MEV Capital USDC Leverage
USDC vault biased toward LRT-collateral markets with elevated LLTVs and active rebalancing across Aave-correlated venues.
Capture the spread between LRT staking + restaking + points and the USDC borrow rate by lending into the highest-utilization LRT markets, with active rebalancing during incentive-distribution windows.
Combination of elevated LRT carry, ETHFI and EIGEN points-monetization, and curator-managed rebalancing into the highest-utilization market each epoch.
Curator has a multi-year onchain track record and runs a parallel hedge fund. Risk model is published quarterly.
Higher LLTV and more aggressive rebalancing concentrate exposure into a smaller market set. The vault has historically taken meaningful drawdowns during LRT depeg events.
The honest version. Every structural failure mode this vault is exposed to, ranked by severity. If you want to know whether to invest, start here.
weETH, ezETH, and rsETH are correlated. A negative event at EigenLayer or a major restaking operator would simultaneously discount all three.
An AVS slashing event could reduce LRT NAV; oracles would lag by hours, leaving the vault temporarily over-collateralized in name only.