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TRANSPARENCY · THE MAIN TRUST LAYER

Check the system yourself

Transparency is the main trust layer. Here: three indexes and their composition, positions, operations, fees, PnL, risks, price sources, public addresses, change history, methodology and sync time. Every figure carries a state, a source and a time. Zeros never stand in for missing values. Capital coverage: one wallet, shared with TerraSim — recorded 15 Aug 2026. Current position value requires a dated source below.

Deposits: not open yet (recorded 22 Sep 2026)

Engine: no data · routes are planned, transactions are not executed

Not financial advice. The portfolio is watch-only — no keys, no signing. Everything public works without connecting a wallet.

STAGE: PILOT

Test datarecorded 15 Aug 2026

The pools currently hold pilot positions of about one dollar each. This is a route demonstration: you can see how funds enter, where they are allocated and how it looks on-chain. It is NOT an investment result and not a yield indicator.

What is connected now

Each row leads to its block. “Not connected” does not block the link — the block explains in words what is missing.

  1. Indexes and compositionStale
  2. Positions
  3. Operations
  4. Fees and PnLNot connected
  5. Risksrecorded 18 Aug 2026
  6. Price sourcesNot connected
  7. Public addressesaddress registry updated 8 Sep 2026
  8. Change historyNot connected
  9. Methodology and criteria
  10. Sync time

Indexes and composition

Target composition of the three indexes — a draft, approved only by a founder decision. The actual positions come from the position reader (token map).

Stale· draft v1-draft-r2 · prepared 17 Aug 2026

source: lib/pool-board/index-composition.json

INDEX COMPOSITION // ONE CANON FOR EVERY PRODUCT
DRAFT v1 — target weights are approved only by a founder decision (merging this composition into main).
STABLE · target weightsprepared 2026-08-17
STEAKCUSDC30%
Ethereum · morpho-blue · basket anchor: base yield, no emissions
SUSDAI40%
Arbitrum · pendle · fixed term stabilises the index
APYUSD-APXUSD25%
Ethereum · curve-dex · protocol diversification (curve)
PENDLEUSDC5%
Ethereum · morpho-blue · fills up to the 40% morpho cap
ACTUAL: connecting… · rebalance threshold 5pp
COIN · target weightsprepared 2026-08-17
WEETH40%
Base · ether.fi-stake · base yield, cheap gas
RETH30%
Ethereum · rocket-pool · staking-provider diversification
STETH30%
Ethereum · lido · deepest liquidity
ACTUAL: connecting… · rebalance threshold 5pp
DEX · target weightsprepared 2026-08-17
USDC-AERO40%
Base · aerodrome-v1 · emissions pay only staked in gauge — see emissions-cap
WBTC-ARB40%
Arbitrum · uniswap-v3 · real fees, no emissions
WETH-CVX20%
Ethereum · convex-finance · protocol diversification
ACTUAL: connecting… · rebalance threshold 5pp
INDEX RULES (canon)
  1. Equal weight: every pool in an index gets an equal share; at the full 40-pool registry that is 2.5% per pool (matches the audit's ≤2.5% cap). Protocol/chain caps are honoured by pool SELECTION, not by skewing weights
  2. No protocol takes more than 40% of an index
  3. No chain takes more than 60% of an index
  4. At least 3 pools per index (buffer excluded)
  5. Actual drifts from target by more than 5pp — a rebalance proposal goes to the founder's button
  6. Emissions-only pools capped at 35% combined; an unstaked receipt does not count as a built position
  7. A pool exits on: TVL below basket floor · anomalous yield · physical payments vanish from the token feed
  8. One composition for every served product; deposits at any time enter the current target; accounting is share-based
  9. Composition and weights change only by founder decision, recorded in the journal
  10. Ordering and metrics are observed, 30-day mean; only “screened”, never “best”
Prepared 2026-08-17 from the 2026-08-16 screening snapshot. Target weights are not a promise of returns; compositions change by founder decision, recorded in the journal.
Token map by index (live position reader)
TOKEN MAP BY INDEX
connecting…
METHODOLOGY // HOW THE INDEX IS CALCULATED

Not connected — the formula arrives from the public API with the backend; the frontend never invents it.

Index value not computed yet — the principal/PnL ledger is not connected. The sums below are the current value of priced positions, not an index value.

