### LP-yUSD12NOV2025 Gauge Request

yUSD Gauge Request

Simple summary

yUSD is a yield-bearing stablecoin issued by YieldFi, fully backed by USDC. It accrues yield internally using a diversified strategy across different DeFi money legos. The token follows the ERC-4626 standard and the native underlying asset is USDC.

This proposal aims to add a gauge for LP-yUSD12NOV2025 on Ethereum to bootstrap liquidity.

Benefit of this integration for YieldFi

  • Could support PT-yUSD looping strategies via Morpho (and AAVE)
  • Unlocks a larger layer of possible strategy space for yUSD across DeFi
  • YieldFi and arbitrageurs will be able to arbitrage the different rates between, Napier, Pendle and Spectra and execute delta neutral farming strategies
  • By deploying yUSD into Spectra, through looping, YieldFi could gain $4-6.5M USD in TVL, per million dollar worth of liquidity deployed, depending on the collateral health factor and the leverage used.

Benefit of this integration for Spectra

  • Adds a new stablecoin-backed PT market
  • Could PT-yUSD looping strategies via Morpho
  • Attracts institutional players seeking predictable, yet high-yielding opportunities
  • Allows smart players, to arbitrage the price differences between PTs and YTs on different platforms

Context

  • YieldFi is currently scaling with ~14,7M in deposits
  • It makes sense for YieldFis LPs to deposit through Spectra, as outlined in the benefits section above

Vote

Create a gauge for LP-yUSD12NOV2025 on Ethereum?

  • Yes, create a gauge
  • No, do nothing
  • Abstain
0 voters

Due to redeployment of the pool, I request to change it to Spectra - yUSD (Nov 12 2025) - Liquidity