH (ETH)

ARK Risk (requested/pending) App Contract VaultsFYI
Clearstar ETH Reactor Low/Moderate (requested) https://app.morpho.org/base/vault/0x09832347586E238841F49149C84d121Bc2191C53/clearstar-eth-reactor β€” β€”

Arbitrum

USDC

ARK Risk (requested/pending) App Contract VaultsFYI
Clearstar USDC Reactor Low/Moderate (requested) https://app.morpho.org/arbitrum/vault/0xa53Cf822FE93002aEaE16d395CD823Ece161a6AC/clearstar-usdc-reactor β€” β€”
Clearstar High Yield USDC High (requested) https://app.morpho.org/arbitrum/vault/0x64CA76e2525fc6Ab2179300c15e343d73e42f958/clearstar-high-yield-usdc β€” β€”

Risk Assessment & Parameters

Some yield source providers like Midas require new risk analysis and diligence. Protocols like Morpho have existing technical diligence but new curators like Clearstar also require new dilligence. @BlockAnalitica

Voting

  • YES: Add all ARKs listed above to the specified fleets/networks, subject to @BlockAnalitica classification and standard caps/parameters.
  • NO: Make no changes.

cc @Recognized_Delegates @BlockAnalitica @Lunaman @chrisb @halaprix @jensei

2 Likes

Thanks @samehueasyou for putting this massive SIP together! Love the alignment with your previous growth post and the RFC by @Lunaman!

Adding the Clearstar, Midas, Upshift, Euler, and other ARKs across Mainnet, Base, and Arbitrum continues to reinforce our core principle: curated, blue-chip, diversified yield. Spreading across chains and strategy providers improves resilience and reduces reliance on any single protocol.

Maintaining the integrity of our risk assessment is key, therefore I am looking forward to hear from @BlockAnalitica about the risk profiles for these.

I’m supportive of this proposal, but looking forward to the further comments from @Recognized_Delegates.

1 Like