Connecting…

Three products →

Positions

Sanitized list of pool positions: asset, protocol, chain, value, verification status. No addresses, keys or 0x. Test positions do not represent total capital.

source: GET /api/public/live/positions · data as of: time not reported

FUND · RECORDED FACTrecorded 25 Sep 2026 · single status registry

Funds returned to the founder

Positions in pools
0
checked on the Base chain 25 Sep 2026
USDC on fund wallets
0
checked on the Base chain 25 Sep 2026

The zero here is a fact — not “no data” and not a failure: on 24 Sep 2026 the founder, by his own decision, took all fund money back. Deposit intake and sweep keep working; automatic pool entry and automatic payouts are switched off until the next top-up.

Proofs — transfers on the Base chain

POOL POSITIONS
connecting…

Each position: asset, protocol, chain, value, verification status and active-yield marker. Sanitized: no addresses, keys or 0x.

Connecting…

Liquidity corridors (CL position bounds)

LIQUIDITY CORRIDORS
connecting…

Concentrated liquidity earns only while the price stays inside the corridor. The bar shows the position's actual on-chain bounds, the dot is where the price is now. Once it leaves the corridor, that position stops earning until re-centered — visible here, not hidden.

reading chain…

via: on-chain read of positions (position manager + pool) against an allowlist registry · prices from anchor pools on the same chain · refreshed every 5 minutes (recorded 17 Aug 2026)

Operations

Decision journal and the public feed of anonymized events. These are events, not the hash chain itself.

source: GET /api/public/activity · data as of: time not reported

DECISION JOURNAL

Every agent decision is written into a hash-linked chain: no entry can be rewritten after the fact without breaking the chain. Publications, escalations, mode changes — everything leaves a trace.

Below is the public feed of anonymized journal events. These are events, not the chain itself: the verifiable hash chain of entries will open as a separate public endpoint.

PUBLIC OPERATIONS FEED
source not connected

Connecting…

Fees and PnL

The fee source and the result ledger are not connected — we show no figures and substitute no zeros.

Not connected

Fees are pool income and transaction costs. Distribution and result — “not connected”, YLDX buyback — “Planned”. Distribution rules are published in advance.

The “Fees” step in Money Flow →

Risks

What can go wrong and how the system bounds it. Yield order is not safety order.

recorded 18 Aug 2026

The full list of risks and limits lives on the risks page. Short form: DeFi participation carries risk, including possible total loss of funds; yield is not promised — it is observed and signed with a source and a date.

Yield order is not safety order

Price sources

There is no public price-source endpoint yet. Position prices come from the position reader, corridor prices from anchor pools on the same chain (see corridors).

Not connected

This figure appears once the backend exposes price sources as a separate endpoint. Until then no price on the site is shown without its source next to it.

Public addresses

Addresses come only from the approved registry, in full, with explorers. The wallet is shared with TerraSim — capital coverage is partial.

address registry updated 8 Sep 2026

source: lib/address-registry.json

OPERATIONS WALLETsource: lib/address-registry.json

This public address carries the agent's operational work: pilot positions and their movements. It is NOT a deposit address — deposits will open separately, via multisig. The address is shown in full; verify every character.

0x37BB7E529F2B13ae874800e1f8DE32B52b4E7849

Beware of look-alikes: attackers create addresses with the same first and last characters and slip them into your transfer history. Never copy the address from someone's message or from transaction history — only from here.

Operations role since 13 Aug 2026. The wallet is shared — it also holds the TerraSim fund that DeFiGuru operates. So history BEFORE that date and TerraSim’s own operations are not this protocol's positions, operations or results. Capital coverage of this site — one wallet, shared with TerraSim (recorded 15 Aug 2026).

SEPARATE WALLETsource: lib/address-registry.json

A separate public wallet. It is NOT part of the indexes' capital coverage and is NOT summed with the 0x37BB fund — it stands on its own. It holds an active concentrated-liquidity book on majors and a token position. It is NOT a deposit address. The current balance is live via the explorer links below; we do not pin a static figure.

0x2763601a5e6921832f246dc2bc5883f470748ade

Beware of look-alikes: the address is shown in full, verify every character. Never copy the address from someone's message or from transaction history — only from here.

On the site since 8 Sep 2026. History BEFORE that date is not this protocol's positions, operations or results. This wallet is NOT part of the indexes' capital coverage and is NOT summed with the 0x37BB fund.

Change history

Transaction, proposal and buyback history will appear with the contracts and a public history endpoint. There is no source now.

Not connected

Treasury transaction, DAO proposal and buyback history — no source: contracts are not deployed, the public history endpoint is not connected. One line, not three empty tables.

