[Proposal] Integrate PT-alUSD-11Dec2025 on Euler Yield

Summary

This proposal seeks approval to integrate PT-alUSD-11Dec2025 on Euler Yield as collateral-only assets. Almanak is an innovative DeFi Agent Platform designed to create and deploy automated financial strategies using financial Agents. The platform combines advanced automation with emerging AI technologies to help strategies adapt to market conditions more effectively than traditional tools.

Fundamentals

alUSD is a tokenized shares of the Autonomous Liquidity USD vault, a conservative, code-based USDC yield strategy collaboratively built using the Almanak AI Swarm.

The vault continuously scans DeFi markets to allocate USDC across an approved set of protocols: Fluid, Euler v2, Aave v3, Compound v3, Morpho Blue vaults, and Yearn v3. It rebalances only when yield gains justify costs, while auto-compounding and advanced routing maximize efficiency across market conditions.

Liquidity

PT-alUSD-11Dec2025 currently maintains around $4M in liquidity. Earlier LP alUSD-23Oct2025 28.1M in liquidity expired soon, potential transfer of liquidity towards the new LP.

Risk Parameters

Caps

Asset Supply Cap Borrow Cap
PT-alUSD-11Dec2025 1M -

IRM

No IRM necessary for collateral only assets.

LTVs

Collateral Debt Asset LLTV
PT-alUSD-11Dec2025 USDC 85%
PT-alUSD-11Dec2025 USDT 85%
PT-alUSD-11Dec2025 PYUSD 85%
PT-alUSD-11Dec2025 RLUSD 85%
PT-alUSD-11Dec2025 USDe 85%
PT-alUSD-11Dec2025 USDtb 85%
PT-alUSD-11Dec2025 rUSD 80%
PT-alUSD-11Dec2025 AUSD 80%
PT-alUSD-11Dec2025 frxUSD 80%
PT-alUSD-11Dec2025 USD1 80%
PT-alUSD-11Dec2025 mUSD 80%
PT-alUSD-11Dec2025 wM 80%

Oracle

Pendle TWAP oracles for PT-alUSD-11Dec2025, crossed with the fixed rate oracle for alUSD.

1 Like

[Gauntlet] Integrate alUSD PT on Euler Yield

Summary

Gauntlet recommends integrating PT-alUSD-10DEC2025 as collateral-only asset on Euler Yield with the below given parameters.

Fundamentals

  • Autonomous Liquidity USD is a tokenized AI yield optimization strategy built using Almanak, more details here.
  • By continuously scanning the DeFi ecosystem, Autonomous Liquidity USD identifies opportunities and repositions capital to capture the highest available yields while operating within customizable risk parameters.

Caps

Asset Supply Cap Borrow Cap
PT-alUSD-10DEC2025 12M -

The liquidity for PT-alUSD-22SEP2025 ($25M) must be considered, as it is anticipated to move to PT-alUSD-10DEC2025.

LTVs

Gauntlet recommends the following LLTVs :

Collateral Debt LLTV
PT-alUSD-10DEC2025 AUSD 0.75
PT-alUSD-10DEC2025 mUSD 0.75
PT-alUSD-10DEC2025 frxUSD 0.75
PT-alUSD-10DEC2025 USD1 0.75
PT-alUSD-10DEC2025 USDe 0.80
PT-alUSD-10DEC2025 USDtb 0.80
PT-alUSD-10DEC2025 PYUSD 0.80
PT-alUSD-10DEC2025 RLUSD 0.80
PT-alUSD-10DEC2025 USDT 0.80
PT-alUSD-10DEC2025 USDC 0.80
PT-alUSD-10DEC2025 wM 0.80
PT-alUSD-10DEC2025 rUSD 0.80
PT-alUSD-10DEC2025 eUSDe 0.80

Borrow LTV is recommended to be 2% below LLTV.

Oracle

We recommend using Pendle TWAP oracles for PT-alUSD-11Dec2025, crossed with the fixed rate oracle for alUSD.

Objective Labs is aligned with the proposal to integrate PT-alUSD-11Dec2025 on Euler Yield. (correction instead of Dec 10 maturity) We support the risk assessment and parameter recommendations outlined by Gauntlet, including the proposed LLTVs, supply caps, borrow caps, and oracle configuration, as they are appropriate given the collateral profile and liquidity depth of the asset.

We anticipate users to migrate to this new maturity as the previous PT-alUSD market reaches expiry on October 23, ensuring a smooth transition and continuity of alUSD yield strategies within Euler Yield.

As a precautionary measure during the Stream Finance depeg, Euler Labs executed a non-destructive emergency action to set the cap of PT-alUSD-11DEC2025 to a nominal amount of $10,000.

Now that the risk landscape is clearer, we have re-assessed alUSD and found <5% backing at risk. With a conservative 80% LLTV, we deem PT-alUSD’s risk profile acceptable for Euler Yield. We now recommend that the original 12M supply cap be restored for PT-alUSD-11DEC2025.