optimize-ousd-allocation

Run the skill to fetch live balances and APYs from the MCP and on-chain, then it greedily allocates the movable budget in $50K steps, valuing each market at its 90%-utilization sustainable rate. It outputs net moves with expected annual dollar gains but never executes transactions.

The MCP's maxPossibleAmount is a withdrawal ceiling, not deployed balance, and it cannot show cross-chain utilization. The production rebalancer feed has been observed stale or divergent from on-chain state, so the skill reads checkBalance and Morpho Blue markets directly with cast and treats external feeds as cross-checks only.

Moves must clear a 0.5% APY spread, $5K minimum ($25K cross-chain), and $50K step granularity. Strategies above 50% APY are frozen, the AMO is held at a 10% TVL floor, withdrawals may not push markets above 90% utilization, and the vault withdrawal shortfall is always funded first.

No. The skill produces a plan only — net moves with expected annual yield delta and the executing call per leg. Actual relocation is a Strategist-multisig action performed by a human after reviewing the plan.

It discounts headline APYs when on-chain utilization exceeds 90%, since those rates are transient spikes that revert. Cross-chain moves are sized small and staged with re-probing between tranches, because thin markets can move hundreds of basis points per $50K.

Each plan is appended to decisions/decision-log.jsonl with the projected sustainable destination rate. A later review pass queries Grafana morpho_vault_apy history over the following 7 days, compares realized APY to projections, assigns a good/marginal/bad verdict, and feeds calibration deltas into LEARNINGS.md.