Contract modules · 12Not connected

A registry from the GURU era: contracts are not deployed, the config holds no addresses. Token-sale, staking and buyback modules are marked “GURU archive” — the product token is YLDX, no own token is issued.

  • Governance Treasury — governance treasury contractaddress: not deployed
  • Token Contract — own-token contract (not issued)GURU archiveaddress: not deployed
  • Token Sale — own-token sale contractGURU archiveaddress: not deployed
  • DAO Governor — proposals and votingaddress: not deployed
  • Timelock — execution delayaddress: not deployed
  • Staking — own-token staking (cancelled)GURU archiveaddress: not deployed
  • Fee Collector — fee collection and distributionaddress: not deployed
  • Buyback — token buyback (for YLDX — “Planned” in Money Flow)GURU archiveaddress: not deployed
  • Stable Pool — STABLE product pooladdress: not deployed
  • Coin Pool — COIN product pooladdress: not deployed
  • DEX Pool — DEX product pooladdress: not deployed
  • Multisig — multisig for deposits and emergenciesaddress: not deployed
Audit: not startedauditor: not appointedreport: appears after the auditcontract statuses are truth as of build date 1 Oct 2026archive recorded 29 Aug 2026

Methodology and criteria

How a pool enters the set: stage counters from the work endpoint, screening criteria and the 16 Aug snapshot (registry file), composition rules.

source: GET /api/public/live/work · lib/pool-board/selection.json · data as of: time not reported

Screening stage counters

STRATEGY FACTORY // LIFECYCLE

AI discovers. Humans test. Only approved strategies receive capital.

Every strategy moves through this pipeline left to right. No stage is ever skipped. Counters are read from the public work endpoint; a stage without a counter in the contract honestly reads “Not connected” — never zero.

pipeline rules recorded 9 Aug 2026

01 SCAN
in stageNot connected

The system continuously scans public DeFi markets for places that pay yield.

02 WATCHLIST
in stageNot connected

Interesting finds wait here under observation before anyone spends time on them.

03 RESEARCH
in stageNot connected

A deeper look: where the yield comes from, how long it has existed, what can break.

04 MANUAL TEST
in stageNot connected

A human enters the position by hand with a small amount to feel how it really works.

05 AUTOMATION
in stageNot connected

The manual routine becomes code: enter, exit, monitor — repeatable and testable.

06 STRATEGY
in stageNot connected

The automated position becomes a designed strategy: rules, limits, exit paths.

07 ECONOMICS
in stageNot connected

The math check: after every fee and cost, does it still make sense?

08 INDEX
in stageNot connected

Classification: which product the strategy fits and what share it may take.

09 CANARY
in stageNot connected

A small real position goes live and is watched — like a canary in a coal mine.

10 APPROVAL
in stageNot connected

A human reviews everything and says yes or no. AI never approves itself.

11 IN OPERATION
in stageNot connected

Only after all previous steps may a strategy receive real capital.

PAUSE / RETIRE / NEW VERSION stages exist after the “in operation” stage: a strategy can be paused, retired or replaced by a new version at any time.

Pool screening snapshotStale· snapshot of 16 Aug 2026

A registry file with an observation date; not shown on the public board. The full screening board is on /kanban.

POOL SELECTION BOARD // WHAT PASSED SCREENING INTO EACH INDEX

Highest observed yield in the screened set. Source: DeFiLlama yields.llama.fi/pools, observed: 2026-09-08 00:00 UTC, pools scanned: 15,589. Ordered by 30-day observed mean, not by safety. This is a snapshot, not live data. Not financial advice

STABLE INDEX8.19%
observed index of the shown set (equal weights, 30d mean) · passed screening: 104, showing 5
stablecoin, no IL, TVL >= $10M, APY <= 25%
SUSDAIscreened
Arbitrum · pendle · TVL $11.9M
obs. 10.26%base 10.26%emis 0.00%30d 9.79%
Pendle: fixed-term market
STEAKCUSDCproposed
Ethereum · morpho-blue · TVL $34.4M
obs. 7.20%base 7.20%emis 0.00%30d 7.99%
Mainnet gas matters for small size
APYUSD-APXUSDscreened
Ethereum · curve-dex · TVL $19.4M
obs. 8.29%base 8.29%emis 0.00%30d 7.87%
Newer stables in pair
SENPYUSDMWINscreened
Ethereum · morpho-blue · TVL $21.5M
obs. 8.06%base 0.58%emis 7.48%30d 7.73%
Yield is mostly emissions
PENDLEUSDCscreened
Ethereum · morpho-blue · TVL $26.9M
obs. 6.67%base 4.89%emis 1.78%30d 7.58%
COIN INDEX2.87%
observed index of the shown set (equal weights, 30d mean) · passed screening: 47, showing 5
single ETH/BTC asset, no IL, TVL >= $5M, APY <= 20%
WETHscreened
Ethereum · aave-v3 · TVL $17.7M
obs. 5.20%base 1.44%emis 3.76%30d 5.20%
Most of the yield is emissions
WEETHproposed
Base · ether.fi-stake · TVL $34.1M
obs. 2.38%base 2.38%emis 0.00%30d 2.39%
Cheap gas, base yield only
WEETHscreened
Ethereum · ether.fi-stake · TVL $3719.8M
obs. 2.38%base 2.38%emis 0.00%30d 2.39%
RETHscreened
Ethereum · rocket-pool · TVL $2537.8M
obs. 2.18%base 2.18%emis 0.00%30d 2.20%
STETHscreened
Ethereum · lido · TVL $17870.5M
obs. 2.14%base 2.14%emis 0.00%30d 2.19%
DEX INDEX13.25%
observed index of the shown set (equal weights, 30d mean) · passed screening: 65, showing 5
volatile pair with IL, TVL >= $3M, APY <= 60%
USDC-AEROproposed
Base · aerodrome-v1 · TVL $26.7M · IL risk
obs. 22.24%base 0.00%emis 22.24%30d 22.42%
⚠ pays only while the receipt is staked in the gauge
100% emissions — pays ONLY when staked in gauge; real IL on AERO
CRV-CVXCRVscreened
Ethereum · convex-finance · TVL $6.3M · IL risk
obs. 12.25%base 0.07%emis 12.18%30d 13.20%
Emissions-dominated
WETH-CVXscreened
Ethereum · convex-finance · TVL $3.6M · IL risk
obs. 12.03%base 1.25%emis 10.78%30d 11.98%
WBTC-ARBproposed
Arbitrum · uniswap-v3 · TVL $3.4M · IL risk
obs. 9.03%base 9.03%emis 0.00%30d 11.09%
Real fee income, no emissions
WETH-KTAscreened
Base · aerodrome-v1 · TVL $4.2M · IL risk
obs. 8.94%base 0.00%emis 8.94%30d 7.55%
⚠ pays only while the receipt is staked in the gauge
Emissions only
STABLE INDEX218.30%
observed index of the shown set (equal weights, 30d mean) · passed screening: 38, showing 6
ETH/BTC pair on Velodrome or Aerodrome, TVL >= $1M, 30d mean <= 350%
WETH-CBBTCscreened
Base · aerodrome-slipstream · TVL $9.9M · IL risk
obs. 151.98%base 47.60%emis 104.38%30d 319.44%
ETH/BTC pair on Velodrome/Aerodrome
CBETH-CBBTCscreened
Base · aerodrome-slipstream · TVL $1.6M · IL risk
obs. 177.88%base 26.96%emis 150.92%30d 262.54%
ETH/BTC pair on Velodrome/Aerodrome
WETH-USDCscreened
Base · aerodrome-slipstream · TVL $8.4M · IL risk
obs. 136.63%base 72.73%emis 63.90%30d 254.16%
ETH/BTC pair on Velodrome/Aerodrome
USDC-CBBTCscreened
Base · aerodrome-slipstream · TVL $7.2M · IL risk
obs. 26.62%base 9.33%emis 17.29%30d 187.61%
ETH/BTC pair on Velodrome/Aerodrome
USDC-CBBTCscreened
Base · aerodrome-slipstream · TVL $4.0M · IL risk
obs. 420.07%base 43.37%emis 376.70%30d 147.57%
ETH/BTC pair on Velodrome/Aerodrome
AERO-CBBTCscreened
Base · aerodrome-slipstream · TVL $1.1M · IL risk
obs. 610.67%base 358.29%emis 252.38%30d 138.48%
ETH/BTC pair on Velodrome/Aerodrome
Status pipeline: screened → proposed → approved → funded → live. Anything past “proposed” appears only after an explicit founder decision — the UI never invents it.
Full screening board → /kanban
The six payout gates (static description of code mechanisms)recorded 17 Aug 2026

The six gates of every payout

A STATIC EXPLANATION OF CODE MECHANISMS

Every client payout passes these checks in the executor's code — in order, no exceptions.

01
FULL ADDRESS
a masked or truncated address is refused at the door: you cannot pay a mask
02
TWIN GUARD
a recipient blocklist and lookalike detection — before any amount checks
03
RECIPIENT PROFILE
our own wallet can never be a client payout; a disputed recipient waits for the founder's word
04
txHash DEDUP
the same amount to the same address already closed with a txHash — hard stop; without one, an on-chain check
05
LIMITS ON THE KEY
per-payout and daily caps; idempotency: a restart cannot execute twice
06
THE OWNER'S BUTTON
a double tap on every payout; no “allow all” exists, no keys live on the server
mechanisms recorded from the executor's code (payout-approval, payout-blocklist) — 30 Aug 2026
Additional modules: canaries, rejections, agent network
CANARY NETWORK

A canary is a small but real position in a real pool. Before a strategy may receive capital, it must first live as a canary: real money, tiny size.

Why not a simulation? A simulation pays no gas, catches no slippage and meets no real-contract surprises. Only a real position reveals the real route.

A canary's size is the minimum needed to prove the route: small enough that failure teaches, not hurts. If the canary suffers, capital never follows — the strategy goes back for rework or is rejected.

Active canary positionsNot connected
Chains under observationNot connected

The canary counter is read from the public work endpoint. The chain count has no field in the contract yet — until it exists this honestly reads “Not connected”, never a borrowed figure.

WHAT DEFIGURU REJECTED

Most candidates never reach capital. Every rejection is recorded with a reason — in these categories.

journal rules recorded 9 Aug 2026

INSUFFICIENT LIQUIDITY

The pool is too shallow: easy to enter, impossible to exit without damage.

rejectedNot connected

UNSTABLE YIELD

The rate swings so hard that yesterday's number says nothing about tomorrow.

rejectedNot connected

INCENTIVE DEPENDENCY

The yield leans on token reward emissions. When emissions end, so does the yield.

rejectedNot connected

INSUFFICIENT HISTORY

Too young to judge: without history you cannot tell luck from durability.

rejectedNot connected

CONTRACT RISK

The smart contract raises questions: audits, admin powers, upgrade paths.

rejectedNot connected

EXIT RISK

The entrance is open but the exit is a narrow door: delays, queues, exit penalties.

rejectedNot connected

DATA QUALITY

Sources disagree or go silent: if a number cannot be verified, it cannot be trusted.

rejectedNot connected

This is what saying no looks like.

AGENT NETWORK

The work is done by a network of AI agents supervised by humans. Published here: roles and anonymized activity — no names, no prompts, no internal instructions.

roles and rights boundaries recorded 17 Aug 2026 · charter v2

MARKET SCANNER

NO FINANCIAL RIGHTS

Reads public market data and proposes candidates for review.

RESEARCH ANALYST

NO FINANCIAL RIGHTS

Digs into candidates: yield source, history, weak points.

RISK REVIEWER

NO FINANCIAL RIGHTS

Challenges every candidate. Can only block and flag — never approve.

ECONOMICS AUDITOR

NO FINANCIAL RIGHTS

Recounts the math after every fee and cost.

EXECUTION OPERATOR

FINANCIAL RIGHTS: BOUNDED

The only role that touches positions: approved routes only, within limits, after human confirmation, fully journaled.

MONITOR

NO FINANCIAL RIGHTS

Watches live positions around the clock and raises alerts on anomalies.

CONTENT

NO FINANCIAL RIGHTS

Explains the system publicly. Holds no financial rights at all.

Active agentsNot connected
Agent activityNot connected
Events in the public feedNot connected
PUBLIC OPERATIONS FEED
source not connected

Connecting…

Sync time

Data age per source on this page. Freshness is judged by dataAsOf only, never by response time.

data as of: time not reported

Sourcestatedata time
Engine and totals (automation/flow)GET /api/public/automation/flowtime not reported
Strategy registryGET /api/public/live/strategiestime not reported
Pool screening registry (Kanban)GET /api/public/live/boardtime not reported
PositionsGET /api/public/live/positionstime not reported
CorridorsGET /api/public/live/corridorstime not reported
Operations feedGET /api/public/activitytime not reported
Token mapGET /api/public/live/token-maptime not reported
Work countersGET /api/public/live/worktime not reported

some sources are still answering…

Backend source check → System status